Semiconductor News & Analysis Feed
2932 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Qualcomm's QCT Segment Sustain Growth Amid Handset Weakness?
Zacks Equity Research
Mon, June 22, 2026 at 8:39 AM PDT 3 min read
QCOM
-8.01%
AMD
-5.76%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Qualcomm Incorporated QCOM generated $9.08 billion in revenues in the Qualcomm CDMA Technologies (QCT) segment during the second quarter of 2026. Revenues declined 4% year over year. QCT
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Prediction: Micron Stock Will Reach $1,200 on This Date
Vandita Jadeja
Mon, June 22, 2026 at 8:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MU has surged 833% in one year, but our 90%-confidence SELL target of $750 implies a sharp reversal ahead.
Q3 EPS guidance of $19.15 collapses Micron's forward P/E to just 11x, giving bulls a credible m
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron announces new Anthropic partnership ahead of Q3 earnings
Yahoo Finance Video
Mon, June 22, 2026 at 8:20 AM PDT
MU
-13.85%
ANTH.PVT
Trade MU on Coinbase
Trading disclosure
Memory chipmaker Micron Technology (MU) announced a new AI infrastructure partnership with private developer Anthropic (ANTH.PVT).
Yahoo Finance Tech Editor Dan Howley weighs in on this headline while outlining Wall Stre
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Nvidia-backed Reflection lands SpaceX compute deal
Madison Mills
Mon, June 22, 2026 at 8:05 AM PDT 2 min read
NVDA
-4.13%
SPCX
+0.98%
GOOGL
-0.98%
Explore stocks on Coinbase
Trading disclosure
Illustration: Sarah Grillo/Axios. Stock: Getty Images
Reflection — an Nvidia-backed open-source AI startup — signed a major compute agreement with SpaceXAI, securing immediate access to chips and hardware f
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-12.76%
ANTH.PVT
SNDK
-13.71%
WDC
-8.73%
000660.KS
-12.47%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
Maharathi Basu
Mon, June 22, 2026 at 7:45 AM PDT 5 min read
NVTS
-9.70%
AAOI
-13.89%
Explore stocks on Coinbase
Trading disclosure
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Vadzo Imaging Introduces Falcon-821CRH Onsemi AR0821 M12 Autofocus Camera with 4K HDR Imaging for Fundus Camera OEMs
Vadzo Imaging
Mon, June 22, 2026 at 7:30 AM PDT 14 min read
The Falcon-821CRH is an 8MP Color Rolling Shutter USB 3.2 Gen 1 Camera with VCM Autofocus, built on the Onsemi AR0821 sensor.
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
-5.67%
SMCIP
-4.87%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Semiconductor Intellectual Property (IP) Market worth $18.64 billion by 2032 - Exclusive Report by MarketsandMarkets™
PR Newswire
Mon, June 22, 2026 at 7:15 AM PDT 7 min read
DELRAY BEACH, Fla., June 22, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Semiconductor Intellectual Property (IP)
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
NVDA
-3.32%
9984.T
-10.09%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Week ahead: Micron earnings to put AI rally to the test
Proactive
Mon, June 22, 2026 at 7:10 a.m. PDT 3 min read
MU
-12.71%
Week ahead: Micron earnings to put AI rally to the test Proactive uses images sourced from Shutterstock
Wall Street enters the final full week of June with investors juggling inflation, artificial intelligence and the health of the banking sector.
After last week's Federal
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
U.S. Semiconductor Firms Innovate to Meet AI-Driven Demand
Business Wire
Mon, June 22, 2026 at 7:00 a.m. PDT 4 min read
III
+1.38%
Enterprises embrace emerging performance and efficiency technologies while building more resilient supply chains, ISG Provider Lens® report says
STAMFORD, Conn., June 22,
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount
Joey Frenette
Mon, June 22, 2026 at 6:49 AM PDT 4 min read
NVDA
-3.33%
ADBE
+1.44%
SOXX
-7.72%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Burry holds bearish SOXX puts expiring January and is buying Adobe at 8x forward P/E in a classic contrarian value move.
Nvidia at 32x trailing P/E, with Vera Rubin GPU
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Wall Street Analysts See Micron (MU) as a Buy: Should You Invest?
Zacks Equity Research
Mon, June 22, 2026 at 6:30 AM PDT 4 min read
MU
-12.88%
Trade MU on Coinbase
Trading disclosure
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side
2026-06-22
au.finance.yahoo.com
2026-06-22
Yahoo Finance Australia
Is Cadence (CDNS) a Buy as Wall Street Analysts Look Optimistic?
Zacks Equity Research
Mon 22 June 2026 at 6:30 am GMT-7 4 min read
CDNS
-2.11%
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price,
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Is Synopsys (SNPS) a Buy as Wall Street Analysts Look Optimistic?
Zacks Equity Research
Mon, June 22, 2026 at 6:30 AM PDT 4 min read
SNPS
-0.66%
Trade SNPS on Coinbase
Trading disclosure
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-s
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Is Synopsys (SNPS) a Buy as Wall Street Analysts Look Optimistic?
Zacks Equity Research
Mon, June 22, 2026 at 6:30 a.m. PDT 4 min read
SNPS
+0.83%
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's pri
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings
David Moadel
Mon, June 22, 2026 at 6:29 AM PDT 4 min read
MU
-11.16%
WDC
-8.19%
AAPL
+0.85%
POLA.PVT
SNDK
-12.78%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Needham raised its Micron target to $1,550 from $500, sparking a 6% rally in Micron and Western Digital as well as a 5% boost in
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AI Boom and HBM Demand to Boost Micron's DRAM Revenues in Q3
Zacks Equity Research
Mon, June 22, 2026 at 6:13 AM PDT 3 min read
MU
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, sup
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
A Growing Supply Gap Has Analysts Eyeing Applied Materials (AMAT)
Sajjl Nooranne
Mon, June 22, 2026 at 6:11 AM PDT 2 min read
AMAT
-7.77%
EL.PA
-0.21%
Trade AMAT on Coinbase
Trading disclosure
With a forward P/E of 37.54, Applied Materials, Inc. (NASDAQ:AMAT) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 17, Citi analyst Atif Malik raised the firm's