Semiconductor News & Analysis Feed
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Chipmaker Nvidia (
NVDA
0.93%
) stands at the center of the artificial intelligence (AI) infrastructure supercycle. The world's most valuable company supplies essential hardware and software that enables the training, inference, and scaling of ever more sophisticated AI models.
Insatiable demand for the company's Blackwell GPU architecture, record capital spending by the hyperscalers, and the deb
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
QCOM
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Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
On the Move
Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers
Jun 24, 2026, 3:20 PM ETQUALCOMM Incorporated (QCOM) Stock, META Stock, MSFT StockBy: Brandon Evans, SA News Editor
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Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI i
2026-06-25
www.juve-patent.com
2026-06-25
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-25
news.google.com
2026-06-25
TradingView
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
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2026-06-25
GuruFocus
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2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Is Up 800% in a Year, and This Money Manager Says the Next Pullback Is Your Entry
Omor Ibne Ehsan
Wed, June 24, 2026 at 11:45 AM PDT 4 min read
MU
-0.31%
SNDK
-2.50%
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Quick Read
Sethi argues a 20. 25% pullback in Micron, up 882% in a year and still beating numbers, is fast money exiting. Not a trend reversal.
SanDisk, up nearly 4,800% in a year
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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More Reasons to Pay Attention to Micron’s Earnings and Guidance
SK Hynix is teeing up a U.S. IPO, and it stands to benefit these two holdings.
Chris Versace·Jun 24, 2026, 2:45 PM EDT
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2026-06-25
www.zacks.com
2026-06-25
Zacks Investment Research
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
Nvidia
CEO Jensen Huang told shareholders on Wednesday that if a commercial opportunity conflicts with U.S. national security, the company would prioritize American interests.
″National security comes first,” Huang said in a session shortly after the company’s annual stockholder meeting concluded.
He added that if a company wanted to smuggle Nvidia’s chips or systems into countries with export
2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
eciks.org
2026-06-25
eciks.org
Micron reports Q3 earnings tonight as AI demand fuels record growth
Published on 24 June 2026 at 2:18 pm •
Written by Chris Martin
• Reading duration : 3 minutes · read 729 times
© Micron reports Q3 earnings tonight as AI demand fuels record growth
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Micron Technology reports its fiscal third-quarter earnings tonight after market close, with Wall Street bracing for record-breaking
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Anhata Rooprai and Stephen Nellis
Wed, June 24, 2026 at 11:11 AM PDT 3 min read
QCOM
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ARM
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By Anhata Rooprai and Stephen Nellis
June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
www.trefis.com
2026-06-25
Trefis
Nvidia’s Upbeat Forecast Lifts SMH’s Earnings Outlook
June 24th, 2026 by Trefis Team
SMH
VanEck Semiconductor ETF
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it’s worth paying attention.
The VanEck Semiconductor ETF (SMH) has returned a notable +138% over the past year, a figure that grabs your attention. But price is a trailing in
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Cantor Fitzgerald’s CJ Muse predicts Micron earnings growth through 2028
Analyst doubles Micron's price target to $1,500 as memory supply squeeze fuels bullish thesis for AI-driven semiconductor deman
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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Volatility Is Taking A Breather Ahead Of Micron Earnings
Jun 24, 2026, 1:36 PM ETS&P 500 Futures (SPX), SP500, SPY, NDX, DJI, RTY, DIA, QQQ, IWM, IVV, VOO, COMP:INDMU, FDX, FDXF
, SPCX, GOOG, GOOGL, VZ, HONAV, HON, CAG
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All eyes are on Micron’s earnings after the bell.
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
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