Semiconductor News & Analysis Feed
133 articles
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Sequoia’s Sean Maguire Compares SpaceX to ‘Nvidia Three Years Ago’ and Plans to Hold Forever
Omor Ibne Ehsan
Mon, June 15, 2026 at 6:10 AM PDT 5 min read
NVDA
+1.88%
TSLA
+0.98%
RKLB
+4.87%
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Quick Read
NVDA surged 420% from the inflection Maguire maps SpaceX to; RKLB, the closest public launch proxy, has already climbed 320% over the past year.
Maguir
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-13
www.etf.com
2026-06-13
ETF.com
www.etf.com
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2026-06-13
www.cnbc.com
2026-06-13
CNBC
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2026-06-12
www.cnbc.com
2026-06-12
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Jabin Bastian
Thu, June 11, 2026 at 4:37 PM PDT 3 min read
^IXIC
+2.54%
ON
+5.26%
PLAB
+7.33%
PENG
+9.93%
INTC
+9.27%
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What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released t
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropping to 4.47% rel
2026-06-12
www.tradingview.com
2026-06-12
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Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
2 min read
PENG
+9.93%
ON
+5.26%
PLAB
+7.33%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressur
2026-06-12
www.financialcontent.com
2026-06-12
FinancialContent
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropp
2026-06-12
markets.chroniclejournal.com
2026-06-12
The Chronicle-Journal
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
By:
StockStory
June 11, 2026 at 15:25 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace
2026-06-12
markets.financialcontent.com
2026-06-12
FinancialContent
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
By:
StockStory
June 11, 2026 at 15:25 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace
2026-06-12
www.constructionequipmentguide.com
2026-06-12
Construction Equipment Guide
Micron Technology Inc. announced that it has selected Bechtel to partner on the engineering, procurement and construction of the first phase of Micron's historic leading-edge memory manufacturing complex in Clay, N.Y., which is planned to become the nation's largest semiconductor manufacturing facility.
Bechtel will mobilize at the White Pine Commerce Park site in Onondaga County immediately and
2026-06-11
news.google.com
2026-06-11
PC Guide
2026-06-11
letsdatascience.com
2026-06-11
Let's Data Science
FUNDING & BUSINESS
nvidia
ai infrastructure
earnings
datacenter
Nvidia Reports Strong AI-driven Revenue and Guidance
1 sources
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June 11, 2026
8.0
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Seeking Alpha reports that Nvidia posted Q1 revenues up 85% year-over-year to $81.6B, with gross margins at 75%, driven by robust demand for AI infrastructure. The a
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
Adam Hejl
Wed, June 10, 2026 at 5:25 PM PDT 3 min read
SPCX
0.00%
ON
-5.84%
TER
-5.86%
^DJI
-1.87%
PENG
-5.14%
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Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narr
2026-06-11
stockstory.org
2026-06-11
StockStory
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2026-06-11
www.tradingview.com
2026-06-11
TradingView
News
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Stock Story
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onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
2 min read
ON
−5.84%
TER
−5.86%
PENG
−5.14%
What Happened?
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.
M
2026-06-11
news.google.com
2026-06-11
FinancialContent
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon
2026-06-08
easternherald.com
2026-06-08
The Eastern Herald
Broadcom’s $1.2 Billion Guidance Miss Just Erased $1.3 Trillion From the Chip Market
Broadcom's Q3 AI chip guidance fell $1.2B short of expectations — and the entire semiconductor sector paid the price in its worst session since March 2020.
BY ECONOMY DESK
JUNE 8, 2026
Broadcom's AI chip revenue guidance fell $1.2 billion short of analyst expectations on June 3, 2026, triggering a two-day sector