Semiconductor News & Analysis Feed
2885 articles
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds
Nauman Khan
June 30, 2026 1 min read
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
MRVL
-7.45%
AVGO
-0.83%
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Trading disclosure
This article first appeared on GuruFocus.
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall Street
Artificial intelligence traded higher Tuesday, helping pu
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
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Trading disclosure
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Texas Instruments (TXN) Drops From Value Indexes And Joins Russell Top 50
Bailey Pemberton
June 30, 2026 4 min read
TXN
-3.36%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Texas Instruments (NasdaqGS:TXN) has been removed from several value and defensive indexes
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Urmimala Biswas
June 30, 2026 4 min read
2330.TW
0.00%
NVDA
+0.71%
TSM
-4.25%
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Trading disclosure
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates streng
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
/C O R R E C T I O N -- CIQ/
PR Newswire
June 30, 2026 4 min read
NVDA
+0.71%
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Trading disclosure
In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are a
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.
Gerelyn Terzo
June 30, 2026 4 min read
NVDA
+0.71%
SMH
-3.78%
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Quick Read
NVDA's Q1 Fiscal 2027 Data Center revenue surged 92% and net income jumped 211% YoY, yet the stock has gained just 6.2% in 2026 so far.
SMH has surged 75% YTD while NVDA lags, held bac
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
+0.71%
AVGO
-0.83%
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Trading disclosure
Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
How Index Shift To Growth And NVIDIA Partnership At Penguin Solutions (PENG) Has Changed Its Investment Story
Sasha Jovanovic
June 30, 2026 3 min read
PENG
-7.38%
NVDA
+0.71%
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Trading disclosure
In late June 2026, Penguin Solutions, Inc. was reclassified across several Russell benchmarks, moving out of value indices and into multiple growth-focused indices while also unv
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform
Alex Sirois
June 30, 2026 3 min read
SNDK
-7.26%
MU
-4.71%
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Trading disclosure
Quick Read
Micron crushed Q3 estimates by 18%, generated $18 billion in free cash flow, yet trades at only 9x forward earnings.
SanDisk's 26-bagger rally masks a $1.64 billion net loss, a 10% sequential consumer sa
2026-07-01
uk.finance.yahoo.com
2026-07-01
Yahoo Finance UK
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
30 June 2026 2 min read
MU
-4.71%
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings estimates for the company.
The upward trend
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Surging Earnings Estimates Signal Upside for Micron (MU) Stock
Zacks Equity Research
June 30, 2026 2 min read
MU
-4.71%
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Trading disclosure
Micron (MU) could be a solid choice for investors given the company's remarkably improving earnings outlook. While the stock has been a strong performer lately, this trend might continue since analysts are still raising their earnings esti
2026-07-01
news.google.com
2026-07-01
Yahoo Finance
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Stock Redefined Its Future, But the Market Isn't Convinced Yet
Trefis Team
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
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Trading disclosure
Photo by manseok_Kim on Pixabay
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
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML vs. LRCX: Which Semiconductor Chipmaker Stock Has More Upside?
Tanuka De
June 30, 2026 5 min read
ASML.AS
-7.28%
LRCX
-6.87%
ASML
-4.26%
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Trading disclosure
ASML Holding ASML and Lam Research LRCX are two key players in the semiconductor equipment market serving chip manufacturers with widely different manufacturing systems.
ASML Holding has a solid dominance in e
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Why Micron Technology's Stock Could Fall After July 10
David Jagielski, CPA, The Motley Fool
June 30, 2026 3 min read
MU
-4.71%
NVDA
+0.71%
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Trading disclosure
Micron Technology (NASDAQ: MU) is the big name in tech these days. Its numbers have been out of this world, with both sales and profits rising at exceptionally high rates. Demand is high for its memory and storage
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
PLTR Stock Watch: What to Know as Palantir Teams Up With Nvidia
Wajeeh Khan
June 30, 2026 3 min read
PLTR
+1.38%
NVDA
+0.71%
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Trading disclosure
Palantir (PLTR) stock rallied on June 29 after the company announced a strategic partnership with Nvidia (NVDA) to deploy open AI models within classified and air-gapped U.S. government systems.
The collaboration integrates Nvi
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm Is the Most Underrated AI Chipmaker to Buy
Marc Guberti, The Motley Fool
June 30, 2026 4 min read
QCOM
-1.88%
NVDA
+0.71%
AVGO
-0.83%
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Trading disclosure
Qualcomm's (NASDAQ: QCOM) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence o
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
3 Reasons to Buy Nvidia Stock in July
Rick Munarriz, The Motley Fool
June 30, 2026 4 min read
NVDA
+0.71%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is capping off another successful quarter of trading. The global leader in artificial intelligence (AI) is trading 12% higher heading into the final trading day of the calendar quarter.
But June has been a bust. Nvidia is trad
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now
Alex Sirois
June 30, 2026 3 min read
ASML.AS
-7.28%
AMAT
-7.54%
NVDA
+0.71%
ASML
-4.54%
Explore stocks on Coinbase
Trading disclosure
Quick Read
ASML's $45 billion backlog and lithography monopoly deliver pricing power that Applied Materials, competing in contested deposition and etch markets, cannot replicate.
CEO Gary Dickerson s
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon
The Zacks Analyst Blog Highlights Apple, Tokyo Electron, Advantest and Infineon · Zacks
Zacks Equity Research
June 30, 2026 8 min read
AAPL
-0.64%
8035.T
-3.94%
6857.T
-2.25%
IFX.DE
-8.26%
TOELF
-7.01%
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For Immediate Release
Chicago, IL – June 30, 2026 – Zacks.com announces th