Semiconductor News & Analysis Feed
20892 articles
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong demand for high-bandwidth memory (HBM) and advanced DRAM products used in AI servers. Investors have rewarded the company for its improving earnings outlook, expanding margins and le
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
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Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 per share.
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Are We Paying Too Much for Applied Materials (AMAT)?
Soumya Eswaran
Fri, July 3, 2026 at 7:17 AM PDT 3 min read
AMAT
+2.89%
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Trading disclosure
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. The letter explores the growing role of AI and how certain facets
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
PC Components RAM DRAM
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases
News-analysis
By Luke James
Published July 3, 2026
Garciaguirre v. Samsung leans on HBM to prove an agreement that federal courts have twice declined to see in parallel production cuts.
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2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong demand for high-bandwidth memory (HBM) and advanced DRAM products used in AI servers. Investors have rewarded the company for its improving earnings outlook, expanding margins and le
2026-07-03
invezz.com
2026-07-03
Invezz
Michael Burry shorts Micron stock, warns AI chip rally has gone too far
Stock market
Author
Ananthu C U
03 Jul 2026, 14:31 PM
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Michael Burry shorted Micron, citing AI hype and valuation concerns.
Burry expanded chip shorts while adding to five existing long positions.
Micron fell further as Burry warned the AI chip rally may reverse.
Investor Michael Burry, best
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM), enterprise SSDs and advanced DRAM continues to outpace industry supply, creating a favorable pricing environment.
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Micron Technology, Inc.MU is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM), enterprise SSDs and advanced DRAM continues to outpace industry supply, creating a favorable pricing environment.
2026-07-03
tomshardware.com
2026-07-03
Jowi Morales
Here we go again.
2026-07-03
news.google.com
2026-07-03
EE Times
2026-07-03
www.tradingview.com
2026-07-03
TradingView
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Michael Burry Shorts Micron After Massive Rally
Michael Burry Shorts Micron After Massive Rally
Less than 1 min read
MU
+1.11%
SFM
−4.56%
ZTS
−1.56%
NVDA
+3.65%
Micron Technology
MU
found itself in Michael Burry's crosshairs again after the famed The Big Short investor disclosed a new short position, arguing the memory chip maker's rally has become detached from fundamentals.
2026-07-03
news.google.com
2026-07-03
Engineer Live
2026-07-03
tomshardware.com
2026-07-03
Etiido Uko
Blackstone-owned QTS has withdrawn its final appeal for Virginia’s 22-million-square-foot Digital Gateway campus, ending the massive data center project.
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Is It Worth Investing in Applied Materials (AMAT) Based on Wall Street's Bullish Views?
Zacks Equity Research
Fri, July 3, 2026 at 6:30 AM PDT 4 min read
AMAT
+2.89%
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Trading disclosure
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-si
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
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[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Gasgoo
[Gasgoo Express] BASF and Carlyle complete coatings business transaction; General Motors and Micron sign automotive chip supply agreement
Edited by Betty From Gasgoo
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July 3 , 2026 21:29 BJT
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Retail Investors’ Verdict: Micron Technology (MU) is Better Than Space (SPCX)
Fahad Saleem
Fri, July 3, 2026 at 6:22 AM PDT 3 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
We just covered Avoid SpaceX and Buy These 11 Stocks Instead. Micron Technology (NASDAQ:MU) ranks #3 (see Avoid SpaceX and Buy These 5 Stocks Instead).
Number of Hedge Fund Investors: 154
Redditors are dismissing
2026-07-03
www.tomshardware.com
2026-07-03
Tom's Hardware
Tech Industry
SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead
News
By Jowi Morales
Published July 3, 2026
Memory chip manufacturers are discouraging the government from meddling with the industry.
(Image credit: Getty Ima