Semiconductor News & Analysis Feed
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Perplexity says it plans to use Nvidia's new CPU
Stephen Nellis
Tue, July 7, 2026 at 12:03 PM PDT 1 min read
PEAI.PVT
NVDA
-0.25%
INTC
+1.58%
AMD
+5.47%
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Trading disclosure
By Stephen Nellis
SAN FRANCISCO, July 7 (Reuters) - AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market a
2026-07-08
simplywall.st
2026-07-08
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Stock Could Be 7% Stretched Despite Fresh AI Rally News
July 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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QUALCOMM has delivered a 69.9% return over the past three years, yet current checks suggest the stock now sits close to its estimated intrinsic value. This makes the recent volatility in chip stocks more about
2026-07-08
techgenyz.com
2026-07-08
Techgenyz
Apple may be preparing one of its most unusual flagship iPhones yet. According to Tech Ultimatum, the rumored iPhone Air 2 is shaping up to be an ultra-thin premium smartphone that prioritizes sleek design while still retaining several high-end features expected from a flagship device.
As with all early Apple rumors, the information remains unofficial, and the company has not confirmed the exist
2026-07-08
www.zacks.com
2026-07-08
Zacks Investment Research
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2026-07-08
Yahoo Finance
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Alex Sirois
Tue, July 7, 2026 at 11:06 AM PDT 3 min read
MU
+5.44%
AAPL
+0.76%
NVDA
-0.14%
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Quick Read
Micron's gross margin exploded to 85% on 346% revenue growth while Apple raised MacBook and iPad prices up to 54% just to protect its margins.
Micron's forward P/E of 7 versus
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
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2026-07-08
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SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off
SK Hynix’s Offering Reportedly Oversubscribed Multiple Times Amid Prolonged Memory Stocks Sell-Off · Stocktwits
Arnab Paul
Tue, July 7, 2026 at 10:25 AM PDT 3 min read
000660.KS
+5.30%
BABA
+2.41%
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Trading disclosure
The report added that around 1,000 institutional investors pa