Semiconductor News & Analysis Feed
15540 articles
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Published on June 24, 2026 at 3:03 pm by RAMISH CHEEMA in News
SHARE
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a major position in Appaloosa Management’
2026-06-25
www.techtarget.com
2026-06-25
TechTarget
NATALI_MIS/ISTOCK VIA GETTY IMAG
NATALI_MIS/ISTOCK VIA GETTY IMAG
NEWS
Cadence captures $100M to expand RPM platform, AI agents
The company's remote patient monitoring platform leverages AI agents to monitor vital signs, identify risks and offer lifestyle support for patients with chronic diseases.
By
Anuja Vaidya, Senior Editor
Published: 24 Jun 2026
Remote patient monitoring company Cadence h
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:03 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a maj
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
QUALCOMM Inc. (QCOM) Is One Of Billionaire David Tepper’s Oldest AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:01 PM PDT 2 min read
QCOM
-3.29%
Trade QCOM on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the long-term stock picks.
Appaloosa Management has held QUALCOMM Inc. (NASDAQ:QCOM)'s shares
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Qualcomm
on Wednesday revealed a central processing unit for data centers called Dragonfly C1000, and said that Meta
would use it when it starts production in 2028.
The chipmaker said that the new data center CPU was built for agentic AI and focuses on offering computing performance without using too much power.
The announcement, made at a Qualcomm presentation to investors, is another sign th
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 11:58 AM PDT 2 min read
ASML.AS
-0.45%
ASML
-0.88%
Trade ASML on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. ASML Holding N.V. (NASDAQ:ASML) is one of the long-term stock picks.
ASML Holding N.V. (NASDAQ:ASML) is on
2026-06-25
www.kitguru.net
2026-06-25
KitGuru
Nvidia “Blackwell-Next” GPUs mentioned in Linux kernel patch
João Silva 12 hours ago Graphics
A new Linux kernel patch for the NVGrace-GPU VFIO driver has revealed references to Nvidia's upcoming “Blackwell-Next” graphics architecture.
Spotted by Phoronix (via VideoCardz), this change adds a readiness check for the supposed new architecture via CXL (Compute Express Link) DVSEC-based (Designated
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a10e70c7dd8520d8 • Your IP: Click to reveal • Performance & security by Cloudflare
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry
Omor Ibne Ehsan
Wed, June 24, 2026 at 11:45 AM PDT 4 min read
MU
-0.31%
SNDK
-2.50%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Sethi argues a 20. 25% pullback in Micron, up 882% in a year and still beating numbers, is fast money exiting. Not a trend reversal.
SanDisk, up nearly 4,800% in a year
2026-06-25
www.nytimes.com
2026-06-25
The New York Times
__fail__
2026-06-25
news.google.com
2026-06-25
CNBC
2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a10e626d5ef1e76c • Your IP: Click to reveal • Performance & security by Cloudflare
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
Video Muted
The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
We use cookies to understand how you use our site and to improve your experience.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In ad
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Nvidia
CEO Jensen Huang told shareholders on Wednesday that if a commercial opportunity conflicts with U.S. national security, the company would prioritize American interests.
″National security comes first,” Huang said in a session shortly after the company’s annual stockholder meeting concluded.
He added that if a company wanted to smuggle Nvidia’s chips or systems into countries with export
2026-06-25
www.reuters.com
2026-06-25
Reuters
__fail__
2026-06-25
eciks.org
2026-06-25
eciks.org
Micron reports Q3 earnings tonight as AI demand fuels record growth
Published on 24 June 2026 at 2:18 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 729 times
© Micron reports Q3 earnings tonight as AI demand fuels record growth
Share this post
Micron Technology reports its fiscal third-quarter earnings tonight after market close, with Wall Street bracing for record-breaking
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Price Prediction: The Forecast Flags a Big Pullback
Vandita Jadeja
Wed, June 24, 2026 at 11:14 AM PDT 4 min read
MU
-0.31%
NVDA
-0.50%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron (MU) trades near $1,052 but our model flags a SELL at 90% confidence, targeting $731 and implying 30% downside.
CEO Mehrotra sold shares at prices ranging from $942 to $979 across 30 transacti