Semiconductor News & Analysis Feed
3300 articles
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
www.barrons.com
2026-06-26
Barron's
__fail__
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron Stock Slipped on Friday
Rich Smith, The Motley Fool
Fri, June 26, 2026 at 8:14 AM PDT 2 min read
MU
+0.79%
NVDA
+2.63%
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Trading disclosure
The rollercoaster ride that is investing in Micron (NASDAQ: MU) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Missed Nvidia in 2009? T
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
The rollercoaster ride that is investing in Micron (
MU
+1.12%
) stock took another turn Friday, as shares of the computer memory maker slid 4% through 10:40 a.m. ET.
You can blame OpenAI for that.
Image source: Micron.
Easy come, less easy go
Micron (
MU
+1.12%
) blew past earnings estimates yesterday, setting a new all-time high share price and predicting even more gains in store in Q4. The
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
In this video, I will cover Micron's (
MU
5.68%
) latest earnings report and explain what the results mean for the stock and how I am managing my own position. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of June. 25, 2026. The video was published on June. 25, 2026.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Stock Emerges as Wall Street’s Top Growth Pick
Ruchi Gupta
June 26, 2026 4 min read
MU
-5.49%
NVDA
-1.39%
AMD
-4.26%
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Trading disclosure
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978 in a converted dental office and today is one of only three companies on Earth capable of manufacturing cutting-edge D
2026-06-26
aimagazine.com
2026-06-26
AI Magazine
Memory chips have historically been treated as basic commodities, allowing electronics companies to easily switch suppliers.
This forces prices down, trapping the industry in an extreme boom-bust cycle that previous long-term contracts failed to fix.
Even with the current AI boom, these new agreements only hold if demand remains real, as any slowdown or market doubt will likely send buyers rus
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU | MU Price Prediction) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of company Micron has become.
Video Muted
2026-06-26
www.barchart.com
2026-06-26
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) just delivered one of the strongest quarters in its history. As hyperscalers and enterprises continue investing heavily in artificial intelligence (AI) infrastructure, demand for memory chips has surged. At the same time, supply remains constrained across the industry, which is pushing DRAM and NAND pricing high
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are down 7% to $1,130 in early Friday trading. SanDisk (NASDAQ:SNDK) is slipping 7% to $2,176, while Western Digital (NASDAQ:WDC) is declining 6% to $626. The coordinated retreat across the three biggest U.S. memory and storage names suggests profit-taking rather than a thesis-breaking shift.
Video Muted
The trio had ripped higher int
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron, SanDisk, and Western Digital Fall 7% as Memory Rally Cools
David Moadel
Fri, June 26, 2026 at 6:29 AM PDT 4 min read
MU
+0.79%
SNDK
+10.89%
WDC
-2.02%
005930.KS
-4.42%
000660.KS
-3.28%
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Trading disclosure
Quick Read
MU, SNDK, and WDC dropped 7% Friday morning after surging over the past month, with today's pullback reading as profit-taking rather than a thesis-br
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
__fail__
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Robust Q3 Results Raise Investor Attention on These 3 Stocks
Nalak Das
Fri, June 26, 2026 at 5:44 AM PDT 4 min read
MU
+0.79%
SNDK
+10.89%
STX
-0.36%
WDC
-2.02%
Explore stocks on Coinbase
Trading disclosure
On June 24, Micron Technology Inc. MU posted blockbuster third-quarter fiscal 2026 results, crushing all estimates. Micron has been benefiting tremendously from the enormous applicati
2026-06-26
spectrumlocalnews.com
2026-06-26
Spectrum News
MICRON
Proposed law changes would lower Micron fees to Town of Clay
BY SPECTRUM NEWS STAFF CLAY
PUBLISHED 8:12 AM ET JUN. 26, 2026
The Town of Clay is looking for feedback about potential law changes related to the ongoing Micron project.
Town board members are planning to meet next week to schedule public hearings about potential law changes. If approved, the town would allow community host agr