Semiconductor News & Analysis Feed

20 articles
2026-09-12
www.fool.com 2026-09-12
2026-09-12
news.google.com 2026-09-12
2026-09-12
finance.yahoo.com 2026-09-12
Billionaire Stanley Druckenmiller has recently made a significant shift in his portfolio, selling positions in NVIDIA, Broadcom, and Micron Technology while increasing his stake in Advanced Micro Devices (AMD). This move has drawn attention to the evolving dynamics within the semiconductor industry,
2026-09-03
www.aol.com 2026-09-03
This article analyzes the strategic moves of hedge fund Appaloosa Management during Q2, which significantly reduced its stake in Micron Technology while increasing its position in Taiwan Semiconductor Manufacturing (TSMC). While both companies are key players in the semiconductor industry, they oper
2026-09-03
www.fool.com 2026-09-03
Recently, prominent hedge fund Appaloosa Management made a notable shift in its portfolio during Q2 by selling its stake in Micron Technology and increasing its holdings in Taiwan Semiconductor Manufacturing (TSMC). This move has sparked debate over which company offers better investment potential.
2026-08-24
finance.yahoo.com 2026-08-24
2026-08-24
www.fool.com 2026-08-24
2026-08-22
www.barchart.com 2026-08-22
2026-08-22
finance.yahoo.com 2026-08-22
2026-08-21
247wallst.com 2026-08-21
2026-08-21
finance.yahoo.com 2026-08-21
2026-08-20
currently.att.yahoo.com 2026-08-20
2026-08-20
finance.yahoo.com 2026-08-20
2026-08-20
www.fool.com 2026-08-20
2026-08-17
finance.yahoo.com 2026-08-17
2026-07-09
finance.yahoo.com 2026-07-09
Despite reporting an 1,800% surge in operating profit for the second quarter of 2026, Samsung Electronics saw its stock plummet despite outperforming Apple and NVIDIA. This sell-off underscores the heightened market expectations in the AI sector and reflects investor concerns over potential overvalu
2026-07-02
247wallst.com 2026-07-02
Despite President Trump's public praise of Micron Technology as 'the hottest company in the world' on Truth Social, the stock dropped by 10.67%. This rare occurrence highlights market skepticism toward high-flying stocks, especially those trading at trillion-dollar valuations. Although Micron delive
2026-07-02
finance.yahoo.com 2026-07-02
Despite President Trump's public praise of Micron Technology as 'one of the hottest companies in the world' on Truth Social, the stock dropped by 10.67%, highlighting market skepticism toward overvalued tech stocks. Micron's share price had already surged 754% in the past year, with a market cap of
2026-05-25
www.fool.com 2026-05-25
2026-05-24
finance.yahoo.com 2026-05-24