Semiconductor News & Analysis Feed
15641 articles
2026-06-25
eetimes.com
2026-06-25
EUV grabs the glory, but DUV does the dirty work that keeps advanced chips alive.
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Cantor Fitzgerald’s CJ Muse predicts Micron earnings growth through 2028
Analyst doubles Micron's price target to $1,500 as memory supply squeeze fuels bullish thesis for AI-driven semiconductor deman
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
Cboe Global Markets
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All eyes are on Micron’s earnings after the bell.
WTI crude pri
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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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
www.fool.com
2026-06-25
The Motley Fool
As of midday, the Dow Jones Industrial Average (
^DJI
+0.42%
) rose 0.89% to 52,125.67, the Nasdaq Composite (
^IXIC
0.59%
) gained 0.65% to 25,753.08, and the S&P 500 (
^GSPC
0.22%
) edged up 0.61% to 7,410.55 as falling oil prices and stabilizing technology shares helped markets recover from yesterday’s losses.
Gold futures fell 3.09% to $4,021.20, and the 10-Year Treasury yield slipped 0.08% t
2026-06-25
www.androidheadlines.com
2026-06-25
Android Headlines
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2026-06-25
www.thedailystar.net
2026-06-25
The Daily Star
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2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is expanding its chip-design services to China as it is reportedly in early talks with ByteDance.
Custom-chip designs are picking up momentum across the tech industry, and a report by Reuters suggests that Qualcomm might be assisting ByteDance, a leading Chinese firm, with chip-design services.
Although the talks between Qualcomm and ByteDance are still early, if they succeed, then that
2026-06-25
investinglive.com
2026-06-25
investingLive
A year ago, when Micron reported Q3 FY2025 results, it posted revenue of $9.30B and non-GAAP EPS of $1.91 per share. The stock was trading around ~$120-130/share at that time.
The price has since moved to a all-time high at $1213.56 reached on Monday's trade. The current price is trading at $1043 down $8.50 on the day. Looking at the table below, earnings and revenues have been growing at an expo
2026-06-25
news.google.com
2026-06-25
Investor's Business Daily
2026-06-25
kalkinemedia.com
2026-06-25
Kalkine Media
Why Micron (NASDAQ:MU) Became The Chip Market’s Flashpoint?
NASDAQ COMPOSITE
MRVL
SNDK
MU
NVDA
6 min read | June 24, 2026 10:06 AM PDT | By Anmol Khazanchi
Google News:
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Costco Wholesale (NASDAQ:COST) Stands Tall In Cautious Retail
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
www.cnbc.com
2026-06-25
CNBC
A new ETF seeking to leverage Micron’s volatility has emerged – right in the nick of time
After the massive success of the Roundhill Memory ETF (DRAM)
– a fund that’s gathered more than $22 billion in less than three months and has more than doubled in value since its April debut – asset manager Roundhill Investments, alongside REX Shares and Tuttle Capital Management, launched a new offering on
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
-0.02%
IBM
-0.75%
ORCL-PD
-3.69%
QQQ
-0.42%
STX
-4.37%
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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
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
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) have been the subject of intense debate this week after a roughly 13% sell-off rattled holders ahead of the company’s fiscal Q3 2026 earnings, scheduled for release today, June 24, after the market close. On CNBC’s Morning Call, Kevin Cassidy, Senior Research Analyst at Rosenblatt Securities, made the case that the pullback is due to “i