Semiconductor News & Analysis Feed
332 articles
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and CEO C.C. Wei is telling investors the company will “grow by above 30% in U.S. dollar terms” for full-year 2026.
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Shares are already up 44.32% year to date, closing at $436.39 after a 6.69%
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
The Technology Select Sector SPDR Fund (NYSEARCA:XLK) charges a sticker fee so small it looks like a rounding error. The real bill shows up in how much of your money is riding on three stocks you probably already own through your S&P 500 fund.
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What You’re Actually Paying
XLK’s expense ratio sits at 0.08%, or roughly $8 a year per $10,000 invested, per State Street’s March 20, 2026 fa
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock is returning to a key price level on Tuesday, trading near $200 in midday action and down 4% on the day. The slide comes as a broad chip and AI selloff washes across global semiconductor names rather than from anything NVIDIA-specific.
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The move caps a notably flat stretch for NVIDIA shares. The stock had been trading in the $208 to $
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
__fail__
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
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The artificial intelligence boom has created a new industrial race. Companies are spending hundreds of billions of dollars building the computing infrastructure needed to power AI models, but the challenge is no longer just buying more chips. The bottleneck is everything surrounding those chips — electricity, land, memory, and increasingly, water.
As AI factories grow from tradition
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
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Technology stocks are getting hammered today as investors react to a broad market sell-off, and memory-chip maker Micron Technology (NASDAQ:MU | MU Price Prediction) has been swept up in the downturn. The memory chipmaker’s stock fell roughly 12% in early trading, wiping billions of dollars from its market value at the open.
Yet the sell-off looks disconnected from the long-term forc
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
At $2,184 for SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and $1,134 for Micron Technology (NASDAQ:MU), both warrant scrutiny. Each has rerated so violently on the AI memory supercycle that fundamentals, however strong, now have to catch up to the rally.
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SanDisk is the standalone NAND flash pure play spun out of Western Digital in February 2025. Micron is the only U.S.-based DRAM a
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are leading a sharp memory-chip selloff Tuesday morning session, with SanDisk stock down 11% to $2,027.50. The decline comes one day after the stock closed at a record high, capping a stunning run higher.
Micron Technology (NASDAQ:MU) stock is sliding alongside it, off 10% to $1,085, while Western Digital (NASDAQ:WDC) shares are down 10% to
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Pre-Market Stock Futures:
Futures are trading lower after a mixed start to trading on Monday, following the holiday-shortened week due to the Juneteenth Federal holiday. We may start to see some end-of-the-quarter reallocations and selling for Hedge funds, ETFs, and Mutual Funds this week, and today looks like a starting point. With most corporate buybacks now on hold due to the second-quarter ea
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) is one of the most strategically positioned software franchises in the AI-era semiconductor stack, and the recent pullback has reset the setup for investors evaluating the name.
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The 24/7 Wall St. price target for Synopsys is $561.40, implying 23.25% upside from $455.51. Our model classifies SNPS as a high-conviction setup, with 90% confi
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical. Shares are nearly at $1,200. MU jumped 880% from in one year. Year-to-date, the move sits at 280%, which makes the broader technology complex look sedated by comparison.
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The headwind into June 24 is the arithmetic of that run. Consensus analyst target sits at $866.60, well below the current quote, and the stock tr
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) at $208 looks mispriced relative to its growth. The chip powering the AI build-out is on sale relative to its own growth rate and to every other megacap competing for capital. The stock sits roughly 11% below its 52-week high of $236.26, a drawdown that historically arrives with a thesis-breaking event. This time, the thesis is intact.
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NVI
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction).
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Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
From Sleepy Chip Shops to AI Infrastructure Pillars
Ten years ago, Marvell Technology (NASDAQ: MRVL | MRVL Price Prediction) was a fabless chipmaker leaning on declining hard-drive controllers. Micron Technology (NASDAQ: MU) was a cyclical memory producer wrestling with DRAM oversupply. Both looked like value traps. Neither looked like a future artificial intelligence (AI) darling.
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2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and the math of the rebalance is what
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Intel (NASDAQ: INTC | INTC Price Prediction) and Qualcomm (NASDAQ: QCOM) both just delivered earnings that tell very different stories about how to win in AI silicon. Intel posted a sixth straight revenue beat while absorbing a $4.07 billion Mobileye charge. Qualcomm landed its fourth consecutive EPS beat with handset weakness offset by record auto.
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Foundry Momentum Carries Intel. Car
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of what CEO Jensen Huang calls “the buildout of AI factories, the largest infrastructure expansion in human history.”
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Data Center revenue hit $75.25 billion in Q1 FY27, up 92% year over year. Yet shares are up just 13.11% year to date and trading at $210.69. Can NVIDIA reach $400 per share by 2029? The path exists, but i
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical in 2026, and the question on every shareholder’s mind is whether $1,200 is the next obvious stop. Our proprietary model says the path there is real but narrow, and it has a specific date attached.
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The 24/7 Wall St. price target for Micron in our bull case scenario peaks at $1,218.95 on January 21, 2027. That is the
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%.
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The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis. Still, Dr. Burry isn’t someone to follow into or out of stocks, even if he has been more willing to share his moves and reasons for making them with the general public. Undoubtedly, Dr. Burry’s glorious bets don’t just stop at betting against housing