Semiconductor News & Analysis Feed
2885 articles
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%
Explore stocks on Coinbase
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
2026-06-29
uk.finance.yahoo.com
2026-06-29
Yahoo Finance UK
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
29 June 2026
005930.KS
-6.92%
MU
+0.94%
NVDA
+0.37%
AMD
+6.61%
AAPL
+1.31%
Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines the details.
Related videos
Terms and Privacy
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out
Yahoo Finance Video
June 29, 2026
005930.KS
-6.92%
MU
+0.94%
NVDA
+0.37%
AMD
+6.61%
AAPL
+1.31%
Explore stocks on Coinbase
Trading disclosure
Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out.
Yahoo Finance Technology Editor Dan Howley outlines
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
The Zacks Analyst Blog Highlights Micron Technology and Sandisk
Zacks Equity Research
June 29, 2026 5 min read
MU
+0.94%
SNDK
-0.03%
Explore stocks on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks an
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Extorts the Supply Chain to Leave Apple Carrying the Consumer Backlash
Alex Sirois
June 29, 2026 3 min read
AAPL
+1.31%
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron's 84.9% gross margin towers over Apple's 46.9%, exposing which side of the supply chain holds AI-era pricing power.
Sanjay Mehrotra locked in 16 customer agreements worth ~$100 billion
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia Stock Price Prediction: 95% of Analysts Stay Bullish
Vandita Jadeja
June 29, 2026 4 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA has shed 9% this month, but 95% of analysts stay bullish with a 12-month target implying 28% upside.
Even NVDA's bear scenario delivers an 11% gain, anchored by Q1 revenue surging 85% year over year to $81.6 billion.
Jensen H
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NN Shares Soar After Winning New NVIDIA AI Data Centre Contracts (NNBR)
Fiona Craig
June 29, 2026 2 min read
NNBR
+6.02%
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Servers in a data centre ©Shutterstock
NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts
Vandita Jadeja
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
QCOM trades at $205, but our model targets $257, implying 26% upside while Wall Street's consensus of $187 implies downside.
CEO Cristiano Amon doubled Qualcomm's 2029 non-handset revenue target to $40 b
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Micron Technology Stock: Is It Heading for a $2 Trillion Valuation?
David Jagielski, CPA, The Motley Fool
June 29, 2026 3 min read
MU
-4.71%
NVDA
+0.71%
Explore stocks on Coinbase
Trading disclosure
As demand for memory and storage products has surged and supply has been limited, Micron Technology (NASDAQ: MU) has been benefiting from the ongoing shortage in a big way. Its results have looked fan
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Price Prediction: Synopsys’ Chip-Design Moat and The Path to 24% Upside
Vandita Jadeja
June 29, 2026 4 min read
SNPS
+1.17%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SNPS carries a BUY rating and $562 price target, implying 24% upside from current levels at 90% confidence.
The Synopsys-Ansys platform commands roughly 46% of a $31B EDA-simulation market, anchoring the s
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia and Firmus to build 170,000-GPU data center in Indonesia
Nvidia and Firmus to build 170,000-GPU data center in Indonesia · Quartz · SOPA Images / Getty Images
Colleen Cabili
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Firmus Technologies announced a strategic compute partnership with Nvidia running through 2034, anchored by a 360-megawatt AI factory cam
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Samsung, SK Hynix, Micron face antitrust class action lawsuit
Samsung, SK Hynix, Micron face antitrust class action lawsuit · Quartz · Bloomberg / Getty Images
Cris Tolomia
June 29, 2026 2 min read
005930.KS
-7.70%
000660.KS
-6.66%
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Samsung Electronics, SK Hynix, and Micron Technology were sued on June 25 in federal court over allegations of collus
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia, Micron, and Broadcom hold the stock market's fate in the palm of their hands
Brian Sozzi · Executive Editor
June 29, 2026 1 min read
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
GOOGL
+1.82%
^GSPC
+0.72%
Explore stocks on Coinbase
Trading disclosure
Micron (MU) and Nvidia (NVDA) best deliver come earnings day, or else.
Quick insight: Goldman Sachs strategist Ben Snider estimated that AI infrastruct
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
June 29, 2026 5 min read
2330.TW
-0.81%
^GSPC
+0.72%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
TSMC (TSM) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's p
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Here is What to Know Beyond Why Micron Technology, Inc. (MU) is a Trending Stock
Zacks Equity Research
June 29, 2026 5 min read
MU
+0.94%
^GSPC
+0.72%
Trade MU on Coinbase
Trading disclosure
Micron (MU) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past m
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
Trefis Team
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
MSFT
-0.96%
GOOGL
+1.82%
AMZN
+0.61%
Explore stocks on Coinbase
Trading disclosure
Image by u_8t3emw1yia from Pixabay
Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn't.
The AI infrastru
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
New leader board: Citi refreshes AI compute semiconductor picks
Sam Boughedda
June 29, 2026 1 min read
C
+2.78%
MU
+0.94%
NVDA
+0.37%
AVGO
+3.73%
INTC
+1.54%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- Citi analysts have updated the firm's AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Firmus, Nvidia partner to build 170,000-GPU AI facility in Indonesia
Anwesha Pattanaik
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Australian AI infrastructure startup Firmus Technologies has announced a long-term partnership with Nvidia to establish a dedicated AI campus in Batam, Indonesia.
The campus will provide large-scale AI computing resources for ente
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
NN, Inc. Announces Significant New Awards for its NVIDIA Data Center Liquid Cooled Products Business
NN, Inc.
June 29, 2026 9 min read
NNBR
+6.02%
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NN, Inc.
CHARLOTTE, N.C., June 29, 2026 (GLOBE NEWSWIRE) -- NN, Inc. ("NN" or the "Company") (NASDA
2026-06-29
sg.finance.yahoo.com
2026-06-29
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
Palantir Launches Engine for Deploying NVIDIA Nemotron Open Models in Sovereign Environments
Business Wire
29 June 2026 4 min read
PLTR
+2.51%
NVDA
+0.37%
Palantir and NVIDIA Team to Enable U.S. Government's Own Model Improvement and Operational Control of Mission-Critical AI Work
MIAMI, June 29, 202