Semiconductor News & Analysis Feed
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2026-07-01
www.marketscreener.com
2026-07-01
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2026-07-01
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2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, 1 July 2026 at 5:13 am GMT-7 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approxi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, July 1, 2026 at 5:13 AM PDT 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
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Trading disclosure
Micron Technology MU delivered a historic rally in the second quarter of 2026, with it
2026-07-01
www.technewsworld.com
2026-07-01
technewsworld.com
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2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-07-01
qz.com
2026-07-01
qz.com
Micron $MU -4.71% Technology, Intel $INTC -9.66%, and Advanced Micro Devices added roughly $2 trillion in combined market capitalization during the second quarter as investors expanded their AI holdings beyond Nvidia $NVDA +0.71%. By market capitalization, all three now rank among the top dozen U.S. technology companies, at positions 10, 11, and 12.
Of the three, Micron posted the steepest climb
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-07-01
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2026-07-01
Fast Company
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2026-07-01
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2026-07-01
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2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
TSMC is AI's 'quintessential trendsetter': Strategist shares top 2 tech stock picks
Yahoo Finance Video and Josh Lipton
Wed, July 1, 2026 at 5:00 a.m. PDT
Raymond James Investment Management chief market strategist Matt Orton explains why he's bullish on Taiwan Semiconductor Manufacturing Company (TSM) and Credo Technology (CRDO).
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2026-07-01
wccftech.com
2026-07-01
Wccftech
At the SAFE Forum 2026, Samsung announced that the development of its 1.4nm process is going smoothly, but the company also unveiled a new surprise: the company is working on an improved iteration called 1.4nm+, or SF1.4+. Additionally, a new 2nm roadmap was shared by the Korean giant during the conference as Samsung gets serious about sharing the competition pool with TSMC and Intel.
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel, AMD stock surge Q2 2026 AI chip rally
Micron, Intel, AMD stock surge Q2 2026 AI chip rally · Quartz · I-HWA CHENG/AFP via Getty Images
Cris Tolomia
Wed, July 1, 2026 at 4:58 AM PDT 2 min read
MU
-4.71%
INTC
-9.66%
AMD
-6.51%
NVDA
+0.71%
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Trading disclosure
Micron Technology, Intel, and Advanced Micro Devices added roughly $2 trillion in combined market cap
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Marc Guberti
Wed, July 1, 2026 at 4:55 AM PDT 4 min read
MTUM
-2.88%
MU
-4.71%
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-0.35%
ABBV
-0.04%
AAPL
-0.64%
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MTUM climbed 30% YTD to $326, but its AI/cloud mega-cap holdings are fracturing while one stock masks broader portfolio weakness.
Micron (MU) surged 801% in
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
pro.thestreet.com
2026-07-01
TheStreet Pro
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Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Stephen Guilfoyle·Jul 1, 2026, 7:55 AM EDT
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2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t