Semiconductor News & Analysis Feed
130 articles
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Micron
stock soared 15% on Thursday after the memory maker reported blockbuster third-quarter earnings as the artificial intelligence boom causes demand for memory to surge.
Shares climbed even higher earlier in the day, pushing Micron’s market cap above Meta
and Tesla
among the most valuable U.S. companies.
Other names in the memory space also popped, with Sandisk
gaining nearly 22% on Thur
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-24
stocksdownunder.com
2026-06-24
Stocks Down Under
KEY POINTS
A global chip sell-off dragged the US Nasdaq down 2.21% overnight, with the rout starting in South Korea, where memory giants Samsung and SK Hynix each fell more than 12%.
Micron tumbled about 13% to US$1,051.77, and Nvidia lost around 4%, as investors began to ask whether the AI boom has run too far.
We believe this looks more like a sharp reset after a huge rally than proof that the
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on.
The tech-heavy Nasdaq Composite fell approximately 2% on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session.
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Nvidia and Alphabet, two of th
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
eciks.org
2026-06-24
eciks.org
Micron stock drops 10% as BofA raises price target to $1,500
Published on 23 June 2026 at 4:56 pm •
Written by Chris Martin
• Reading duration : 2 minutes · read 1521 times
© Micron stock drops 10% as BofA raises price target to $1,500
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Micron Technology stock dropped 10% on Tuesday ahead of earnings as Bank of America raised its price target to $1,500 from $950, signaling sustai
2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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2026-06-18
www.inc.com
2026-06-18
inc.com
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2026-06-18
idahobusinessreview.com
2026-06-18
Idaho Business Review
idahobusinessreview.com
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2026-06-17
stocktwits.com
2026-06-17
Stocktwits
stocktwits.com
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2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
onsemi (ON) is down 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader semiconductor pullback tied to shifting interest-rate expectations and profit-taking ahead of a key Federal Reserve policy window. In addition, onsemi’s recent convertible-notes financing could be contributing to near-term technical selling
2026-06-16
www.oregonlive.com
2026-06-16
OregonLive.com
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2026-06-16
www.msn.com
2026-06-16
MSN
Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. MicronMU stock and shares of Advanced Micro DevicesAMD led the gainers.
In morning trades on the stock market today, the Philadelphia semiconductor index, known as SOX, crossed the 14,000 level for the first time and hit a record high. In recent trades, the SOX was up more than 4%.
The SOX includes the 30 largest
2026-06-15
www.investors.com
2026-06-15
Investor's Business Daily
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2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Nvidia stock jumps after $20B bond offering report as AI chip stocks rally
Nvidia stock jumps after $20B bond offering report as AI chip stocks rally
2 min read
NVDA
+3.48%
Nvidia NVDA shares climbed more than 2% on Monday after a Reuters report said the artificial intelligence chip leader is preparing to raise $20 billion through a US bond offering, marking its return to the inve
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
David Moadel
Fri, June 12, 2026 at 10:36 AM PDT 4 min read
INTC
+7.12%
AMD
+5.26%
NVDA
+0.05%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Intel surged 8% Friday to lead chip stocks, outpacing AMD's 6% gain and leaving NVIDIA flat, extending INTC's dominant 217% year-to-date run.
Intel's forward P/E of 1
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today.
Video Muted
Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed near $205, whi
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried that some have become overvalued and may not be worth holding. That's sent the share prices of Nvidia (
NVDA
+0.18%
), Broadcom (
AVGO
1.20%
), and Cerebras (
CBRS
6.84%
) lower over the past several weeks.
But does this volatility among semiconductor stocks really mean you should get out of thes