Semiconductor News & Analysis Feed
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2026-06-25
nypost.com
2026-06-25
New York Post
BUSINESS
Apple hikes prices by as much as $500 due to memory chip shortage – here are the products getting hit
By Taylor Herzlich
Published June 25, 2026
Updated June 25, 2026, 11:39 a.m. ET
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Apple on Thursday slapped shocking prices hikes on a range of its MacBook, iPad and home devices – raising prices b
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Space Exploration Technologies, better known as SpaceX, may have captured the attention of many investors, but I think several stocks are far better investments today. One of the best may be sitting right under investors' noses.
Although it's the largest company in the world, I think Nvidia (
NVDA
1.73%
) is a far better buy, especially if 2027's artificial intelligence (AI) spending dwarfs 2026'
2026-06-25
www.marketbeat.com
2026-06-25
MarketBeat
Micron’s HBM Surge Could Redefine the AI Growth Story
Written by Thomas Hughes | Reviewed by Clare Titus
June 25, 2026
KEY POINTS
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points above consensus estimates.
Strong HBM demand, with new supply not expected to meaningfully impact the market until 2028, supports sustained hypergrowth over the ne
2026-06-25
t2online.in
2026-06-25
t2ONLINE
Apple has raised prices across its Mac and iPad ranges as the company confirmed what chief executive Tim Cook had signalled a week earlier. iPhone pricing remained untouched for now.
Behind the move lies a global squeeze on DRAM and NAND chips, whose prices have quadrupled over the past year amid runaway demand from AI hyperscalers.
"The consumer electronics industry is facing an unprecedented c
2026-06-25
www.advisorperspectives.com
2026-06-25
Advisor Perspectives
www.advisorperspectives.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s HBM Surge Could Redefine the AI Growth Story
Thomas Hughes, MarketBeat
June 25, 2026 5 min read
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MU
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Key Points
Interested in Micron Technology, Inc.? Here are five stocks we like better.
Micron reported fiscal Q3 revenue of $41.46 billion, up 345% year over year and roughly 1,550 basis points a
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
Micron’s (NASDAQ: MU)fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.
Leading tech giants, enterprises, and research labs globally are racing to implement existing infrastructu
2026-06-25
clpmag.com
2026-06-25
Clinical Lab Products
Tecan and NVIDIA Integrate New Artificial Intelligence Capabilities into Lab Analytics Platform
Jun 25, 2026 | Analytical Software Systems, Company News, Lab Automation |
The update to the Introspect platform aims to help clinical laboratories move toward proactive operations and improved productivity.
Tecan, a provider of laboratory automation and solutions, announced the integration of a
2026-06-25
en.bd-pratidin.com
2026-06-25
en.bd-pratidin.com
en.bd-pratidin.com
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2026-06-25
stocktwits.com
2026-06-25
Stocktwits
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Computer memory specialist Micron (
MU
+12.42%
) stock surged 19.2% Thursday morning after crushing analyst forecasts for fiscal Q3 earnings.
Wall Street had expected Micron to earn $20.78 per share, adjusted for one-time items, on $35.8 billion in quarterly sales. Micron actually earned $25.11 per share, and its sales quadrupled year over year to $41.5 billion.
Image source: Micron.
Micron Q3
2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
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The artificial intelligence boom is creating winners and losers in places many investors never expected. While most attention remains fixed on GPUs from Nvidia (NASDAQ:NVDA | NVDA Price Prediction), memory chips have quietly become one of the industry’s biggest bottlenecks.
Every AI server requires massive amounts of high-bandwidth memory (HBM) and DRAM, and supply simply can’t keep
2026-06-25
www.cmcmarkets.com
2026-06-25
CMC Markets
Micron earnings could become a key test for the AI and semiconductor sectors, with investors focused on HBM memory demand and the durability of the AI infrastructure boom. The results may matter well beyond Micron itself, influencing sentiment towards Nvidia, AMD, Broadcom, TSMC and the wider chip sector.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Tech ETFs to Buy as SK Hynix Preps Massive $29 Billion Nasdaq Debut
Aparajita Dutta
Thu, June 25, 2026 at 7:17 AM PDT 5 min read
000660.KS
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005930.KS
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IXN
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AIQ
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The announcement of SK Hynix's blockbuster Nasdaq listing propelled its shares to surge over 12% on June 25, as investors cheered the move that will make th
2026-06-25
yourstory.com
2026-06-25
YourStory.com
Explainers
OpenAI turns up the heat in chip market with Jalapeño
The Jalapeño chip highlights that frontier AI requires vast power and bespoke hardware from specialised factories, while also marking OpenAI’s strategic transition into a leading full-stack semiconductor and infrastructure player.
Ishan Patra
915 Stories
Thursday June 25, 2026 , 7 min Read
ChatGPT maker OpenAI has stepped beyond th
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Does Micron's New and Improved Price Make Sense After Earnings?
Rich Smith, The Motley Fool
Thu, June 25, 2026 at 7:14 AM PDT 3 min read
MU
+13.82%
NVDA
-1.59%
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Trading disclosure
Computer memory specialist Micron (NASDAQ: MU) stock surged 19.2% Thursday morning after crushing analyst forecasts for fiscal Q3 earnings.
Wall Street had expected Micron to earn $20.78 per s
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as analysts reassess Qualcomm’s divers
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes
David Moadel
Thu, June 25, 2026 at 7:13 AM PDT 4 min read
QCOM
+4.04%
META
-0.59%
NVDA
-1.63%
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Quick Read
Qualcomm (QCOM) stock jumped 11% but then fell back after the company landed Meta Platforms (META) as its first-ever data center customer with
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Sandisk, Western Digital, and others soar as Micron results 'justify elevated valuations'
Ines Ferré · Senior Business Reporter
Updated Thu, June 25, 2026 at 7:50 AM PDT 1 min read
MU
+13.02%
AMD
+0.11%
NVDA
-1.45%
INTC
-1.24%
MRVL
-0.50%
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Trading disclosure
What happened: Memory and storage stocks rallied on Thursday. Shares of Sandisk (SNDK) and Western Digital (WDC) g