Semiconductor News & Analysis Feed
22091 articles
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Stocks rally on renewed AI optimism, oil price declines
AFP
Thu, June 25, 2026 at 6:51 AM PDT 3 min read
MU
+12.03%
CL=F
+0.91%
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A strong dollar and rising bets on a US interest rate hike saw gold fall below $4,000 for the first time since November (DAVID GRAY)
Stock markets advanced Thursday after bumper earnings from US chip titan Micron helped calm invest
2026-06-25
www.semafor.com
2026-06-25
Semafor
SK Hynix is planning a $29 billion US stock offering, a bet on continued AI semiconductor demand. The South Korean chipmaker has outperformed rivals, including compatriot Samsung, to control much of the global memory-chip market; fellow memory giant Micron recently posted a 15-fold profit surge.
Others are also trying to get in on the chip boom: OpenAI said it had begun testing its own processors
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s Jaw-Dropping Earnings Show It Is Leaving Nvidia Behind in the AI Boom
Rich Duprey
Thu, June 25, 2026 at 4:44 AM PDT 5 min read
NVDA
-0.50%
MU
-0.31%
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Micron's Q3 2026 earnings crushed estimates with $41.5B in revenue and $25 EPS, sending shares 18% higher in pre-market trading.
Micron generated $28B in profits last quarter, far exc
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Video Muted
Artificial intelligence has created a handful of corporate winners, but one company has towered above the rest. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the face of the AI revolution as demand for its chips exploded, pushing its market value to roughly $4.8 trillion. Even after a pullback of nearly 16% from its all-time high, most investors still view Nvidia as one of the s
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.servethehome.com
2026-06-25
ServeTheHome
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.cnn.com
2026-06-25
CNN
The Micron Technology offices pictured in California, United States in April 2024. David Paul Morris/Bloomberg/Getty Images
London —
On Tuesday, investors were dumping AI stocks, worried that frothy valuations may be running away from reality. By Thursday, they were believers again.
Micron Technology (MU), a US chipmaker, posted blockbuster quarterly results Wednesday afternoon, sending its st
2026-06-25
www.kten.com
2026-06-25
KTEN
Investors bet on AI again after Micron reports 346% sales jump
By Anna Cooban, CNN 31 mins ago
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The Micron Technology offices pictured in California, United States in April 2024.
David Paul Morris/Bloomberg/Getty Images via CNN Newsource
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London (CNN) — On Tuesday, investors were dumping AI stocks, worried that frothy val
2026-06-25
www.msn.com
2026-06-25
MSN
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) finds itself in an enviable but challenging position. Due to its $4.9 trillion market cap, growth investors seeking gains of tenfold or more are now more likely to seek smaller companies that could increase by such multiples without reaching record sizes.
Fortunately, that high market cap, along with Nvidia's growth and valuation, could attract a new group of investors who w
2026-06-25
morethanmoore.substack.com
2026-06-25
More Than Moore
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IBM Announces 0.7nm Process Node, Introduces NanoStack
666 Million Transistors Per Square Millimeter
DR. IA
2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Gamers and enthusiasts just can’t catch a break from the memory chip shortage.
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated 27 mins ago
Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron eases AI jitters ahead of PCE
Amalya Dubrovsky
Updated Thu, June 25, 2026 at 3:25 AM PDT 1 min read
MU
-0.31%
^DJI
+0.35%
^IXIC
-0.43%
^NDX
-0.43%
^GSPC
-0.10%
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Tech stocks jumped before the bell on Thursday as blowout Micron (MU) earnings helped boost sagging confidence
2026-06-25
www.businesskorea.co.kr
2026-06-25
Businesskorea
Samsung held first place in global DRAM revenue share at 38% in Q1, while SK hynix fell to 29%
Samsung Electronics' DDR5 DRAM. (Photo provided by Samsung Electronics)
Samsung Electronics maintained its leading position in the DRAM market for two consecutive quarters. This is interpreted as the result of significantly increasing production capacity in response to the memory shortage triggered by b
2026-06-25
www.barrons.com
2026-06-25
Barron's
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