Semiconductor News & Analysis Feed
11341 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MTUM Investors: Watch Micron’s Weight at the November Reconstitution
Marc Guberti
Wed, July 1, 2026 at 4:55 AM PDT 4 min read
MTUM
-2.88%
MU
-4.71%
GOOG
-0.35%
ABBV
-0.04%
AAPL
-0.64%
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MTUM climbed 30% YTD to $326, but its AI/cloud mega-cap holdings are fracturing while one stock masks broader portfolio weakness.
Micron (MU) surged 801% in
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
pro.thestreet.com
2026-07-01
TheStreet Pro
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Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Stephen Guilfoyle·Jul 1, 2026, 7:55 AM EDT
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business to Infineon for EUR 570 million in cash
3 min read
ams-OSRAM AG/ Key word(s): Mergers & Acquisitions
ams OSRAM closes the sale of its non‑optical analog/mixed-signal sensor business t
2026-07-01
tomshardware.com
2026-07-01
Luke James
Anthropic has restored global access to Claude Fable 5, a day after the U.S. Department of Commerce withdrew the export controls.
2026-07-01
www.moomoo.com
2026-07-01
Moomoo
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2026-07-01
boisedev.com
2026-07-01
Boise Dev
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2026-07-01
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2026-07-01
Boise Dev
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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2026-07-01
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2026-07-01
Axios
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2026-07-01
moneywise.com
2026-07-01
moneywise.com
Dave Smith
Jul 1, 2026
Samsung Electronics and SK Hynix, two of the largest makers of memory chips on the planet, will invest a combined $590 billion alongside the South Korean government to build a sprawling new manufacturing complex in an effort to relieve the AI-driven shortage that has sent the price of computer memory soaring worldwide.
South Korean President Lee Jae Myung, standing alongsi
2026-07-01
www.etftrends.com
2026-07-01
ETF Trends
Equity ETF Content Hub
Capitalizing on the Squeeze: What Micron Tells Us About Bottlenecks
Cinthia Murphy July 1, 2026
At VettaFi, we’ve been talking a lot about bottlenecks as a concept. Some of the brightest equity market opportunities for capital growth are tied to bottlenecks in a supply chain-context. The AI theme is a prime example. For instance, look at the recent record-breaking results f
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
HUHUTECH (HUHU) Wins Semiconductor Contract in Japan
Jeff Lewis
Wed, July 1, 2026 at 4:03 AM PDT 1 min read
HUHU
-8.33%
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HUHUTECH International Group Inc. (NASDAQ:HUHU) is one of the 10 Fastest Growing Asian Stocks to Buy Now.
On June 15, 2026, HUHUTECH International Group Inc. (NASDAQ:HUHU) announced a $580,000 contract for the design, supply, and on-sit
2026-07-01
www.bloomberg.com
2026-07-01
Bloomberg.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Samsung, SK Hynix To Build Four New Chip Plants As South Korea Unveils $520 Billion AI Push
Namrata Sen
Wed, July 1, 2026 at 4:00 AM PDT 6 min read
000660.KS
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Samsung Electronics Co., Ltd. and SK Hynix plan to build two new semiconductor fabrication plants each
2026-07-01
cnycentral.com
2026-07-01
WSTM
Children in five Central New York counties could receive a $250 investment toward their future under a new $250 million initiative announced Tuesday by Micron Technology.
The investment will be deposited into federal 530A child savings accounts, known as "Trump Accounts." The program includes children living in Onondaga, Oswego, Oneida, Madison and Cayuga counties, where Micron is investing becau
2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Infineon’s, Three-Pillar
Infineon’s Three-Pillar Restructure Fuels Analyst Upgrade as AI Power Demand Intensifies
Veröffentlicht: 01.07.2026 um 12:53 Uhr, Redaktion boerse-global.de
Infineon collapses four divisions into three, targets AI data center demand. Barclays raises price target to €90 amid strong Q2 revenue and raised guidance.
Infineon’s - Infineon’s Three-Pillar Restructure Fuels Anal
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Nvidia's (
NVDA
+0.62%
) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile investments. Recently, he made another one of those calls, pinpointing Marvell (
MRVL
7.45%
) as a top stock pick. In fact, he thinks it will be one of the next trillion-dollar companies.
That's high praise from the CEO of the world's largest company, but does that assess