Semiconductor News & Analysis Feed
6413 articles
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Penguin Solutions (PENG) Becomes NVIDIA AI Factory Specialized Partner
Muhammad Ali Khalid
28 June 2026 2 min read
PENG
+10.15%
NVDA
+0.37%
Penguin Solutions Inc. (NASDAQ:PENG) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers.
On June 23, Penguin Solutions Inc. (NASDAQ:PENG) revealed that the company became an NVIDIA AI Factory Specialized Partner, which
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Is SpaceX Really Worth More Than Micron and AMD Combined? Here's the Unvarnished Truth.
Keith Speights, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
AMD
+6.61%
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Since its historic initial public offering (IPO) on June 12, 2026, the market cap of Space Exploration Technologies (NASDAQ: SPCX), commonly known as SpaceX, has r
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by AdvisorNet Financial Inc
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
AdvisorNet Financial trimmed its NVIDIA stake by 3.3% in the first quarter, selling 4,487 shares and leaving it with 130,947 shares valued at about $22.8 million.
Insider selling has also been notable, including director Stephen C. Neal and director John
2026-06-28
www.trefis.com
2026-06-28
Trefis
NVIDIA Stock Near Crucial Support – Buy Signal?
June 28th, 2026 · by Trefis Team
NVDAYTD+4.6%
SPYYTD+9.5%
QQQYTD+16.1%
Analyze NVDA →
NVIDIA (NVDA) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($182.90 – $202.16), levels from which it has bounced meaningfully before. Since it first started trading, NVIDIA stock received buying interest at this level
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
ASML Holding (ASML) Is The “New OPEC” Of Chips, Says Newsletter
Ramish Cheema
June 27, 2026 1 min read
ASML.AS
-0.37%
ASML
+3.15%
Trade ASML on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the Top 13 Stocks That Will Skyrocket.
Yet another stock on this list that's part of the "1776 moment" newsletter by Porter Stansberry and Luke Lango. This newsletter outlines that the
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
ASML Holding (ASML) Is The “New OPEC” Of Chips, Says Newsletter
Ramish Cheema
27 June 2026 1 min read
ASML.AS
-0.37%
ASML
+3.15%
ASML Holding N.V. (NASDAQ:ASML) is one of the Top 13 Stocks That Will Skyrocket.
Yet another stock on this list that's part of the "1776 moment" newsletter by Porter Stansberry and Luke Lango. This newsletter outlines that the reason the 1776 revolution led to economic
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company Limited (TSM)?
Ramish Cheema
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Top 13 Stocks That Will Skyrocket.
The final stock on our list is also from Porter Stansberry and Luke Lango's "1776 moment" newsletter. As dis
2026-06-28
www.trefis.com
2026-06-28
Trefis
The Real Downturn Risk In ON Semiconductor Stock
June 28th, 2026 by Trefis Team
ON
ON Semiconductor
Its history in market shocks reveals a pattern of steep falls. The question is whether you can stomach the ride.
ON Semiconductor (ON) stock fell 23.7% in a single session on June 26, 2026, a sharp reminder of its volatility. The company makes essential semiconductors for the automotive and indust
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows
Bailey Pemberton
June 27, 2026 4 min read
IREN
+13.11%
MSFT
-0.96%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
IREN (NasdaqGS:IREN) has shifted its focus toward building large
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Vardah Gill
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen's Top 11 Dividend Stock Picks.
Why Micron Technology, Inc.'s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum
On June 25, Deutsch
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
Vardah Gill
June 27, 2026 2 min read
QCOM
+5.80%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Dividend Stocks to Buy for Passive Income.
DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
On June 26, DZ Bank
2026-06-28
digitimes.com
2026-06-28
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor companies are currently pursuing two major approaches in response to ESG requirements: first, establishing outsourced waste treatment channels; an
2026-06-28
digitimes.com
2026-06-28
LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Businessreported.
2026-06-28
digitimes.com
2026-06-28
Trusval Technology reported record 2025 revenue and profit, signaling stronger demand for semiconductor-related construction and industrial systems that matter to global supply chains. The Taiwan-based company said it is entering 2026 with cautious optimism, as it expands green fab solutions, overseas projects, and technology upgrades.
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Jeff Lewis
27 June 2026 2 min read
MU
+0.94%
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company's Q3 earnings beat. DA Dav
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Jeff Lewis
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating aft
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Susquehanna raises price target on Taiwan Semiconductor Manufacturing to $575
Wall Street's growing AI optimism is lifting TSMC valuations, with implications that ripple directly into crypto mining ha
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
NVIDIA (NVDA) Announces the NVIDIA Vera Rubin Platform
Noor Ul Ain Rehman
June 27, 2026 2 min read
NVDA
+0.37%
SAAQ.PVT
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringin
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Susquehanna Lifts PT on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best trending AI stocks to watch in 2026. Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (N
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Wells Fargo Lifts PT on ASML Holding (ASML) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
ASML.AS
-0.37%
ASML
+3.15%
Trade ASML on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the best trending AI stocks to watch in 2026. Wells Fargo lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to $2,200 from $1,750 on June 22 and maintained an Overweight rating o