Semiconductor News & Analysis Feed
20679 articles
2026-06-11
news.google.com
2026-06-11
ACCESS Newswire
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Shares of Micron Technology (
MU
+0.88%
) have been falling recently. Entering trading on Thursday, the stock's valuation remained just above $1 trillion in market cap, but its price was just under $900, down 18% from its 52-week high of just over $1,089. The stock, however, is still sitting on some mammoth gains, with 12-month returns north of 680%.
Is this slowdown a good opportunity to buy Mic
2026-06-11
www.quiverquant.com
2026-06-11
Quiver Quantitative
Semiconductor Rally Sparks Buzz: Social media users are noting Applied Materials' strong performance amid broader sector gains, with the stock climbing over 6% in recent trading. Analysts' bullish price targets, including 650 dollars from one firm, are generating excitement about potential valuation shifts.
Singapore Expansion Draws Attention: Discussions highlight the company's new facilities in
2026-06-11
stockstotrade.com
2026-06-11
StocksToTrade
Intel Corporation stocks have been trading up by 11.15 percent following upbeat chip demand forecasts and strong AI data-center momentum.
Key Takeaways Traders Need To Know
Shares ripped 10–12% after reports that Alphabet/Google and Nvidia tapped Intel as a backup manufacturer for advanced processors amid TSMC capacity constraints.
Wells Fargo lifted its INTC price target to $110 from $85, pointi
2026-06-11
www.barrons.com
2026-06-11
Barron's
__fail__
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-11
ccianet.org
2026-06-11
CCIA
Bottom Line Up Front
Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction.
When you tax something, you get less of it.
Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.
A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030
2026-06-11
etfdb.com
2026-06-11
ETF Database
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2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock’s New CPU Story Big Enough to Cover Its China Silence?
June 11th, 2026 by Trefis Team
-0.13%
Downside
200
Market
200
Trefis
NVDA
NVIDIA
As management pivots hard to a massive new market, they’ve stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can’t afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
Home
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Stock Ideas
35 Reasons I'm Still Short Nvidia
Jun 11, 2026, 9:49 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, AMZN, AMZN:CA, ZAMZ:CA, OPENAI, AMD, AMD:CA, ZAMD:CA, GOOGL, DEEPSEEK
Jeremy Blum
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(25min)
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Summary
Nvidia Corporation faces mounting headwinds from an AI
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Zacks
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Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
3 min read
NVTS
+1.71%
Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts to st
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
Rimmi Singhi
Thu, June 11, 2026 at 6:37 AM PDT 4 min read
STM
-1.05%
Trade STM on Coinbase
Trading disclosure
Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques a
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Citi’s Price Target On Synopsys (SNPS) Stock Still Carries Considerable Upside
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Synopsys, Inc. (NASDAQ:SNPS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Synopsys makes the advanced software necessary for designing and testing high-bandwidth memory-heavy AI chips. Anal
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
CDNS
-0.63%
INTC
+7.49%
Explore stocks on Coinbase
Trading disclosure
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory als
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron (MU) Is A Hard Stock To Value, But Analysts Keep Raising The Price Targets On The MU Stock
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
MU
+2.70%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 8, C.J. Muse, an analyst at Cantor Fitzgerald,
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Applied Materials (AMAT) Is One Of the Best High-Bandwidth Memory Stocks To Buy
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
AMAT
+7.22%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Evercore ISI analyst Mark Lipacis reiterated a Buy rati
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Citi’s Price Target On Synopsys (SNPS) Stock Still Carries Considerable Upside
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
SNPS
-1.23%
Trade SNPS on Coinbase
Trading disclosure
Synopsys, Inc. (NASDAQ:SNPS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Synopsys makes the advanced software necessary for designing and testing hig
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has plunged 15% from its peak and closed at $200 yesterday. Multiple AI stocks have pulled back in the past week in the Broadcom (NASDAQ:AVGO)-led AI panic.
Video Muted
NVDA has now slipped below the $5 trillion mark as I write this. Reddit lit up with capitulation. Many investors believe the top is in, whereas others are holding out for the SpaceX an
2026-06-11
www.barchart.com
2026-06-11
Barchart.com
Hands of robot and human touching on big data network connection by PopTika via Shutterstock
Nebius Group (NBIS) is the AI cloud company, delivering a unified, full-stack platform spanning the complete AI journey, from data ingestion, model training, and fine-tuning to production deployment and inference. Amsterdam-headquartered and Nasdaq-listed, Nebius was born from Yandex's non-Russian assets