Semiconductor News & Analysis Feed
2206 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Are You Looking for a Top Momentum Pick? Why Micron (MU) is a Great Choice
Are You Looking for a Top Momentum Pick? Why Micron (MU) is a Great Choice · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 9:00 AM PDT 4 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "lon
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Micron Technology Stock Turn a $10,000 Investment Into $1 Million?
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 8:50 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
In just the past 12 months, Micron Technology (NASDAQ: MU) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosiv
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Why Micron Stock Keeps Going Up
Rich Smith, The Motley Fool
Mon, June 22, 2026 at 8:41 AM PDT 3 min read
MU
-13.77%
NVDA
-3.82%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) stock extended its three-day winning streak on Monday, rising 4.5% through 10:40 a.m. ET on a raft of good news for the computer memory stock.
This morning, Micron announced it has signed a "strategic" de
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
What Will Be Nvidia’s Stock Price in 2029?
Vandita Jadeja
Mon, June 22, 2026 at 8:41 AM PDT 4 min read
NVDA
-4.13%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA delivers 92% Data Center revenue growth and a 10-year return of 17,969%, yet shares trade 27% below their 52-week high.
Reaching $400 by 2029 requires EPS to double and a 50x multiple, contingent on hyperscaler capex stayin
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Qualcomm's QCT Segment Sustain Growth Amid Handset Weakness?
Zacks Equity Research
Mon, June 22, 2026 at 8:39 AM PDT 3 min read
QCOM
-8.01%
AMD
-5.76%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Qualcomm Incorporated QCOM generated $9.08 billion in revenues in the Qualcomm CDMA Technologies (QCT) segment during the second quarter of 2026. Revenues declined 4% year over year. QCT
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Prediction: Micron Stock Will Reach $1,200 on This Date
Vandita Jadeja
Mon, June 22, 2026 at 8:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MU has surged 833% in one year, but our 90%-confidence SELL target of $750 implies a sharp reversal ahead.
Q3 EPS guidance of $19.15 collapses Micron's forward P/E to just 11x, giving bulls a credible m
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron announces new Anthropic partnership ahead of Q3 earnings
Yahoo Finance Video
Mon, June 22, 2026 at 8:20 AM PDT
MU
-13.85%
ANTH.PVT
Trade MU on Coinbase
Trading disclosure
Memory chipmaker Micron Technology (MU) announced a new AI infrastructure partnership with private developer Anthropic (ANTH.PVT).
Yahoo Finance Tech Editor Dan Howley weighs in on this headline while outlining Wall Stre
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Nvidia-backed Reflection lands SpaceX compute deal
Madison Mills
Mon, June 22, 2026 at 8:05 AM PDT 2 min read
NVDA
-4.13%
SPCX
+0.98%
GOOGL
-0.98%
Explore stocks on Coinbase
Trading disclosure
Illustration: Sarah Grillo/Axios. Stock: Getty Images
Reflection — an Nvidia-backed open-source AI startup — signed a major compute agreement with SpaceXAI, securing immediate access to chips and hardware f
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-12.76%
ANTH.PVT
SNDK
-13.71%
WDC
-8.73%
000660.KS
-12.47%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
Maharathi Basu
Mon, June 22, 2026 at 7:45 AM PDT 5 min read
NVTS
-9.70%
AAOI
-13.89%
Explore stocks on Coinbase
Trading disclosure
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Vadzo Imaging Introduces Falcon-821CRH Onsemi AR0821 M12 Autofocus Camera with 4K HDR Imaging for Fundus Camera OEMs
Vadzo Imaging
Mon, June 22, 2026 at 7:30 AM PDT 14 min read
The Falcon-821CRH is an 8MP Color Rolling Shutter USB 3.2 Gen 1 Camera with VCM Autofocus, built on the Onsemi AR0821 sensor.
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
-5.67%
SMCIP
-4.87%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Semiconductor Intellectual Property (IP) Market worth $18.64 billion by 2032 - Exclusive Report by MarketsandMarkets™
PR Newswire
Mon, June 22, 2026 at 7:15 AM PDT 7 min read
DELRAY BEACH, Fla., June 22, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Semiconductor Intellectual Property (IP)
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
NVDA
-3.32%
9984.T
-10.09%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount
Joey Frenette
Mon, June 22, 2026 at 6:49 AM PDT 4 min read
NVDA
-3.33%
ADBE
+1.44%
SOXX
-7.72%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Burry holds bearish SOXX puts expiring January and is buying Adobe at 8x forward P/E in a classic contrarian value move.
Nvidia at 32x trailing P/E, with Vera Rubin GPU
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Wall Street Analysts See Micron (MU) as a Buy: Should You Invest?
Zacks Equity Research
Mon, June 22, 2026 at 6:30 AM PDT 4 min read
MU
-12.88%
Trade MU on Coinbase
Trading disclosure
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side
2026-06-22
au.finance.yahoo.com
2026-06-22
Yahoo Finance Australia
Is Cadence (CDNS) a Buy as Wall Street Analysts Look Optimistic?
Zacks Equity Research
Mon 22 June 2026 at 6:30 am GMT-7 4 min read
CDNS
-2.11%
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price,
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Is Synopsys (SNPS) a Buy as Wall Street Analysts Look Optimistic?
Zacks Equity Research
Mon, June 22, 2026 at 6:30 AM PDT 4 min read
SNPS
-0.66%
Trade SNPS on Coinbase
Trading disclosure
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-s
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings
David Moadel
Mon, June 22, 2026 at 6:29 AM PDT 4 min read
MU
-11.16%
WDC
-8.19%
AAPL
+0.85%
POLA.PVT
SNDK
-12.78%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Needham raised its Micron target to $1,550 from $500, sparking a 6% rally in Micron and Western Digital as well as a 5% boost in
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
Zacks Equity Research
Mon, June 22, 2026 at 6:13 AM PDT 3 min read
MU
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, sup