Semiconductor News & Analysis Feed
6451 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron Q3 earnings, new home sales, Fed's preferred inflation data: What to watch this week
Yahoo Finance Video and Josh Lipton
Sun, June 21, 2026 at 1:00 PM PDT
MU
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Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch this week, including Micron (MU) earnings, Cerebras (CBRS) earnings, Carnival (CCL) earnings, home sales
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Why TSMC Doesn’t Even Need to Win the AI Race
Sushree Mohanty
Sun, June 21, 2026 at 12:36 PM PDT 4 min read
2330.TW
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Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may not be one single winner, as the AI ecosystem i
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips?
Daniel Sparks, The Motley Fool
Sun, June 21, 2026 at 11:41 AM PDT 5 min read
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Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social
2026-06-22
www.ad-hoc-news.de
2026-06-22
AD HOC NEWS
Infineon, Awards
Infineon: Awards and Patent Win Support Rally, But a Shooting Star Casts a Shadow
21.06.2026 - 20:24:37 | boerse-global.de
Infineon's 113% YTD rally shows a shooting star bearish signal. Yet, strong fundamentals, GaN patent win, and €2.5B AI revenue target by 2027 support upside. Analysts mostly positive but cautious.
Infineon - Infineon: Awards and Patent Win Support Rally, But
2026-06-22
www.gurufocus.com
2026-06-22
GuruFocus
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2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Micron earnings report set for June 24, profit growth near 1,000%
The memory chipmaker's AI-fueled surge has pushed its market cap past $1 trillion, and Wall Street expects the blowout numbers to keep
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
Leo Sun, The Motley Fool
Sun, June 21, 2026 at 9:49 AM PDT 3 min read
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In early June, Nvidia (NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology (NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-d
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
SpaceX and Nvidia Each Forecast $1 Trillion in Revenue. Which Stock is the Better Buy?
Adria Cimino, The Motley Fool
Sun, June 21, 2026 at 9:25 AM PDT 4 min read
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Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial i
2026-06-22
www.ad-hoc-news.de
2026-06-22
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Victory Meets a Technical Warning as the Stock Hovers Near Record Highs
21.06.2026 - 18:10:24 | boerse-global.de
Infineon shares doubled after German court patent win, but shooting star pattern signals potential correction; RSI 59.8, key support €65.95.
Infineon’s - Infineon’s Patent Victory Meets a Technical Warning as the Stock Hovers Near Record Highs 21.0
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
What Will Nvidia Stock's Price Be in 1 Year?
Beth McKenna, The Motley Fool
Sun, June 21, 2026 at 8:20 AM PDT 6 min read
NVDA
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^GSPC
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Nvidia (NASDAQ: NVDA) stock has richly rewarded investors. Shares of the artificial intelligence (AI) chip and technology infrastructure leader have returned 18,300% over the last decade, transforming a modest
2026-06-21
cryptobriefing.com
2026-06-21
Crypto Briefing
Micron Technology’s earnings report expected to show 1,000% profit growth
AI memory demand is turning Micron into a profit machine, with analysts forecasting adjusted EPS near $20 for the upcoming fis
2026-06-21
tomshardware.com
2026-06-21
Hassam Nasir
Turns out, an ice machine can cool a GPU perfectly fine as long as you're willing to modify it to the extreme and are patient enough to deal with the leaks.
2026-06-21
www.eenewseurope.com
2026-06-21
eeNews Europe
Infineon Technologies and Vietnam-based VinRobotics have signed a memorandum of understanding to collaborate on the development of humanoid robots, reflecting growing industry interest in applying AI-driven robotics across manufacturing, services and consumer applications.
The partnership brings together Infineon’s semiconductor portfolio and VinRobotics’ expertise in robotics and artificial inte
2026-06-21
www.marketwatch.com
2026-06-21
MarketWatch
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2026-06-21
cryptobriefing.com
2026-06-21
Crypto Briefing
Micron Technology receives 57 buy ratings as analysts push targets near $1,500
Wall Street's overwhelming bullish consensus on Micron reflects the AI memory boom that has quadrupled the stock in 2026
2026-06-21
news.google.com
2026-06-21
Yahoo Finance
2026-06-21
uk.finance.yahoo.com
2026-06-21
Yahoo Finance UK
JPMorgan Sees Growing Fragility in Semiconductor Sector as Positioning Reaches Extremes
Fiona Craig
Sun, 21 June 2026 at 6:00 am GMT-7 1 min read
JPM
+1.92%
Semiconductor ©Adobe Stock Images
JPMorgan believes the semiconductor sector is becoming increasingly vulnerable to bouts of sharp volatility as investor positioning reaches elevated levels and valuations continue to stretch.
In a research n
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
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Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
NVIDIA’s CEO Says the Jobs Doomsayers Have It Backwards. Here’s Why
Joel South
Sun, June 21, 2026 at 5:00 AM PDT 3 min read
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Quick Read
Huang claims AI delivers a 3x developer productivity gain, and NVDA's 85% revenue surge to $82 billion reflects companies acting on that thesis.
Unemployment held at 4% and JOLTS openings stayed at 7.6 milli