Semiconductor News & Analysis Feed
21916 articles
2026-06-29
letsdatascience.com
2026-06-29
Let's Data Science
FUNDING & BUSINESS
nvidia
ai chips
ai markets
funding
NVIDIA Appears Among Top Semiconductor Picks
3 sources
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June 28, 2026
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By LDS Team
5.0
Relevance Score
Photo: s.yimg.com · rights & takedowns
QUICK SUMMARY
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For AI infrastructure practitioners and procurement teams, NVIDIA's financial scale is now as consequential as its chip roadmap. Insider Monkey ranks NVIDIA among the top semiconduct
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is NVIDIA Corporation (NVDA) One of the Best Semiconductor Stocks to Buy According to Billionaires?
Fatima Gulzar
June 28, 2026 1 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is among the Best Semiconductor Stocks.
On June 15, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) plans to raise at least $20 billion through an investment-grade b
2026-06-29
news.google.com
2026-06-29
flyingpenguin
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
Submit a Press
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?
Micah Zimmerman, The Motley Fool
June 28, 2026 5 min read
AMD
+6.61%
MU
+0.94%
SNDK
-0.03%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-dri
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-driven software designed to make NAND flash behave like dynamic random-access memory (DRAM).
The technology uses predictive algorithms to identify frequently accessed data and move it between flash storage and high-speed memory in real time, reducing the amount of
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
If You Invested $1,000 In Micron Stock At IPO, Here’s How Much You’d Have Today
Chris Katje
Sun, June 28, 2026 at 10:30 AM PDT 6 min read
MU
-5.49%
Trade MU on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
The soaring valuation of Micron Technology stock has been one of the biggest storylines for investors over th
2026-06-29
www.pcmag.com
2026-06-29
PCMag
Following a big price hike earlier this week, Apple is reportedly lobbying the Trump administration for approval to buy memory chips from Chinese semiconductor firm CXMT.
Apple chalked up the price increases, which hit iPads and MacBooks, to the ongoing memory chip shortage, which is threatening to push up prices for many types of consumer electronics.
CXMT is listed on the government's 1260H li
2026-06-29
www.aol.com
2026-06-29
AOL.com
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
JACK DELANEY, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Micron beat on both the top and bottom lines in its latest earnings report.
The stock price keeps climbing above $1,000, suggesting a split might make sense.
The last time Micron split its stock was a very long time ago -- in 2000.
10 stocks we like better than Mic
2026-06-29
startupfortune.com
2026-06-29
Startup Fortune
Micron’s Q3 report turned a familiar memory stock into a harder AI infrastructure question: if every serious AI system needs more memory, you can’t keep treating memory as an afterthought.
Wall Street spent the AI boom staring at GPUs, and you can understand why. Nvidia became the cleanest ticker for the story. But Micron’s latest quarter forces a less glamorous point into the open: a fast chip i
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
Jack Delaney, The Motley Fool
June 28, 2026 3 min read
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
For its fiscal third-quarter earnings report, Micron Technology (NASDAQ: MU) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst con
2026-06-29
investorplace.com
2026-06-29
InvestorPlace
Meet Eric Fry
The Crowd Found Micron – This Is How to Find the Next One
By Eric Fry, Editor, Fry's Investment Report Jun 28, 2026, 1:00 pm EDT
Source: shutterstock.com/Pasuwan
Listen to the audio version of this article (generated by AI).
Editor’s Note: My friend and InvestorPlace colleague Louis Navellier believes Micron’s blowout earnings report reveals something important about the next phas
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
For its fiscal third-quarter earnings report, Micron Technology (
MU
+1.18%
) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst consensus EPS estimates of $20.39 and revenue estimates of $35.1 billion.
For its upcoming fiscal fourth quarter, the memory chipmaker expects revenue to fall in the range of $49 billion to $51 billio
2026-06-29
www.thetimes.com
2026-06-29
The Times
__fail__
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
The Billionaire Who Sold Nvidia Too Early Just Bought 196,000 Shares of Broadcom -- Here's the Thesis Behind the Rotation
Leo Sun, The Motley Fool
June 28, 2026 3 min read
NVDA
+0.37%
AVGO
+3.73%
Explore stocks on Coinbase
Trading disclosure
In late 2022 and early 2023, Stanley Druckenmiller's Duquesne Family Office built a massive stake in Nvidia (NASDAQ: NVDA) for a split-adjusted price of $22-
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
In late 2022 and early 2023, Stanley Druckenmiller's Duquesne Family Office built a massive stake in Nvidia (
NVDA
+0.38%
) for a split-adjusted price of $22-24 per share. But in mid-to-late 2024, he sold his entire position at a blended average price of around $73.50.
Today, Nvidia's stock trades at about $190 per share. So even though Druckenmiller turned a $210-$220 million investment into rou
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Biotech/NasdaqGM:SPRY
Micron Stock And 2 Fast Growth Picks With Major Catalysts Ahead
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global markets are sending a mixed message, with solid export activity in countries like China and Mexico, shifting central bank policies, and uneven inflation trends across the US, Europe, and emerging markets. In this kind of backdrop, many
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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