Semiconductor News & Analysis Feed
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2026-06-09
www.trefis.com
2026-06-09
Trefis
What Lit a Fire Under Qualcomm Stock?
June 9th, 2026 by Trefis Team
-16.48%
Downside
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Market
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Trefis
QCOM
Qualcomm
The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board?
If you blinked, you might have missed it. Between March 10, 2026, and June 8, 2026, shares of Qualcomm (QCOM) quietly staged a monster rally, jumping 61.7%. For
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
Qualcomm
David Moadel
Tue, June 9, 2026 at 8:47 AM PDT 5 min read
MRVL
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QCOM
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NVDA
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Qualcomm dropped 8% and Marvell Technology fell 10% as ByteDance's custom ASIC deal ignites export-control fears and a secto
2026-06-09
www.thehindubusinessline.com
2026-06-09
BusinessLine
AGNIT Semiconductors, an indigenous Gallium Nitride (GaN) semiconductor start-up, has officially opened a new 350-square-foot advanced testing laboratory at the Indian Institute of Science (IISc) in Bengaluru. Financed through a ₹3 crore investment, the facility is designed to enhance domestic semiconductor testing and validation infrastructure, specifically tailored for high-power radio-frequency
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
Corning (GLW) is a global materials science powerhouse with a 175-year legacy of life-changing invention. The company operates across optical communications, display technologies, specialty materials, automotive, and life sciences. Corning is today one of the most compelling AI infrastructure plays hiding in plain
2026-06-09
worldoil.com
2026-06-09
World Oil
(WO) — SLB and Qualcomm Technologies have entered into a collaboration aimed at bringing edge artificial intelligence capabilities closer to oilfield operations, enabling real-time decision-making across wells, production facilities and energy infrastructure.
Under a memorandum of understanding announced Monday, the companies will combine Qualcomm's low-power edge computing and AI processing tec
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Micron: Dancing Near The Exit (Downgrade)
Jun 09, 2026, 11:39 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockSOXX, SOXL
Kenio Fontes
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Micron Technology, Inc. is downgraded to a Sell rating due to excessive volatility and stretched expectations post $1 trillion market cap.
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2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
www.tradingview.com
2026-06-09
TradingView
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Can KLA Outgrow Chip Equipment Market Through 2030?
Can KLA Outgrow Chip Equipment Market Through 2030?
3 min read
KLAC
−1.19%
KLA Corporation KLAC is strengthening its position in the chip equipment market as AI-driven semiconductor complexity makes process control increasingly critical to advanced manufacturing. The company’s long-term growth case is tied less to broad capacity a
2026-06-09
cryptorank.io
2026-06-09
CryptoRank
On June 9, 2026 Nvidia shares fell 1.3% to $206.13 as the S&P 500 slipped 0.38% and the Nasdaq dropped nearly 1%, reversing early gains amid broader semiconductor weakness. Apple confirmed some Apple Intelligence features will run on Nvidia GPUs and its Apple Foundation Model Cloud Pro will use Google and Nvidia infrastructure, reinforcing Nvidia's AI infrastructure adoption and partnerships and p
2026-06-09
www.citybiz.co
2026-06-09
citybiz
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Celera Semiconductor Acquires SiliconGate to Expand AI-Driven Analog Chip Design Capabilities
JUNE 9, 2026
Celera Semiconductor has acquired Portugal-based SiliconGate, a specialist in analog integrated circuit design and supply, in a move aimed at expanding its engineering capacity and accelerating
2026-06-09
tomshardware.com
2026-06-09
Hassam Nasir
It was likely a parting gift from the company.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Assessing ASML Holding (NasdaqGS:ASML) Valuation After A Strong Multi‑Period Share Price Run
Simply Wall St
Tue, June 9, 2026 at 8:11 AM PDT 4 min read
ASML
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2026-06-09
www.barchart.com
2026-06-09
Barchart.com
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Nvidia Corporation (NVDA) investors may want to clear their schedules for June 11, but not for the reason many investors initially expected. Nvidia CEO Jensen Huang has reportedly declined an invitation to testify before the U.S. Senate Banking Committee at a hearing focused on artificial intelligence (AI), China, and national securit
2026-06-09
pro.thestreet.com
2026-06-09
TheStreet Pro
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Google Likes Intel. Nvidia Appears to as Well. And So Do I
Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.
Stephen Guilfoyle·Jun 9, 2026, 10:55 AM EDT
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2026-06-09
news.google.com
2026-06-09
Watertown Daily Times
2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
www.gurufocus.com
2026-06-09
GuruFocus
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2026-06-09
www.slb.com
2026-06-09
SLB
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