Semiconductor News & Analysis Feed
10645 articles
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 11:23 AM PDT 3 min read
^IXIC
+1.28%
005930.KS
+0.18%
SOXL
+10.47%
NVDA
-0.14%
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Trading disclosure
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semicondu
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
www.aol.com
2026-07-08
AOL.com
Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026
VANDITA JADEJA
Wed, July 8, 2026 at 2:00 AM GMT+8
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gorodenkoff / iStock via Getty Images
Quick Read
Despite sliding 16% over the past year, SNPS holds a 90% confidence BUY rating with a $517 price target implying 18% upside.
Q2 FY2026 revenue surged 42% to $2.28 billion, but GAAP profit collapsed under $404 million in Ansys am
2026-07-08
www.marketbeat.com
2026-07-08
MarketBeat
SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
Written by Thomas Hughes | Reviewed by Clare Titus
July 7, 2026
KEY POINTS
SK Hynix's Nasdaq listing could raise up to $28 billion and trades at a discount to Micron, offering potential double-digit upside for investors.
Strong institutional backing, dominant HBM market share, and sold-out demand through 2027 support SK Hynix's growth, whil
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has become one of the most important picks-and-shovels plays on the AI buildout, yet the stock has quietly slipped 16.43% over the past year.
Video Muted
Our 24/7 Wall St. price target for Synopsys is $516.71, implying 18.2% upside from the current $437.16 level. Our recommendation is buy, at a 90% confidence level, one of the higher conviction read
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026
Vandita Jadeja
July 7, 2026 4 min read
SNPS
-1.83%
NVDA
+4.06%
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Trading disclosure
Quick Read
Despite sliding 16% over the past year, SNPS holds a 90% confidence BUY rating with a $517 price target implying 18% upside.
Q2 FY2026 revenue surged 42% to $2.28 billion, but GAAP profit collapsed under $404
2026-07-08
www.notebookcheck.net
2026-07-08
Notebookcheck
Last month, Ugreen launched the Nexode 45 W GaN charger in Europe and North America. Now, the brand’s latest charging accessory is now available for purchase at Costco. Speaking more precisely, the Ugreen Costco storefront is offering the Nexode 45 W charger (2-pack) for $49.99. Unfortunately, there’s no option to purchase a single unit on Costco. Oddly enough, the charger isn’t available on Amazo
2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
Spectrum is one of the most valuable assets in wireless communications. Over the last 30 years, telecom operators in the US have spent more than $240B to acquire wireless spectrum. A goal of a radio access network (RAN) system is to extract the maximum spectral efficiency (bits/second/Hertz) possible, which translates into more capacity, stronger network resilience with fewer dropped packets, and
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor
Up 102% in 2026, This Chip ETF Mysteriously Avoids Taiwan Semiconductor · 24/7 Wall St.
Michael Williams
Tue, July 7, 2026 at 10:20 AM PDT 5 min read
2330.TW
-2.03%
NVDA
+0.09%
AMD
+5.48%
TSM
+0.49%
PSI
+5.87%
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PSI has doubled in 2026 by owning chip designers like AMD an
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
The Invesco Semiconductors ETF (NYSEARCA:PSI) has roughly doubled this year, gaining 102.37% from December 31, 2025 through July 6, 2026. The surprise: the fund carries the word “semiconductors” in its name yet holds zero shares of Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction), the world’s largest dedicated independent (pure-play) semiconductor foundry and the company that a
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Investors dumped semiconductor stocks on Tuesday after results from Samsung Electronics
failed to meet Wall Street’s lofty artificial intelligence demand expectations.
Shares dropped 8% even after the South Korean electronics company’s quarterly profit surpassed both Nvidia
and Apple
, and the company said it expects operating profit to jump 1,800%.
The results are the latest sign on Wall Stre
2026-07-08
www.tradingview.com
2026-07-08
TradingView
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Zacks
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Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?
3 min read
FORM
+7.16%
FormFactor FORM is benefiting from the rapid expansion of AI infrastructure, leveraging its leadership in semiconductor probe cards and wafer-level testing technologies. As hyperscalers and chipmakers invest heavily in AI serve
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Alphabet Vs. Taiwan Semiconductor: What Is The Better Stock To Buy Right Now
Alex Sirois
Tue, July 7, 2026 at 9:15 AM PDT 3 min read
GOOGL
-1.39%
2330.TW
-2.03%
GOOG
-1.35%
TSM
+0.69%
NVDA
-0.30%
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Trading disclosure
Quick Read
GOOGL's Cloud surged 63% to $20B with a $462B backlog while TSM's packaging capacity stays critically constrained despite 66% gross margins.
Alph
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
tomshardware.com
2026-07-08
Jowi Morales
Chinese memory and storage manufacturer Longsys expects to post a massive increase in profits due to the AI-driven chip shortage.
2026-07-08
www.tradingview.com
2026-07-08
TradingView
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SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain
3 min read
000660
+5.30%
South Korean memory chip giant SK Hynix is set to launch a U.S. listing on the Nasdaq, aiming to raise about $28 billion in what could become one of the world's largest equity offerings, per Reuters. The move points to the compan
2026-07-08
uk.finance.yahoo.com
2026-07-08
Yahoo Finance UK
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain
SK Hynix Eyes Massive U.S. Listing: ETFs That Are Likely to Gain · Zacks
Sanghamitra Saha
Tue, 7 July 2026 at 9:00 am GMT-7 3 min read
EWY
+1.02%
SOXX
+4.06%
FPX
+2.77%
IPO
+2.89%
QQQ
+1.59%
South Korean memory chip giant SK Hynix is set to launch a U.S. listing on the Nasdaq, aiming to raise about $28 billion in what could become o
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (NVDA) Following Russell Reshuffle And AI Demand Narrative Looks Close To Fair Value
July 07, 2026
Simply Wall St
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Applied Materials (AMAT) has been reshuffled across Russell indices, added to the Russell Top 50 Index while dropped from several Russell value and value defensive benchmarks, raising fresh questions about ho