Semiconductor News & Analysis Feed
6397 articles
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia stock is sagging. Here's what's behind the negative short-term trend.
Brian Sozzi · Executive Editor
June 30, 2026 2 min read
NVDA
-1.08%
^GSPC
-0.64%
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Trading disclosure
Nvidia's (NVDA) stock is enduring an early summer swoon.
The insight: Nvidia shares have now underperformed the S&P 500 (^GSPC) for six straight trading days, according to Yahoo Finance AlphaSpace
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
tomshardware.com
2026-06-30
Luke James
Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites
2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
news.crunchbase.com
2026-06-30
Crunchbase News
news.crunchbase.com
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2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC 'Turin' processors.
2026-06-30
www.semiconductor-today.com
2026-06-30
Semiconductor Today
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
After Gaining 800% in 1 Year, Wall Street Just Upgraded Micron to "Strong Buy" -- Unanimously. Here's Why.
Matt Frankel, CFP®, The Motley Fool
June 30, 2026 4 min read
MU
-7.84%
NVDA
-1.27%
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Trading disclosure
It's fair to say that investors were skeptical heading into Micron's (NASDAQ: MU) latest earnings report. The stock had already gained more than 700% over the prev
2026-06-30
tomshardware.com
2026-06-30
Bruno Ferreira
HamsterOS fits on just a single 1.44 MB floppy disk, and it's set for a full release this November.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
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Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade
Ghazal Ahmed
June 30, 2026 1 min read
AMAT
-9.84%
ASML.AS
-7.17%
LRCX
-8.67%
KLAC
-8.71%
NVDA
-1.48%
Explore stocks on Coinbase
Trading disclosure
Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
On June 29, Cantor Fitzgerald analyst C.J. Muse raised the
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Ghazal Ahmed
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron's growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the
2026-06-30
www.trefis.com
2026-06-30
Trefis
Micron Stock Redefined Its Future, But the Market Isn't Convinced Yet
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here's what they're waiting for.
On Jun 24, 2026, Micron (MU) threw down a gauntlet when it updated its outlook, raising its Q4 2026 revenue guidance by an eye-watering
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Mayflower Financial Advisors increased its stake in Taiwan Semiconductor Manufacturing by 33.4% in the first quarter, buying 1,400 more shares and bringing its total to 5,592 shares worth about $1.89 million.
2026-06-30
www.computerworld.com
2026-06-30
Computerworld
Locking down hardware allows AI models — and the data they hold — to be protected from hackers by allowing access only to authorized users, says Dion Harris, Nvidia's senior director of high-performance computing and AI factory solutions
Credit: Shutterstock
There are a variety of security concerns about artificial intelligence (AI), especially when it comes to the behavior of agentic AI. But un
2026-06-30
siliconcanals.com
2026-06-30
Silicon Canals
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2026-06-30
www.thelec.net
2026-06-30
thelec.net
ASICLAND headquarters. (Image: ASICLAND)
ASICLAND shares surged to the daily trading limit on June 29 after two contract disclosures related to SK hynix produced sharply contrasting market reactions.
The company made separate regulatory filings on the afternoon of June 26 and the morning of June 29. In the June 26 filing, ASICLAND revised the value of its application-specific integrated circuit
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
AI Memory Stocks Micron and Sandisk Are Up 200% in the Last 3 Months. History Says This Will Happen Next.
Trevor Jennewine, The Motley Fool
June 30, 2026 5 min read
MU
-7.38%
SNDK
-10.89%
NVDA
-1.25%
Explore stocks on Coinbase
Trading disclosure
Memory chipmakers Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been big winners from the artificial intelligence infrastructure boom. I
2026-06-30
euobserver.com
2026-06-30
EUobserver
Stakeholder
Proposed Chips Act 2.0 fortifies Europe’s electronics ecosystem
By Alison James, Brussels, 30 June 2026 10:18
Three years ago, the European Union adopted the European Chips Act.
It marked an important first step in enabling funding for first-of-a-kind semiconductor’s research, development and production.
It also laid the foundations for emerging advanced packaging capabilities as s