Semiconductor News & Analysis Feed
6565 articles
2026-06-14
www.gurufocus.com
2026-06-14
GuruFocus
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2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Nvidia Stock a Buy?
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 7:21 PM PDT 4 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Few companies have ever defined a technology shift the way Nvidia (NASDAQ: NVDA) has defined the rise of artificial intelligence (AI). Its chips sit at the center of nearly every major AI project, and the stock has been one of the market's best
2026-06-14
sg.finance.yahoo.com
2026-06-14
Yahoo Finance Singapore
SharonAI Holdings (SHAZ) Stock After NVIDIA AI Deal A Fresh Look At A 11.3x P/B Valuation
Simply Wall St
Sat, 13 June 2026 at 5:16 pm GMT-7 3 min read
SHAZ
-12.85%
NVDA
+0.16%
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
SharonAI Holdings (SHAZ) has drawn fresh attention
2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Why Tower Semiconductor (TSEM) Is Up 11.7% After Securing $1.3 Billion Silicon Photonics Deals
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 3 min read
TSEM
+1.77%
Trade TSEM on Coinbase
Trading disclosure
In the past week, Tower Semiconductor reported strong first-quarter results, raised guidance, and announced about US$1.30 billion of silicon photonics contracts for 2027 with customer prepay
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Tests Recurring AI Data Center Model With Australian GPU Expansion
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 4 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
NVIDIA (NasdaqGS:NVDA) has entered a new capital-efficient AI data
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Reports Earnings June 24. Here's the One Number That May Make or Break the Stock.
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 2:56 PM PDT 5 min read
MU
-1.43%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
Memory specialist Micron Technology (NASDAQ: MU) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectati
2026-06-14
www.thelec.net
2026-06-14
thelec.net
Nvidia's AI data center network infrastructure. (Photo: Nvidia)
South Korean materials, components and equipment companies are gaining traction in the co-packaged optics (CPO) market.
According to industry sources on June 12, Korean optical communication-related companies including RF Materials and Sungho Electronics are supplying key CPO-related components and equipment to global companies.
CP
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Ricardo Pillai
Sat, June 13, 2026 at 1:56 PM PDT 3 min read
CDNS
+0.32%
SNPS
-0.53%
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Trading disclosure
Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money's Substack by Bret Rosenthal. In this article, we will summarize the bulls' th
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners with Nebius to Support AI Robotics Startup in Europe
Neha Gupta
Sat, June 13, 2026 at 12:25 PM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising growth stocks to buy now. On June 9, Nebius reiterated a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) to create a cloud
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
2330.TW
+2.67%
DX-Y.NYB
+0.06%
TSM
+0.68%
Trade TSM on Coinbase
Trading disclosure
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most pr
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners With South Korea’s LG Group On Humanoid Robots And Data Centers
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) carries a profit margin of 62.97% and net income of $120.07 billion (FY26), securing its place on our list of the most profitable blue chip stocks to bu
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Published on June 13, 2026 at 1:13 pm by JEFF LEWIS in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575 and maintained an Overweight rating on t
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Jeff Lewis
Sat, June 13, 2026 at 10:13 AM PDT 2 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm's price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Ams, Osram’s
Ams Osram’s 136% Year-to-Date Rally Hinges on Infineon’s Antitrust Go-Ahead and Debt Halving Target
13.06.2026 - 18:46:42 | boerse-global.de
Ams Osram AGM reaffirms confidence; stock up 136% in 2026. Infineon antitrust ruling pending for €570M sale, set to slash debt. Solid Q1 revenue.
Ams - Ams Osram’s 136% Year-to-Date Rally Hinges on Infineon’s Antitrust Go-Ahead and Debt Halving
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Fahad Saleem
Sat, June 13, 2026 at 8:42 AM PDT 2 min read
TSM
+0.68%
NVDA
+0.16%
AMD
+4.73%
QCOM
+4.32%
AVGO
-0.91%
Explore stocks on Coinbase
Trading disclosure
We just covered the
Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires)
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Should You Look for the “Next Nvidia” — or Just Buy the Real Thing?
Rich Duprey
Sat, June 13, 2026 at 8:25 AM PDT 4 min read
NVDA
+0.16%
AMD
+4.73%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AMD has surged 138% year-to-date versus Nvidia's 10% gain, yet Nvidia remains the dominant GPU supplier powering hyperscaler AI infrastructure spending.
Nvidia's forward P/E of roughly 21 sits
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI
Larry Ramer
Sat, June 13, 2026 at 8:00 AM PDT 3 min read
INTC
-8.45%
CDNS
-1.69%
Explore stocks on Coinbase
Trading disclosure
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal