Semiconductor News & Analysis Feed
3141 articles
2026-07-02
news.google.com
2026-07-02
The New York Times
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Micron stock has been one of the market's biggest winners over the last year.
AI-driven demand for the company's memory chips has been incredibly strong, powering huge growth in sales and earnings.
Sales and earnings momentum have made Micron one of the world's most valuable companies, and its demand outlook remains strong.
10 stocks we like better than Micron Technology ›
Momentum
2026-07-02
boisedev.com
2026-07-02
Boise Dev
boisedev.com
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2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Momentum for leading artificial intelligence (AI) chip stocks has been incredibly bullish over the last year, and Micron Technology (
MU
5.25%
) has been one of the best-performing names in the category. Soaring demand for its high-bandwidth memory (HBM) chips and other solutions has translated into stellar growth in unit sales that has pushed revenue higher, and increased pricing power has also l
2026-07-02
blockonomi.com
2026-07-02
Blockonomi
blockonomi.com
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2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron (
MU
5.25%
) may be moving from a cyclical memory stock into a key AI infrastructure supplier. The Anthropic partnership, rising HBM demand, and tight memory supply could support a much bigger bullish thesis, but the rally also comes with real valuation and competition risks.
Stock prices used were the market prices of June 25, 2026. The video was published on June 29, 2026.
2026-07-01
invezz.com
2026-07-01
Invezz
Why are Micron, SanDisk, and other semiconductor stocks falling today?
Stock market
Author
Vatsala Gaur
Jul 01, 2026, 11:35 AM
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Micron shares dropped more than 8% as chip stocks retreated after a record first half.
A new class-action lawsuit alleges Micron, Samsung and SK Hynix restricted DRAM supply to inflate prices.
Analysts remain bullish on long-term memory
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron (MU) Lands GM Supply Deal And Backs Trump Accounts With $250 Million
Bailey Pemberton
Wed, July 1, 2026 at 8:33 AM PDT 4 min read
MU
-4.71%
GM
-2.34%
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Micron Technology (Nasd
2026-07-01
www.forbes.com
2026-07-01
Forbes
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2026-07-01
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron Drops 8%, SanDisk Slumps 10%, Western Digital Falls 7% as Memory Stocks Pull Back With the NASDAQ
David Moadel
Wed, July 1, 2026 at 8:21 AM PDT 4 min read
MU
-4.71%
SNDK
-7.26%
WDC
-7.86%
^IXIC
-1.16%
^NDX
-1.77%
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Quick Read
MU, SNDK, and WDC shares gave back gains on Wednesday, dropping after massive year-to-date price rallies.
Citrini Researc
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 8% to $1,061.44 in Wednesday morning trading, while SanDisk (NASDAQ:SNDK) stock has slid 10% to $2,051.10 and Western Digital (NASDAQ:WDC) shares have dropped 7% to $595.81. The memory group is leading a broader semiconductor pullback as the NASDAQ 100 opens the second half of the year lower.
Video Muted
The Roundhill Memory
2026-07-01
qz.com
2026-07-01
qz.com
General Motors $GM and Micron $MU Technology announced Wednesday that they had formalized a long-term supply agreement covering memory and storage chips for automotive manufacturing.
Under the Strategic Customer Agreement, GM will secure supply of LPDRAM, NOR, and UFS NAND products from Micron. The two companies also said they will continue working together to develop and qualify future memory te
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings
Marc Guberti, The Motley Fool
Wed, July 1, 2026 at 8:12 AM PDT 3 min read
MU
-4.71%
SNDK
-7.26%
NVDA
+0.71%
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Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told
2026-07-01
investingnews.com
2026-07-01
Investing News Network
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Micron Technology, Inc. (Nasdaq: MU) and General Motors announced a Strategic Customer Agreement (SCA) to secure a long-term, reliable supply of memory and storage platforms critical to GM's vehicle production and delivery at scale. Micron and GM are working together to strengthen semiconductor and aut
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology's (
MU
5.25%
) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told investors to expect more than 20% sequential growth for its fiscal 2026 fourth quarter.
Naturally, investors piled into Micron after earnings, but it's not the only winner. Sandisk (
SNDK
7.42%
) might be the better play po
2026-07-01
www.msn.com
2026-07-01
MSN
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approximately $920 billion to its market capitalization. As the broader semiconductor industry is experiencing an absolute renaissance, ignited by the global artificial intelligence (AI) boom, other chip giants, particularly Advanced Micro Devices AMD and Intel INTC, also con
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, Micron and SK Hynix accused of spiking memory chip prices by 700%
Rebecca Payne
Wed, July 1, 2026 at 7:30 AM PDT 4 min read
005930.KS
-6.25%
MU
-4.71%
000660.KS
-5.68%
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An antitrust lawsuit has been filed in California alleging that three chipmakers have engaged in collusion and price-fixing, amid a global shortage of memory chips that is driving up
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
stocktwits.com
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Chicago, IL – July 1, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. MU, FormFactor, Inc. FORM, Texas Instruments Inc. TXN and Taiwan Semiconductor Manufacturing Co. TSM.