Semiconductor News & Analysis Feed
2940 articles
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
What Will Nvidia Stock's Price Be in 1 Year?
Beth McKenna, The Motley Fool
Sun, June 21, 2026 at 8:20 AM PDT 6 min read
NVDA
-0.97%
^GSPC
-0.37%
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Nvidia (NASDAQ: NVDA) stock has richly rewarded investors. Shares of the artificial intelligence (AI) chip and technology infrastructure leader have returned 18,300% over the last decade, transforming a modest
2026-06-21
news.google.com
2026-06-21
Yahoo Finance
2026-06-21
uk.finance.yahoo.com
2026-06-21
Yahoo Finance UK
JPMorgan Sees Growing Fragility in Semiconductor Sector as Positioning Reaches Extremes
Fiona Craig
Sun, 21 June 2026 at 6:00 am GMT-7 1 min read
JPM
+1.92%
Semiconductor ©Adobe Stock Images
JPMorgan believes the semiconductor sector is becoming increasingly vulnerable to bouts of sharp volatility as investor positioning reaches elevated levels and valuations continue to stretch.
In a research n
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
+1.92%
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Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
NVIDIA’s CEO Says the Jobs Doomsayers Have It Backwards. Here’s Why
Joel South
Sun, June 21, 2026 at 5:00 AM PDT 3 min read
NVDA
-0.97%
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Quick Read
Huang claims AI delivers a 3x developer productivity gain, and NVDA's 85% revenue surge to $82 billion reflects companies acting on that thesis.
Unemployment held at 4% and JOLTS openings stayed at 7.6 milli
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia (NVDA) Stock Weighs AI Momentum Against Mixed Valuation Signals After 46% One-Year Gain
Bailey Pemberton
Sun, June 21, 2026 at 3:08 AM PDT 6 min read
NVDA
-0.97%
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Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
With NVIDIA now trading at US$210.69, many
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Will Nvidia Stock Soar After June 24? The Evidence is Piling Up and Here's What It Shows
Adria Cimino, The Motley Fool
Sun, June 21, 2026 at 1:23 AM PDT 5 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Investors hoping for an artificial intelligence (AI) win have flocked to Nvidia (NASDAQ: NVDA) in recent years, and it's proven to be a winning bet. The stock has climbed 1,000% o
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
ON
+8.16%
Trade ON on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
SK Hynix (KOSE:A000660) Ships HBM4E DRAM To AI Customers
Bailey Pemberton
Sat, June 20, 2026 at 8:13 PM PDT 3 min read
000660.KS
-11.55%
NVDA
-0.97%
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
SK hynix has begun shipping its next generation HBM4E DRAM for AI customers, introduc
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
Daniel Sparks, The Motley Fool
Sat, June 20, 2026 at 7:33 PM PDT 5 min read
NVDA
-0.97%
SPCX
-16.43%
ORCL
-5.00%
AMZN
-4.75%
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Wall Street has found a new way to bet on artificial intelligence (AI): lending money to the companies building it. Over the past fe
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Where Will Micron Technology Be in 5 Years?
Harsh Chauhan, The Motley Fool
Sat, June 20, 2026 at 5:43 PM PDT 6 min read
MU
+6.82%
NVDA
-0.97%
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Shares of Micron Technology (NASDAQ: MU) have rocketed higher over the past year, jumping by an impressive 831% as of this writing. The chipmaker has been reaping the benefits of the massive surge in memory dema
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
This Company Could Become the Nvidia of AI Inference
Lee Samaha, The Motley Fool
Sat, June 20, 2026 at 2:20 PM PDT 4 min read
ON
+8.16%
NVDA
-0.97%
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Trading disclosure
It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come.
That said, the nat
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Texas Instruments (TXN) Launches A Battery Monitor Built For EVs And Energy Storage
Bailey Pemberton
Sat, June 20, 2026 at 2:06 PM PDT 3 min read
TXN
+2.92%
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Texas Instruments (NasdaqGS:TXN) released a high cell count battery monitor with integrated
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
The Best Semiconductor ETF to Buy With $1,000 Right Now
David Dierking, The Motley Fool
Sat, June 20, 2026 at 10:20 AM PDT 3 min read
SMH
+1.37%
NVDA
-0.97%
MSFT
-3.18%
AMZN
-4.75%
GOOGL
-4.99%
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Big tech companies, including Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle, are committing hundreds of billions of dollars to capital expenditures i
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Most Important Nvidia Product Isn't a Chip. It's This.
Lawrence Nga, The Motley Fool
Sat, June 20, 2026 at 6:10 AM PDT 4 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia's (NASDAQ: NVDA) dominance has created a strange problem for its competitors, yet building a competing artificial intelligence (AI) chip is no longer enough to catch up. Even if a rival develops a faste
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, 20 June 2026 at 5:02 am GMT-7 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and lauded his efforts to bring chip production ba
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...'
Namrata Sen
Sat, June 20, 2026 at 5:02 AM PDT 6 min read
INTC
+5.19%
AAPL
-0.34%
TSLA
+1.14%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
President Donald Trump said that the U.S. lost semiconductor manufacturing to Taiwan and other countries and l
2026-06-20
sg.finance.yahoo.com
2026-06-20
Yahoo Finance Singapore
ON Semiconductor (ON) Stock Could Be 17% Overvalued After Its Recent Run
Simply Wall St
Sat, 20 June 2026 at 3:13 am GMT-7 3 min read
ON
+8.16%
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
ON Semiconductor (ON) has attracted fresh attention after its recent share perform
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Prediction: This Will Be Nvidia's Stock Price in 2030
Keithen Drury, The Motley Fool
Sat, June 20, 2026 at 2:20 AM PDT 5 min read
NVDA
-0.97%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) may be the world's largest company by market value, but there is plenty of upside left in its stock. Most of Nvidia's gains will come from the enormous spending on data centers, and no compan
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?
Rick Orford
Fri, June 19, 2026 at 4:00 PM PDT 5 min read
MSFT
-3.18%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
Microsoft sign at the headquarters by VDB Photos via Shutterstock
The AI race isn't just about which company can say "artificial intelligence" the most. It's about which ones turn it into