Semiconductor News & Analysis Feed
6410 articles
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
BofA is Bullish on Applied Materials, Inc. (AMAT)
Fatima Gulzar
June 28, 2026 2 min read
AMAT
-1.70%
BAC
+1.99%
EL.PA
+0.23%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The f
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is Micron Technology, Inc. (MU) Among the Best Semiconductor Stocks to Buy According to Billionaires?
Fatima Gulzar
June 28, 2026 1 min read
MU
+0.94%
^IXIC
+1.12%
SPCX
-0.98%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is among the Best Semiconductor Stocks.
On June 24, Reuters reported that investors are gearing up for volatility ahead of Micron Technology
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Taiwan Semiconductor Manufacturing Company (TSM)’s Monthly Sales Rise
Fatima Gulzar
June 28, 2026 2 min read
2330.TW
+1.02%
NVDA
+0.37%
TSM
+4.06%
AMD
+6.61%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 10, Bloomberg reported that Taiwan Semiconducto
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is NVIDIA Corporation (NVDA) One of the Best Semiconductor Stocks to Buy According to Billionaires?
Fatima Gulzar
June 28, 2026 1 min read
NVDA
+0.37%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is among the Best Semiconductor Stocks.
On June 15, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) plans to raise at least $20 billion through an investment-grade b
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?
Micah Zimmerman, The Motley Fool
June 28, 2026 5 min read
AMD
+6.61%
MU
+0.94%
SNDK
-0.03%
NVDA
+0.37%
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Trading disclosure
About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-dri
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
If You Invested $1,000 In Micron Stock At IPO, Here’s How Much You’d Have Today
Chris Katje
Sun, June 28, 2026 at 10:30 AM PDT 6 min read
MU
-5.49%
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Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
The soaring valuation of Micron Technology stock has been one of the biggest storylines for investors over th
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
Jack Delaney, The Motley Fool
June 28, 2026 3 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
For its fiscal third-quarter earnings report, Micron Technology (NASDAQ: MU) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst con
2026-06-29
investorplace.com
2026-06-29
InvestorPlace
Meet Eric Fry
The Crowd Found Micron – This Is How to Find the Next One
By Eric Fry, Editor, Fry's Investment Report Jun 28, 2026, 1:00 pm EDT
Source: shutterstock.com/Pasuwan
Listen to the audio version of this article (generated by AI).
Editor’s Note: My friend and InvestorPlace colleague Louis Navellier believes Micron’s blowout earnings report reveals something important about the next phas
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
The Billionaire Who Sold Nvidia Too Early Just Bought 196,000 Shares of Broadcom -- Here's the Thesis Behind the Rotation
Leo Sun, The Motley Fool
June 28, 2026 3 min read
NVDA
+0.37%
AVGO
+3.73%
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Trading disclosure
In late 2022 and early 2023, Stanley Druckenmiller's Duquesne Family Office built a massive stake in Nvidia (NASDAQ: NVDA) for a split-adjusted price of $22-
2026-06-29
www.taipeitimes.com
2026-06-29
Taipei Times
Taiwan’s 5,000 largest companies posted a record high in aggregate net profit last year, up more than 11 percent from a year earlier, with contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) holding on as the country’s most profitable company amid the artificial intelligence (AI) boom, credit information agency CRIF Taiwan (中華徵信所) said on Wednesday.
Strong global demand for AI ap
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia signed a $1 billion partnership with Nokia late last year.
The deal has improved the fortunes of the beaten-down telecommunications stock.
Is Nokia stock now a buy?
10 stocks we like better than Nokia ›
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for its partners.
Last fall, Nokia (
NOK
+3.65%
) inked a $1 billion partnership to develop an AI-enabled cellular phone network, called AI RAN, or radio access network. It will essentially result in the upgrade to 6G communicati
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Why Wall Street thinks US memory maker Micron is the next Nvidia
BEIJING, CHINA - JULY 20, 2025 - Modules with packaged memory chips displayed at Micron's booth at the 3rd China International Supply Chain Expo in Beijing, China on July 20, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images) | Image Credits:CFOTO/Future Publishing / Getty Images
Kirsten Korosec
June 28, 2026 3
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Micron Technology set to surpass all US companies in profitability except Nvidia and Google
A memory chip maker just posted an 84.9% gross margin, and the AI boom deserves most of the credit
2026-06-28
www.reuters.com
2026-06-28
Reuters
__fail__
2026-06-28
www.thelec.net
2026-06-28
thelec.net
Artist's rendering of the SK hynix Yongin Semiconductor Cluster. (Source: SK ecoplant)
TEMC CNS has begun supplying Central Chemical Supply Systems (CCSS) to SK hynix, indicating that construction of the chipmaker's first fabrication plant (fab) at its Yongin Semiconductor Cluster has been completed and the project has entered the cleanroom installation phase.
TEMC CNS said on June 26 that it ha
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Australia's Firmus Technologies strikes AI access deal with Nvidia
FILE PHOTO: Illustration shows NVIDIA logo · Reuters
Scott Murdoch
June 28, 2026 2 min read
NVDA
+0.37%
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Trading disclosure
By Scott Murdoch
SYDNEY, June 29 (Reuters) - Australian AI infrastructure company Firmus Technologies said on Monday it had signed a strategic partnership with Nvidia Corp to help pr
2026-06-28
www.bloomberg.com
2026-06-28
Bloomberg.com
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