Semiconductor News & Analysis Feed
3304 articles
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video
Thu, June 25, 2026 at 9:27 AM PDT
MU
+17.10%
^GSPC
+0.10%
NVDA
-2.25%
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Trading disclosure
Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and gro
2026-06-26
www.tradingview.com
2026-06-26
TradingView
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Why Is Micron (MU) Stock Soaring Today
Why Is Micron (MU) Stock Soaring Today
3 min read
MU
+16.39%
What Happened?
Shares of memory chips maker Micron
MU
jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked in $100 billion of contracts, and
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron's blowout earnings are a headache for Apple
Jared Blikre
Thu, June 25, 2026 at 9:19 AM PDT 2 min read
MU
+16.11%
AAPL
-4.84%
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Trading disclosure
Micron's blowout earnings sent the stock soaring Thursday, but the bigger market message showed up in Apple's share price.
Investors are rewarding Micron (MU) for a global memory squeeze that has pushed pricing power
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Everyone Is Talking About Micron
Bram Berkowitz, The Motley Fool
Thu, June 25, 2026 at 9:15 AM PDT 4 min read
MU
+16.01%
NVDA
-1.89%
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Trading disclosure
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
global.morningstar.com
2026-06-26
Morningstar
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Goldman Sachs resets Micron stock target with a twist
Moz Farooque
Thu, June 25, 2026 at 9:06 AM PDT 5 min read
MU
+16.57%
GS
-0.73%
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Trading disclosure
Micron Technology's (MU) Q3 2026 earnings report landed on June 24, giving the AI trade a badly needed jolt.
Goldman Sachs had cautioned that the positioning was bullish, expectations were high, and the stock's huge run
2026-06-26
fortune.com
2026-06-26
Fortune
Micron’s blowout quarter wasn’t just a beat. It was a restructuring of how Wall Street will price memory — and maybe all of semiconductors — for years to come.
The bears had been sharpening their claws all week.
Korean semiconductor stocks had wobbled. Chatter about AI demand peaking was growing louder in the corridors of hedge funds and on trading desks from Midtown Manhattan to Tokyo’s Marunou
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Soars Post Q3 Earnings on AI Memory Crunch: ETFs to Watch
Sanghamitra Saha
Thu, June 25, 2026 at 9:00 AM PDT 3 min read
MU
+17.17%
FTXL
+3.93%
CHPX
+3.01%
KNO
0.00%
MUU
+34.06%
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Trading disclosure
On June 24, 2026, Micron Technology MU delivered another blockbuster quarter, reinforcing the strength of the AI memory cycle. The stock jumped 15% in after-hours tradin
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
In recent weeks, the market has shown artificial intelligence fatigue, as concerns have mounted and investors wonder whether the rally can continue without a pullback first.
However, some of the AI-bottleneck trades remain as strong as ever.
The AI memory maker Micron (
MU
+16.97%
) just reported blowout third-quarter earnings results. Earnings per share of $25.11 beat Wall Street consensus esti
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has climbed from roughly $127.60 a year ago to past $1,048 as the AI memory cycle accelerated. After a blowout fiscal Q3, our proprietary model says the easy money has already been made.
Video Muted
Our 24/7 Wall St. price target for Micron is $889.73, implying 15.14% downside from the current $1,048.51 level. We rate shares a sell with high co
2026-06-25
futurumgroup.com
2026-06-25
The Futurum Group
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
__fail__
2026-06-25
www.msn.com
2026-06-25
MSN
Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the next six to eight quarters.
Micron's Q4 reven
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Is Micron a Buy After Its Blowout Earnings Report?
Adria Cimino, The Motley Fool
Thu, June 25, 2026 at 8:30 AM PDT 4 min read
MU
+16.81%
Trade MU on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) has become one of the key players in the artificial intelligence (AI) boom. When we think of AI, our first thought may be the chips powering AI tasks -- but these chips must be accompanied by
2026-06-25
www.reuters.com
2026-06-25
Reuters
__fail__
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle
Stephen Nellis, Zaheer Kachwala and Aditya Soni
Thu, June 25, 2026 at 8:22 AM PDT 3 min read
MU
+17.69%
005930.KS
+5.29%
000660.KS
+13.06%
NVDA
-2.19%
Explore stocks on Coinbase
Trading disclosure
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
SAN FRANCISCO, June 25 (Reuters) - Memory chipmakers have for decades been
2026-06-25
ca.finance.yahoo.com
2026-06-25
Yahoo! Finance Canada
Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle
FILE PHOTO: Micron logo is seen in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo · Reuters
By Stephen Nellis, Zaheer Kachwala and Aditya Soni
Thu, June 25, 2026 at 8:22 a.m. PDT 3 min read
MU
+16.17%
005930.KS
+5.29%
000660.KS
+13.06%
NVDA
-0.98%
By Stephen Nellis, Zaheer Kachwala and Ad
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed.
Video Muted
Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands