Semiconductor News & Analysis Feed
516 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-12.76%
ANTH.PVT
SNDK
-13.71%
WDC
-8.73%
000660.KS
-12.47%
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Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
-5.67%
SMCIP
-4.87%
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Trading disclosure
Quick Read
SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%.
Video Muted
The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-11.17%
ANTH.PVT
SNDK
-12.79%
WDC
-8.11%
000660.KS
-12.47%
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Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
www.barchart.com
2026-06-22
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) manufactures and markets high-performance memory and storage technologies including Dynamic Random Access Memory, NAND flash memory, NOR Flash, 3D XPoint memory and other technologies.
Its solutions are used in leading-edge computing, consumer, networking and mobile products.
Micron Technology has stayed abov
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia makes the computer chips that power artificial intelligence.
The chipmaker is doing well right now, but competition is fierce, and technology is changing rapidly.
This healthcare company is an industry leader, and every new product it sells comes with an annuity-like income stream.
10 stocks we like better than Intuitive Surgical ›
Nvidia(NASDAQ: NVDA) is at the forefront of
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
+1.92%
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Trading disclosure
Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
www.foreignpolicyjournal.com
2026-06-21
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has attracted renewed investor attention following a sustained period of share price strength across short and longer-term horizons.
The stock has posted an 11.65% return over the past 30 days, a 74.06% gain over the past 90 days, and a one-year total shareholder return of 52.57%.
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That combination of short and medium-term momentum has d
2026-06-20
www.tomshardware.com
2026-06-20
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Rare ASML Special Edition Monopoly board unearthed in social media trade — enthusiast swaps 2007 employee gift for High-NA EUV Lego kit
News
By Mark Tyson published 3 days ago
No-cash deal looks set to go ahead, subject to regulatory approval, and no one changing their minds.
(Image credit: Monopoly Fandom Wiki)
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2026-06-20
tomshardware.com
2026-06-20
Mark Tyson
We just witnessed a significant semiconductor industry related non-cash trade deal take place on Twitter/X.
2026-06-20
www.forbes.com
2026-06-20
Forbes
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2026-06-19
mezha.net
2026-06-19
mezha.net
US trade officials question ASML over alleged EUV shipments to China
Friday, 19 June 2026, 11:15
A US inquiry into ASML’s exports raises fresh doubts about whether advanced EUV components reached China, posing tough questions for export policy and industry oversight.
Based on data from Techcrunch
According to sources in the United States, US Secretary of Commerce Howard Lutnick held a series of
2026-06-19
news.google.com
2026-06-19
Stock Traders Daily
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Power Integrations, Lattice Semiconductor, and onsemi Stocks Trade Up, What You Need To Know
Anthony Lee
Thu, June 18, 2026 at 11:29 AM PDT 3 min read
INTC
+3.15%
AAPL
+0.81%
MU
+3.89%
CL=F
-3.19%
POWI
+3.88%
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Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chi
2026-06-19
stockstotrade.com
2026-06-19
StocksToTrade
Entegris Inc. stocks have been trading up by 12.16 percent following upbeat news signaling stronger semiconductor demand.
Key Takeaways
Cross-licensing deal with JSR and Inpria gives Entegris a stronger footing in EUV metal oxide resist patents and removes a live patent challenge overhang.
Mizuho raised its ENTG price target to $180, kept an Outperform rating, and called Entegris one of the best-
2026-06-19
www.benzinga.com
2026-06-19
Benzinga
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2026-06-19
www.cnbc.com
2026-06-19
CNBC
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2026-06-19
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2026-06-19
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Power Integrations, Lattice Semiconductor, and onsemi Stocks Trade Up, What You Need To Know
Power Integrations, Lattice Semiconductor, and onsemi Stocks Trade Up, What You Need To Know
2 min read
POWI
+4.01%
LSCC
+0.75%
ON
+8.34%
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips
2026-06-19
www.financialcontent.com
2026-06-19
FinancialContent
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips with Intel in the United States, a foundry validation the market had been waiting on for over a year.
The deal served as a direct catalyst for Intel and lifted sentiment across the industry. Micron also added 7-8% after a coordinated wave of analyst
2026-06-18
news.google.com
2026-06-18
simplywall.st