Semiconductor News & Analysis Feed
3326 articles
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Stock Has Soared by More Than 12X. Can It Double Again?
Lawrence Nga, The Motley Fool
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
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Micron (NASDAQ: MU) stock has delivered extraordinary returns over the past year and a half. After a rally of more than 1,200% since the start of 2025, many investors will naturally assume the easy money has alrea
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Micron (
MU
+1.18%
) stock has delivered extraordinary returns over the past year and a half. After a rally of more than 1,200% since the start of 2025, many investors will naturally assume the easy money has already been made on this stock. That may prove true.
But investors should remember something important: A stock does not become a bad investment simply because it has gone up sharply in pri
2026-06-29
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2026-06-29
Barron's
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
moneymorning.com
2026-06-29
Money Morning
STOCKS
Micron Technology (MU) Is This Week's Stock of the Week — AI Memory Supercycle Hits Overdrive
Money Morning Team
June 29, 2026
BY THE NUMBERS
$41.46 billion — Micron's record fiscal Q3 2026 revenue. A year ago the same quarter brought in $9.30 billion.
$25.11 — Non-GAAP EPS, crushing the $20.20 estimate. That's a 24% beat on the bottom line alone.
84.9% — Gross margin in Q3. Management
2026-06-29
en.sedaily.com
2026-06-29
Seoul Economic Daily
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2026-06-29
wccftech.com
2026-06-29
Wccftech
Samsung, SK Hynix & Micron are facing a class action lawsuit in the US as memory prices spiral out of control due to persistent shortages.
Memory prices have reached a historical high due to ongoing shortages as demand continues to outstrip supply. The worst is yet to come, but as the situation continues to evolve, consumers are getting fed up and have filed a private class-action lawsuit in the
2026-06-29
wccftech.com
2026-06-29
Wccftech
Given the sheer scale of disruption emanating from the ongoing global memory 'chipflation,' it was only a matter of time before the so-called 'Big Three' - Samsung, SK hynix, and Micron - were dragged into a courtroom on allegations of collusion and price-fixing, as appears to have happened last week, just as Apple cited soaring memory prices for implementing a slew of price hikes.
2026-06-29
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2026-06-29
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2026-06-29
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美光财报碾压预期,更凭千亿美元长单锁定AI内存超级周期。但暴涨后的大跌揭示了市场隐忧:极致定价下,利好即出尽。这千亿订单虽焊死了利润下限,却也给AI牛市的估值天花板戴上了紧箍咒。
6月24日盘后,美光交出了人类存储芯片史上最炸
2026-06-29
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2026-06-29
Stocktwits
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Is Micron Stock Rising Nearly 1% Overnight?
Yuvraj Malik
June 28, 2026 3 min read
MU
+0.94%
SNDK
-0.03%
WDC
+7.14%
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Trading disclosure
Susquehanna hiked its price target on MU to $2,000, the highest on Wall Street.
Analysts highlight that Micron's long-term customer agreements have significantly improved revenue visibility.
MU stock has increased nearly four times
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
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2026-06-29
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2026-06-29
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Micron Technology: The Next Nvidia?
Micron Technology: The Next Nvidia?
Written by Emily J. Thompson, Senior Investment Analyst
Source: Fool
Updated:
Jun 28 2026
14
mins
MU
+0.94%
NVDA
+0.37%
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Significant Revenue Growth: Micron Technology's
2026-06-29
www.aol.com
2026-06-29
AOL.com
Is Micron Stock the New Nvidia?
ADRIA CIMINO, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Micron, like Nvidia, is a significant player in the world of AI.
Demand is high for Micron’s memory and storage products, and revenue quadrupled in the recent quarter.
10 stocks we like better than Micron Technology ›
&&
Nvidia(NASDAQ: NVDA) has become almost synonymous with the words "artificial intellige
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Nvidia (
NVDA
+0.38%
) has become almost synonymous with the words "artificial intelligence" (AI). When people think of AI, they automatically think of this company -- and for good reason. Nvidia has generated quarter after quarter of explosive earnings growth, with revenue and profit reaching record levels, thanks to its AI products.
The company is the world's leading designer of graphics proces