Semiconductor News & Analysis Feed
1157 articles
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Unpacking Q1 Earnings: Qualcomm (NASDAQ:QCOM) In The Context Of Other Processors and Graphics Chips Stocks
Adam Hejl
Fri, July 3, 2026 at 1:58 PM PDT 5 min read
QCOM
+1.96%
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Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Qualcomm (NASDAQ:QCOM) and
2026-07-04
www.tradingview.com
2026-07-04
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HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Less than 1 min read
MU
+1.11%
Micron Technology
MU
remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to support demand across the semiconductor industry, despite rece
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
Nauman Khan
Fri, July 3, 2026 at 9:58 AM PDT 1 min read
HSBA.L
-2.16%
MU
+1.11%
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This article first appeared on GuruFocus.
Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker's latest quarterly results reinforce that artificial intelligence spending continues to suppor
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
This Is the Single Most Important Number from Micron's Monster Earnings Report
Adam Spatacco, The Motley Fool
Fri, July 3, 2026 at 8:50 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
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Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (NASDAQ: MU) fiscal third-quarter earnings call. Both revenue and earnings per
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (
MU
+1.24%
) fiscal third-quarter earnings call. Both revenue and earnings per share (EPS) absolutely blew Wall Street's expectations out of the water. But interestingly enough, sales and profits weren't the most important takeaway from the report.
What most investors are overlooking is how Micron
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Earnings Preview: What To Expect From Cadence Design’s Report
Subhasree Kar
Fri, July 3, 2026 at 8:17 AM PDT 2 min read
CDNS
+0.81%
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Quarterly Report by SkazovD via Shutterstock
With a market cap of $102.9 billion, Cadence Design Systems, Inc. (CDNS) is a leading electronic design automation (EDA) software company that provides software, hardware, and inte
2026-07-03
www.barchart.com
2026-07-03
Barchart.com
Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 billion, the company develops analog ICs and embedded processors. The semiconductor powerhouse is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Here's What to Expect From Texas Instruments' Next Earnings Report
Neha Panjwani
Fri, July 3, 2026 at 3:44 AM PDT 2 min read
TXN
+2.73%
^GSPC
-0.28%
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Semiconductor chip by Mykola Pokhodzhay via iStock
Texas Instruments Incorporated (TXN) designs, manufactures, and sells semiconductors to electronics designers and manufacturers. With a market cap of $271.6 b
2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
The benefits of the semiconductor supercycle are spreading to the backend industry, with inspection equipment component maker TSE emerging as a standout in the probe card market for High Bandwidth Memory (HBM). The company's strategic shift from a NAND flash-centric portfolio to HBM has become the key driver simultaneously lifting its stock price and earnings outlook.
2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
stockstory.org
2026-07-02
StockStory
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2026-07-02
simplywall.st
2026-07-02
simplywall.st
United States/Software/NasdaqGS:CDNS
Should Stable Earnings Estimates and Favorable Zacks Rank Require Action From Cadence Design Systems (CDNS) Investors?
July 02, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, analysts highlighted that Cadence Design Systems is expected to post strong earnings growth, with consensus earnings estimates remaining stable and supporting a
2026-07-02
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2026-07-02
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Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
Reflecting On Analog Semiconductors Stocks’ Q1 Earnings: Monolithic Power Systems (NASDAQ:MPWR)
3 min read
MPWR
+1.04%
TXN
+2.91%
OLED
−0.83%
PI
+0.26%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
How Investors Are Reacting To Cadence Design Systems (CDNS) Upbeat Analyst Views On Earnings Prospects
Sasha Jovanovic
Wed, July 1, 2026 at 2:15 PM PDT 3 min read
CDNS
-0.74%
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Recently, Cadence Design Systems drew increased investor attention after analysts highlighted expectations for strong earnings growth and reaffirmed stable consensus forecasts for th
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
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2026-07-01
Yahoo Finance Singapore
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Texas Instruments to webcast Q2 2026 earnings conference call
PR Newswire
Wed, 1 July 2026 at 8:45 am GMT-7 1 min read
TXN
-3.36%
DALLAS, July 1, 2026 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) will webcast its second quarter earnings conference call on Wednesday, July 22, at 3:
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Sandisk Is One of the Biggest Winners After Micron's Blowout Earnings
Marc Guberti, The Motley Fool
Wed, July 1, 2026 at 8:12 AM PDT 3 min read
MU
-4.71%
SNDK
-7.26%
NVDA
+0.71%
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Micron Technology's (NASDAQ: MU) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology's (
MU
5.25%
) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told investors to expect more than 20% sequential growth for its fiscal 2026 fourth quarter.
Naturally, investors piled into Micron after earnings, but it's not the only winner. Sandisk (
SNDK
7.42%
) might be the better play po
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Cadence (CDNS) Stock Looks Strong On Returns But Rich On Earnings
Bailey Pemberton
July 1, 2026 3 min read
CDNS
-1.24%
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Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Cadence Design Systems stock has delivered a strong 169.8% return over the past 5 years, yet the current valuation ch