Semiconductor News & Analysis Feed
20 articles
2026-08-21
2026-08-17
stocktwits.com
2026-08-17
2026-08-17
finance.yahoo.com
2026-08-17
2026-08-13
www.investing.com
2026-08-13
2026-08-12
www.benzinga.com
2026-08-12
CoreWeave's stock surged nearly 16% following its earnings report, driven by strong performance in cloud computing and AI computing sectors. Analysts noted that despite NVIDIA's latest GPU releases, older models continue to generate significant revenue, highlighting the importance of product lifecyc
2026-08-10
news.google.com
2026-08-10
2026-08-10
finance.yahoo.com
2026-08-10
Micron Technology's stock surged 708% over the past year, largely attributed to its role in the AI boom. However, the deeper reason lies in disclosures made by the company itself in late 2024 and early 2025, which already outlined an impending memory shortage. According to these disclosures, produci
2026-08-06
news.google.com
2026-08-06
2026-08-01
www.barrons.com
2026-08-01
2026-07-31
sg.finance.yahoo.com
2026-07-31
Micron Technology's stock surged 14.9% on Thursday as Samsung Electronics warned of a prolonged global memory shortage extending through 2028. The market reaction reflects growing investor concern over semiconductor supply-demand imbalances. Samsung reported a more than 250-fold increase in quarterl
2026-07-27
news.google.com
2026-07-27
2026-07-27
news.google.com
2026-07-27
2026-07-27
news.google.com
2026-07-27
2026-07-22
www.tikr.com
2026-07-22
Nebius (NBIS) stock surged nearly 19% on July 21 following NVIDIA’s disclosure of a 9.3% stake in the AI cloud firm. This move comes alongside a $2 billion investment aimed at deepening collaboration in AI infrastructure, fleet management, and data center design. For a company built around AI comput
2026-07-21
news.google.com
2026-07-21
2026-07-21
2026-07-16
www.forbes.com
2026-07-16
2026-07-15
www.sdxcentral.com
2026-07-15
2026-07-15
stockstotrade.com
2026-07-15
2026-07-11
www.morningstar.com
2026-07-11
SK Hynix successfully completed its US IPO, raising $26.5 billion, making it the second-largest non-US IPO in history. Despite a 25% drop in its Korean-listed shares over the past three weeks, the company's US stock surged by approximately 12.8% on the first day of trading. The offering not only pro