Semiconductor News & Analysis Feed
5093 articles
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Nvidia (
NVDA
+3.74%
) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years.
The biggest of those tailwinds is the tech sector's soaring spending on the data center
2026-07-03
www.barrons.com
2026-07-03
Barron's
__fail__
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
intellectia.ai
2026-07-03
Intellectia AI
The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
There are currently seven companies with market caps of $2 trillion or more, but the accelerating demand for semiconductors is pushing new candidates to the fore. One prime example is Micron Technology (
MU
+1.11%
) -- and I'm convinced that the ongoing adoption of artificial intelligence (AI) will send this chip specialist to new heights. Micron is one of the world's leading providers of memory a
2026-07-03
www.twelfthmagpie.com
2026-07-03
The Twelfth Magpie
Home » Investing Articles » Should I buy SK Hynix stock for my ISA when it lands on the Nasdaq on 10 July?
SHOULD I BUY SK HYNIX STOCK FOR MY ISA WHEN IT LANDS ON THE NASDAQ ON 10 JULY?
South Korean chip powerhouse SK Hynix is shortly about to list ADRs on the Nasdaq. This means investors will have another way to play the memory boom.
Posted by
Edward Sheldon, CFA
❯
Published 3 July, 8:14 am BST
2026-07-03
eciks.org
2026-07-03
eciks.org
SK Hynix stock plunges 14.5% as chip sector rout deepens over AI demand fears
Published on 3 July 2026 at 2:26 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 310 times
© SK Hynix stock plunges 14.5% as chip sector rout deepens over AI demand fears
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SK Hynix stock plunged 14.5% on July 2, 2026, as part of a broader semiconductor selloff triggered by mounting co
2026-07-03
eu.36kr.com
2026-07-03
36Kr
"American Dolls Playing the Stock Market" officially kicks off on July 4, Trump publicly calls on Musk to donate stocks, and Micron makes a bold investment of 250 million US dollars
36氪的朋友们
2026-07-03 12:08
Ce.cn, Elite financial and economic information.
According to reports from multiple foreign media outlets, an investment account for children with tax incentives, known as the Trump Account, w
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg
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Get the most important global
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Applied Materials, Semtech, and Nova Stocks Trade Down, What You Need To Know
Jabin Bastian
Thu, July 2, 2026 at 7:36 PM PDT 3 min read
META
-2.02%
AMAT
+2.89%
SMTC
+1.93%
NVMI
+1.25%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
The bro
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ON Semiconductor (ON) Stock Faces Investor Investigation After Synaptics Deal
Bailey Pemberton
Thu, July 2, 2026 at 7:10 PM PDT 4 min read
ON
+2.95%
SYNA
+3.35%
Explore stocks on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Pomerantz LLP has opened an investor investigatio
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Looks Fairly Valued Following Its 366% Run
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
After a steep five year return of 366.3%, Applied Materials now sits in a tricky spot where the share price reflects a powerful AI equipment story, while its low value score suggests the stock is no longer an obvious bargain
2026-07-03
www.tipranks.com
2026-07-03
TipRanks
www.tipranks.com
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2026-07-03
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2026-07-03
Stocktwits
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Why Micron (MU) Stock Is Falling Today
Anthony Lee
Thu, July 2, 2026 at 5:36 PM PDT 4 min read
MU
+1.11%
000660.KS
-5.68%
005930.KS
-6.25%
Trade MU on Coinbase
Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) fell 6.9% in the afternoon session after a class-action lawsuit, significant insider selling, and a broader sector-wide selloff prompted investors to take pr
2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
__fail__
2026-07-03
www.msn.com
2026-07-03
MSN
In the latest trading session, Texas Instruments (TXN) closed at $293.08, marking a -1.79% move from the previous day. Elsewhere, the Dow gained 1.14%, while the tech-heavy Nasdaq lost 0.8%.
The stock of chipmaker has fallen by 3.3% in the past month, leading the Computer and Technology sector's loss of 5.47% and undershooting the S&P 500's loss of 1.43%.
The investment community will be closely
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ON Semiconductor Corp. (ON) Stock Moves -3.60%: What You Should Know
ON Semiconductor Corp. (ON) Stock Moves -3.60%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 3:00 PM PDT 3 min read
ON
+2.95%
Trade ON on Coinbase
Trading disclosure
ON Semiconductor Corp. (ON) closed at $91.22 in the latest trading session, marking a -3.6% move from the prior day. On the other hand, t
2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
ASML (ASML) Stock Moves -3.97%: What You Should Know
ASML (ASML) Stock Moves -3.97%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 2:45 PM PDT 3 min read
ASML.AS
+1.27%
^DJI
-1.09%
^GSPC
-0.28%
ASML
+1.22%
Trade ASML on Coinbase
Trading disclosure
ASML (ASML) ended the recent trading session at $1,769.89, demonstrating a -3.97% change from the preceding day's closing pri