Semiconductor News & Analysis Feed
8116 articles
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall?
Rich Duprey
Thu, June 11, 2026 at 8:44 AM PDT 4 min read
NVDA
+0.74%
SPCX
0.00%
AMD
+3.25%
AVGO
+2.04%
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Trading disclosure
Quick Read
Nvidia has dropped roughly 15% from its $236 all-time high, sitting just 5% away from official bear market territory at $189.
The SpaceX IPO is pull
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
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The market has entered an unusual phase where investors are no longer rewarding every company tied to artificial intelligence. Instead, capital is becoming more selective. High-profile opportunities are competing directly for investor dollars, valuations are facing greater scrutiny, and even market leaders are being forced to prove they deserve premium status.
That shift is now show
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
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Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
www.zacks.com
2026-06-11
Zacks Investment Research
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Zacks.com featured highlights include Micron Technology, Five Below and Marathon Petroleum
Zacks Equity Research
Thu, June 11, 2026 at 7:48 AM PDT 5 min read
MU
+3.30%
FIVE
+1.54%
MPC
+1.47%
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For Immediate Release
Chicago, IL – June 11, 2026 – Stocks in this week’s article are Micron Technology, Inc. MU, Five Below, Inc. FIVE and Marathon Petroleum Cor
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Bechtel Megafab Deal Tests AI Memory Growth And Cash Discipline
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology selected Bechtel as its engineering, procurement, and construction partner for the first phase of its new memory chip megafab in Clay, New York.
The project is described as the largest private investment in New Y
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA South Korea Alliances Highlight Shift To Full Stack And Physical AI
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) announced new multi year alliances in South Korea focused on next generation AI infrastructure and physical AI systems.
The company is partnering with SK hynix on advanced memory supply
2026-06-11
www.pymnts.com
2026-06-11
PYMNTS.com
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2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
ccianet.org
2026-06-11
CCIA
Bottom Line Up Front
Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction.
When you tax something, you get less of it.
Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.
A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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35 Reasons I'm Still Short Nvidia
Jun 11, 2026, 9:49 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, AMZN, AMZN:CA, ZAMZ:CA, OPENAI, AMD, AMD:CA, ZAMD:CA, GOOGL, DEEPSEEK
Jeremy Blum
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Nvidia Corporation faces mounting headwinds from an AI
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques a
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
CDNS
-0.63%
INTC
+7.49%
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Trading disclosure
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory als
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU | MU Price Prediction). The stock is trading at below $900, which means the call implies the shares would have to roughly double from here. The number is conspicuous enough that we should treat it as a high-end outlier rather than a Street base case. The 3-month analyst consensus target sits at $939, whi
2026-06-11
news.google.com
2026-06-11
Yahoo Finance
2026-06-11
www.roboticstomorrow.com
2026-06-11
Robotics Tomorrow
As a leading supplier of NVIDIA RTX PRO™ 6000 Blackwell Series, PNY empowers organizations to meet the demands of modern AI workflows, from rapid prototyping to scalable deployment.
Unleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Article from | PNY
06/11/26, 05:54 AM | Industrial Robotics, Factory Automation | PNY | Agentic AI, a
2026-06-11
www.roboticstomorrow.com
2026-06-11
Robotics Tomorrow
As a leading supplier of NVIDIA RTX PRO™ 6000 Blackwell Series, PNY empowers organizations to meet the demands of modern AI workflows, from rapid prototyping to scalable deployment.
Unleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Article from | PNY
06/11/26, 05:54 AM | Industrial Robotics, Factory Automation | PNY | Agentic AI, a
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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