Semiconductor News & Analysis Feed
2190 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm jumps as it looks beyond smartphones to cash in on the AI boom
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 3:53 PM PDT 2 min read
QCOM
-3.29%
AMD
-0.02%
NVDA
-0.50%
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Trading disclosure
Qualcomm (QCOM) stock jumped more than 13% in after-hours trading after the company said it raised its non-handset revenue target to $40 billion by fiscal 2029, twice
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Infineon Technologies (XTRA:IFX) Stock Sees Fair Value Lift As AI Power Demand Drives Revisions
Bailey Pemberton
Wed, June 24, 2026 at 3:18 PM PDT 3 min read
IFX.DE
-1.24%
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Analysts have lifted their central fair value estimate for Infineon Technologies from
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Texas Instruments (TXN) Stock After Capacity Expansion Push Is The Price Still Justified
Bailey Pemberton
Wed, June 24, 2026 at 2:12 PM PDT 6 min read
TXN
-0.41%
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
If you are wondering whether Texas Instruments stock still offers value at
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video and Josh Lipton
Wed, June 24, 2026 at 2:01 PM PDT
MU
-0.31%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 bill
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 'phenomenal' Q3 earnings: Analyst takeaways
Yahoo Finance Video and Josh Lipton
Wed, June 24, 2026 at 2:01 PM PDT
MU
-0.31%
005930.KS
+9.84%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 bill
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's blowout earnings just reset the AI memory trade
Jared Blikre
Wed, June 24, 2026 at 1:40 PM PDT 2 min read
MU
-0.31%
000660.KS
+0.98%
^SOX
-0.18%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's profit machine Wednesday.
Micron (MU) and SK Hynix (000660.KS) had been two of the cleanest ways to trade the AI memory boom this year, both crushing the bro
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Updated Today at 8:44 PM UTC
Tech stocks live: Micron stock jumps over 12% on earnings beat after tumbling earlier this week
Daniel Howley · Technology Editor
Updated Wed, June 24, 2026 at 1:24 PM PDT 1 min read
MU
-0.31%
QCOM
-3.29%
GOOGL
-0.23%
NVDA
-0.50%
^SOX
-0.18%
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Trading disclosure
Micron (MU) announced its third quarter earnings after the bell on Wednesday,
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Q3 earnings far surpass Wall Street's estimates on the top & bottom lines
Yahoo Finance Video
Wed, June 24, 2026 at 1:21 PM PDT
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported third quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $25.11 (compared to analyst estimates of $20.49), and revenue came in at $41.46 billion (
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Is Applied Materials (AMAT) the Best All-Time High Stock with Legs to Rally Further?
Jeff Lewis
Wed, June 24, 2026 at 1:14 PM PDT 1 min read
AMAT
+0.53%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 All-Time High Stocks with Legs to Rally Further.
On June 22, 2026, Wells Fargo raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
ASML Holding (ASML): The Best All-Time High Stock with Legs to Rally Further
Jeff Lewis
Wed, June 24, 2026 at 1:12 PM PDT 2 min read
ASML.AS
-0.45%
ASML
-0.88%
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Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the 10 All-Time High Stocks with Legs to Rally Further.
On June 22, 2026, BofA raised its price target on ASML Holding N.V. (NASDAQ:ASML) to $2,345 from $
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Synopsys (SNPS) Stock Gets Fair Value Trim As Analysts Weigh Ansys And IP Recovery
Bailey Pemberton
Wed, June 24, 2026 at 1:11 PM PDT 3 min read
SNPS
+0.53%
INTC
-0.48%
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Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
Synopsys' modelled fair value has held effectively steady, edging fr
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron tops Q3 earnings estimates, offers better-than-expected outlook and declares dividend
Daniel Howley · Technology Editor
Updated Wed, June 24, 2026 at 3:14 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Micron (MU) announced its third quarter earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines and surpassing estimates for the
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron (NASDAQ:MU) Reports Upbeat Q2, Stock Soars
Radek Strnad
Wed, June 24, 2026 at 1:08 PM PDT 4 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
Memory chips maker Micron (NASDAQ:MU) reported Q2 CY2026 results topping the market's revenue expectations , with sales up 346% year on year to $41.46 billion. On top of that, next quarter's revenue guidance ($50 billion at the midpoint) was
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron forecasts strong quarterly results on soaring memory chip demand
Zaheer Kachwala and Anhata Rooprai
Wed, June 24, 2026 at 1:05 PM PDT 3 min read
MU
-0.31%
NVDA
-0.50%
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Trading disclosure
By Zaheer Kachwala and Anhata Rooprai
June 24 (Reuters) - Micron forecast quarterly profit and revenue well above expectations on Wednesday and said its customers had committed $
2026-06-25
sg.finance.yahoo.com
2026-06-25
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Micron Technology, Inc. Reports Record Results for the Third Quarter of Fiscal 2026
Micron Technology, Inc.
Wed, 24 June 2026 at 1:01 pm GMT-7 14 min read
MU
-0.31%
Micron Technology, Inc.
Micron executes transformational Strategic Customer Agreements
BOISE, Idaho, June 24, 2026 (GLOBE NEWSWIRE) -- M
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
QCOM
-3.29%
NVDA
-0.50%
MSFT
-2.27%
META
-0.81%
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Trading disclosure
Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:03 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a maj
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
QUALCOMM Inc. (QCOM) Is One Of Billionaire David Tepper’s Oldest AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:01 PM PDT 2 min read
QCOM
-3.29%
Trade QCOM on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the long-term stock picks.
Appaloosa Management has held QUALCOMM Inc. (NASDAQ:QCOM)'s shares
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 11:58 AM PDT 2 min read
ASML.AS
-0.45%
ASML
-0.88%
Trade ASML on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. ASML Holding N.V. (NASDAQ:ASML) is one of the long-term stock picks.
ASML Holding N.V. (NASDAQ:ASML) is on
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry
Omor Ibne Ehsan
Wed, June 24, 2026 at 11:45 AM PDT 4 min read
MU
-0.31%
SNDK
-2.50%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Sethi argues a 20. 25% pullback in Micron, up 882% in a year and still beating numbers, is fast money exiting. Not a trend reversal.
SanDisk, up nearly 4,800% in a year