Semiconductor News & Analysis Feed

3304 articles
2026-06-26
247wallst.com 2026-06-26 24/7 Wall St.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report as vindication, saying “the beat and raise… ver
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Micron earnings beat fuels hopes for Tech rally rebound Yahoo Finance and Josh Lipton Thu, June 25, 2026 at 12:45 PM PDT NVDA -1.59% DELL -5.67% 0992.HK -5.09% MSFT -3.45% GOOGL -0.45% Explore stocks on Coinbase Trading disclosure TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broade
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Micron is looking to end the memory industry's boom-bust cycle Micron logo at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov · Yahoo Finance · Reuters / REUTERS Daniel Howley · Technology Editor Thu, June 25, 2026 at 12:36 PM PDT 2 min read MU +15.81% Trade MU on Coinbase Trading disclosure Micron (MU) reported bl
2026-06-26
www.spokesman.com 2026-06-26 The Spokesman-Review
NEWS NATIONAL BUSINESS Micron joins rivals pitching AI deals as cure for memory’s boom-bust cycle June 25, 2026 Updated Thu., June 25, 2026 at 12:28 p.m. 1 of 2 The Micron logo in this illustration taken June 11, 2026.  (Dado Ruvic/Reuters) X Email Reddit By Stephen Nellis, Zaheer Kachwala and Aditya Soni Reuters Memory chipmakers have for decades been trapped in boom-bust cycles, with cap
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture Yahoo Finance and Josh Lipton Thu, June 25, 2026 at 12:27 PM PDT MSFT -3.45% MU +15.81% QCOM +3.84% SNDK +21.53% WDC +4.81% Explore stocks on Coinbase Trading disclosure Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (M
2026-06-26
wkzo.com 2026-06-26 WKZO
By Stephen Nellis, Zaheer Kachwala and Aditya Soni SAN FRANCISCO, June 25 (Reuters) – Memory chipmakers have for decades been trapped in boom-bust cycles, with capacity buildouts hitting the market just as demand craters. Micron, Samsung and SK Hynix are now trying to convince investors this time is different, arguing long-term deals will keep cash ​flowing even if the datacenter boom bursts. Mi
2026-06-26
www.foxbusiness.com 2026-06-26 Fox Business
FOX Business host Charles Payne discusses the technology company's performance on 'Making Money.' Charles Payne and Ivana Delevska, Spear Invest CIO, dissect Micron Technology's Q3 FY26 earnings report, highlighting significant beats across all metrics. They emphasize the role of strategic customer agreements in ensuring stable, long-term memory supply for AI, data centers, mobile, and automotive
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Missed NVIDIA's 900% Run? Micron Could Be AI's Next Big Winner Tirthankar Chakraborty Thu, June 25, 2026 at 12:00 PM PDT 3 min read MU +15.81% NVDA -1.59% Explore stocks on Coinbase Trading disclosure With the advent of artificial intelligence (AI), NVIDIA Corporation's NVDA shares have soared 902.3% over the past five-year period, pushing the company's market capitalization above $4 trillion, an
2026-06-26
www.fool.com 2026-06-26 The Motley Fool
Micron Technology ( MU +15.36% ) had a very good day on Thursday. Apple ( AAPL 5.74% ) did not. Those two facts may sound unrelated, but one move inspired the other quite directly. And they pulled the major market indexes in opposite directions today. Micron surged 16% on Thursday after reporting blowout earnings, but the memory chipmaker's gain came at a cost for many other tech stocks. Micron s
2026-06-26
seekingalpha.com 2026-06-26 Seeking Alpha
Home Earnings Analysis Tech  Micron And SK hynix: The End Of Harsh Cyclicality May Be In Sight Jun 25, 2026, 2:33 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockMETA, META:CA, ZMET:CA , SKHY, DRAM Ricardo Fernandez 3.81K Followers Follow 5 Share Save Play (9min) Comments (2) Summary Micron Technology, Inc. delivered another earnings beat and raised guidance, signaling robust AI
2026-06-26
etfdb.com 2026-06-26 ETF Database
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2026-06-26
www.foxbusiness.com 2026-06-26 Fox Business
President of Sarge986 LLC Stephen Guilfoyle discusses Micron's earnings outlook and his strategy for holding the stock on 'Making Money.' ©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-26
www.msn.com 2026-06-26 MSN
Micron Technology, which has seen its value triple this year, said revenue quadrupled in the second quarter and forecast that rapid growth will continue due to near-insatiable demand for its memory chips. Shares surged by as much as 15% in after-hours trading after the company beat Wall Street expectations in virtually every financial metric watched closely by investors, including sales, earnings
2026-06-26
www.reuters.com 2026-06-26 Reuters
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2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Micron Shockwave Sends This AI Chip Stock Soaring Nauman Khan Thu, June 25, 2026 at 10:16 AM PDT 1 min read SSNLF 0.00% This article first appeared on GuruFocus. SK Hynix (HXSCL) shares climbed more than 15% on Thursday after the South Korean chipmaker outlined plans for a U.S. listing and got a lift from stronger-than-expected results at Micron (NASDAQ:MU), SK Hynix said it plans to issue 17.7
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story Omor Ibne Ehsan Thu, June 25, 2026 at 10:15 AM PDT 4 min read AVGO -0.62% MU +17.14% NVDA -2.33% Explore stocks on Coinbase Trading disclosure Quick Read Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential. NV
2026-06-26
247wallst.com 2026-06-26 24/7 Wall St.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU | MU Price Prediction) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural rather than a cyclical shift in
2026-06-26
cnycentral.com 2026-06-26 WSTM
Micron Technology, Inc. reported record financial results for its fiscal third quarter of 2026, driven by surging demand for memory and storage products tied to artificial intelligence and data center expansion. The Boise-based semiconductor company said revenue for the quarter ended May 28 reached $41.5 billion, up from $23.9 billion in the prior quarter and $9.30 billion a year earlier. Net in
2026-06-26
apnews.com 2026-06-26 AP News
Specialist Patrick King, left, and trader Dylan Halvorsen work on the floor of the New York Stock Exchange, Thursday, June 25, 2026. (AP Photo/Richard Drew) NEW YORK (AP) — The U.S. stock market is drifting in mixed trading Thursday after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products. The S&P 500 r
2026-06-26
finance.yahoo.com 2026-06-26 Yahoo Finance
Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead Omor Ibne Ehsan Thu, June 25, 2026 at 9:30 AM PDT 4 min read MU +16.13% NVDA -1.91% QCOM +5.92% Explore stocks on Coinbase Trading disclosure Quick Read Micron locked $100 billion in guaranteed sales through 2030 and hit 84% gross margins; Qualcomm raised its non-handset revenue target to $40 bill