Semiconductor News & Analysis Feed
5077 articles
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron is benefiting from high DRAM and NAND prices driven by demand for AI infrastructure build-out.
The stock looks cheap, and the company is locking in long-term agreements.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While th
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Is Micron Stock a Buy as Revenue Continues to Surge?
Geoffrey Seiler, The Motley Fool
Sat, July 4, 2026 at 6:05 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
Micron Technology (NASDAQ: MU) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since giv
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.11%
) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since given back most of its gains. The stock is still up around 236% on the year.
Let's dig into the memory maker's results and prospects to see whether the artificial intelligence (AI) stock is a buy.
Mi
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Trump drops love-bomb on Micron while holding the stock — up 209% this year. Experts say it ‘undermines’ the system
Brian O’Connell
Sat, July 4, 2026 at 5:40 AM PDT 5 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
It's nice to have friends in high places, and they don't get much higher than the White House.
Just ask Micron (NASDAQ:MU), the Idaho-based memory and storage solutions gia
2026-07-04
news.google.com
2026-07-04
moneywise.com
2026-07-04
news.google.com
2026-07-04
Ad-hoc-news.de
2026-07-04
eciks.org
2026-07-04
eciks.org
Stock market closes with Dow at record high, Nasdaq falls on chip selloff
Published on 4 July 2026 at 7:02 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 2 minutes · read 185 times
© Stock market closes with Dow at record high, Nasdaq falls on chip selloff
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The Dow Jones Industrial Average closed at a record 52,900.07, up 1.14%, on July 2, while the Nasdaq Composite fe
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron's forward earnings multiple looks cheap enough to support higher share prices, but that requires investor confidence in sustained earnings growth.
Management expects high demand for high-performance memory to continue through at least 2027.
The question is whether Micron's Strategic Customer Agreements will be enough to reduce future earnings volatility when demand normalizes.
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) stock has rocketed more than 755% in the past year. Memory chips are now one of the biggest, if not the biggest, bottlenecks in the artificial intelligence (AI) build-out. This has boosted memory prices and sent Micron's earnings soaring.
The stock's forward earnings multiple of 14 is expensive relative to Micron's historical trading range, where it usually trades
2026-07-04
www.chartmill.com
2026-07-04
ChartMill
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QUALCOMM INC (NASDAQ:QCOM) Earns Top Spot on Best Dividend Stocks Screener
By Mill Chart – Last update: Jul 4, 2026
Quotes Stocks Mentioned
Article Mentions:
QCOM
(186.56 ▲ 1.96%)
QUALCOMM INC (NASDAQ:QCOM) has been flagged by our "Best Dividend Stocks" screener, a tool designed to cut through the noise and identify companies that offer an attractive balance of
2026-07-04
seekingalpha.com
2026-07-04
Seeking Alpha
__fail__
2026-07-04
global.morningstar.com
2026-07-04
Morningstar
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2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
Baer Investment Advisory LLC Has $2.14 Million Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Baer Investment Advisory LLC boosted its Taiwan Semiconductor Manufacturing stake by 833.1% in Q1, ending with 6,345 shares valued at about $2.14 million.
Wall Street sentiment remains constructive on T
2026-07-04
www.tradingview.com
2026-07-04
TradingView
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Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Can Micron Stock Really Hit $2,000? Here's What Wall Street Thinks
Less than 1 min read
MU
+1.11%
Three factors could support further gains in Micron Technology
MU
, according to analysts, including sustained AI-driven memory demand, long-term customer agreements and a valuation that some on Wall Street still v
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
news.google.com
2026-07-04
Intellectia AI
2026-07-04
news.google.com
2026-07-04
NAI500
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Micron and Intel are benefitting from long-term AI tailwinds.
Intel's AI chips, Foundry service, and CPUs are all gaining momentum and can scale quickly in the future.
Micron delivers explosive revenue growth rates right now thanks to its memory chips and looks like the better pick.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) and Intel(NASDAQ: IN