Semiconductor News & Analysis Feed
334 articles
2026-06-11
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2026-06-11
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Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape.
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The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness extends well bey
2026-06-10
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2026-06-10
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Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders.
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No single catalyst fully explains the slide. Three overlap
2026-06-10
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2026-06-10
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2026-06-10
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2026-06-10
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The artificial intelligence boom has created one of the most dominant technology companies Wall Street has ever seen. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has become the backbone of modern AI infrastructure, growing from a gaming-chip specialist into a company worth trillions of dollars. Its data center revenue exploded from $15 billion in fiscal 2023 to almost $194 billion in
2026-06-10
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2026-06-10
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Apple (NASDAQ:AAPL | AAPL Price Prediction), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic workflows and complex
2026-06-10
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2026-06-10
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2026-06-10
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2026-06-10
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Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning Apple, we were paying 4 times earnings. When we bought Amazon for AWS, we were getting it for f
2026-06-10
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2026-06-10
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Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 6%, and Western Digital (NASDAQ:WDC) stock is off 5%. Yet, SanDisk (NASDAQ:SNDK) shares are holding firm (comparatively speaking) as they trade flat on the session.
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The backdrop is a broad chip se
2026-06-10
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2026-06-10
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At $280.82, IBM (NYSE:IBM | IBM Price Prediction) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case.
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IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM Z mainframes), and Fin
2026-06-09
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2026-06-09
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__fail__
2026-06-09
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2026-06-09
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A $10,000 stake in GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) at the start of 2026 is worth about $11,266 as of the June 8 close, a 12.66% year-to-date gain that still beats the 8.4% return on the SPDR S&P 500 ETF over the same stretch. The same $10,000 a year ago is worth roughly $17,286 today, a 72.86% one-year return. Those are the honest numbers as of this week. The headline framing of
2026-06-09
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2026-06-09
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2026-06-09
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2026-06-09
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Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers.
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Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 qu
2026-06-08
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2026-06-08
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Synopsys (NASDAQ:SNPS | SNPS Price Prediction) is the picks-and-shovels king of the AI chip boom, and right now Wall Street is acting like it forgot. CEO Sassine Ghazi summed it up on the latest call: “AI is scaling semiconductor demand, architectural diversity and complexity of chips and the systems they power, driving demand across our portfolio.”
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Yet Synopsys is down 1.04% YTD and
2026-06-08
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2026-06-08
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Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of reports suggesting that Alphabet‘s (NASDAQ:GOOGL) Google and NVIDIA (NASDAQ:NVDA) could lean on Intel’s foundry as a backup AI chip supplier.
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The move extends a remarkab
2026-06-08
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2026-06-08
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Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
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2026-06-08
247wallst.com
2026-06-08
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Memory and storage names are leading the tape in early Monday trading, snapping back hard from Friday’s brutal selloff. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 8% to $935, while Western Digital (NASDAQ:WDC) and SanDisk (NASDAQ:SNDK) are also rallying sharply.
The bounce arrives without a fresh fundamental catalyst, and it looks technical in nature. The trio is recovering o
2026-06-08
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2026-06-08
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The cyclicality of the semiconductor industry might give some investors pause, even as the memory chip makers continue to skyrocket past expectations and the price targets set in place by sell-side analysts. Names like Micron (NASDAQ:MU | MU Price Prediction) and SK Hynix have been simply unstoppable of late.
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That is, until we had that brutal Friday session that saw semiconductors ta
2026-06-08
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2026-06-08
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A holder who started Friday, June 5, 2026 with $10,000 in ProShares Ultra Technology (NYSEARCA:ROM) ended the day with about $8,655. The fund opened at $161.98 and closed at $140.20, a single-session loss of 13.45%. Over the same five trading days, ROM gave back 11.8%, with the week starting at $158.95. Those numbers are what a 2x daily tech ETF does on the worst day the sector has had in over a y