Semiconductor News & Analysis Feed
3148 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing
The Zacks Analyst Blog Highlights Micron Technology, FormFactor, Texas Instruments and Taiwan Semiconductor Manufacturing · Zacks
Zacks Equity Research
Wed, July 1, 2026 at 6:18 AM PDT 8 min read
MU
-4.71%
TXN
-3.36%
2330.TW
+1.02%
AMZN
+0.75%
FORM
-10.63%
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2026-07-01
wincountry.com
2026-07-01
WNWN-FM
July 1 (Reuters) – Micron Technology and General Motors have signed a long-term supply agreement for memory and storage platforms used in vehicle production, the companies said on Wednesday.
Under the agreement, GM will secure supplies of memory and storage chips, while the companies work together to develop future technologies.
Surging investments towards AI-powered data centers have boost
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
If you purchased shares of Micron Technology (
MU
5.25%
) and Sandisk (
SNDK
7.42%
) stock at the beginning of the year, you look like an absolute genius right now. The stocks have performed remarkably well, with Micron rising 325%, and Sandisk delivering nearly 900% gains. Most investors see those returns over decades, not months.
But there's a growing question investors must answer: Is there ro
2026-07-01
www.reuters.com
2026-07-01
Reuters
__fail__
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, GM sign semiconductor supply agreement for vehicles
1 / 2
Micron, GM sign semiconductor supply agreement for vehicles
China International Import Expo in Shanghai
Reuters
Wed, July 1, 2026 at 5:40 AM PDT 1 min read
MU
-4.71%
GM
-2.34%
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Trading disclosure
July 1 (Reuters) - Micron Technology and General Motors have signed a long-term supply agreement for memory an
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Of course, when you're generating record profit margins, people notice.
I think the primary reason why Micron (
MU
5.25%
) is so interesting is because of the surge in component pricing.
*Stock prices used were the afternoon prices of June 27, 2026. The video was published on June 29, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for i
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
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Micron and General Motors Sign Strategic Agreement to Secure Supply and Accelerate Innovation
Micron Technology, Inc.
Wed, 1 July 2026 at 5:30 am GMT-7 5 min read
MU
-4.71%
GM
-2.34%
Micron Technology, Inc.
Supply commitment supports next-generation GM vehicle platforms with reliable, high-performance
2026-07-01
sg.finance.yahoo.com
2026-07-01
Yahoo Finance Singapore
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, 1 July 2026 at 5:13 am GMT-7 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
Micron Technology MU delivered a historic rally in the second quarter of 2026, with its shares surging over 240% and adding approxi
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally · Zacks
Aparajita Dutta
Wed, July 1, 2026 at 5:13 AM PDT 5 min read
MU
-4.71%
AMD
-6.51%
INTC
-9.66%
FTXL
-5.32%
SHOC
-4.22%
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Trading disclosure
Micron Technology MU delivered a historic rally in the second quarter of 2026, with it
2026-07-01
qz.com
2026-07-01
qz.com
Micron $MU -4.71% Technology, Intel $INTC -9.66%, and Advanced Micro Devices added roughly $2 trillion in combined market capitalization during the second quarter as investors expanded their AI holdings beyond Nvidia $NVDA +0.71%. By market capitalization, all three now rank among the top dozen U.S. technology companies, at positions 10, 11, and 12.
Of the three, Micron posted the steepest climb
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, Intel, AMD stock surge Q2 2026 AI chip rally
Micron, Intel, AMD stock surge Q2 2026 AI chip rally · Quartz · I-HWA CHENG/AFP via Getty Images
Cris Tolomia
Wed, July 1, 2026 at 4:58 AM PDT 2 min read
MU
-4.71%
INTC
-9.66%
AMD
-6.51%
NVDA
+0.71%
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Trading disclosure
Micron Technology, Intel, and Advanced Micro Devices added roughly $2 trillion in combined market cap
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Marc Guberti
Wed, July 1, 2026 at 4:55 AM PDT 4 min read
MTUM
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MU
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GOOG
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Quick Read
MTUM climbed 30% YTD to $326, but its AI/cloud mega-cap holdings are fracturing while one stock masks broader portfolio weakness.
Micron (MU) surged 801% in
2026-07-01
pro.thestreet.com
2026-07-01
TheStreet Pro
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MARKET-COMMENTARY
Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Stephen Guilfoyle·Jul 1, 2026, 7:55 AM EDT
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2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
boisedev.com
2026-07-01
Boise Dev
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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