Semiconductor News & Analysis Feed
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2026-06-25
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2026-06-25
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2026-06-25
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2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+15.81%
000660.KS
+13.06%
^SOX
+3.59%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
tomshardware.com
2026-06-25
Mark Tyson
Apple has made the unprecedented decision to hike the prices of all its current computers and tablets with some entry-level model prices up as much as $500.
2026-06-25
www.eejournal.com
2026-06-25
EEJournal
June 25, 2026
Infineon CoolGaN™ technology enables new levels of efficiency and power density in BRC Solar’s Power Optimizer
Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) announces that BRC Solar GmbH has selected Infineon’s CoolGaN™ Transistor 100 V devices as the core switching technology for its Power Optimizer. The CoolGaN Transistor 100 V family delivers industry-leading switching perf
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron's 19% Rally Sends AI Chip Stocks Surging
Khac Phu Nguyen
Thu, June 25, 2026 at 6:52 AM PDT 1 min read
MU
+13.46%
SMH
+1.69%
WDC
+5.50%
SNDK
+15.44%
STX
+3.35%
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Trading disclosure
This article first appeared on GuruFocus.
Semiconductor stocks are pushing higher in early trading as Micron Technology (NASDAQ:MU) gave investors another reason to believe the AI chip c
2026-06-25
us.cnn.com
2026-06-25
CNN
A number of Apple products, including the MacBook Neo, got price increases Thursday. Adam Gray/Bloomberg/Getty Images
New York —
Apple has hiked prices on some of its most popular products, including the MacBook and iPad, because of the rising costs of memory and storage chips sparked by the AI boom.
Beginning immediately, the price increases affect the Neo, its entry level MacBook that’s now
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 12% After Unveiling $15 Billion AI Data Center Target
Khac Phu Nguyen
Thu, June 25, 2026 at 6:51 AM PDT 1 min read
QCOM
+3.78%
Trade QCOM on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) shares jumped about 12% in premarket trading after the chipmaker gave investors a much bigger AI data center target, forecasting more than $15 billio
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+14.18%
000660.KS
+13.06%
^SOX
+2.63%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
www.cnn.com
2026-06-25
CNN
A number of Apple products, including the MacBook Neo, got price increases Thursday. Adam Gray/Bloomberg/Getty Images
New York —
Apple has hiked prices on some of its most popular products, including the MacBook and iPad, because of the rising costs of memory and storage chips sparked by the AI boom.
Beginning immediately, the price increases affect the Neo, its entry level MacBook that’s now
2026-06-25
www.waaytv.com
2026-06-25
WAAY 31 News
Apple is hiking the prices of MacBooks and iPads due to the memory chip shortage
By Jordan Valinsky, CNN Jun 25, 2026 Updated 36 mins ago
A number of Apple products, including the MacBook Neo, got price increases on June 25.
Adam Gray/Bloomberg/Getty Images via CNN Newsource
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New York (CNN) — Apple has hiked prices on some of its most popular
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
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Updated 12 mins ago
Stock market today: Dow and S&P 500 rise, Nasdaq slips as PCE comes in hot, Big Tech falters
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 8:30 AM PDT 2 min read
MU
+12.99%
QCOM
+3.96%
^GSPC
+0.17%
^DJI
+0.77%
^IXIC
-0.44%
Explore stocks on Coinbase
Trading disclosure
Tech stocks fluctuated on Thursday as blowout Micron (MU) earnings failed to bolster sag
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron stock soars after blowout earnings expose AI's memory bottleneck
Jared Blikre
Updated Thu, June 25, 2026 at 7:04 AM PDT 2 min read
MU
+17.13%
000660.KS
+13.06%
^SOX
+3.88%
Trade MU on Coinbase
Trading disclosure
The AI memory scare ran straight into Micron's (MU) profit machine on Wednesday, sending its stock surging as much as 19% Thursday to a fresh intraday record high — its 40th of 202
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand
Reuters
Thu, June 25, 2026 at 6:40 AM PDT 1 min read
MU
+13.88%
TSLA
+0.02%
META
-1.26%
005930.KS
+5.29%
Explore stocks on Coinbase
Trading disclosure
June 25 (Reuters) - Micron Technology edged past the market valuation of Meta Platforms and briefly Tesla's for the first time on Thursday, after the memory ch
2026-06-25
www.ocregister.com
2026-06-25
Orange County Register
BUSINESS
News
Wall Street drifts in mixed trading after Micron soars and Apple drops
Micron and AI stocks broadly have been under pressure recently because of worries that their profits can’t possibly keep pace with the tremendous rallies for their stock prices.
Options traders David Rush, left, and Scott Frinzi work on the floor of the New York Stock Exchange, Tuesday, June 16, 2026. (AP Photo/Ri
2026-06-25
airsideint.com
2026-06-25
Airside International
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2026-06-25
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2026-06-25
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2026-06-25
www.datacenterknowledge.com
2026-06-25
Data Center Knowledge
IBM’s NanoStack transistor platform promises to extend chip scaling beyond nanosheets, offering improvements in AI performance, memory density, and energy efficiency.
IBM has developed what it calls the world’s first sub-1-nanometer semiconductor technology, unveiling a new transistor architecture designed to extend chip scaling as AI workloads drive demand for more compute and greater energy eff
2026-06-25
finimize.com
2026-06-25
Finimize
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2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Launches BioNeMo As Life Sciences Firms Roll Out Integrations
June 25, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) launched its BioNeMo Agent Toolkit this week, a domain-focused AI platform for life sciences research.
The toolkit is designed for AI agents and scientific teams to automate, reason, a