Semiconductor News & Analysis Feed

49 articles
2026-07-03
www.tradingview.com 2026-07-03 TradingView
News / GuruFocus / 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
www.citybiz.co 2026-07-03 citybiz
LinkedIn Facebook Twitter Email GLOBAL GENERAL BUSINESS, INTERNET / TECHNOLOGY Michael Burry Reveals Short Bet Against Micron, Warns Chipmaker’s Rally Has Gone Too Far JULY 3, 2026 Michael Burry “Big Short” investor Michael Burry has disclosed a new short position in Micron Technology (NASDAQ: MU), arguing the memory chipmaker’s sharp rally has pushed the stock to unsustainable levels. In a post
2026-07-03
www.marketwatch.com 2026-07-03 MarketWatch
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2026-07-03
www.benzinga.com 2026-07-03 Benzinga
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2026-07-03
seekingalpha.com 2026-07-03 Seeking Alpha
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2026-07-03
www.tipranks.com 2026-07-03 TipRanks
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2026-07-03
stocktwits.com 2026-07-03 Stocktwits
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2026-07-03
www.gurufocus.com 2026-07-03 GuruFocus
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2026-07-03
finance.yahoo.com 2026-07-03 Yahoo Finance
NVIDIA Unveils New AI Compute Model, But Michael Burry is Shorting Its Stock Luis Blanco Thu, July 2, 2026 at 10:23 AM PDT 4 min read NVDA +3.65% Trade NVIDIA on Coinbase Trading disclosure Jim Cramer Nvidia buy call as chipmaker disputes 2028 AI delay claims. Photo by BeInCrypto NVIDIA is expanding its AI infrastructure business with a new model designed to accelerate the deployment of computing
2026-07-02
www.benzinga.com 2026-07-02 Benzinga
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2026-07-02
news.google.com 2026-07-02 Benzinga
2026-07-02
www.wsj.com 2026-07-02 WSJ
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2026-07-01
www.businessinsider.com 2026-07-01 Business Insider
Michael Burry has placed fresh bets against Tesla, Caterpillar, Nvidia, Applied Materials, and an index of microchip stocks. The investor of "The Big Short" fame, best known for predicting and profiting from the collapse of the mid-2000s housing bubble, revealed his latest shorts in a Substack post on Tuesday afternoon. Burry said he refreshed his wager against the iShares Semiconductor ETF (SOX
2026-07-01
www.benzinga.com 2026-07-01 Benzinga
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2026-07-01
www.chosun.com 2026-07-01 조선일보
By Lee Hai-woon Published 2026.07.01. 09:04 Updated 2026.07.01. 16:40 SanDisk’s stock, a U.S. memory company that has surged 858% this year, jumped an additional 10.9% on June 30 alone. On the same day, Wall Street’s Bernstein raised its target price from $1,700 to $3,000 in a single move. The semiconductor-driven U.S. stock market saw the S&P 500 rise 14.9% and the Nasdaq gain 21.4% in the seco
2026-07-01
www.investing.com 2026-07-01 Investing.com
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2026-06-18
news.google.com 2026-06-18 24/7 Wall St.
2026-06-05
www.thestreet.com 2026-06-05 thestreet.com
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2026-06-02
www.futuriom.com 2026-06-02 Futuriom
MICHAEL BURRY SAYS NVIDIA IS PUTTING YOUR PENSION AT RISK By: Mary Jander June 02, 2026 Share Famous hedge-fund investor Michael Burry, who correctly called the 2027-2008 housing finance crisis and rose to fame after being featured in the book and movie The Big Short, is once again critiquing the circular financing deals backing the AI boom, specifically those featuring NVIDIA and OpenAI. Th
2026-06-01
news.google.com 2026-06-01 24/7 Wall St.