Semiconductor News & Analysis Feed
6504 articles
2026-06-17
www.trefis.com
2026-06-17
Trefis
Is Micron Stock’s Data Center Engine Stalling, Or Just Drowned Out By AI?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron’s narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company’s growth now depends on one explosive segment.
With its stock up a stagger
2026-06-17
tomshardware.com
2026-06-17
Etiido Uko
The device mimics the brain's ability to selectively forget
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia (NVDA) Starts European Manufacturing For Vera Rubin NVL72 With Bull And Foxconn
Bailey Pemberton
Wed, June 17, 2026 at 7:15 AM PDT 5 min read
NVDA
-0.36%
2317.TW
+1.12%
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
NVIDIA (NasdaqGS:NVDA) has begun European manufacturing of
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron (MU) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Zacks Equity Research
Wed, June 17, 2026 at 7:00 AM PDT 4 min read
MU
+3.68%
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Trading disclosure
The market expects Micron (MU) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended May 2026. This widely-known consensus outlook is importa
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
3 Reasons Why Micron Is a Smart Buy Before June 24
Keithen Drury, The Motley Fool
Wed, June 17, 2026 at 7:00 AM PDT 4 min read
MU
+2.34%
NVDA
-0.49%
INTC
+3.08%
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Trading disclosure
Micron Technology (NASDAQ: MU) has a big event coming up on June 24: its quarterly earnings release. Normally, quarterly earnings aren't that big of an event. Still, with how quickly Micron is
2026-06-17
www.financialcontent.com
2026-06-17
FinancialContent
The Falcon-544CRA is a 5MP Color Rolling Shutter USB 3.2 Gen1 Camera built on the Onsemi HyperLux LP AR0544 sensor with VCM autofocus. It is designed for robotics, AGV navigation, UAV and drone imaging, kiosk stations, traffic monitoring, security and video surveillance, medical imaging, and industrial inspection. It delivers a 5MP autofocus USB camera with VCM autofocus, auto exposure, and USB 3.
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
__fail__
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Oracle Has Fantastic News for Nvidia Stock Investors
Harsh Chauhan, The Motley Fool
Wed, June 17, 2026 at 6:53 AM PDT 4 min read
ORCL
-2.55%
NVDA
-1.33%
INTC
+3.46%
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Trading disclosure
Oracle (NYSE: ORCL), one of the biggest players in the artificial intelligence (AI) hardware ecosystem, released its fiscal 2026 results (for the year ended May 31) on June 10.
The reacti
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia Stock’s Biggest Threat Now Costs $1,499 and Fits on a Desk?
Ananda Banerjee
Wed, June 17, 2026 at 6:51 AM PDT 5 min read
NVDA
-0.46%
AMD
+3.24%
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Trading disclosure
A viral post claiming a $1,499 desktop could break Nvidia's AI empire is racing across X.
The market is not waiting to judge it. Money is already leaving Nvidia stock. And that money could be flowing i
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Fortinet (FTNT) Partners with NVIDIA (NVDA) to Accelerate GPU-Powered AI Security
Maham Fatima
Wed, June 17, 2026 at 6:47 AM PDT 1 min read
FTNT
-2.09%
NVDA
-0.48%
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Trading disclosure
Fortinet Inc. (NASDAQ:FTNT) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On May 12, Fortinet partnered with NVIDIA (NASDAQ:NVDA) to accelerate the FortiAIGate solution
2026-06-17
au.finance.yahoo.com
2026-06-17
Yahoo Finance Australia
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Subham Roy
Wed 17 June 2026 at 6:40 am GMT-7 3 min read
AMAT
+7.93%
ASML
+6.60%
LRCX
+5.19%
Applied Materials’ AMAT Semiconductor Systems segment emerged as the company’s primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing demand for advanced se
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
Subham Roy
Wed, June 17, 2026 at 6:40 AM PDT 3 min read
AMAT
+6.51%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials' AMAT Semiconductor Systems segment emerged as the company's primary growth engine in the past several quarters, driven by the rapid expansion of artificial intelligence infrastructure and increasing dema
2026-06-17
wtaq.com
2026-06-17
WTAQ
By Stephen Nellis
SAN FRANCISCO, June 17 (Reuters) – The U.S. government awarded $500 million on Wednesday to startup SandboxAQ to develop new chemicals and materials for domestic semiconductor manufacturing, including alternatives to PFAS and rare earth imports.
The award is part of President Donald Trump’s move to allocate research funds under the CHIPS Act, an effort that previously funded a
2026-06-17
news.google.com
2026-06-17
TIKR.com
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Is Applied Materials (AMAT) a Buy as Wall Street Analysts Look Optimistic?
Zacks Equity Research
Wed, June 17, 2026 at 6:30 AM PDT 4 min read
AMAT
+7.68%
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Trading disclosure
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Billionaire Dan Loeb’s Top AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Wed, June 17, 2026 at 6:26 AM PDT 2 min read
2330.TW
-0.63%
AAPL
-0.66%
NVDA
-0.49%
AMD
+3.04%
GOOGL
-2.40%
Explore stocks on Coinbase
Trading disclosure
We just covered Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Billionaire Dan L
2026-06-17
tomshardware.com
2026-06-17
Zak Killian
We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.
2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
Here is What to Know Beyond Why Cadence Design Systems, Inc. (CDNS) is a Trending Stock
Zacks Equity Research
Wed, 17 June 2026 at 6:00 am GMT-7 5 min read
CDNS
+2.86%
^GSPC
+0.04%
Cadence Design Systems (CDNS) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over th
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Here is What to Know Beyond Why Cadence Design Systems, Inc. (CDNS) is a Trending Stock
Zacks Equity Research
Wed, June 17, 2026 at 6:00 AM PDT 5 min read
CDNS
-2.04%
^GSPC
-0.37%
Trade CDNS on Coinbase
Trading disclosure
Cadence Design Systems (CDNS) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the nea
2026-06-17
eetimes.com
2026-06-17
Imec’s Zsolt Tokei and Arm’s Mohamed Awad explain why CMOS 2.0 could redefine semiconductor scaling beyond chiplets.