Semiconductor News & Analysis Feed
16341 articles
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%
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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
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%
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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
247wallst.com
2026-06-22
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up about 6% in Monday morning trading to around $1,199, leading a broad memory and storage rally into the company’s Wednesday earnings report. Western Digital (NASDAQ:WDC) stock is also up by about 6% to around $788, while SanDisk (NASDAQ:SNDK) stock is up 5% to around $2,294.
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The group is resisting worries about renewed U.
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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Google Backs $3.2B AI Chip Push Against Nvidia
Google Backs $3.2B AI Chip Push Against Nvidia
Less than 1 min read
GOOG
−0.56%
NVDA
−3.06%
AMZN
+0.62%
MSFT
+1.91%
Google
GOOG
is moving deeper into custom AI chips as it tries to win a larger share of the AI data center market. The company is using a strategy that could look increasingly similar to Nvidia
NVDA
, connecting its
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
blockonomi.com
2026-06-22
Blockonomi
blockonomi.com
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2026-06-22
www.timothysykes.com
2026-06-22
timothysykes.com
Micron Technology Inc. stocks have been trading up by 6.05 percent after bullish AI-memory demand forecasts lifted investor optimism.
Live Update At 09:20:57 EDT: On Monday, June 22, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending up by 6.05%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
MU has turned into a classic mome
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
autonews.gasgoo.com
2026-06-22
Gasgoo
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Tina's Talk | The Automotive Chip Battle Is No Longer About TOPS — It Is About Control
Tina's Talk
Tina's Talk | The Automotive Chip Battle Is No Longer About TOPS — It Is About Control
Xiaoying Zhou From Gasgoo
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June 23 , 2026 17:40 BJT
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Recently, automotive chips have once again moved to the center of industry debate.
On one side, BYD released its self-d
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
news.google.com
2026-06-22
Realnews Magazine
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Published on June 22, 2026 at 9:10 am by SAJJL NOORANNE in News
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With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is emerging as a potential beneficiary of t
2026-06-22
www.investing.com
2026-06-22
Investing.com
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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%
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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
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Could Intel (INTC) Be an Unexpected Winner of the AI Chip Shortage?
Sajjl Nooranne
Mon, June 22, 2026 at 6:10 AM PDT 2 min read
INTC
-5.21%
Trade Intel on Coinbase
Trading disclosure
With a forward P/E of 85.38, Intel Corporation (NASDAQ:INTC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 8, reports indicated that Intel Corporation (NASDAQ:INTC) is
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastru
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
From Materials Simulation to Experimental Astronomy, New NVIDIA AI Software Unlocks Scientific Discoveries
NVIDIA CUDA-X libraries, microservices and reference code accelerate AI for science.
June 22, 2026 by Chris Porter
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At the ISC conference running in Hamburg this week, NVIDIA is introducing new software that speeds AI for science, from chemistry and materials discovery to the search
2026-06-22
developer.nvidia.com
2026-06-22
NVIDIA Developer
Physical AI—robots working autonomously alongside people in factories, warehouses, hospitals, and homes—is arriving faster than most expected. Traditional safety which was built for structured environments can not work anymore as the spaces become more unstructured and robots move out of cages. AI-driven safety is the key.
Marking a major milestone in the arrival of physical AI, NVIDIA is today
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NAIRR Science Program Reshapes Scientific Research, Powered by NVIDIA AI Infrastructure
June 22, 2026 by Zoe Kessler
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For the past two years, the U.S. National Science Foundation’s National Artificial Intelligence Research Resource (NAIRR) pilot program has driven innovative research across the U.S. for over 700 projects — spanning protein prediction and infectious disease outbreak manag
2026-06-22
nvidianews.nvidia.com
2026-06-22
NVIDIA Newsroom
News Summary:
Barcelona Supercomputing Center’s EuroHPC AI Factory, BavariaAI’s Blue Swan, IT4LIA, HLRS’s HammerHAI, NAISS’s Mimer EuroHPC AI Factory and more are building on next-generation NVIDIA AI infrastructure across 23 countries, accelerating the work of over 3 million researchers.
NVIDIA AI infrastructure is powering over 90% of Europe’s AI factory buildout with 800 AI exaflops deployed o