Semiconductor News & Analysis Feed
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2026-07-04
simplywall.st
2026-07-04
simplywall.st
United States/Semiconductors/NYSE:TSM
Is Taiwan Semiconductor Manufacturing (TSM) Fully Valued Following The Chip Stock Selloff?
July 04, 2026
Simply Wall St
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Broad selling in Asian semiconductor stocks pulled Taiwan Semiconductor Manufacturing (NYSE:TSM) lower, even as the company remains central to global chip supply and is heavily exposed to swings in macro sentiment and sector
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A concept image of space_ Image by Canities via Shutterstock_
AI infrastructure construction fever is turning semiconductor equipment companies into the market's most successful players, and few have benefited from that trend as much as Applied Materials (AMAT). AMAT stock hit new highs after the investment bank KeyBanc Capital Markets hiked its price target to $750, and then Sesquania followed u
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
Micron & 2 Profitable Stocks to Buy in July for Explosive Upside
Micron & 2 Profitable Stocks to Buy in July for Explosive Upside · Zacks
Tirthankar Chakraborty
Fri, July 3, 2026 at 12:00 PM PDT 3 min read
MU
+1.11%
CRDO
+4.99%
SNX
+4.14%
Explore stocks on Coinbase
Trading disclosure
July trading has begun on a mixed note, but it has traditionally been one of the strongest months for U.S. equitie
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%
Explore stocks on Coinbase
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
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
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%
Explore stocks on Coinbase
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.fool.com
2026-07-04
The Motley Fool
The online investing platform Robinhood Markets (
HOOD
+0.58%
) is one of the go-to places for retail investors to buy stocks, as well as for other banking activities the platform now offers. Robinhood is also a good platform for gauging retail sentiment, which is important given retail's increased presence in the broader market.
Each month, Robinhood lists the 10 most widely held stocks on its p
2026-07-04
www.tradingview.com
2026-07-04
TradingView
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Korea Stocks Rebound 5.8% as Samsung, SK Hynix Jump
Korea Stocks Rebound 5.8% as Samsung, SK Hynix Jump
Less than 1 min read
KOSPI
−0.58%
005930
−1.80%
000660
+3.42%
South Korean stocks staged a sharp rebound Friday as investors moved back into the market following a nearly 10% drop over the previous two sessions. The Kospi Index gained 5.8%, helped by strong rallies in Samsung
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A corporate sign for SK Hynix by Tada Images via Adobe Stock
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut is tentatively scheduled for Friday, July 10.
If all goes according to plan, the company will raise a staggering $29 billion. That would make it the largest ADR listing in recorded market history,
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain.
Rob Isbitts
Fri, July 3, 2026 at 9:00 AM PDT 6 min read
000660.KS
+5.30%
BABA
+11.05%
MU
+1.11%
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Trading disclosure
South Korean memory giant SK Hynix is expected to list its American Depositary Receipts (ADRs) in the U.S. under the ticker SKHY. Its debut
2026-07-03
stockstory.org
2026-07-03
StockStory
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2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
3 Reasons Micron Stock Could Soar to $2,000
Sneha Nahata
Fri, July 3, 2026 at 8:30 AM PDT 4 min read
MU
+1.11%
Trade MU on Coinbase
Trading disclosure
Shares of Micron Technology (MU) have been on an extraordinary run, rising about 800% over the past year. Micron's explosive rally has been driven by soaring artificial intelligence (AI)-led demand for its high-bandwidth memory (HBM) chips and data
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
+1.09%
) is one of the most important semiconductor companies in the world, as it manufactures chips for almost all the leading companies that design chips for data centers, gaming consoles, smartphones, personal computers (PCs), cars, and factories, among other things.
It controls nearly three-fourths of the global foundry market, according to Counterpoin
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock
Joey Frenette
Fri, July 3, 2026 at 7:53 AM PDT 4 min read
PLTR
-1.60%
NVDA
+3.65%
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Trading disclosure
Quick Read
Palantir shares surged 18% in a week as investors rotate from semis into AI software.
A new deal using Nvidia's Nemotron to build government AI models squeezes short sellers an
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if you’re short or are hanging onto bearish put options. Dr. Michael Burry recently announced that he’d covered half of his short position around a week ago, a move that’s proved incredibly well-timed. As investors pile back into the AI