Semiconductor News & Analysis Feed
20883 articles
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor
2026-07-04
www.tradingview.com
2026-07-04
TradingView
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Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Less than 1 min read
MU
+1.11%
PYPL
−2.45%
SFM
−4.56%
ZTS
−1.56%
Michael Burry (Trades, Portfolio) has reportedly opened a short position in Micron Technology
MU
as the chip stock's powerful rally continues to draw investor attention. In a Substack
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
The online investing platform Robinhood Markets (
HOOD
+0.58%
) is one of the go-to places for retail investors to buy stocks, as well as for other banking activities the platform now offers. Robinhood is also a good platform for gauging retail sentiment, which is important given retail's increased presence in the broader market.
Each month, Robinhood lists the 10 most widely held stocks on its p
2026-07-04
au.finance.yahoo.com
2026-07-04
Yahoo Finance Australia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia · TheStreet
Bibhu Pattnaik
Fri 3 July 2026 at 9:41 am GMT-7 2 min read
MSTR
-3.58%
AAPL
+0.88%
NVDA
+3.65%
Michael Saylor has never been short on confidence when it comes to Strategy's standing in financial markets. His latest post on X took that a step furth
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Here's What a $25,000 Investment in Nvidia Could Be Worth if History Repeats Itself
Bram Berkowitz, The Motley Fool
Fri, July 3, 2026 at 9:25 AM PDT 5 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
The artificial intelligence chip giant Nvidia (NASDAQ: NVDA) has struggled recently and is now down nearly 13% over the past month (as of July 1). After years of an incredible AI rall
2026-07-04
www.msn.com
2026-07-04
MSN
Record highs: Applied Materials stock surged after record earnings and bullish analyst targets, fueled by AI infrastructure spending.
Persistent shortages: Micron's CEO projects memory chip tightness beyond 2027, with HBM and DRAM supply unable to meet demand.
Market milestone: Global semiconductor revenues may near $1 trillion in 2026, driven largely by AI-related memory demand.
2026-07-04
www.tradingview.com
2026-07-04
TradingView
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/
GuruFocus
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Korea Stocks Rebound 5.8% as Samsung, SK Hynix Jump
Korea Stocks Rebound 5.8% as Samsung, SK Hynix Jump
Less than 1 min read
KOSPI
−0.58%
005930
−1.80%
000660
+3.42%
South Korean stocks staged a sharp rebound Friday as investors moved back into the market following a nearly 10% drop over the previous two sessions. The Kospi Index gained 5.8%, helped by strong rallies in Samsung
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
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2026-07-04
www.benzinga.com
2026-07-04
Benzinga
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain.
Rob Isbitts
Fri, July 3, 2026 at 9:00 AM PDT 6 min read
000660.KS
+5.30%
BABA
+11.05%
MU
+1.11%
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Trading disclosure
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A corporate sign for SK Hynix by Tada Images via Adobe Stock
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut is tentatively scheduled for Friday, July 10.
If all goes according to plan, the company will raise a staggering $29 billion. That would make it the largest ADR listing in recorded market history,
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) has become the semiconductor story of 2026. Shares are up 152.56% year-to-date, driven by an AI infrastructure buildout that keeps expanding faster than the market can price in.
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Our 24/7 Wall St. price target for AMD is $589.73, roughly 9.03% above where the stock trades today. Our model rates AMD a buy,
2026-07-03
www.chosun.com
2026-07-03
조선일보
By Choi Hyung-seok
Published 2026.07.04. 00:45
Updated 2026.07.04. 16:09
Lee Chan-jin, Head of the Financial Supervisory Service. /News1
The recent monthly trading volume of single-stock leveraged products, which allow double bets on Samsung Electronics and SK Hynix stock movements, reached 225 trillion Korean won. This accounts for 27% of the total ETF (exchange-traded fund) trading volume (825
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
This Is the Single Most Important Number from Micron's Monster Earnings Report
Adam Spatacco, The Motley Fool
Fri, July 3, 2026 at 8:50 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (NASDAQ: MU) fiscal third-quarter earnings call. Both revenue and earnings per
2026-07-03
www.gasworld.com
2026-07-03
gasworld
© Shutterstock
Formfactor wins $24.2m grant for US semiconductor facility
By Sophie Gregory
5 days ago
1 min read
Bookmark
US semiconductor manufacturer Formfactor has secured a $24.2m state grant from the Texas Semiconductor Innovation Fund (TSIF) for its up to $170m probe card manufacturing facility in Farmers Branch, northwest of Dallas.
The Farmers Branch facility will support the manufactur
2026-07-03
tomshardware.com
2026-07-03
Hassam Nasir
Midrange offerings with a lot of cache.
2026-07-03
stockstory.org
2026-07-03
StockStory
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2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (
MU
+1.24%
) fiscal third-quarter earnings call. Both revenue and earnings per share (EPS) absolutely blew Wall Street's expectations out of the water. But interestingly enough, sales and profits weren't the most important takeaway from the report.
What most investors are overlooking is how Micron
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
3 Reasons Micron Stock Could Soar to $2,000
Sneha Nahata
Fri, July 3, 2026 at 8:30 AM PDT 4 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Shares of Micron Technology (MU) have been on an extraordinary run, rising about 800% over the past year. Micron's explosive rally has been driven by soaring artificial intelligence (AI)-led demand for its high-bandwidth memory (HBM) chips and data
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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