Semiconductor News & Analysis Feed
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2026-06-25
www.techtarget.com
2026-06-25
TechTarget
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NEWS
Cadence captures $100M to expand RPM platform, AI agents
The company's remote patient monitoring platform leverages AI agents to monitor vital signs, identify risks and offer lifestyle support for patients with chronic diseases.
By
Anuja Vaidya, Senior Editor
Published: 24 Jun 2026
Remote patient monitoring company Cadence h
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:03 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a maj
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
QUALCOMM Inc. (QCOM) Is One Of Billionaire David Tepper’s Oldest AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:01 PM PDT 2 min read
QCOM
-3.29%
Trade QCOM on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the long-term stock picks.
Appaloosa Management has held QUALCOMM Inc. (NASDAQ:QCOM)'s shares
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Qualcomm
on Wednesday revealed a central processing unit for data centers called Dragonfly C1000, and said that Meta
would use it when it starts production in 2028.
The chipmaker said that the new data center CPU was built for agentic AI and focuses on offering computing performance without using too much power.
The announcement, made at a Qualcomm presentation to investors, is another sign th
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 11:58 AM PDT 2 min read
ASML.AS
-0.45%
ASML
-0.88%
Trade ASML on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. ASML Holding N.V. (NASDAQ:ASML) is one of the long-term stock picks.
ASML Holding N.V. (NASDAQ:ASML) is on
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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GuruFocus
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tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-25
www.nytimes.com
2026-06-25
The New York Times
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
Video Muted
The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
eciks.org
2026-06-25
eciks.org
Micron reports Q3 earnings tonight as AI demand fuels record growth
Published on 24 June 2026 at 2:18 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 729 times
© Micron reports Q3 earnings tonight as AI demand fuels record growth
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Micron Technology reports its fiscal third-quarter earnings tonight after market close, with Wall Street bracing for record-breaking
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Anhata Rooprai and Stephen Nellis
Wed, June 24, 2026 at 11:11 AM PDT 3 min read
QCOM
-3.29%
ARM
-2.00%
Explore stocks on Coinbase
Trading disclosure
By Anhata Rooprai and Stephen Nellis
June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-25
www.techtimes.com
2026-06-25
Tech Times
By Jerry Owens
Published: Jun 24 2026, 13:22 PM EDT
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logo of US Semiconductor company Qualcomm in the Alpine resort of Davos during the World Economic Forum (WEF) annual meeting. The World Economic Forum takes place in Davos from January 19 to January 23, 2026. INA FASSBENDER/GETTY IMAGES
Qualc
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
As of midday, the Dow Jones Industrial Average (
^DJI
+0.42%
) rose 0.89% to 52,125.67, the Nasdaq Composite (
^IXIC
0.59%
) gained 0.65% to 25,753.08, and the S&P 500 (
^GSPC
0.22%
) edged up 0.61% to 7,410.55 as falling oil prices and stabilizing technology shares helped markets recover from yesterday’s losses.
Gold futures fell 3.09% to $4,021.20, and the 10-Year Treasury yield slipped 0.08% t
2026-06-25
www.msn.com
2026-06-25
MSN
Apple plans to raise prices on its products to offset increasing memory and storage chip costs, chief executive Tim Cook has told the Wall Street Journal.
A surge in AI-driven demand for data centres has forced consumer electronics companies into fierce competition for dwindling supplies of key components, driving prices sharply higher.
Groups representing car makers, retailers, electroni
2026-06-25
www.thedailystar.net
2026-06-25
The Daily Star
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news.google.com
2026-06-25
Investor's Business Daily
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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Micron And 4 AI Stocks For Data Center Growth
Jun 24, 2026, 1:05 PM ETMU, SNDK, AMD
, MXL, INTC
Steven Cress, Quant Team
SA Quant Strategist
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Summary
Global data center capacity could nearly double by 2030, driven by surging AI demand and rapid cloud expansion.
Goldman Sachs expects hyperscaler AI spending to surpass