Semiconductor News & Analysis Feed
6518 articles
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
Joey Frenette
Mon, June 15, 2026 at 9:12 AM PDT 4 min read
META
+5.30%
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Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties.
Zuckerberg's wartime AI approach and MTIA's six-month in
2026-06-16
www.aol.com
2026-06-16
AOL.com
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
ALEX SIROIS
Updated Mon, June 15, 2026 at 11:48 PM GMT+8
0
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NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASML burned $3 billion in free cash flow in Q1 2026 while trading at 62x earnings with
2026-06-16
www.barrons.com
2026-06-16
Barron's
__fail__
2026-06-16
www.msn.com
2026-06-16
MSN
Nvidia stock was gaining Monday after the chip maker said it would offer investment-grade corporate bonds for the first time since 2021.
The company issued a prospectus for a multipart offering of senior unsecured notes on Monday. It didn’t detail how much debt it will issue or at what price, but Bloomberg reported Nvidia aims to raise at least $20 billion, citing people familiar with the matter.
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore
Joey Frenette
Mon, June 15, 2026 at 9:00 AM PDT 4 min read
NVDA
+3.48%
SOXS
-15.25%
SNDK
+6.45%
SOXX
+4.92%
SOXL
+15.17%
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Eric Balchunas said half of the most-traded ETFs in early June were semiconductor-related, a phenomenon he noted having never witnessed befo
2026-06-15
uk.finance.yahoo.com
2026-06-15
Yahoo Finance UK
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
Shrabana Mukherjee
Mon, 15 June 2026 at 8:54 am GMT-7 6 min read
ON
+6.50%
^GSPC
+1.90%
IFNNF
+1.74%
IFNNY
+1.95%
STM
+2.98%
onsemi ON has quietly become one of the semiconductor sector’s strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry’s
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
Shrabana Mukherjee
Mon, June 15, 2026 at 8:54 AM PDT 6 min read
ON
+6.73%
^GSPC
+1.87%
IFNNF
+1.74%
IFNNY
+2.17%
STM
+2.88%
Explore stocks on Coinbase
Trading disclosure
onsemi ON has quietly become one of the semiconductor sector's strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zack
2026-06-15
www.trefis.com
2026-06-15
Trefis
Applied Materials Stock And The Tell Hiding In Its Margins
June 15th, 2026 by Trefis Team
-56.38%
Downside
567
Market
247
Trefis
AMAT
Applied Materials
Before the stock took flight, its top-line growth looked sleepy, but its profitability was already telling a powerful story about the coming AI boom.
If you’re kicking yourself for missing the 230.7% run in Applied Materials (AMAT) stock, take a
2026-06-15
www.ft.com
2026-06-15
Financial Times
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 8:07 AM PDT 6 min read
NVDA
-2.37%
INTC
-8.45%
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Trading disclosure
The artificial intelligence (AI) trade has thus far been largely restric
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Why This Semiconductor ETF Is the Only Bet You Need Before the Next AI Wave
Omor Ibne Ehsan
Mon, June 15, 2026 at 7:55 AM PDT 4 min read
NVDA
+2.94%
AVGO
+2.49%
SOXQ
+4.40%
SOXX
+4.51%
QQQ
+2.92%
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Trading disclosure
Quick Read
SOXQ has surged 86% this year and returned 329% over five years by concentrating assets in AI chipmakers like NVIDIA and Broadcom.
SOXQ's 0.19% e
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Buy, Hold, or Sell: Applied Materials Surged Right Back Toward $500 Following a Brutal June Flush. Here’s Where I’d Buy
Alex Sirois
Mon, June 15, 2026 at 7:28 AM PDT 4 min read
AMAT
+3.74%
Trade AMAT on Coinbase
Trading disclosure
Quick Read
AMAT surged 25% in one week to $567, now trading 9% above the consensus analyst target, with structural support near $460 as the preferred entry.
Free cash
2026-06-15
www.tomshardware.com
2026-06-15
Tom's Hardware
Tech Industry
China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
News
By Luke James published 37 minutes ago
Two suppliers building Nvidia's 800V AI-rack power chips now block each other from key markets.
(Image credit: Getty / Pla2na)
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2026-06-15
tomshardware.com
2026-06-15
Luke James
China's Supreme People's Court on Friday upheld an injunction prohibiting Infineon from selling disputed GaN products in mainland China.
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineons, Dresden
Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally
15.06.2026 - 16:15:05 | boerse-global.de
Infineon stock up 109% to €80; 34x P/E above historical peak. €5B Dresden fab opens July 2 – key test for AI demand amid China supply risks.
Infineons - Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally 15.06.2026 - Bild: üb
2026-06-15
www.gadgets360.com
2026-06-15
Gadgets 360
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2026-06-15
www.gadgets360.com
2026-06-15
Gadgets 360
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
ON Semiconductor Shares Climb After Citi Highlights Potential Upside Ahead of Analyst Day (ON)
Fiona Craig
Mon, June 15, 2026 at 7:10 AM PDT 2 min read
ON
+4.41%
Trade ON on Coinbase
Trading disclosure
chip semiconductor pcb 4 NEW SIZE ©Adobe Stock Images
ON Semiconductor (NASDAQ:ON) shares gained 5% on Monday after Citi raised its price target on the chipmaker and placed the stock on its Upside
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
Jeremy Phillips
Mon, June 15, 2026 at 7:04 AM PDT 6 min read
NVDA
+2.41%
QQQ
+2.79%
^IXIC
+2.51%
005930.KS
+4.50%
TSM
+3.42%
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Trading disclosure
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AIQ beat QQQ by 17 points last year, driven by SK Hynix's 211% return and Samsung, both of which are names no US index fund c