Semiconductor News & Analysis Feed
2437 articles
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Published on June 22, 2026 at 9:10 am by SAJJL NOORANNE in News
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
A Growing Supply Gap Has Analysts Eyeing Applied Materials (AMAT)
Sajjl Nooranne
Mon, June 22, 2026 at 6:11 AM PDT 2 min read
AMAT
-7.77%
EL.PA
-0.21%
Trade AMAT on Coinbase
Trading disclosure
With a forward P/E of 37.54, Applied Materials, Inc. (NASDAQ:AMAT) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 17, Citi analyst Atif Malik raised the firm's
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
With gains of 260% in 2026 already, Micron Technology (
MU
10.19%
) has proven to be one of the best investments on the stock market this year.
There is a good chance of Micron stock getting another big boost after it releases its fiscal 2026 third-quarter earnings on June 24, driven by the persistent shortage in memory chip supply. Artificial intelligence (AI) chips, such as graphics cards and c
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Published on June 22, 2026 at 8:09 am by NOOR UL AIN REHMAN in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applied Materials, Inc. (NASDAQ:AMAT) for the development
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Billionaire Money Managers Have Chosen Their Favorite AI Stock (and It's Not Nvidia or Alphabet)
Sean Williams, The Motley Fool
Mon, June 22, 2026 at 4:26 AM PDT 4 min read
NVDA
-0.97%
GOOGL
-4.99%
AMZN
-4.75%
Explore stocks on Coinbase
Trading disclosure
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial int
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial intelligence (AI) revolution. Arguably, no companies have been more foundational to the evolution of AI than Nvidia (
NVDA
1.13%
) and Google parent Alphabet (
GOOGL
4.98%
)(
GOOG
5.07%
).
But quarterly Form 13F filings with regulators tell a different story.
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Bing Xue, Executive Vice President of Worldwide Sales and Business Development at Alpha and Omega Semiconductor Limited (
AOSL
+2.75%
), reported the sale of 4,916 shares of Common Stock for ~$231,000 on June 16, 2026, according to an SEC Form 4 filing.
Transaction summary
METRIC VALUE
Shares sold (direct) 4,916
Transaction value $231,494
Post-transaction shares (direct) 123,660 shares
Post-trans
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large language models (LLMs), and it locks in its customers with its proprietary software.
From fiscal 2022 to fiscal 2026 (which ended this January), Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respe
2026-06-22
ng.investing.com
2026-06-22
Investing.com Nigeria
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
ts2.tech
2026-06-22
TechStock²
22 JUNE 2026
EARNINGS REPORTS·NASDAQ:MU·STOCK MARKET
3 MINS READ
MICRON TECHNOLOGY (NASDAQ: MU) GAINS AHEAD OF EARNINGS; STREET EYES $20.57 EPS BAR
BY MATEUSZ KACZMAREK
NEW YORK, June 22, 2026, 5:02 a.m. ET
Micron Technology (NASDAQ: MU) traded at $1,168.46 before the bell Monday, gaining $34.47 or 3.04% from its last close at $1,133.99.
Traders are shifting positions ahead of Micron’s fiscal
2026-06-22
ca.investing.com
2026-06-22
Investing.com Canada
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2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Even with a recent pullback, Micron Technology's (
MU
+6.34%
) stock remains sizzling hot. Shares of the memory chipmaker have soared roughly 750% over the past 12 months. Micron is up more than 250% year to date, ranking it No. 4 among top performers in the S&P 500 (
^GSPC
0.37%
).
Can this high-flying stock's momentum continue? Probably. I predict that Micron's stock will skyrocket after the co
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
/
TradingView
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Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Key facts: Micron Q3 Call June 24; Targets Raised to $1.2K/$1.3K
Less than 1 min read
MU
+6.82%
Micron (MU) reports fiscal Q3 results and hosts an earnings call June 24, 2026. Traders watch revenue, AI/data-center demand and high-bandwidth memory orders for near-term trend clues.
1
2
3
Analysts bigly raised
2026-06-22
www.tradingview.com
2026-06-22
TradingView
News
/
TradingView
/
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Less than 1 min read
NVDA
−0.97%
Bank of America keeps NVIDIA (NVDA) as a top pick with a $350 target, citing AI compute and networking leadership; risks include uneven AI deployments, gaming cyclicality, and power/access limits.
1
Reports say NVIDIA’s R
2026-06-22
www.tradingkey.com
2026-06-22
TradingKey
SK Hynix shares surged over 5% on June 22 to a record high, pushing its market value past 2,000 trillion won, driven by accelerating AI infrastructure investment and HBM demand. Technical milestones, including the delivery of 12-layer HBM4E samples and a strategic partnership with Nvidia, underscore its market leadership. Financially, Q1 2026 performance showed triple-digit growth, with analysts p
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Micron Technology (MU) – Among the Top 12 Dividend Stocks to Buy According to Billionaire Cliff Asness
Published on June 21, 2026 at 10:50 pm by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among the Top 12 Dividend Stocks to Buy According to Billionaire Cliff Asness.
On June 18, Rosenblatt raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) t
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the market isn't prepared at all for a 2027 where Nvidia sees strong growth.
If your investment horizon spans more than a few months (as it should for an individu
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] Micron Earnings Preview: Four Key Areas in Focus — HBM Progress, Capex and More
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Reuters, Investing.com, Bloomberg, STOCK Analysis and The Elec.
As Micron prepares to report its fiscal third-quarter results on June 24, investor attention is turning to whether its strong earnings and elevated
2026-06-22
digitimes.com
2026-06-22
Below are the most-read DIGITIMES Asiastories from the week of June 15-21, 2026: