Semiconductor News & Analysis Feed
5104 articles
2026-07-02
www.fool.com
2026-07-02
The Motley Fool
Outside of electricity and processing power, one of the biggest bottlenecks controlling the pace of the artificial intelligence infrastructure build-out is the amount of memory chips and data storage solutions available. Demand far exceeds supply right now, and that has allowed both Micron Technology (
MU
+0.24%
) and Sandisk (
SNDK
+1.20%
) to thrive.
Each offers different solutions, but both ha
2026-07-02
www.tradingkey.com
2026-07-02
TradingKey
Micron shares recently retraced over 10% from record highs, reflecting a sector-wide memory market reset despite an 855% annual gain. Fiscal Q3 results surpassed expectations with $41.46 billion in revenue, supported by a structural supply-demand imbalance and robust long-term agreements, including a strategic deal with GM. While management anticipates growth through 2027, potential headwinds incl
2026-07-02
tomshardware.com
2026-07-02
Luke James
Meta is reportedly weighing two service models: selling developers access to AI models hosted on its own infrastructure, or selling raw computing capacity.
2026-07-02
news.google.com
2026-07-02
Bloomberg.com
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (TSM) Stock Could Be Undervalued After Arizona Expansion
July 02, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan Semiconductor Manufacturing stock has delivered a very large 354.7% return over the past 3 years, and the latest valuation checks now point to a company that screens as undervalued on earn
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.thestreet.com
2026-07-02
thestreet.com
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.foxbusiness.com
2026-07-02
Fox Business
Maria Bartiromo reports mixed market futures for a holiday-shortened week, with Nasdaq falling due to semiconductor rotation.
Maria Bartiromo presents a market check, noting mixed U.S. futures and Nasdaq's decline, specifically highlighting semiconductor stock performance. White House National Economic Council Director Kevin Hassett predicts significant 4% economic growth for the second half of t
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
Bailey Pemberton
Thu, July 2, 2026 at 4:10 AM PDT 4 min read
QCOM
+1.96%
Trade QCOM on Coinbase
Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
QUALCOMM (NasdaqGS:QCOM) has been removed from multiple Russell growth and value indices.
The inde
2026-07-02
www.axios.com
2026-07-02
Axios
www.axios.com
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2026-07-02
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2026-07-02
Seeking Alpha
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2026-07-02
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2026-07-02
TipRanks
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2026-07-02
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2026-07-02
Benzinga
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2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Key Points
Micron just delivered a jaw-dropping blowout quarter.
The stock still isn't all that expensive.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best performing stock in the S&P 500 (SNPINDEX: ^GSPC), trailing only Sandis
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Up 309% in 2026, Is Micron Stock Still a Buy Right Now?
Keithen Drury, The Motley Fool
Thu, July 2, 2026 at 3:06 AM PDT 3 min read
MU
-1.83%
^GSPC
-0.97%
NVDA
+0.18%
SNDK
-0.54%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) is a candidate for stock of the year halfway through 2026. Its shares are trading up about 309% so far in 2026, making it the second-best perfor
2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
stockstory.org
2026-07-02
StockStory
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