Semiconductor News & Analysis Feed
443 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology (MU) Announces Collaboration with Anthropic to Scale Next Generation AI Infrastructure
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. Micron's share prices have zoomed 722.27% in the past year, while it has increase
2026-06-25
digitimes.com
2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-25
sg.finance.yahoo.com
2026-06-25
Yahoo Finance Singapore
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Micron Technology, Inc. Reports Record Results for the Third Quarter of Fiscal 2026
Micron Technology, Inc.
Wed, 24 June 2026 at 1:01 pm GMT-7 14 min read
MU
-0.31%
Micron Technology, Inc.
Micron executes transformational Strategic Customer Agreements
BOISE, Idaho, June 24, 2026 (GLOBE NEWSWIRE) -- M
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Published on June 24, 2026 at 3:03 pm by RAMISH CHEEMA in News
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We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a major position in Appaloosa Management’
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:03 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a maj
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
MU
-2.86%
MSFT
-0.93%
NVDA
-1.14%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
With memory markets continuing to improve over the past
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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Micron Technology Forecast: Bearish Momentum Signals Are Emerging
Jun 24, 2026, 9:15 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock
MarketPulse by OANDA Group
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Summary
Micron remains one of the strongest AI winners of 2026 despite the recent semiconductor selloff.
The stock has surged 268% year-to-date
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Gains from Insatiable Demand For Computing Power
Soumya Eswaran
Wed, June 24, 2026 at 5:20 AM PDT 3 min read
MU
-2.93%
^GSPC
-0.13%
CL=F
-3.85%
Trade MU on Coinbase
Trading disclosure
Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund retu
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Top Analyst Reports for Micron Technology, Coca-Cola & Arista Networks
Top Analyst Reports for Micron Technology, Coca-Cola & Arista Networks · Zacks
Mark Vickery
Tue, June 23, 2026 at 1:29 PM PDT 7 min read
TRV
+2.04%
ANET
-7.08%
ETN
-7.00%
GSK
+2.62%
MU
-13.18%
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Trading disclosure
Tuesday, June 23, 2026
The Zacks Research Daily presents the best research output of our
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Less than 1 min read
MU
−13.18%
According to estimates from 40 analysts, Micron Technology, Inc. stock's average price target has risen from $1109.53 to $1123.28, with forecasts ranging from $249
2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology Has Made a Terrific Move Before Its June 24 Earnings Report
Harsh Chauhan, The Motley Fool
Tue, June 23, 2026 at 9:20 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
While all eyes are on Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings report, which will be released after the market closes on June 24, the memory speciali
2026-06-24
www.aol.com
2026-06-24
AOL.com
Micron Technology Has Made a Terrific Move Before Its June 24 Earnings Report
HARSH CHAUHAN, THE MOTLEY FOOL
Wed, June 24, 2026 at 12:20 AM GMT+8
0
Key Points
Micron has entered into a strategic agreement with Anthropic.
Anthropic's stunning growth rate and need for more data center capacity mean Micron has a fast-growing customer that could corner a significant share of its memory supply.
10 s
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Why Micron Technology’s (MU) New York Fab Plan Matters for U.S. AI Memory Capacity
Habib Ur Rehman
Tue, June 23, 2026 at 9:09 AM PDT 1 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the fastest-growing high-bandwidth memory stocks to buy. The company advanced its U.S. memory capacity plan on June 10, 2026, when it selected Bechtel as the