Semiconductor News & Analysis Feed
3329 articles
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster
David Moadel
Thu, June 11, 2026 at 10:40 AM PDT 4 min read
MU
+11.66%
NVDA
+2.22%
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Wolfe Research's Chris Caso raised his Micron price target to $1,250, implying 37% more upside after the stock's 223% year-to-date rally.
Micron post
2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 13:40 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
MU
+5.42%
NVDA
+1.09%
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Micron Technology, Inc. (NASDAQ:MU) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)'s shares are among
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack.
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Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewardin
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Marvell vs. Micron: One Stands to Gain More From AI Demand
Vandita Jadeja
Thu, June 11, 2026 at 10:26 AM PDT 4 min read
MU
+11.66%
MRVL
+11.13%
005930.KS
-1.16%
NVDA
+2.22%
000660.KS
+2.59%
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MRVL's custom silicon and optics drove 28% revenue growth while MU's HBM shortage pushed gross margins from 37% to 74% in one year.
Micron raised its d
2026-06-12
www.constructionequipmentguide.com
2026-06-12
Construction Equipment Guide
Micron Technology Inc. announced that it has selected Bechtel to partner on the engineering, procurement and construction of the first phase of Micron's historic leading-edge memory manufacturing complex in Clay, N.Y., which is planned to become the nation's largest semiconductor manufacturing facility.
Bechtel will mobilize at the White Pine Commerce Park site in Onondaga County immediately and
2026-06-12
news.google.com
2026-06-12
Benzinga
2026-06-12
www.designdevelopmenttoday.com
2026-06-12
Design and Development Today
www.designdevelopmenttoday.com
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2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago.
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ORCL stock is now up just 2.3% from year-ago prices, and it may not be long until it’s in the red. That’s a major sh
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Omor Ibne Ehsan
Thu, June 11, 2026 at 8:38 AM PDT 5 min read
MU
+11.66%
ORCL
-8.53%
NVDA
+2.22%
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Oracle stock has been plunging due to Wall Street souring on excessive spending
On the other hand, Micron is not leaning into the euphoria and is taking conser
2026-06-11
www.enr.com
2026-06-11
Engineering News-Record (ENR)
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Zacks.com featured highlights include Micron Technology, Five Below and Marathon Petroleum
Zacks Equity Research
Thu, June 11, 2026 at 7:48 AM PDT 5 min read
MU
+3.30%
FIVE
+1.54%
MPC
+1.47%
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For Immediate Release
Chicago, IL – June 11, 2026 – Stocks in this week’s article are Micron Technology, Inc. MU, Five Below, Inc. FIVE and Marathon Petroleum Cor
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Bechtel Megafab Deal Tests AI Memory Growth And Cash Discipline
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology selected Bechtel as its engineering, procurement, and construction partner for the first phase of its new memory chip megafab in Clay, New York.
The project is described as the largest private investment in New Y
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron Got a Major Vote of Confidence From Nvidia’s Jensen Huang on AI Returns. I Still Wouldn’t Chase MU Stock Here.
Image of Jensen Huang by jamesonwu1972 via Shutterstock
Ebube Jones
Thu, June 11, 2026 at 7:30 AM PDT 5 min read
MU
+11.66%
NVDA
+2.22%
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Few endorsements carry more weight than a nod from Nvidia (NVDA), CEO Jensen Huang. Speaking in Tai
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron Technology Stock Is Falling. Should You Buy the Dip?
David Jagielski, CPA, The Motley Fool
Thu, June 11, 2026 at 7:20 AM PDT 3 min read
MU
+2.24%
NVDA
+0.45%
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Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have been falling recently. Entering trading on Thursday, the stock's valuation remained just above $1 trillion in market cap, but its price was ju
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron New York Megafab With Bechtel Reshapes AI Memory Supply Story
Simply Wall St
Thu, June 11, 2026 at 7:11 AM PDT 5 min read
MU
+2.38%
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Micron Technology (NasdaqGS:MU) has selected Be
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Shares of Micron Technology (
MU
+0.88%
) have been falling recently. Entering trading on Thursday, the stock's valuation remained just above $1 trillion in market cap, but its price was just under $900, down 18% from its 52-week high of just over $1,089. The stock, however, is still sitting on some mammoth gains, with 12-month returns north of 680%.
Is this slowdown a good opportunity to buy Mic
2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown