Semiconductor News & Analysis Feed
20 articles
2026-09-29
www.fool.com
2026-09-29
Micron's 2.5% intraday decline on Monday is a case study in how narrative risk can temporarily override fundamental strength in the memory chip sector. The trigger—OpenAI's decision to pause training on certain AI models amid "rogue agent" concerns—touched a nerve in a market that has priced in rele
2026-09-29
currently.att.yahoo.com
2026-09-29
2026-09-14
www.barrons.com
2026-09-14
2026-09-13
shattered.io
2026-09-13
At the 2026 Computex trade show, NVIDIA unveiled its first PC processor, the N1X, triggering significant market attention and reshaping the semiconductor landscape. Developed in partnership with Microsoft, the N1X marks NVIDIA's strategic expansion from GPU specialist to a general-purpose PC process
2026-09-03
ca.finance.yahoo.com
2026-09-03
Broadcom Inc. saw its stock drop over 6% after missing Wall Street expectations for fourth-quarter revenue guidance, despite a strong third-quarter earnings beat driven by a 221% year-over-year surge in AI semiconductor revenue. The company reported Q3 revenue of $29.6 billion, up 86% YoY and exceed
2026-09-03
uk.finance.yahoo.com
2026-09-03
Broadcom Inc. saw its stock drop over 6% after issuing fourth-quarter revenue guidance that fell short of Wall Street expectations, despite a strong third-quarter performance driven by a tripling of AI semiconductor revenue. The company reported third-quarter revenue of $29.6 billion, up 86% year-ov
2026-09-03
www.proactiveinvestors.com
2026-09-03
2026-09-03
www.proactiveinvestors.com
2026-09-03
Broadcom Inc. saw its stock drop over 6% after missing Wall Street's fourth-quarter revenue guidance, despite a strong third-quarter earnings beat driven by a 221% year-over-year surge in AI semiconductor revenue. The company reported Q3 revenue of $29.6 billion, up 86% YoY and ahead of estimates, w
2026-08-24
www.fool.com
2026-08-24
Micron Technology's stock dropped 5.5% in early Monday trading after news site WCCTech reported that the Trump administration has approved Apple to source memory chips from Chinese suppliers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Corp (YMTC). While these chips are only i
2026-08-24
news.google.com
2026-08-24
2026-08-21
www.tradingview.com
2026-08-21
2026-08-14
finance.yahoo.com
2026-08-14
Applied Materials delivered a strong Q2 FY2026 performance, reporting revenue of $9.12 billion, up 24.8% year-on-year and exceeding analyst expectations. Non-GAAP EPS of $3.50 also beat estimates. The company's Q3 revenue guidance of $10.25 billion surpassed analyst forecasts by 6.1%. Despite these
2026-08-12
stockstotrade.com
2026-08-12
2026-08-12
stockstotrade.com
2026-08-12
2026-08-06
www.benzinga.com
2026-08-06
2026-08-03
www.barrons.com
2026-08-03
2026-07-30
stocktwits.com
2026-07-30
2026-07-30
stockstory.org
2026-07-30
2026-07-30
www.tradingview.com
2026-07-30
2026-07-30
ca.finance.yahoo.com
2026-07-30