Semiconductor News & Analysis Feed

67 articles
2026-06-08
www.quiverquant.com 2026-06-08 Quiver Quantitative
ASML Holding (ASML) is up 5.8% today. Here is some analysis on what might have caused this price movement. Analysis: The move appears tied to renewed optimism that ASML can ramp shipments of EUV lithography tools faster than investors had been modeling, alongside multiple bullish analyst price-target increases. The broader AI-driven semiconductor-capex narrative has also been supportive, especial
2026-06-08
news.google.com 2026-06-08 AASTOCKS.com
2026-06-05
finance.yahoo.com 2026-06-05 Yahoo Finance
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2026-06-04
news.google.com 2026-06-04 Stocktwits
2026-06-03
finance.yahoo.com 2026-06-03 Yahoo Finance
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2026-06-02
www.quiverquant.com 2026-06-02 Quiver Quantitative
onsemi (ON) is up 6.5% today. Here is some analysis on what might have caused this price movement. Analysis: The move appears tied to a broader semiconductor risk-on session after a widely followed industry outlook update reinforced expectations for strong 2026 demand, particularly tied to AI infrastructure. The stock may also be benefiting from positioning ahead of onsemi’s scheduled June 3, 202
2026-05-30
finance.yahoo.com 2026-05-30 Yahoo Finance
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2026-05-29
www.tradingview.com 2026-05-29 TradingView
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2026-05-27
digitimes.com 2026-05-27
The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.
2026-05-26
www.businessinsider.com 2026-05-26 Business Insider
Micron stock surpassed a $1 trillion marker cap on Tuesday, thanks to a rally fueled by UBS's highly bullish call for the chipmaker. The investment bank lifted its price target for the semiconductor firm to $1,625, up from its prior target of $535 a share. The new target implies a 90% increase in Micron over the next 12 months — a rally that's likely to be driven by surging AI demand and the comp
2026-05-26
247wallst.com 2026-05-26 24/7 Wall St.
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2026-05-26
finance.yahoo.com 2026-05-26 Yahoo Finance
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2026-05-26
news.google.com 2026-05-26 CCN.com
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2026-05-26
finance.yahoo.com 2026-05-26 Yahoo Finance
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2026-05-25
finance.yahoo.com 2026-05-25 Yahoo Finance
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2026-05-25
www.heygotrade.com 2026-05-25 Gotrade
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2026-05-23
www.insidermonkey.com 2026-05-23 Insider Monkey
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2026-05-23
finance.yahoo.com 2026-05-23 Yahoo Finance
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2026-05-22
www.tradingview.com 2026-05-22 TradingView
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2026-05-22
finance.yahoo.com 2026-05-22 Yahoo Finance
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