Semiconductor News & Analysis Feed
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2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.
2026-06-24
www.fastcompany.com
2026-06-24
Fast Company
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2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Here’s What the Street Thinks About Synopsys (SNPS)
Published on June 24, 2026 at 8:41 am by NOOR UL AIN REHMAN in News
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Synopsys, Inc. (NASDAQ:SNPS) is one of the best big tech stocks to buy according to Wall Street analysts. Synopsys, Inc. (NASDAQ:SNPS) received several rating updates following the release of its fiscal Q1 financial results. BofA lifted the price target on the stock t
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Reuters
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Wall St set to open higher as tech rebounds, Micron earnings eyed
Wall St set to open higher as tech rebounds, Micron earnings eyed
Refinitiv2 min read
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2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Is NVIDIA (NVDA) One of the Top High-Conviction Stocks to Buy According to Hedge Funds?
Published on June 24, 2026 at 8:13 am by NOOR UL AIN REHMAN in News
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NVIDIA Corporation (NASDAQ:NVDA) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 8 that NVIDIA Corporation (NASDAQ:NVDA) announced a series of deals in South Korea with tech giants,
2026-06-24
mezha.net
2026-06-24
mezha.net
Investors Eye Micron as Company Prepares to Report Earnings
Wednesday, 24 June 2026, 15:00
A dramatic year for Micron has left investors waiting anxiously for Wednesday’s earnings, with volatile flows and AI demand raising high stakes.
As highlighted by Reuters
On June 24, investors are focused on Micron Technology as the company prepares to report quarterly earnings; analysts and traders expec
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia: Rapid Revenue Expansion
Nvidia (
NVDA
0.40%
) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
It announced that its Vera Rubin platform entered full production on June 1, 2026, and it reported 72% net income margin for its fiscal first quarter ended April 26, 2026.
Advanced Micro Devices: Steady Revenue Trajectory
Advanced Micro
2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
asia.nikkei.com
2026-06-24
Nikkei Asia
World's second-largest memory chipmaker set to expand production capacity
At the top end of its price range, the SK Hynix deal would be the largest ADR offering ever, surpassing Alibaba’s $21.8 billion New York debut in 2014. © Reuters
SEOUL (Reuters) -- South Korea's SK Hynix said on Wednesday it plans to raise up to 45.45 trillion won ($29.43 billion) via the listing of American Depositary Re
2026-06-24
news.google.com
2026-06-24
Idaho Statesman
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
According to reports, Amazon (
AMZN
+2.80%
) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chips for the benefit of its cloud computing clients. This shouldn't come as a surprise: Amazon's CEO, Andy Jassy, had already said that the company could be moving in that direction. However, one potential loser
2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
Meta has paused an internal AI training program after employee conversations, keystrokes, transcripts, and performance-related data were reportedly exposed across the company.
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
HEDGE FUNDS
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INDUSTRIES
-
NEWS
-
TECH
15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More
Published on June 24, 2026 at 5:21 am by GHAZAL AHMED in Hedge Funds, Industries, News, Tech
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Page 1 of 9
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In this article, we look at the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Semiconductor and AI stocks pulled Wall Street lower on Tuesday, with the NASDA
2026-06-24
www.kedglobal.com
2026-06-24
KED Global
Korea regulator blasts Samsung, SK Hynix leveraged ETFs as brokerages reap windfalls
FSS Governor Lee Chan-jin speaks at a press conference on June 22, 2026 (Courtesy of Yonhap) South Korea's top financial regulator has sharply criticized single-stock leveraged exchange-traded funds (ETFs) tracking Samsung Electronics Co. and SK Hynix Inc., saying the products have done little
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia (
NVDA
+0.52%
) has been one of the biggest winners from the artificial intelligence (AI) infrastructure build-out. The stock has advanced more than 1,300% since January 2023. But most Wall Street analysts still believe Nvidia is deeply undervalued.
In fact, the consensus target price has increased from $265 per share to $295 per share in the last 90 days, according to LSEG. That implies 4
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
When it comes to buzz factor, two companies stand out right now: Micron Technology (
MU
0.69%
) and Space Exploration Technologies (
SPCX
+2.06%
). Micron's share price has skyrocketed more than 9x over the past 12 months. SpaceX recently set the record for the biggest initial public offering (IPO) ever, with a market cap of roughly $1.8 trillion right out of the gate.
Both Micron and SpaceX are
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Ask investors about the most influential stock of the past several years, and many would respond with Nvidia (
NVDA
+0.30%
). The company's state-of-the-art processors have taken artificial intelligence (AI) to the next level, propelling its revenue and profits into the stratosphere. Consider this: Since the AI revolution kicked off in earnest in early 2023, Nvidia's revenue has surged 1,250%, dri
2026-06-24
www.tradingkey.com
2026-06-24
TradingKey
As of Eastern Time June 24, Qualcomm is reportedly in negotiations to provide custom chip design services to ByteDance, potentially targeting mass production of video processing units by year-end. This collaboration would accelerate ByteDance’s AI infrastructure development while bolstering Qualcomm’s strategic expansion into the AI data center and ASIC markets. Simultaneously, ByteDance is pursui