Semiconductor News & Analysis Feed
157 articles
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
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.
Video Muted
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
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
Vandita Jadeja
Mon, June 8, 2026 at 9:47 AM PDT 3 min read
AVGO
+2.31%
QCOM
+1.87%
NVDA
+1.83%
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Trading disclosure
Quick Read
AVGO's AI chip revenue surged 143% to $10.8B, while QCOM trades at 23x earnings with a new hyperscaler silicon deal set to ship this year.
Qualcomm's $20B buyback
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Is It Too Late to Buy Nvidia and Broadcom? Here's What History Says.
Manali Pradhan, CFA, The Motley Fool
Mon, June 8, 2026 at 8:20 AM PDT 6 min read
NVDA
+1.39%
AVGO
+2.51%
INTC
+11.16%
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Trading disclosure
Shares of Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wo
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Shares of Nvidia (
NVDA
+1.34%
) and Broadcom (
AVGO
+2.46%
) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wonder whether there is still enough upside potential left in these stocks or whether the artificial intelligence (AI) opportunity is already priced in.
Image source: Getty Images.
That question becomes harder because Nvidia and Bro
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
futurumgroup.com
2026-06-08
The Futurum Group
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2026-06-08
news.google.com
2026-06-08
Barron's
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
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
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
If you held Direxion Daily MU Bull 2X Shares (NYSEARCA:MUU) into Friday’s close, you watched the fund shed 26.65% in a single session, which is what 2x daily leverage does when its underlying has its worst day in years. The underlying, Micron Technology (NASDAQ:MU | MU Price Prediction), closed at $864 on June 5, 2026, down roughly 13% from a prior close of $996. A roughly 13% move in the stock tu
2026-06-08
news.google.com
2026-06-08
Yahoo Finance
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
Michael Williams
Mon, June 8, 2026 at 2:30 AM PDT 5 min read
NVDA
-6.20%
AVGO
-7.92%
AMD
-10.86%
MSFT
-2.66%
SOXX
-10.44%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SOXQ delivered a 182% one-year return at a 0.19% expense ratio, making it a cheaper entry point into the AI semiconductor boom than rival
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching in Jun
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineon, The
Infineon: The €1.5 Billion AI Power Bet That Could Outlast the Broadcom Shock
08.06.2026 - 06:04:50 | boerse-global.de
Infineon's 13% rout follows Broadcom's weak earnings, but its AI data center power management story drives long-term optimism, with raised guidance and conservative analyst forecasts.
Infineon - Infineon: The €1.5 Billion AI Power Bet That Could Outlast the Broadco
2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
AI Stocks Tumble as Broadcom, Nvidia Crash
Rendy Andriyanto
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Pressure Spreads to Asia
Sources
Gotrade News - AI stocks crashed after a hotter-than-expected US jobs report triggered a broad market selloff. The S&P 500 fell 2.6%, the NASDAQ dropped 4.2%, and the Dow Jones slipped 1.3% in the session.
The d
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Better Buy After the Semiconductor Sell-Off: Marvell or Broadcom?
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 10:22 PM AST 4 min read
AVGO
-7.92%
MRVL
-16.74%
NVDA
-6.20%
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that expectations can outrun even rapid growth. Marvell Technology (
MRVL
15.74%
), which had soared roughly 32% in a single session days earlier, gave back a good chunk of that gain b
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
These are excellent AI companies, but only one can be the better investment in this comparison.
After a hotter-than-expected jobs report, the stock market is falling.
*Stock prices used were the afternoon prices of June 5, 2026. The video was published on June 7, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… a
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Triple
Infineon's Triple Threat: Analyst Caution, Broadcom Jitters, and Macro Headwinds Trigger 13% Rout
06.06.2026 - 19:45:19 | boerse-global.de
Infineon shares plunge 12.81% from yearly high after skeptical analyst note, Broadcom's weak forecast, and strong US payrolls trigger profit-taking. Growth story intact with AI and auto demand.
Infineons - Infineon's Triple Threat: Analyst C
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Whiplash
Infineon's Whiplash Week: From Record High to Sector Rout as Broadcom and Jobs Data Bite
06.06.2026 - 18:05:29 | boerse-global.de
Infineon shares crashed 12.81% after Broadcom’s AI outlook and a hot US jobs report triggered sector-wide profit-taking, but technical support near €70 and upcoming PCIM trade fair offer potential catalysts.
Infineons - Infineon's Whiplash Week: Fr
2026-06-06
seekingalpha.com
2026-06-06
Seeking Alpha
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