Semiconductor News & Analysis Feed
18 articles
2026-07-07
simplywall.st
2026-07-07
simplywall.st
2026-07-06
news.google.com
2026-07-06
Zacks Investment Research
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Nvidia and 2 AI Infrastructure Stocks Backed by Cash Flow Value
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
With central banks weighing their next moves, inflation sending mixed signals, and energy markets reacting to Middle East tensions, many stocks are being priced on headlines rather than on their underlying cash generation. The Undervalue
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-08
www.theglobeandmail.com
2026-06-08
The Globe and Mail
Texas Instruments Incorporated’s TXN improving free cash flow generation is strengthening its ability to reward shareholders through dividends and share repurchases. After several years of heavy manufacturing investments, the company is beginning to see stronger cash generation as revenue growth returns and capital spending moderates.
2026-06-08
news.google.com
2026-06-08
TradingView
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-05-28
www.msn.com
2026-05-28
MSN
Earnings Call Insights: Synopsys (SNPS) Q2 2026
Management view
"Synopsys delivered a strong second quarter, exceeding guidance on revenue, non-GAAP operating margin, and non-GAAP EPS, driven by solid execution and continued AI-driven demand strength," said (CEO, President & Director Sassine Ghazi), adding, "Based on our momentum, leadership road map and market signals, we are raising our full y
2026-05-26
simplywall.st
2026-05-26
simplywall.st
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineons, Billion
Infineon's €1.65 Billion Cash Flow Bet: The Real Driver Behind a 25-Year Stock Record
25.05.2026 - 14:02:16 | boerse-global.de
Infineon's shares hit 25-year peaks as AI data center power demand drives revenue growth, with €1.65B free cash flow forecast and a streamlined three-division structure.
Infineon's €1.65 Billion Cash Flow Bet: The Real Driver Behind a 25-Year Stock Rec
2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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2026-05-24
simplywall.st
2026-05-24
simplywall.st
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2026-05-24
www.investing.com
2026-05-24
Investing.com
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2026-05-22
www.ad-hoc-news.de
2026-05-22
AD HOC NEWS
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2026-05-16
simplywall.st
2026-05-16
simplywall.st
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2026-05-09
seekingalpha.com
2026-05-09
Seeking Alpha
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2026-05-05
www.theglobeandmail.com
2026-05-05
The Globe and Mail
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2026-05-05
www.zacks.com
2026-05-05
Zacks Investment Research