Semiconductor News & Analysis Feed
2967 articles
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Says This Will Be the Next $1 Trillion Company
Keithen Drury, The Motley Fool
Sat, June 13, 2026 at 4:05 AM PDT 3 min read
NVDA
+0.16%
MRVL
-0.36%
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Trading disclosure
Nvidia (NASDAQ: NVDA) CEO Jensen Huang isn't shy about telling investors what stocks to buy. He is well-connected in the chip industry and knows which companies have great products a
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
SharonAI NVIDIA Deal Reshapes Australian AI Cloud Capacity And Economics
Simply Wall St
Sat, June 13, 2026 at 1:07 AM PDT 3 min read
NVDA
+0.16%
SHAZ
-12.85%
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Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
SharonAI Holdings (NasdaqCM:SHAZ) has entered into a six year AI infrastructure
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
Micron stock is down 9% from its highs. Should I buy the dip?
Edward Sheldon, CFA
Sat, 13 June 2026 at 12:33 am GMT-7 3 min read
MU
-1.43%
Image source: Getty Images.
After a massive move higher over the last year (around 750%), Micron (NASDAQ: MU) stock has pulled back recently. As I write this on Friday (12 June), it’s about 9% below its highs.
Should I buy the dip and add the stock to my ISA?
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
SpaceX or Nvidia stock? Here’s where I’ve got my money
Ben McPoland
Sat, 13 June 2026 at 12:15 am GMT-7 4 min read
NVDA
+0.16%
SPCX
+19.22%
GOOGL
+0.53%
MSFT
+0.10%
V
+1.05%
Image source: Getty Images
SpaceX (NASDAQ:SPCX) and Nvidia (NASDAQ:NVDA) are two of the most innovative companies on earth. And after the former went public yesterday (12 June) at a massive valuation, they’re also among the w
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
POET Technologies (POET) Rides Market Leaders’ Semiconductor Optimism, Climbs 11%
Angelica Ballesteros
Fri, June 12, 2026 at 11:58 PM PDT 2 min read
POET
+11.38%
BAC
+1.56%
NVDA
+0.16%
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Trading disclosure
POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks That Absolutely Exploded Higher.
POET Technologies saw its share prices jump by 11.38 percent on Friday to
2026-06-13
ca.finance.yahoo.com
2026-06-13
Yahoo! Finance Canada
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 p.m. PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑market equity program, participated in Nvidia’s A
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 PM PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
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Trading disclosure
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑marke
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Entegris EUV Deal Eases Patent Risk But Valuation Stays Stretched
Simply Wall St
Fri, June 12, 2026 at 8:10 PM PDT 2 min read
ENTG
+3.86%
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Entegris (NasdaqGS:ENTG), JSR and Inpria entered into a cross licensing agreem
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Kayode Omotosho
Fri, June 12, 2026 at 5:05 PM PDT 2 min read
LRCX
+1.18%
INTC
+6.51%
AMAT
+2.64%
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Trading disclosure
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned m
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Ichor Holdings (ICHR) Stock Valuation After Sector-Driven Semiconductor Equipment Rally
Simply Wall St
Fri, June 12, 2026 at 4:16 PM PDT 3 min read
ICHR
+3.28%
Trade Ichor on Coinbase
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Ichor Holdings (ICHR) has been drawing attention after
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St
Fri, June 12, 2026 at 3:14 PM PDT 3 min read
NVDA
+0.16%
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Trading disclosure
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NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market,
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Why Navitas Semiconductor Stock Soared Today
Keith Noonan, The Motley Fool
Fri, June 12, 2026 at 2:58 PM PDT 3 min read
NVTS
+5.31%
^GSPC
+0.50%
NVDA
+0.16%
SPCX
+19.22%
^IXIC
+0.31%
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Trading disclosure
Navitas Semiconductor (NASDAQ: NVTS) stock posted a day of strong gains in Friday's trading, rising 5.3% in the session. Meanwhile, the S&P 500 closed out the day up 0.5%
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
What Vistra (VST)'s New Role Powering KKR–Nvidia Helix AI Data Centers Means For Shareholders
Simply Wall St
Fri, June 12, 2026 at 12:12 PM PDT 3 min read
VST
+1.12%
NVDA
+0.16%
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Trading disclosure
In recent days, KKR announced the launch of Helix Digital Infrastructure, a more than US$10.00 billion AI-focused venture backed by Nvidia and the Kuwait Investment Authority,
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Applied Materials (AMAT) Stock Valuation Check After Powerful 1-Year Run
Simply Wall St
Fri, June 12, 2026 at 12:11 PM PDT 3 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Applied Materials stock snapshot
Applied Materials (AMAT) has drawn f
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Tirthankar Chakraborty
Fri, June 12, 2026 at 12:00 PM PDT 3 min read
MU
-1.43%
NVDA
+0.16%
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Trading disclosure
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
Trade LRCX on Coinbase
Trading disclosure
As the craze of earnings season draws to a close, here’s a look b
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?
David Moadel
Fri, June 12, 2026 at 11:31 AM PDT 5 min read
QCOM
+4.32%
ARM
+11.27%
AMZN
-1.23%
NVDA
+0.16%
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Trading disclosure
Quick Read
ARM surged 11% on $2B+ AGI CPU pipeline demand while QCOM climbed 5% as record automotive revenue of $1.33B highlighted its diversification away from handset
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Is Micron Stock a Buy at $1,000?
Will Ebiefung, The Motley Fool
Fri, June 12, 2026 at 11:20 AM PDT 4 min read
MU
-1.43%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
On June 3, Micron Technologies (NASDAQ: MU) hit an all-time high of $1,079. The move capped off months of explosive gains as investors started pivoting away from chipmakers like Nvidia in favor of the memory hardware prod
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
David Moadel
Fri, June 12, 2026 at 10:36 AM PDT 4 min read
INTC
+7.12%
AMD
+5.26%
NVDA
+0.05%
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Trading disclosure
Quick Read
Intel surged 8% Friday to lead chip stocks, outpacing AMD's 6% gain and leaving NVIDIA flat, extending INTC's dominant 217% year-to-date run.
Intel's forward P/E of 1
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
Alex Sirois
Fri, June 12, 2026 at 10:19 AM PDT 4 min read
ASML.AS
+3.40%
NVDA
-0.03%
SOXX
+1.90%
ASML
-1.34%
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Trading disclosure
Quick Read
SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain