Semiconductor News & Analysis Feed
5163 articles
2026-06-26
www.tradingview.com
2026-06-26
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Why Is Micron (MU) Stock Soaring Today
Why Is Micron (MU) Stock Soaring Today
3 min read
MU
+16.39%
What Happened?
Shares of memory chips maker Micron
MU
jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked in $100 billion of contracts, and
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Goldman Sachs resets Micron stock target with a twist
Moz Farooque
Thu, June 25, 2026 at 9:06 AM PDT 5 min read
MU
+16.57%
GS
-0.73%
Explore stocks on Coinbase
Trading disclosure
Micron Technology's (MU) Q3 2026 earnings report landed on June 24, giving the AI trade a badly needed jolt.
Goldman Sachs had cautioned that the positioning was bullish, expectations were high, and the stock's huge run
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
In June 2022, I made what was likely a mistake by choosing to buy Advanced Micro Devices (
AMD
+1.51%
) stock over Nvidia (
NVDA
2.24%
). It was a cheaper stock in terms of valuation, and this was before Nvidia's "ChatGPT moment," when the market discovered the power of Nvidia's AI accelerators.
Also, buying AMD is only a mistake in a relative sense. It is still up around 560% from my initial buy
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why I Continue to Prioritize AMD Stock Over Nvidia
Will Healy, The Motley Fool
Thu, June 25, 2026 at 9:05 AM PDT 5 min read
NVDA
-1.81%
AMD
+1.57%
^GSPC
+0.34%
Explore stocks on Coinbase
Trading disclosure
In June 2022, I made what was likely a mistake by choosing to buy Advanced Micro Devices (NASDAQ: AMD) stock over Nvidia (NASDAQ: NVDA). It was a cheaper stock in terms of valuation, and this w
2026-06-25
www.investopedia.com
2026-06-25
Investopedia
__fail__
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?
Shrabana Mukherjee
Thu, June 25, 2026 at 8:45 AM PDT 7 min read
STMPA.PA
+2.68%
ON
+3.20%
STM
+4.16%
Explore stocks on Coinbase
Trading disclosure
The electrification of transportation continues to create long-term opportunities for semiconductor companies specializing in power management, silicon carbide (SiC), sensors and aut
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed.
Video Muted
Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated Today at 1:09 AM GMT+8
Tech stocks live: AI memory trade roars back after Micron earnings crush estimates
Daniel Howley · Technology Editor
Updated Thu, June 25, 2026 at 8:04 AM PDT 1 min read
MU
+17.09%
QCOM
+5.60%
IBM
-1.63%
^IXIC
-0.33%
BABA
-4.46%
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Trading disclosure
Micron's (MU) third quarter earnings on Wednesday delivered a powerful signal to AI trad
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
It's a volatile day on Wall Street after a short-lived tech rally soured and abruptly reversed course.
Micron's stellar earnings report boosted the stock by nearly 20% and reignited the AI trade, helping the Nasdaq 100 jump 2% at Thursday's opening bell.
But it wasn't to last. Just a half an hour into regular trading, the tech-heavy Nasdaq's gains reversed, dragged lower by Apple stock, which dr
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Space Exploration Technologies, better known as SpaceX, may have captured the attention of many investors, but I think several stocks are far better investments today. One of the best may be sitting right under investors' noses.
Although it's the largest company in the world, I think Nvidia (
NVDA
1.73%
) is a far better buy, especially if 2027's artificial intelligence (AI) spending dwarfs 2026'
2026-06-25
www.marketwatch.com
2026-06-25
MarketWatch
__fail__
2026-06-25
www.moomoo.com
2026-06-25
Moomoo
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2026-06-25
stocktwits.com
2026-06-25
Stocktwits
stocktwits.com
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2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+15.81%
000660.KS
+13.06%
^SOX
+3.59%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 19% Rally Sends AI Chip Stocks Surging
Khac Phu Nguyen
Thu, June 25, 2026 at 6:52 AM PDT 1 min read
MU
+13.46%
SMH
+1.69%
WDC
+5.50%
SNDK
+15.44%
STX
+3.35%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Semiconductor stocks are pushing higher in early trading as Micron Technology (NASDAQ:MU) gave investors another reason to believe the AI chip c