Semiconductor News & Analysis Feed
341 articles
2026-06-15
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2026-06-15
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At $567.25, Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) looks extended for fresh capital, with the setup improving meaningfully on any retest of structural support near $460. After a brutal June flush, the stock surged 25.22% in a single week. Chasing that vertical move means paying up for a setup that worked best a week ago.
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Applied is the largest semiconductor equipment
2026-06-15
247wallst.com
2026-06-15
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Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) itself, the supposed only AI trade worth making, returned 42% over the same stretch.
V
2026-06-15
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2026-06-15
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Memory and storage stocks are surging on the morning of Monday, June 15, after news of a U.S.-Iran peace agreement reopened risk appetite across global equities. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 8% to around $1,060 in early action, climbing back above the $1,000 level.
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Western Digital (NASDAQ:WDC) stock is up 8% to $607, while SanDisk (NASDAQ:SNDK) shar
2026-06-15
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2026-06-15
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Every retail trader on social media is currently fixated on ASML Holding (NASDAQ:ASML | ASML Price Prediction), the Dutch lithography monopoly whose shares have ripped 138.9% over the past year on Elon Musk’s Terafab buzz and an AI capex narrative that refuses to quit. But here’s what you should actually be watching.
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ASML now trades at 62x trailing earnings with a price-to-sales rati
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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The semiconductor sector ripped 8.8% in a single week, with the SMH ETF closing at $619.96 on June 12, 2026, reclaiming levels above both Tuesday’s and Friday’s highs after getting hard hit last Friday. The host of Stock Market Today With IBD said the ETF contains a lot of chips that are well into new high territory that really just didn’t stop at all. If you waited for confirmation, confirmation
2026-06-15
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2026-06-15
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Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang is a great man to listen to if you’re looking for a preview of what’s to come from the future of the AI revolution. Indeed, it wasn’t all too long ago that Mr. Huang was sounding upbeat about the AI boom at a time when the average investor could not even begin to fathom what AI was. Indeed, the launch of OpenAI’s ChatGPT seemingly chang
2026-06-14
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2026-06-14
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Jensen Huang spent most of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q1 FY27 earnings call on May 20, 2026 doing something unusual for a chip CEO: arguing that the chip itself is no longer the company’s most important asset.
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His core line: “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely
2026-06-13
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2026-06-13
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The artificial intelligence boom has created a familiar pattern on Wall Street. Investors spend years chasing the market’s biggest winner, then spend the next few years searching for whatever comes next.
That search is happening right now with Nvidia (NASDAQ:NVD | NVDA Price PredictionA). After becoming one of the most successful investments in stock market history, Nvidia’s recent p
2026-06-13
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2026-06-13
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Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower.
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The PHLX chip index dropped 10% on June 5, the deepest one-day loss si
2026-06-13
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2026-06-13
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Shares of Arm (NASDAQ:ARM | ARM Price Prediction) are up 11% in midday trading on Friday, June 12, changing hands near $379. Qualcomm (NASDAQ:QCOM) stock is also rallying, climbing 5% to trade near $213.
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Both moves come after a choppy stretch for the chip-architecture group, with Arm and Qualcomm shares snapping back together. The purest IP peers in electronic design automation trade
2026-06-13
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2026-06-13
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Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today.
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Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed near $205, whi
2026-06-13
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2026-06-13
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ASML (NASDAQ:ASML | ASML Price Prediction) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny.
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Tighter central bank liquidity is punishing overextended growth multiples, and ASML now trades at a trailing P/E of 60 with a forward multiple of 48. That is a premium reserve
2026-06-13
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2026-06-13
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2026-06-13
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2026-06-13
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NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market.
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NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally g
2026-06-12
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2026-06-12
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It hasn’t been all too clean a breakout for shares of AI chip giant Nvidia (NASDAQ:NVDA | NVDA Price Prediction), which is still down close to 13% after tumbling off its mid-May highs. Indeed, it seems like the company can do everything right and still get rewarded with a reaction that’s relatively muted compared to the rest of the semiconductor scene.
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Even if some think that shares
2026-06-12
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2026-06-12
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Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
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2026-06-12
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CNBC’s Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC | INTC Price Prediction) ahead of every other chip stock in his coverage universe. The catalyst was a dramatic analyst action that Cramer described as “a company which had been recommending a sale of Intel comes out and skips the h
2026-06-12
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2026-06-12
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Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps a rough stretch for memory and storage names that had pulled back hard from last week’s highs.
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Both moves arrive alongside a broader rebound across the memory complex. The group had be
2026-06-12
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2026-06-12
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Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 5% in midday trading on Thursday, June 11, changing hands near $939. The move extends a historic run that has the memory giant up 223% year to date, with the stock having more than tripled in 2026.
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A fresh catalyst is a price target hike from Wolfe Research. Analyst Chris Caso raised his target on Micron stock to $1