Semiconductor News & Analysis Feed
22466 articles
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 11:51 AM PDT 5 min read
GOOGL
-1.39%
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies li
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Leo Sun, The Motley Fool
Fri, July 3, 2026 at 11:38 AM PDT 3 min read
NVDA
+3.65%
IREN
+8.01%
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Trading disclosure
Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics (005930) has entered final-stage negotiations with Anthropic, the developer of generative AI model Claude, to produce next-generation AI semiconductors. If the deal is finalized, adding another marquee customer alongside Tesla, Nvidia, and Apple, it would signal a full turnaround for Samsung's foundry business, which has struggled in recent years.
2026-07-04
www.zacks.com
2026-07-04
Zacks Investment Research
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2026-07-04
www.insidermonkey.com
2026-07-04
Insider Monkey
NEWS
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STOCK ANALYSIS
Is Onto Innovation Inc. (ONTO) A Good Stock To Buy Now?
Published on July 3, 2026 at 2:25 pm by RICARDO PILLAI in News, Stock Analysis
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Is ONTO a good stock to buy? We came across a bullish thesis on Onto Innovation Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on ONTO. Onto Innovation Inc.’s share was trading at $351.36 as o
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Nvidia (
NVDA
+3.74%
), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software.
Nvidia still has a bright future, but it's already the world's largest company with a market cap of $4.7 trillion. So if yo
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
Cadence Design Systems, US12541W1027
Cadence Design Systems highlights its role in electronic design automation. Chip design demand supports the long-term story
Veröffentlicht: 03.07.2026 um 20:13 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems is a key player in electronic design automation for semiconductor and systems companies. The
2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike.
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NVIDIA sells the compute platform. Micron sells the memory that feeds it. With $10,000 to allocate, the question is whether you want the ecosystem owner or the picks-and-shovels sup
2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
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2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
Camtek sells the cameras and measuring tools that let chipmakers confirm advanced packages are built correctly, and that job has become mission-critical as the industry stacks memory and logic together to feed AI accelerators. The Israeli inspection specialist is now flagging demand that management describes in terms it rarely uses.
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An unprecedented order book
Camtek (NASDAQ:CAMT | C
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Stocks making big moves this week: IPG Photonics, Micron, CarGurus, Qualcomm, and Qualys
Adam Hejl
Fri, July 3, 2026 at 10:38 AM PDT 2 min read
MU
+1.11%
IPGP
+5.88%
CARG
-2.09%
QCOM
+1.96%
QLYS
-2.55%
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Trading disclosure
Check out the companies making headlines this week:
IPG Photonics (NASDAQ:IPGP): Fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) rose by 5.3% on
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
ANSYS Inc., US0357101090
ANSYS Inc. highlights its simulation software strength as a digital engineering leader
Veröffentlicht: 03.07.2026 um 19:14 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
ANSYS Inc. is a key player in engineering simulation software, supporting complex product development across industries from aerospace to semiconductors. The compan
2026-07-04
www.yourvalley.net
2026-07-04
yourvalley.net
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Kids from the Boys and Girls Clubs had the opportunity to learn from interns at Taiwan Semiconductor Manufacturing Co. Arizona on Wednesday at an event at the Arizona Science Center.
The kids were introduced to science, technology, engineering and math careers with activities th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron Remains a Buy as AI Memory Demand Surges
Faizan Farooque
Fri, July 3, 2026 at 9:59 AM PDT 1 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Warning! GuruFocus has detected
2026-07-04
www.tradingview.com
2026-07-04
TradingView
News
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GuruFocus
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Micron Remains a Buy as AI Memory Demand Surges
Micron Remains a Buy as AI Memory Demand Surges
Less than 1 min read
MU
+1.11%
Micron Technology Inc. (MU, Financials) has been one of the clearest winners of the AI spending boom. The problem for investors now is that almost everyone knows it.
Shares have climbed roughly 755% over the past year, turning Micron from a familiar me
2026-07-04
www.tradingview.com
2026-07-04
TradingView
News
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GuruFocus
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HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Less than 1 min read
MU
+1.11%
Micron Technology
MU
remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to support demand across the semiconductor industry, despite rece
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor
2026-07-04
www.tradingview.com
2026-07-04
TradingView
News
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GuruFocus
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Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Michael Burry Shorts Micron After 240% Surge Since Start of 2026
Less than 1 min read
MU
+1.11%
PYPL
−2.45%
SFM
−4.56%
ZTS
−1.56%
Michael Burry (Trades, Portfolio) has reportedly opened a short position in Micron Technology
MU
as the chip stock's powerful rally continues to draw investor attention. In a Substack