Semiconductor News & Analysis Feed
20711 articles
2026-06-11
www.bloomberg.com
2026-06-11
Bloomberg
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2026-06-11
www.businessinsider.com
2026-06-11
Business Insider
Rising memory prices are making AI infrastructure more expensive — and Nvidia's biggest customers could be in for serious sticker shock.
Last month, Meta CEO Mark Zuckerberg and Microsoft CFO Amy Hood cited rising memory costs for chips and data centers as a key factor in their increased AI spending. The surge has helped fuel a boom in memory stocks.
Research firm Bernstein said in a note to inv
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:ON
Assessing ON Semiconductor (ON) Valuation After A Powerful Run In Recent Returns
June 11, 2026
Simply Wall St
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Why ON Semiconductor’s Recent Performance Has Investors Paying Attention
ON Semiconductor (ON) has drawn fresh interest after a strong past year for the stock, with total return over the period outpacing its longer ter
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You)
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 1:35 AM PDT 4 min read
NVDA
-3.73%
AMD
-4.86%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
In 2026, some stocks have overtaken Nvidia (NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longt
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
MU, SNDK, WDC, STX Rebound After Iran Jitters: SK Hynix To Triple Wafer Capacity By 2034
Yuvraj Malik
Thu, June 11, 2026 at 1:18 AM PDT 3 min read
MU
-4.70%
000660.KS
+2.59%
SNDK
-0.20%
STX
-3.55%
WDC
-5.34%
Explore stocks on Coinbase
Trading disclosure
Micron stock gains 3.6% in Thursday’s premarket session, while DRAM is up 4.5%.
SK Group Chairman Chey Tae-won said the Korean chipmaker would t
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
In 2026, some stocks have overtaken Nvidia (
NVDA
3.39%
) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD (
AMD
4.63%
).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in the dust. For longtime Nvidia bulls like myself who have championed Nvidia's stock over AMD's, this is disappointing. However, a change in market sent
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
www.msn.com
2026-06-11
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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$SK海力士 (000660.KR)$在HBM热潮带动下创下历史最高季度利润，正着手向供应链传导红利，这在半导体设备行业尚属罕见。
据韩国科技媒体ETNews周四报道，SK海力士近期已向多家设备一级供应商要求提交"价格调整审核
2026-06-11
www.reuters.com
2026-06-11
Reuters
__fail__
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Fosun International Ltd Purchases 3,300 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fosun International Ltd increased its NVIDIA stake by 25.5% in the fourth quarter, buying 3,300 additional shares and bringing its holdings to 16,235 shares valued at about $3.03 million.
Wall Street remains broadly bullish on NVIDIA, with mult
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Convergence Financial LLC Reduces Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Convergence Financial LLC trimmed its NVIDIA stake by 4.9% in the fourth quarter, selling 3,245 shares and leaving it with 62,437 shares valued at about $11.65 million.
NVIDIA’s recent earnings beat expectations, reporting $1.87 EPS on $81.62 billi
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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For further inform
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung...
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2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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2026-06-11
news.google.com
2026-06-11
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