Semiconductor News & Analysis Feed
1398 articles
2026-07-07
www.moomoo.com
2026-07-07
Moomoo
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2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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Micron Got Its Final Warning (Rating Downgrade)
Jul 07, 2026, 9:16 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockSSNLF, SKHY
Uttam Dey
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Micron is downgraded to sell after an 11-month, ~9-10x rally, with recent headwinds signaling a cyclical end to bullish momentum.
Despite strong Q3 results—reven
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
Nvidia-backed Nscale closes $900M revolving credit facility
Jul 07, 2026, 8:42 AM ETNVIDIA Corporation (NVDA) StockBAC, JPM, GS
, DB
By: Chris Ciaccia, SA News Editor
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MattGush
U.K. artificial intelligence startup Nscale said on Tuesday that it has closed a $900M revolving credit facility to help strengthen its balance sheet.
Nscale, which is backed by Nvidia (NVDA)
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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Micron: Why I Believe This Memory Cycle Isn't Fully Priced In Yet
Jul 07, 2026, 8:00 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockF, F:CA, GM
, SSNLF, SKHY
The J Thesis
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Micron Technology, Inc. has delivered over 5x returns since coverage began last September.
Acceleration
2026-07-07
startupfortune.com
2026-07-07
Startup Fortune
SK Hynix wants Wall Street to pay a premium for the AI memory boom. Its own stock can't decide if that boom is still real.
Two weeks before its Nasdaq debut, SK Hynix is watching the very swings that should worry any banker pricing a $28 billion offering. Shares in Seoul have fallen 17% this month, according to Bloomberg, including a roughly 9% drop from the July 3 closing price the company used
2026-07-07
www.benzinga.com
2026-07-07
Benzinga
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2026-07-07
www.chartmill.com
2026-07-07
ChartMill
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Qualcomm Inc (NASDAQ:QCOM): A Textbook GARP Opportunity According to Peter Lynch
By Mill Chart – Last update: Jul 7, 2026
Quotes Stocks Mentioned
Article Mentions:
QCOM
(190.64 ▲ 2.18%)
Qualcomm Incorporated (NASDAQ:QCOM) is a name that might not generate the same buzz as some of the flashier tech darlings, but for investors following a disciplined long-term st
2026-07-07
www.firstpost.com
2026-07-07
Firstpost
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2026-07-07
www.moomoo.com
2026-07-07
Moomoo
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2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
Micron, AI memory bets reportedly drive hedge fund Appaloosa's 32% H1 surge
Jul 07, 2026, 4:19 AM ETMicron Technology, Inc. (MU) StockNVDA, SSNLF, SNDK
, SKHY
By: Arundhati Sarkar, SA News Editor
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KanawatTH
David Tepper’s Appaloosa Management returned 32% in the first half of the year, fueled by bets on the high-flying memory-chip sector, according to a Bloomberg New
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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2026-07-07
www.ad-hoc-news.de
2026-07-07
AD HOC NEWS
Micron’s, HBM
Micron’s HBM Windfall Under Attack: Cartel Claims and a Rival’s Nasdaq Arrival
Veröffentlicht: 07.07.2026 um 08:06 Uhr, Redaktion boerse-global.de
Micron shares drop 13% amid collusion lawsuit and SK Hynix's US listing; analysts see 51% upside despite structural DRAM squeeze.
Micron’s - Micron’s HBM Windfall Under Attack: Cartel Claims and a Rival’s Nasdaq Arrival 07.07.2026 - Bild
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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Credo Scores A Major Win From Nvidia's Delay
Jul 07, 2026, 1:40 AM ETCredo Technology Group Holding Ltd (CRDO) StockNVDA, NVDA:CA, ZNVD:CA
Nova Capital
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Credo Technology Group remains a Buy, supported by strong catalysts and robust growth in both copper and optical connectivity solutions.
NVIDIA'
2026-07-07
www.marketscreener.com
2026-07-07
marketscreener.com
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2026-07-07
www.tradingview.com
2026-07-07
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Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Key facts: SK hynix GDR to Debut on Nasdaq; Korea Plans Chip Clusters
Less than 1 min read
000660
+5.30%
SK hynix Inc. Sponsored GDR (000660) was scheduled to debut on the Nasdaq later in the week, with reports noting strong investor demand for AI-related chip stocks ahead of the listing.
1
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2026-07-07
www.chosun.com
2026-07-07
조선일보
By Choi Hyung-seok
Published 2026.07.07. 08:57
Updated 2026.07.08. 08:53
SK Hynix / Foreign Press
SK Hynix’s Nasdaq listing approaches on the 10th (local time), with signs of strong interest emerging locally.
According to the Financial Times (FT) on the 6th, Situational Awareness, a hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, Baillie Gifford, a British long-term invest
2026-07-07
uk.finance.yahoo.com
2026-07-07
Yahoo Finance UK
SpaceX joins Nasdaq 100, SK Hynix makes US debut: What to Watch
Yahoo Finance Video and Josh Lipton
Mon, 6 July 2026 at 4:00 pm GMT-7
SPCX
-0.78%
000660.KS
+5.30%
IVZ
-1.35%
QQQ
+0.28%
^NDX
+0.27%
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Tuesday, July 7, including SpaceX (SPCX) joining the Nasdaq 100 (^NDX) while SK Hynix (000660.KS) making its
2026-07-07
www.tradingview.com
2026-07-07
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Weekly Recap: ADS offering, Nasdaq listing and Cheongju 100T investment
Weekly Recap: ADS offering, Nasdaq listing and Cheongju 100T investment
1 min read
000660
+5.30%
SK hynix Inc. (KRX:000660) is pursuing a Nasdaq ADS listing and $28–29B share offering to fuel HBM and AI chip capacity — financing fabs, US gas supply and packaging — as demand, record semiconductor exports a
2026-07-07
www.thestreet.com
2026-07-07
thestreet.com
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2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The Nasdaq Composite (
^IXIC
+0.20%
) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (
^GSPC
0.28%
) rose 0.72% to 7,537.43 and the Dow Jones Industrial Average (
^DJI
1.09%
) climbed 0.29% to 53,055.91, marking its first close above the 53,000 milestone.
Gold prices rose 1.23% to $4,176.30 as of U.S. market close, while the 10-Year Treasury yield edged up 0.01% to