Semiconductor News & Analysis Feed
1162 articles
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Reports Earnings June 24. Here's the One Number That May Make or Break the Stock.
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 2:56 PM PDT 5 min read
MU
-1.43%
NVDA
+0.16%
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Memory specialist Micron Technology (NASDAQ: MU) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectati
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Memory specialist Micron Technology (
MU
1.02%
) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectations heading into the report are about as high as they get. Shares have surged 244% in 2026, crossing a $1 trillion market capitalization along the way -- a milestone only two other memory companies have reached.
That run has been pow
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
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As the craze of earnings season draws to a close, here’s a look b
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 13:40 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-11
news.google.com
2026-06-11
MarketBeat
2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
2026-06-11
tech-insider.org
2026-06-11
tech-insider.org
Nvidia Earnings: $81.6B Quarter, 92% DC Surge [2026]
MARCUS CHENJUNE 10, 2026HARDWARE
Marcus Chen
June 10, 2026
14 min read
Nvidia just delivered the single largest quarter any technology company has ever reported, and Wall Street barely blinked. The chipmaker posted $81.6 billion in revenue for its first quarter of fiscal 2027, up 85% year over year, with data center revenue alone reaching $75.2
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning Apple, we were paying 4 times earnings. When we bought Amazon for AWS, we were getting it for f
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
Slaven Vlasic / Getty Images Entertainment via Getty Images
Thomas Richmond
Tue, June 9, 2026 at 11:54 AM PDT 4 min read
NVDA
-0.34%
AMZN
-0.38%
AAPL
-3.64%
TSLA
-2.99%
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Quick Read
Sacerdote paid 4x earnings for NVDA and 5x for TSLA by targeting earnings powe
2026-06-09
www.msn.com
2026-06-09
MSN
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-09
www.ad-hoc-news.de
2026-06-09
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): Earnings beat and growth momentum put focus on chip demand cycle
08.06.2026 - 21:00:19 | ad-hoc-news.de
Texas Instruments surprised with stronger Q1 2026 earnings and a clear growth uptick in its analog and embedded chip business. What is driving the numbers, and what could this mean for the stock in a shifting semiconductor
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Jerry Owens
Published: Jun 08 2026, 13:00 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
Micro
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
uk.finance.yahoo.com
2026-06-08
Yahoo Finance UK
The Nvidia share price still hasn’t recovered post-earnings. Should I be worried?
Jon Smith
Mon, 8 June 2026 at 3:20 am GMT-7 3 min read
NVDA
-6.20%
Image source: Getty Images
After its results were released post-market-close on 20 May, the Nvidia (NASDAQ:NVDA) share price fell. It closed the following day at $219. At the moment, the stock is at $209. So over the past couple of weeks, we haven’t
2026-06-08
simplywall.st
2026-06-08
simplywall.st
United States/Semiconductors/NasdaqGM:ACMR
Assessing ACM Research (ACMR) Valuation After Semiconductor Selloff And Earnings Downgrades
June 08, 2026
Simply Wall St
ACM Research (ACMR) dropped 9.4% during a broad selloff in semiconductor equipment stocks, as concerns about the sector’s near term outlook combined with fresh downward revisions to the company’s earnings estimates.
See our latest ana
2026-06-06
seekingalpha.com
2026-06-06
Seeking Alpha
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2026-06-05
www.trefis.com
2026-06-05
Trefis
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