Semiconductor News & Analysis Feed
933 articles
2026-07-01
www.marketwatch.com
2026-07-01
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2026-07-01
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2026-07-01
Yahoo! Finance Canada
Billionaires Appear to Be Unloading Nvidia and Loading Up on This TSX Stock
A person stands in front of several doors representing different U.S. stock options for Canadian investors.
Joey Frenette
June 30, 2026 4 min read
NVDA
+0.71%
BN
-0.39%
Written by Joey Frenette at The Motley Fool Canada
Nvidia (NASDAQ:NVDA) shares have been quite the generational builder of wealth over the past five year
2026-07-01
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2026-07-01
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Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
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2026-07-01
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SK Hynix Storms Nasdaq With Monster $29.4 Billion IPO Filing
SK Hynix Storms Nasdaq With Monster $29.4 Billion IPO Filing
Less than 1 min read
000660
−0.23%
SK Hynix (HXSCL) filed an amended registration statement with the U.S. Securities and Exchange Commission on Monday to list its shares on the Nasdaq.
The South Korean AI memory chipmaker plans to offer American Depositary
2026-07-01
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2026-07-01
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TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
3 min read
2330
−0.20%
NVDA
+0.71%
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
www.tradingview.com
2026-07-01
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Why Is IPG Photonics (IPGP) Stock Soaring Today
Why Is IPG Photonics (IPGP) Stock Soaring Today
2 min read
IPGP
−7.74%
SOX
−4.65%
What Happened?
Shares of fiber laser manufacturer IPG Photonics
IPGP
jumped 5.3% in the afternoon session after Stifel reiterated its Buy rating and $125 price target on the stock, with the move also supported by a broader rebound in the semicon
2026-07-01
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2026-07-01
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Why Intel (INTC) Stock Is Up Today
Why Intel (INTC) Stock Is Up Today
2 min read
INTC
−9.66%
What Happened?
Shares of computer processor maker Intel
INTC
jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spend
2026-07-01
www.tradingview.com
2026-07-01
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Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today
Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today
2 min read
ALGM
−8.86%
What Happened?
Shares of chip designer Allegro MicroSystems
ALGM
jumped 5.7% in the afternoon session after analysts at Mizuho and TD Cowen raised their price targets on the company's stock. Mizuho increased its price target
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Texas Instruments Inc (TXN) moved up by 3.40%. The Technology Equipment sector is up by 2.25%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 0.56%; SanDisk Corporation (SNDK) up 5.47%; NVIDIA Corp (NVDA) up 0.98%.
The upward movement in Texas Instruments shares reflects a strong intersection of favorable institutional updates, posit
2026-06-30
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2026-06-30
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TXN's Inventory Strategy Pays Off: Can It Support More Growth?
TXN's Inventory Strategy Pays Off: Can It Support More Growth?
3 min read
TXN
−3.36%
Texas Instruments Incorporated’s TXN decision to build higher inventory during the semiconductor downturn is beginning to deliver results as demand improves across key end markets. Instead of aggressively cutting production during the s
2026-06-30
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2026-06-30
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SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
SK Hynix Files For Nasdaq Debut Under Symbol SKHY – Prepares For Multi-Billion Dollar ADS Sale
2 min read
000660
−6.06%
KEY POINTS:
The 17.79 million shares offering represents about 2.5% of its total outstanding shares.
BofA Securities, Citigroup, Goldman Sachs, and J.P. Morgan are s
2026-06-30
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2026-06-30
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Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
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2026-06-30
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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2026-06-30
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Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
Samsung, SK Hynix mega South Korea chips gamble tests optimism of AI cycle
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TBRG: Merger and executive compensation proposals both received majori
2026-06-30
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2026-06-30
Moomoo
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2026-06-30
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2026-06-30
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Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED)
Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED)
3 min read
OLED
−0.73%
TXN
−2.98%
ST
−3.40%
MPWR
−4.40%
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s
2026-06-30
digitimes.com
2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
digitimes.com
2026-06-30
Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten to raise hardware expenses just as the company pushes deeper into on-device AI.
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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