Semiconductor News & Analysis Feed
535 articles
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Microsoft (
MSFT
1.43%
) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shri
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 3:00 PM PDT 3 min read
ON
-6.08%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
Trade ON on Coinbase
Trading disclosure
ON Semiconductor Corp. (ON) closed at $118.2
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Elon Musk Just Delivered Fantastic News for ASML Stock Investors
Lee Samaha, The Motley Fool
Tue, June 16, 2026 at 1:39 PM PDT 3 min read
ASML.AS
+1.90%
SPCX
+4.83%
NVDA
-2.37%
TSLA
-1.58%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
Tesla (NASDAQ: TSLA) and Space Exploration Technologies (NASDAQ: SPCX), or SpaceX, CEO Elon Musk recently addressed ASML (NASDAQ: ASML) employees during
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Tesla (
TSLA
1.55%
) and Space Exploration Technologies (
SPCX
+4.36%
), or SpaceX, CEO Elon Musk recently addressed ASML (
ASML
4.53%
) employees during a fireside chat with ASML CEO Christophe Fouquet at the European company's technology conference. It's an important development, as it further validates Musk's intent with the Terafab initiative and ASML's role in facilitating it.
Terafab and AS
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
Tanuka De
Tue, June 16, 2026 at 10:45 AM PDT 4 min read
ASML.AS
+2.49%
^GSPC
-0.57%
AMAT
-3.00%
ASML
-4.69%
KLAC
-7.44%
Explore stocks on Coinbase
Trading disclosure
Shares of ASML Holding ASML have gained 36.3% in the past three months, outperforming the industry, its sector as well as the Zacks S&P 500 composite in the same time frame
2026-06-17
www.tradingview.com
2026-06-17
TradingView
News
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Zacks
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ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
ASML Surges 36% in 3 Months: Should Investors Buy the Stock?
4 min read
ASML
+2.26%
Shares of ASML Holding ASML have gained 36.3% in the past three months, outperforming the industry, its sector as well as the Zacks S&P 500 composite in the same time frame. ASML shares are trading at a discount to their 52-week high.
ASM
2026-06-16
simplywall.st
2026-06-16
simplywall.st
Japan/Electrical/TSE:6503
Should Mitsubishi Electric’s 2027 Guidance and Power-Semiconductor Push Require Action From Mitsubishi Electric (TSE:6503) Investors?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, Mitsubishi Electric Corporation issued consolidated earnings guidance for 2027, targeting revenue of ¥6,200.00 billion and net profit attributable
2026-06-16
www.thestreet.com
2026-06-16
thestreet.com
__fail__
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Investors Heavily Search NVIDIA Corporation (NVDA): Here is What You Need to Know
Zacks Equity Research
Tue, June 16, 2026 at 6:00 AM PDT 5 min read
NVDA
-2.37%
^GSPC
-0.57%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's perfo
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Massive capital expenditure commitments from the world’s largest tech companies are fueling unprecedented demand for semiconductors and the ETFs that track them.
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle have collectively committed to spending nearly $700 billion on capital expenditures in 2026, representing an 81% increase over the prior year.
Fleeing father leaves 4-year-old behi
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.digitimes.com
2026-06-16
digitimes
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they v
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Elon Musk Says He's Building a Chip '2-3x Better Than Nvidia' at 10% the Cost. Should Nvidia Investors Be Worried?
Keith Speights, The Motley Fool
Tue, June 16, 2026 at 2:04 AM PDT 4 min read
NVDA
-2.37%
SPCX
+4.83%
TSLA
-1.58%
INTC
-8.45%
Explore stocks on Coinbase
Trading disclosure
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes in SpaceX (
SPCX
+4.36%
) and Tesla (
TSLA
1.55%
), Elon Musk's net worth now tops $1 trillion. Musk has pioneered innovations in electric vehicles. He has successfully commercialized rocket launches. And now he plans to take on Nvidia (
NVDA
2.16%
).
Musk told Baron Capital founder R
2026-06-16
digitimes.com
2026-06-16
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are responding to investor excitement and a need for cash to capitalize on the AI boom.
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Software/NasdaqGS:CDNS
How Cadence’s Expanded Intel 14A AI Collaboration Will Impact Cadence Design Systems (CDNS) Investors
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier in June 2026, Cadence Design Systems announced an expanded multi-year collaboration with Intel Foundry to co-optimize Intel’s upcoming 14A process node, combining Cadence’s agentic
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know · Zacks
Zacks Equity Research
Mon, June 15, 2026 at 2:50 PM PDT 3 min read
CDNS
-1.69%
Trade CDNS on Coinbase
Trading disclosure
In the latest trading session, Cadence Design Systems (CDNS) closed at $394.45, marking a +2.47% m
2026-06-15
stocktwits.com
2026-06-15
Stocktwits
stocktwits.com
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