Semiconductor News & Analysis Feed
299 articles
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Firm Says Intel (INTC) Has a Cost Edge Over TSMC in the Advanced Chip Packaging Race
Abdul Rahman
June 29, 2026 2 min read
INTC
+1.54%
2330.TW
-0.81%
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Trading disclosure
Intel Corporation (NASDAQ:INTC) is one of the best fast growth stocks to buy according to hedge funds. On June 26, Goldman Sachs initiated coverage of the stock with a Neutral rating and $150 pr
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Sees SpaceX Surpassing Nvidia in Long-Term Valuation
Lyle Daly, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
NVDA
+0.37%
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Trading disclosure
On June 16, just its third day of trading, Space Exploration Technologies (NASDAQ: SPCX), also known as SpaceX, was briefly the fourth-largest company by market cap. Its stock has pulled back since then, but it's
2026-06-29
news.google.com
2026-06-29
The Motley Fool
2026-06-28
www.techbuzz.ai
2026-06-28
The Tech Buzz
Wall Street's hunt for the next Nvidia has landed squarely on Micron Technology. As AI data centers devour memory chips as fast as GPUs, investors are piling into the Idaho-based memory maker with the same fervor that sent Nvidia's stock up over 3,000% in three years. The thesis is simple: every AI server packed with expensive Nvidia chips needs even more expensive high-bandwidth memory to feed th
2026-06-28
techcrunch.com
2026-06-28
TechCrunch
Micron, the Boise, Idaho-based memory chip maker, has captured Wall Street’s heart. Whether the love affair endures will heavily depend on how long the AI-driven supply crunch for memory chips lasts.
Micron promises that it has shored up its position for the long term, which would allow it to withstand a sudden drop in demand or overcapacity of supply. And Wall Street has become a believer, helpi
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Why Wall Street thinks US memory maker Micron is the next Nvidia
BEIJING, CHINA - JULY 20, 2025 - Modules with packaged memory chips displayed at Micron's booth at the 3rd China International Supply Chain Expo in Beijing, China on July 20, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images) | Image Credits:CFOTO/Future Publishing / Getty Images
Kirsten Korosec
June 28, 2026 3
2026-06-28
news.google.com
2026-06-28
Yahoo Finance
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Beat Wall Street and It ‘Reset the Entire Industry’
Omor Ibne Ehsan
Fri, June 26, 2026 at 9:55 AM PDT 4 min read
MU
+0.79%
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Trading disclosure
Quick Read
Micron (MU) guided Q4 revenue to $50B, roughly $7B above Wall Street consensus, sending the stock up 16% to an all-time high.
GAAP gross margins expanded from 38% to 85% year over year, a software-like profile dr
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Memory chips are boring until they aren’t, and Wednesday afternoon they stopped being boring. Micron Technology (NASDAQ:MU | MU Price Prediction) guided fiscal fourth-quarter revenue to $50 billion, plus or minus $1 billion, against a Wall Street consensus parked around $43 billion.
Video Muted
Bloomberg Tech host Ed Ludlow, on Bloomberg Businessweek Daily, summed up the move with a line that di
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Stock Emerges as Wall Street’s Top Growth Pick
Ruchi Gupta
June 26, 2026 4 min read
MU
-5.49%
NVDA
-1.39%
AMD
-4.26%
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Trading disclosure
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978 in a converted dental office and today is one of only three companies on Earth capable of manufacturing cutting-edge D
2026-06-26
www.benzinga.com
2026-06-26
Benzinga
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2026-06-26
fox4kc.com
2026-06-26
FOX4KC.com
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2026-06-26
www.union-bulletin.com
2026-06-26
Union-Bulletin
Wall Street drifts to a mixed finish after Micron soars and Apple drops
The U.S. stock market drifted to a mixed finish after several AI stocks veered back up the roller coaster, while Apple shares dropped after hiking prices on many of its products
By STAN CHOE
AP Business Writer Jun 25, 2026 0
1 of 7
People walk past a monitor showing Japan's Nikkei 225 index at a securities firm in Tokyo, Tue
2026-06-26
pro.thestreet.com
2026-06-26
TheStreet Pro
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Should U.S. Investors Buy Into a Wall Street Listing for SK Hynix?
The market-share leader in High Bandwidth Memory chips is preparing the largest-ever listing on Wall Street for an Asian company. Is it a buy?
Alex Frew McMillan·Jun 25, 2026, 2:35 PM EDT
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2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU | MU Price Prediction) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural rather than a cyclical shift in
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Omor Ibne Ehsan
Thu, June 25, 2026 at 10:15 AM PDT 4 min read
AVGO
-0.62%
MU
+17.14%
NVDA
-2.33%
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Trading disclosure
Quick Read
Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential.
NV
2026-06-26
apnews.com
2026-06-26
AP News
Specialist Patrick King, left, and trader Dylan Halvorsen work on the floor of the New York Stock Exchange, Thursday, June 25, 2026. (AP Photo/Richard Drew)
NEW YORK (AP) — The U.S. stock market is drifting in mixed trading Thursday after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products.
The S&P 500 r
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
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