Semiconductor News & Analysis Feed
20665 articles
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 5 min read
NVDA
+2.22%
ABRI.PVT
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed jo
2026-06-12
stockstotrade.com
2026-06-12
StocksToTrade
Entegris Inc. stocks have been trading up by 11.38 percent on optimism surrounding strengthened semiconductor supply-chain demand.
Key Takeaways For ENTG Traders
Mizuho lifted its Entegris (ENTG) price target to $180 from $175 and kept an Outperform rating, pointing to strength in wafer fab equipment and Entegris’ leverage to the WFE upcycle.
A new cross-licensing pact with JSR and Inpria ends a
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Key Points
Oracle beat earnings last night, but also announced plans to raise another $20 billion in cash.
Oracle needs cash to build AI data centers full of AI chips.
ASML makes the machines that manufacturer those chips.
10 stocks we like better than ASML ›
ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle(NYSE: ORCL) for the good news.
O
2026-06-12
www.etftrends.com
2026-06-12
ETF Trends
Equity ETF Content Hub
How a 200% YTD Rally Landed Micron Inside This Value ETF
Ben Hernandez June 11, 2026
Indexed ETFs are inherently built to remove human emotion when it comes to portfolio construction. While human beings are certainly fallible by nature, that isn’t to say rules-based indexing isn’t. A prime example is the May semiannual rebalancing of the iShares MSCI USA Value Factor ETF (V
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why ASML Holding Stock Popped Today
Rich Smith, The Motley Fool
Thu, June 11, 2026 at 10:54 AM PDT 2 min read
ORCL
-8.53%
ASML
+9.53%
NVDA
+2.22%
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ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (NYSE: ORCL) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 b
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 5% in midday trading on Thursday, June 11, changing hands near $939. The move extends a historic run that has the memory giant up 223% year to date, with the stock having more than tripled in 2026.
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A fresh catalyst is a price target hike from Wolfe Research. Analyst Chris Caso raised his target on Micron stock to $1
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster
David Moadel
Thu, June 11, 2026 at 10:40 AM PDT 4 min read
MU
+11.66%
NVDA
+2.22%
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Quick Read
Wolfe Research's Chris Caso raised his Micron price target to $1,250, implying 37% more upside after the stock's 223% year-to-date rally.
Micron post
2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 13:40 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
ASML (
ASML
+9.76%
) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (
ORCL
8.53%
) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 billion in quarterly sales -- both numbers higher than analysts had expected. More important to ASML investors, though, is what Oracle revealed about its plans.
Image source: Getty Images.
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
Written by Thomas Hughes | Reviewed by Clare Titus
June 11, 2026
KEY POINTS
NVIDIA's business continues to gain momentum, and catalysts are rolling down the pipe for delivery in Q3.
Analysts' sentiment trends have strengthened, pointing to a $500 price target and 150% upside.
Valuation metrics suggest this stock could top $1000 again within a
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-12
www.gurufocus.com
2026-06-12
GuruFocus
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company (TSM)?
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
TSM
+2.10%
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is arguably one o
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
MU
+5.42%
NVDA
+1.09%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)'s shares are among
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Corp. (NVDA) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
NVDA
+1.22%
000660.KS
+2.59%
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Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the
13 Best Stocks to Invest In According to Billionaire Ken Griffin.
NVIDIA Corp. (NASDAQ:NVDA)’s shares haven’t seen much love from investors in 2026. Year-to-d
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack.
Video Muted
Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewardin
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Marvell vs. Micron: One Stands to Gain More From AI Demand
Vandita Jadeja
Thu, June 11, 2026 at 10:26 AM PDT 4 min read
MU
+11.66%
MRVL
+11.13%
005930.KS
-1.16%
NVDA
+2.22%
000660.KS
+2.59%
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Quick Read
MRVL's custom silicon and optics drove 28% revenue growth while MU's HBM shortage pushed gross margins from 37% to 74% in one year.
Micron raised its d
2026-06-12
www.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
Call
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
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Samsung Collaborations On 2nm And 3D‑IC Put Investor Focus On Valuation
Simply Wall St
Thu, June 11, 2026 at 10:10 AM PDT 2 min read
005930.KS
-1.16%
SNPS
-1.47%
CDNS
+0.09%
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Samsung Electronics has expanded its collaborations with S