Semiconductor News & Analysis Feed

1539 articles
2026-07-09
www.tradingview.com 2026-07-09 TradingView
News / GuruFocus / Nvidia Leads Firmus Funding Round With $500 Million Investment Nvidia Leads Firmus Funding Round With $500 Million Investment Less than 1 min read NVDA +0.33% Nvidia (NVDA, Financials), the chipmaker known for AI processors used in data centers, has reportedly committed A$720 million, or about $500 million, to Australian cloud infrastructure startup Firmus Technologies. The in
2026-07-09
seekingalpha.com 2026-07-09 Seeking Alpha
AM Markets Need to Know: Musk's settlement, SK Hynix IPO demand surges Jul 09, 2026, 6:13 AM ETS&P 500 Index (SP500)MSFT, TSLA, HXSCL , SKHY By: Sinchita Mitra, SA News Editor Save Play (2min) Comments (5) Alistair Berg Stock index futures were higher before the opening bell on Thursday as investors shrugged off rising tensions in the Middle East. Now, here are five news stories that broke over
2026-07-09
www.euronews.com 2026-07-09 Euronews.com
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2026-07-09
finance.yahoo.com 2026-07-09 Yahoo Finance
Cerebras targets Europe with multibillion-dollar AI expansion, challenging Nvidia Cerebras targets Europe with multibillion-dollar AI expansion, challenging Nvidia · Euronews Doloresz Katanich Thu, July 9, 2026 at 2:45 AM PDT 2 min read CBRS -9.71% NVDA +0.33% Trade NVIDIA on Coinbase Trading disclosure US-based artificial intelligence chip maker Cerebras said on Thursday that it plans to bring i
2026-07-09
www.barrons.com 2026-07-09 Barron's
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2026-07-09
www.benzinga.com 2026-07-09 Benzinga
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2026-07-09
sg.finance.yahoo.com 2026-07-09 Yahoo Finance Singapore
Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets Rishabh Mishra Wed, 8 July 2026 at 11:30 pm GMT-7 3 min read 000660.KS +8.83% MU -8.02% NVDA +0.33% South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.'s (NASDAQ:NVDA) top memory supplier. But despite this listing,
2026-07-09
finance.yahoo.com 2026-07-09 Yahoo Finance
Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets Rishabh Mishra Wed, July 8, 2026 at 11:30 PM PDT 3 min read 000660.KS +8.83% MU -7.79% NVDA -1.15% Explore stocks on Coinbase Trading disclosure South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.'s (NASDAQ:NVDA) to
2026-07-09
www.moomoo.com 2026-07-09 Moomoo
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2026-07-09
seekingalpha.com 2026-07-09 Seeking Alpha
Home Stock Ideas Long Ideas Tech  Micron: Strong Buy As The AI Memory Supercycle Accelerates Jul 08, 2026, 11:50 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock Dhierin Bechai Investing Group Leader Follow 5 Share Save Play (14min) Comments (35) Summary Micron Technology is rated a strong buy, driven by robust AI demand, supply constraints, and exceptional Q3 results with signi
2026-07-09
www.investing.com 2026-07-09 Investing.com
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2026-07-09
www.tradingkey.com 2026-07-09 TradingKey
Micron Technology (MU) reported record fiscal Q3 2026 results, with revenue reaching $41.46 billion, driven by surging demand for High-Bandwidth Memory (HBM) in AI infrastructure. With HBM capacity sold out through 2027 and $100 billion in contracted multi-year revenue, the company exhibits robust fundamentals. Despite cyclical semiconductor risks and geopolitical exposure, Micron maintains strong
2026-07-09
finance.yahoo.com 2026-07-09 Yahoo Finance
Is Micron (MU) One of the Most Profitable Cheap Stocks to Buy Right Now? Ali Ahmed Wed, July 8, 2026 at 1:41 PM PDT 2 min read MU +4.92% Trade MU on Coinbase Trading disclosure Micron Technology, Inc. (NASDAQ:MU) is one of the 12 Most Profitable Cheap Stocks to Buy Right Now. On June 29, Cantor Fitzgerald raised its price target on Micron Technology, Inc. (NASDAQ:MU) from $1,500 to $2,000 and mai
2026-07-09
uk.finance.yahoo.com 2026-07-09 Yahoo Finance UK
Micron Technology (MU) CEO on How Tough Price Negotiations by Customers Contributed to Memory Shortage Fatima Gulzar Wed, 8 July 2026 at 12:32 pm GMT-7 2 min read MU +4.92% Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, CNBC reported that Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said aggressive customer pricing pres
2026-07-09
finance.yahoo.com 2026-07-09 Yahoo Finance
Micron Technology (MU) CEO on How Tough Price Negotiations by Customers Contributed to Memory Shortage Fatima Gulzar Wed, July 8, 2026 at 12:32 PM PDT 2 min read MU +4.92% Trade MU on Coinbase Trading disclosure Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, CNBC reported that Micron Technology, Inc. (NASDAQ:MU) CEO Sanjay Mehrotr
2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
Nvidia's valuation just hit a multiyear low — even as revenue sets records Daniel Howley · Technology Editor Wed, July 8, 2026 at 8:59 AM PDT 2 min read NVDA +4.06% INTC +4.50% AMD +2.57% Explore stocks on Coinbase Trading disclosure The relative price of Nvidia (NVDA) stock has dropped to levels the company hasn't seen since at least 2019, well before it became an AI darling. The chip giant's f
2026-07-08
seekingalpha.com 2026-07-08 Seeking Alpha
Home Tech  Nvidia: It's About To Get Much Worse Jul 08, 2026, 11:48 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockDEEPSEEK The Techie 5.22K Followers Follow 5 Share Save Play (7min) Comments (101) Summary I'm downgrading Nvidia Corporation stock to a Sell as the market derisks its long-term AI dominance amid intensifying competition and shifting workloads. Chinese firms like De
2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
$9.3B Japan Factory Expansion Assert Micron Technology Inc. (MU) as a Top AI Stock on Wall Street Radar Neha Gupta Wed, July 8, 2026 at 8:35 AM PDT 1 min read MU +4.92% Trade MU on Coinbase Trading disclosure Micron Technology Inc. (NASDAQ:MU) is one of the AI stocks on Wall Street's radar. On July 4, Bloomberg reported that Micron has broken ground on the expansion of a factory in Western Japan.
2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
Citi Just Placed Micron on an Upside Catalyst Watch. What This Means for MU Stock. Ebube Jones Wed, July 8, 2026 at 8:32 AM PDT 5 min read MU +4.92% C -5.29% Explore stocks on Coinbase Trading disclosure Citi's latest call on Micron Technology (MU) comes down to one clear tailwind. The firm added MU to its upside Catalyst Watch because it expects stronger DRAM pricing in the second half of 2026.
2026-07-08
seekingalpha.com 2026-07-08 Seeking Alpha
Home Stock Ideas Long Ideas Tech Micron Earnings: I Was Worried For Nothing (Rating Upgrade) Jul 08, 2026, 10:51 AM ET Micron Technology, Inc. (MU) Stock , MU:CA Stock , ZMIC:CA Stock NVDA , NVDA:CA , ZNVD:CA , SSNLF , META , META:CA , ZMET:CA , SKHY Gytis Zizys 4.59K Followers Follow 5 Share Save Play ( 19min ) Comments (5) Summary Micron Technology, Inc. delivered an extraordinary Q3, prompting