Semiconductor News & Analysis Feed
6451 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron, Anthropic sign AI infrastructure supply agreement
Reuters
Mon, June 22, 2026 at 11:02 AM PDT 1 min read
MU
-13.18%
CRWV
-5.00%
AVGO
-3.06%
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Trading disclosure
June 22 (Reuters) - Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's
2026-06-23
tomshardware.com
2026-06-23
Andrew E. Freedman
We talked to Valve engineers Pierre-Loup Griffais and Yazan Aldehayyat ahead of the Steam Machine's launch to learn more about its pricing, engineering, and how the company is handling availability.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Google and Amazon Just Launched a Full-Frontal Assault Against Nvidia
Danny Vena, CPA, The Motley Fool
Mon, June 22, 2026 at 10:45 AM PDT 4 min read
NVDA
-4.13%
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Trading disclosure
Nvidia's (NASDAQ:NVDA) rise to superstardom in the artificial intelligence (AI) chip space has been nothing short of spectacular. The company pivoted from its focus on gaming chips and adapted i
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
Omor Ibne Ehsan
Mon, June 22, 2026 at 10:35 AM PDT 4 min read
2330.TW
-0.80%
NVDA
-4.13%
AVGO
-3.06%
AMD
-5.76%
TSM
-6.69%
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Trading disclosure
Quick Read
Chase Coleman lifted Tiger Global's TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added posit
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Access to Fable 5 and Mythos 5 barred for foreign nationals immediately following security evaluation
2026-06-23
arizonadigitalfreepress.com
2026-06-23
Arizona Digital Free Press
Nvidia said on Monday it would raise $25 billion through a U.S. bond issuance, as it taps the debt market to increase liquidity for the first time since 2021.
The debt financing was more than initially planned, Reuters had reported earlier on Monday, citing two sources.
Investor demand for the bond sale hit $85 billion, one of the sources familiar with the matter said, declining to be named as t
2026-06-23
www.just-auto.com
2026-06-23
Just Auto
__fail__
2026-06-23
eetimes.com
2026-06-23
GlobalFoundries and Qualinx deliver Europe's first fully secure chip supply chain.
2026-06-23
www.theverge.com
2026-06-23
The Verge
GAMING
NEWS
TECH
Valve will finally let you build your own Steam Machine with SteamOS for desktop
Valve’s Pierre-Loup Griffais says his team is “collaborating with Nvidia very closely” on SteamOS support for Nvidia hardware.
by
Stevie Bonifield
Jun 23, 2026, 1:05 AM GMT+8
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why I'm Not Selling ASML After a 230% Gain
Leo Sun, The Motley Fool
Mon, June 22, 2026 at 10:04 AM PDT 3 min read
ASML.AS
-5.74%
NVDA
-4.13%
2330.TW
-0.80%
005930.KS
-12.31%
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Trading disclosure
I started investing in ASML (NASDAQ: ASML) in early 2021. As of this writing, I'm sitting on an unrealized gain of about 230% on that position, which accounts for 5% of my portfolio
2026-06-23
tomshardware.com
2026-06-23
Hassam Nasir
If you own an RX 7000 series GPU, you can update your graphics driver today and enjoy native FSR 4.1 in over 300 games thanks to INT8 fallback.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Had You Invested $1,000 in Marvell or Micron a Decade Ago, Here’s What You’d Have Now
Trey Thoelcke
Mon, June 22, 2026 at 9:55 AM PDT 3 min read
MU
-13.18%
MRVL
-9.36%
SPY
-1.45%
NVDA
-4.13%
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Trading disclosure
Quick Read
Marvell (MRVL) turned $1,000 into ~$33,000 over a decade while Micron (MU) turned the same into ~$94,000 through pivots to AI infrastructure.
Both cru
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
Joel South
Mon, June 22, 2026 at 9:47 AM PDT 4 min read
AMZN
+0.57%
NVDA
-4.13%
AMD
-5.76%
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Trading disclosure
Quick Read
Tepper nearly doubled his Amazon stake to 15% of his portfolio, betting on AWS's 28% YoY revenue growth, which represented its fastest pace in 15 quarters.
Tepper cut NVIDIA by 13
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Intel vs Qualcomm: Which AI Stock Is The Better Buy
Vandita Jadeja
Mon, June 22, 2026 at 9:38 AM PDT 4 min read
QCOM
-8.01%
INTC
-6.14%
NVDA
-4.13%
MBLY
-4.80%
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Trading disclosure
Quick Read
Intel's sixth straight revenue beat featured 22% Data Center and AI growth, while Qualcomm's record $1.3 billion auto quarter offset a 13% handset decline.
Intel pours capital into
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Why Backpack Just Tokenized Micron On Solana Two Days Before Its AI Memory Earnings Print
Anushka Basu
Mon, June 22, 2026 at 9:33 AM PDT 3 min read
MU
-13.18%
SOL-USD
-5.36%
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Trading disclosure
Backpack Securities launched tokenized Micron stock on Solana ahead of the chipmaker's earnings report on Wednesday.
Each Micron token is backed 1:1 by a real Micron share, redeemable
2026-06-23
markets.financialcontent.com
2026-06-23
FinancialContent
Vadzo Imaging Breaks Down Onsemi AR0821 vs Onsemi AR0830: HDR Performance, Pixel Architecture, and Frame Rate Trade-offs for 4K USB Camera Selection
By:
Vadzo Imaging
via
ACCESS Newswire
June 22, 2026 at 12:30 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
This technical guide from Vadzo Ima
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Stock Jumps 5% on Anthropic AI Deal Ahead of Earnings
Lockridge Okoth
Mon, June 22, 2026 at 9:19 AM PDT 3 min read
MU
-13.18%
Trade MU on Coinbase
Trading disclosure
Micron Technology (MU) shares climbed nearly 5% on Monday after the memory maker unveiled a strategic deal with Anthropic covering chip design, long-term supply, and an equity investment in the AI lab.
The announcement landed
2026-06-23
futurumgroup.com
2026-06-23
The Futurum Group
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Are You Looking for a Top Momentum Pick? Why Micron (MU) is a Great Choice
Are You Looking for a Top Momentum Pick? Why Micron (MU) is a Great Choice · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 9:00 AM PDT 4 min read
MU
-13.18%
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Trading disclosure
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "lon
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Micron Technology Stock Turn a $10,000 Investment Into $1 Million?
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 8:50 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
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Trading disclosure
In just the past 12 months, Micron Technology (NASDAQ: MU) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosiv