Semiconductor News & Analysis Feed
2892 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Nvidia Stock So Cheap? This Is the Only Plausible Answer
Jeremy Bowman, The Motley Fool
Thu, June 25, 2026 at 6:50 PM PDT 5 min read
NVDA
-1.59%
MU
+15.81%
SNDK
+21.53%
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For much of the AI boom, Nvidia (NASDAQ: NVDA) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed t
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Micron (MU) Stock Soaring Today
Jabin Bastian
Thu, June 25, 2026 at 4:29 PM PDT 4 min read
MU
+15.81%
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What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 17.1% in the afternoon session after the company reported outstanding second quarter (fiscal Q3 2026) earnings results, guided to $50 billion in sales for the next quarter, locked
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Qualcomm (QCOM) Stock Is Up Today
Petr Huřťák
Thu, June 25, 2026 at 4:21 PM PDT 2 min read
QCOM
+3.84%
META
-2.68%
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Trading disclosure
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.3% in the morning session after the company announced an aggressive expansion into the AI data center market with ambitious long-term revenue targets during i
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Blowout Earnings Could Be Great News for Nvidia Investors
Daniel Sparks, The Motley Fool
Thu, June 25, 2026 at 4:03 PM PDT 4 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (NASDAQ: MU) just posted a quarter big enough to do exactly that -- and the read-through ma
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know
Cadence Design Systems (CDNS) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Thu, June 25, 2026 at 2:50 PM PDT 3 min read
CDNS
-1.12%
^GSPC
-0.01%
^DJI
+0.14%
^IXIC
-0.46%
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Trading disclosure
Cadence Design Systems (CDNS) closed the most recent trading day at
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi bets on physical AI with $7 billion Synaptics acquisition
Jaiveer Shekhawat
Thu, June 25, 2026 at 2:22 PM PDT 2 min read
SYNA
-3.49%
ON
+2.56%
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Trading disclosure
Investing.com -- Chipmaker onsemi will acquire Synaptics in an all-stock transaction valued at approximately $7 billion, a deal aimed at expanding its presence in artificial intelligence-driven intellige
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Battle of the Artificial Intelligence (AI) Computing Companies: Is AMD, Broadcom, Nvidia, or Marvell the Best Stock to Buy Now?
Keithen Drury, The Motley Fool
Thu, June 25, 2026 at 1:37 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
AVGO
-0.83%
MRVL
+1.65%
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Trading disclosure
There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (NASDAQ: NVDA),
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Top Stock Reports for JPMorgan, Novartis & Qualcomm
Top Stock Reports for JPMorgan, Novartis & Qualcomm · Zacks
Mark Vickery
Thu, June 25, 2026 at 1:33 PM PDT 8 min read
QCOM
+3.84%
NOVN.SW
+1.34%
GNE
-3.28%
ICCC
+1.02%
GPC
+2.04%
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Thursday, June 25, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
AI Stock Face-Off: Is Nvidia or AMD the Smarter Long-Term Buy?
Geoffrey Seiler, The Motley Fool
Thu, June 25, 2026 at 1:25 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
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Trading disclosure
Two of the biggest stock winners of the past decade are Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), which are up over 16,320% and 9,770%, respectively. The two chip riva
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi to buy Synaptics in $7 billion all-stock deal
Illustration shows Onsemi logo · Reuters
Reuters
Thu, June 25, 2026 at 1:22 PM PDT 1 min read
ON
+2.56%
SYNA
-3.49%
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Trading disclosure
June 25 (Reuters) - Onsemi said on Thursday it had agreed to acquire Synaptics in an all-stock deal valued at about $7 billion, potentially broadening the chipmaker's presence in th
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Intel vs. TSMC: Which is the Better Semiconductor Stock to Buy Right Now?
Chris Neiger, The Motley Fool
Thu, June 25, 2026 at 1:08 PM PDT 5 min read
INTC
+0.73%
2330.TW
0.00%
NVDA
-1.59%
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Trading disclosure
The current AI boom is propelling many technology stocks into the stratosphere, and two leading semiconductor companies garnering significant investor attention are I
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
How Qualcomm is evolving to grab a piece of the AI data center explosion.
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 1:03 PM PDT 2 min read
QCOM
+3.84%
AAPL
-6.15%
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Trading disclosure
Qualcomm (QCOM) made its mark as a smartphone chip designer. But smartphone growth has slowed, and after losing Apple (AAPL) as a key customer, the company began searching for
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Stock market today: Dow rises, S&P 500 and Nasdaq slip as Micron soars, Apple drags Big Tech lower
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 1:02 PM PDT 2 min read
^DJI
+0.14%
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
^IXIC
-0.46%
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Trading disclosure
Stocks were mixed on Thursday as blowout earnings from Micron (MU) failed to deter a sell-off in Big Tech,
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron earnings beat fuels hopes for Tech rally rebound
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:45 PM PDT
NVDA
-1.59%
DELL
-5.67%
0992.HK
-5.09%
MSFT
-3.45%
GOOGL
-0.45%
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Trading disclosure
TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broade
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron is looking to end the memory industry's boom-bust cycle
Micron logo at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov · Yahoo Finance · Reuters / REUTERS
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 12:36 PM PDT 2 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported bl
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:27 PM PDT
MSFT
-3.45%
MU
+15.81%
QCOM
+3.84%
SNDK
+21.53%
WDC
+4.81%
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Trading disclosure
Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (M
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Missed NVIDIA's 900% Run? Micron Could Be AI's Next Big Winner
Tirthankar Chakraborty
Thu, June 25, 2026 at 12:00 PM PDT 3 min read
MU
+15.81%
NVDA
-1.59%
Explore stocks on Coinbase
Trading disclosure
With the advent of artificial intelligence (AI), NVIDIA Corporation's NVDA shares have soared 902.3% over the past five-year period, pushing the company's market capitalization above $4 trillion, an
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
Trefis Team
Thu, June 25, 2026 at 10:56 AM PDT 3 min read
AMD
+2.21%
INTC
+0.61%
NVDA
-1.82%
AVGO
-1.05%
MRVL
+1.61%
Explore stocks on Coinbase
Trading disclosure
Image by Cristian Ibarra from Pixabay
While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete pla
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Shockwave Sends This AI Chip Stock Soaring
Nauman Khan
Thu, June 25, 2026 at 10:16 AM PDT 1 min read
SSNLF
0.00%
This article first appeared on GuruFocus.
SK Hynix (HXSCL) shares climbed more than 15% on Thursday after the South Korean chipmaker outlined plans for a U.S. listing and got a lift from stronger-than-expected results at Micron (NASDAQ:MU),
SK Hynix said it plans to issue 17.7