Semiconductor News & Analysis Feed
2884 articles
2026-06-30
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here’s Why
Faheem Tahir
29 June 2026 2 min read
NVDA
-1.64%
LLY
+2.76%
NTRA
+1.21%
Given its significant hedge fund backing and attractive upside potential, NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising robotics stocks.
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here's Why
NVIDIA Corporation (NASDAQ:NVDA) is ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026
Scott Levine, The Motley Fool
June 29, 2026 3 min read
NVDA
-2.01%
NVTS
-10.40%
AVGO
-2.57%
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Trading disclosure
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (NASDAQ: NVDA) and Broadcom have risen about 3% and 5%, r
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Wall Street Tech Analyst: Micron Could 4x If the AI Cycle Lasts Through 2030
Thomas Richmond
June 29, 2026 4 min read
MU
-6.69%
MSFT
+1.33%
GOOGL
+1.58%
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Luria says Micron could 4x by 2030 while Microsoft's 19x P/E looks cheap given its 50% AI compute backlog advantage over Google.
Memory faces less competition than CPUs yet Micron trades a
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share sale
Illustration picture of semiconductor chips on a circuit board · Reuters
Reuters
June 29, 2026 1 min read
688249.SS
-2.24%
002475.SZ
+0.64%
AAPL
+1.31%
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June 30 (Reuters) - China's Nexchip Semiconductor seeks to raise up to HK$6.98 billion ($890.26 million) in a Hong Kong sh
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Supermicro (SMCI) Faces Taiwan Raids In Nvidia Chip Smuggling Probe
Bailey Pemberton
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
SMCIP
-0.23%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Taiwanese authorities have raided Super Micro Computer (NasdaqGS:SMCI) offices and affiliated sit
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Has Micron Technology Become the New Nvidia?
David Jagielski, CPA, The Motley Fool
June 29, 2026 3 min read
NVDA
+0.37%
MU
+0.94%
^GSPC
+0.72%
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In recent years, Nvidia (NASDAQ: NVDA) has been the hot growth stock that the market has been rallying around, determining the overall path forward. And as it has done well, so too has the S&P 500. The stock ha
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.
Sneha Nahata
June 29, 2026 3 min read
NVDA
-1.49%
INTC
-7.61%
AMD
-6.73%
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Trading disclosure
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro D
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?
Shaun Pruitt
June 29, 2026 3 min read
MU
+0.94%
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Trading disclosure
Micron Technology MU) delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the artificial intelligence spending boom.
The company posted record fiscal th
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Smart Money is Leaving Nvidia for This AI Chip Stock
Ananda Banerjee
June 29, 2026 5 min read
NVDA
+0.37%
MU
+0.94%
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Trading disclosure
Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up.
That single fa
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
David Moadel
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
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Taiwan raided Super Micro Computer's (SMCI) offices over alleged NVIDIA (NVDAD) AI chip smuggling to China, driving SMCI shares down 8% and extending a brutal 37% monthly slide.
Prosecutors alle
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials Just Ripped 55% in a Month. Is It Time to Sell?
David Moadel
June 29, 2026 4 min read
AMAT
-1.70%
NVDA
+0.37%
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Applied Materials (AMAT) stock surged 173% year-to-date as KeyBanc raised its price target $200 to $750, citing a durable multi-year AI semiconductor equipment cycle.
CEO Gary Dickerson sold 103,000 AMAT shares in
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
AMD Stock Is Crushing Nvidia's in 2026. Will That Continue?
Keithen Drury, The Motley Fool
June 29, 2026 4 min read
NVDA
+0.37%
AMD
+6.61%
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Trading disclosure
If you asked me which stock would have a better 2026, Nvidia (NASDAQ: NVDA) or Advanced Micro Devices (NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business r
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir Shares Jump After Striking Nvidia AI Deal
Nauman Khan
June 29, 2026 1 min read
PLTR
+1.22%
NVDA
-1.79%
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Trading disclosure
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose about 4% Monday after the software company unveiled a new artificial intelligence initiative with Nvidia (NASDAQ:NVDA) aimed at helping U.S. government agenc
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir and Nvidia Bring Open AI Models Inside U.S. Government Systems
Renato Neves, CFA
June 29, 2026 1 min read
NVDA
+0.37%
PLTR
+2.51%
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Trading disclosure
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose 3.85% intraday after the data analytics company announced a strategic initiative with Nvidia (NASDAQ:NVDA) to deploy Nemotron open
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Prediction: Micron Technology Stock Is Going to $3,900 in 1 Year After Its Blowout Quarter
Harsh Chauhan, The Motley Fool
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have shot up by a staggering 259% in 2026, as of this writing, and it looks like its red-hot rally isn't going to end any time soon.
The lates
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Why Micron Stock Just Dropped
Rich Smith, The Motley Fool
June 29, 2026 3 min read
MU
+0.94%
NVDA
+0.37%
AAPL
+1.31%
SNDK
-0.03%
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Micron (NASDAQ: MU) stock slipped 2% through 12:35 p.m. ET Monday as even more worries about the durability of demand for DRAM and NAND computer memory surfaced.
Perennial Micron bull Jordan Klein at Mizuho is doing his bes
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir and Nvidia partner on AI platform for U.S. government
Palantir and Nvidia partner on AI platform for U.S. government · Quartz · Luke Sharrett / Stringer via Getty Images
Colleen Cabili
June 29, 2026 2 min read
PLTR
+2.51%
NVDA
+0.37%
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Trading disclosure
Palantir Technologies and Nvidia announced a strategic initiative to deliver an intelligent engine for running
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
onsemi: What the Market Gets Wrong, You Can Get Right
Onsemi logo over semiconductor circuitry and wafer, highlighting power chip demand and stock momentum.
Thomas Hughes, MarketBeat
June 29, 2026 5 min read
ON
-3.79%
SYNA
-3.90%
institutional-ownership
earnings
forecast
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Key Points
Interested in onsemi? Here are five stocks we like better.
onsemi sha
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis
Luke Juricic
June 29, 2026 3 min read
PLTR
+2.51%
NVDA
+0.37%
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Trading disclosure
Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Falls 5%, SanDisk Drops 7%, but Western Digital Climbs 6%: What’s Behind the Memory-Storage Split?
David Moadel
June 29, 2026 4 min read
MU
+0.94%
WDC
+7.14%
SNDK
-0.03%
^NDX
+1.26%
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Trading disclosure
Quick Read
Micron (MU) and SanDisk (SNDK) shares retreated after massive year-to-date rallies amid volatility driven by stretched valuations and supply-glut concern