Semiconductor News & Analysis Feed
196 articles
2026-06-11
www.pymnts.com
2026-06-11
PYMNTS.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron Got a Major Vote of Confidence From Nvidia’s Jensen Huang on AI Returns. I Still Wouldn’t Chase MU Stock Here.
Image of Jensen Huang by jamesonwu1972 via Shutterstock
Ebube Jones
Thu, June 11, 2026 at 7:30 AM PDT 5 min read
MU
+11.66%
NVDA
+2.22%
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Few endorsements carry more weight than a nod from Nvidia (NVDA), CEO Jensen Huang. Speaking in Tai
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA
Anusuya Lahiri
Thu, June 11, 2026 at 4:31 AM PDT 6 min read
AAPL
-0.57%
NVDA
+0.84%
GOOG
-2.62%
^IXIC
+0.44%
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Apple Inc.’s latest AI announcements sparked a fresh debate on Wall Street, with a
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is...
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2026-06-11
www.digitimes.com
2026-06-11
digitimes
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-09
www.investing.com
2026-06-09
Investing.com
Oil pares gains as Iran, Israel halt strikes after Trump says stop ’shooting’
S&P 500, Nasdaq rebound after their worst session of the year while Dow slips
Investing.com-- South Korean memory chip giants Samsung Electronics and SK Hynix rose sharply on Tuesday, rebounding from steep losses in the prior session as bargain buyers stepped in to acquire battered artificial intelligence stocks.
SK
2026-06-09
digitimes.com
2026-06-09
AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to advanced computing resources. The company said the funding is intended to support long-term economic growth and scientific leadership nationwide.
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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2026-06-08
simplywall.st
2026-06-08
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Is It Time To Reassess Nvidia (NVDA) After The Recent AI Rally And Pullback
June 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether NVIDIA's current share price offers good value or is already pricing in a lot of optimism, this article walks through what that might mean for you as an investor.
After a very st
2026-06-08
digitimes.com
2026-06-08
As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.
2026-06-06
letsdatascience.com
2026-06-06
Let's Data Science
FUNDING & BUSINESS
broadcom
ai semiconductors
customer concentration
vmware
Broadcom Posts AI Revenue Surge, Triggers Investor Reassessment
7 sources
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June 5, 2026
7.0
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
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Broadcom reported record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with AI semiconductor revenue of $10.8 billion, up 143%, ac
2026-06-05
qz.com
2026-06-05
qz.com
A.I.
Robotics startup Generalist AI is raising $400 million at a $2 billion valuation
Radical Ventures led the round, with Nvidia and Bezos Expeditions among the returning backers
By
Colleen Cabili
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Credit: Generalist AI
Generalist AI announced $400 million in new funding on Thursda
2026-06-05
news.google.com
2026-06-05
NVIDIA
2026-06-05
news.google.com
2026-06-05
EurekAlert!
2026-06-05
news.google.com
2026-06-05
The Motley Fool
2026-06-04
news.google.com
2026-06-04
24/7 Wall St.
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown