Semiconductor News & Analysis Feed
1144 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Will Nvidia Continue to Dominate in AI? This One Number Offers a Strikingly Clear Answer.
Adria Cimino, The Motley Fool
Thu, June 25, 2026 at 12:15 AM PDT 5 min read
NVDA
-0.50%
INTC
-0.48%
AMD
-0.02%
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Nvidia (NASDAQ: NVDA) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the tr
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the training of AI models and providing a wide range of related products and services. All of this has sent earnings soaring in recent years -- and the stock price has followed.
Customers flock to Nvidia for these top AI products, and the company has co
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore, and Leonie Kidd in London. Welcome to another edition of CNBC’s Daily Open.
Semiconductor giant Micron has claimed an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But a new challenger has also entered the fray: South Korea’s SK Hy
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
SK Hynix jumps 12% on Micron earnings, $29B Nasdaq listing plan
Jun 25, 2026, 12:36 AM ETSK Hynix, Inc. (HXSCL) Stock, MU StockTSM, SSNLF, SFTBY
, TOELY, ATEYY, LSRCF
By: Arundhati Sarkar, SA News Editor
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SK Hynix (HXSCL) shares surged over 12% on Thursday after the South Korean semiconductor giant unveiled plans to raise as much as $29.4B through
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.
It was a blockbuster day for chip stocks. Micron and Qualcomm both surged after delivering upbeat outlooks, with Micron claiming an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But
2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
digitimes.com
2026-06-25
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
As Micron
customers try and adjust to a new reality of constantly rising memory prices, investors in the company are enjoying historic profit margins.
Alongside its better-than-expected earnings report on Wednesday, Micron disclosed a gross margin, or the profit left after accounting for the cost of goods sold, of 84.9%, up from 74.9% in the prior period and 39% a year earlier.
That’s the highe
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
Earnings News
On the Move
Micron pops as Q3 results, guidance blow past expectations on AI strength
Jun 24, 2026, 4:07 PM ETMicron Technology, Inc. (MU) StockBy: Chris Ciaccia, SA News Editor
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Micron Technology (MU) shares rose 8.5% in extended trading on Wednesday after the memory giant reported fiscal third-quarter results and guidance that top
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
On the Move
Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers
Jun 24, 2026, 3:20 PM ETQUALCOMM Incorporated (QCOM) Stock, META Stock, MSFT StockBy: Brandon Evans, SA News Editor
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Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI i
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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Volatility Is Taking A Breather Ahead Of Micron Earnings
Jun 24, 2026, 1:36 PM ETS&P 500 Futures (SPX), SP500, SPY, NDX, DJI, RTY, DIA, QQQ, IWM, IVV, VOO, COMP:INDMU, FDX, FDXF
, SPCX, GOOG, GOOGL, VZ, HONAV, HON, CAG
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All eyes are on Micron’s earnings after the bell.
WTI crude pri
2026-06-25
www.techtimes.com
2026-06-25
Tech Times
By Jerry Owens
Published: Jun 24 2026, 13:22 PM EDT
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logo of US Semiconductor company Qualcomm in the Alpine resort of Davos during the World Economic Forum (WEF) annual meeting. The World Economic Forum takes place in Davos from January 19 to January 23, 2026. INA FASSBENDER/GETTY IMAGES
Qualc
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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Micron And 4 AI Stocks For Data Center Growth
Jun 24, 2026, 1:05 PM ETMU, SNDK, AMD
, MXL, INTC
Steven Cress, Quant Team
SA Quant Strategist
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Global data center capacity could nearly double by 2030, driven by surging AI demand and rapid cloud expansion.
Goldman Sachs expects hyperscaler AI spending to surpass
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy QQQ was off 2.57% intraday, which on a ba
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:54 AM PDT 4 min read
AMD
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IBM
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Micron cratered 11% despite a forward P/E of 11 and an 882% one-year gain, pulling AMD down nearly 5% in a classic positioning
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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