Semiconductor News & Analysis Feed

3300 articles
2026-06-26
www.marketwatch.com 2026-06-26 MarketWatch
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2026-06-26
www.storagenewsletter.com 2026-06-26 StorageNewsletter
Micron Technology: Fiscal 3Q26 Financial Results Generating $41.6 billion, up 74.3% QoQ and up 347.3% YoY This is a Press Release edited by StorageNewsletter.com on June 26, 2026 at 2:01 pm Jump right to comments Fiscal Q3 2026 highlights: Revenue of $41.46 billion versus $23.86 billion for the prior quarter and $9.30 billion for the same period last year GAAP net income of $28.24 billion, or $2
2026-06-26
www.investors.com 2026-06-26 Investor's Business Daily
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2026-06-26
www.foxbusiness.com 2026-06-26 Fox Business
Charles Payne and Ivana Delevska, Spear Invest Founder and CIO, compare Micron Technology and NVIDIA's valuations. Ivana Delevska, Spear Invest Founder and CIO, joins Charles Payne to compare Micron Technology and NVIDIA's valuations. Despite Micron's guided revenue exceeding NVIDIA's and having significantly higher earnings power than NVIDIA's Q3 FY2025 profit, Micron's market cap remains substa
2026-06-26
news.google.com 2026-06-26 The New York Times
2026-06-26
stocktwits.com 2026-06-26 Stocktwits
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2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says SK Hynix's Nasdaq Listing Could Lift Valuation By 20% And Narrow Gap With Micron, HSBC Says · Stocktwits Rounak Jain Fri, June 26, 2026 at 4:05 AM PDT 2 min read MU -3.95% HSBA.L -1.58% 000660.KS -8.36% ^IXIC +0.25% Trade MU on Coinbase Trading disclosure HSBC stated that it expects SK Hynix's price-to-boo
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Wedbush and Rosenblatt Boost Price Targets on Micron Technology (MU) Amid Rising AI Memory Demand Sheryar Siddiq Fri, June 26, 2026 at 3:50 AM PDT 2 min read MU -3.89% Trade MU on Coinbase Trading disclosure Micron Technology Inc. (NASDAQ:MU) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 18, Wedbush increased its price target for Micron Technology Inc. (NASD
2026-06-26
www.barrons.com 2026-06-26 Barron's
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2026-06-26
kfgo.com 2026-06-26 The Mighty 790 KFGO
By Shashwat Chauhan and Joel Jose June 26 (Reuters) – Nasdaq futures slid more than 1% on Friday, as chipmakers came under renewed selling pressure after a stellar run this quarter, with investors questioning high valuations and the repercussions of massive AI spending by companies. Micron Technology shed 6.4% in premarket trading ​after jumping more than 15% in the previous session. Intel and A
2026-06-26
www.cnbc.com 2026-06-26 CNBC
Micron Technology’s shares tumbled on Friday, paring gains from earlier in the week after reporting blowout earnings. The memory chipmaker declined nearly 5% in premarket trading as other U.S. semiconductor firms also struggled. Intel was last down just over 3%, Sandisk fell 5%, Arm shed 4%, and Marvell declined 3.7%. Investors remain wary of the rising costs of artificial intelligence infrastr
2026-06-26
www.benzinga.com 2026-06-26 Benzinga
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2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day Jared Blikre Fri, June 26, 2026 at 3:00 AM PDT 3 min read MU +15.81% AAPL -6.15% ^GSPC -0.01% NVDA -1.59% AMZN -3.14% Explore stocks on Coinbase Trading disclosure Micron's blowout earnings did not just revive the AI trade. They showed how expensive it is becoming. The memory chipmaker is getting paid first because
2026-06-26
stocktwits.com 2026-06-26 Stocktwits
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2026-06-26
www.reuters.com 2026-06-26 Reuters
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2026-06-26
ca.finance.yahoo.com 2026-06-26 Yahoo! Finance Canada
Wall St futures fall as chip stocks resume slide after Micron-led rally 1 / 10 Wall St futures fall as chip stocks resume slide after Micron-led rally Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., June 24, 2026. REUTERS/Brendan McDermid Reuters Fri, June 26, 2026 at 2:47 a.m. PDT 3 min read MU +15.81% ^IXIC -0.46% AAPL -6.15% INTC +0.73% NVDA -1.59% June
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Micron CEO Expects Memory Supply To Improve Gradually In 2028, But There's No 'Line Of Sight' When It Will Catch Up To Rising AI Demand Ananya Gairola Fri, June 26, 2026 at 2:46 AM PDT 6 min read MU -3.64% Trade MU on Coinbase Trading disclosure Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Wednesday, Micron Technology Inc. CEO Sanjay Meh
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL Zacks Equity Research Fri, June 26, 2026 at 2:28 AM PDT 5 min read MU -3.64% NOVN.SW -0.35% QCOM -0.44% MUU -7.14% CHPX -3.67% Explore stocks on Coinbase Trading disclosure For Immediate Release Chicago, IL – June 26, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Re
2026-06-26
simplywall.st 2026-06-26 simplywall.st
United States/Tech Hardware/NasdaqGS:WDC Western Digital (WDC) Stock Rises As Micron’s $100 Billion AI Deals Lift Memory Sector June 26, 2026 Simply Wall St Reviewed by Bailey Pemberton Share Copy Link Micron reported a strong quarter and announced about $100b in contracted AI memory revenue. These contracts include substantial customer cash deposits and take or pay agreements that extend over mul
2026-06-26
realinvestmentadvice.com 2026-06-26 Real Investment Advice
DAILY MARKET COMMENTARY MICRON: THE AI MEMORY SUPERCYCLE ROLLS ON   By  RIA TEAM  | Jun 26, 2026 Micron left little doubt that the supply-demand equation is grossly out of balance for AI memory chips, benefiting semiconductor companies. In its latest earnings report, Micron reported astronomical growth with revenue of $41.46 billion, up a stunning 346% year over year and 74% versus the prior quar