Semiconductor News & Analysis Feed
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2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Could Be 112% Overvalued As Russell Index Exit Jolts Shares
June 30, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) was removed from several Russell equity indexes on June 27, 2026, a change that can prompt index-linked funds to rebalance holdings and influence short term trading volumes in the stock.
See o
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
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2026-06-30
CNBC
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2026-06-30
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2026-06-30
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2026-06-30
www.abc15.com
2026-06-30
ABC15 Arizona
NEWSBUSINESS
East Coast investor outbids Vestar for two Phoenix sites near TSMC
You can watch the latest headlines and weather from ABC15 Arizona in Phoenix any time on-air, online, and on the ABC15 mobile and streaming apps.
By: Hailey Mensik, Phoenix Business Journal
Posted 11:32 PM, Jun 29, 2026
An out-of-state real estate investor stole the show from Phoenix-based Vestar during two Arizon
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Supermicro (SMCI) Faces Taiwan Raids In Nvidia Chip Smuggling Probe
Bailey Pemberton
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
SMCIP
-0.23%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Taiwanese authorities have raided Super Micro Computer (NasdaqGS:SMCI) offices and affiliated sit
2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
siliconangle.com
2026-06-30
SiliconANGLE
The South Korean government today announced a 900 trillion won, or $584 billion, initiative to grow the country’s chip manufacturing capacity.
Officials also plan to build about $357 billion worth of artificial intelligence data centers.
The chip manufacturing initiative will be led by Samsung Electronics Co. and SK hynix Inc., which intend to open two new fabs apiece. Most of South Korea’s sem
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Investors initially cheered the report, but the enthusiasm faded.
The fantastic results might be unsustainable, but investors can celebrate while it lasts.
*Stock prices used were the afternoon prices of June 25, 2026. The video was published on June 27, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and the Mi
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
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2026-06-30
San Antonio Express-News
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2026-06-30
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2026-06-30
MarketWatch
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Has Micron Technology Become the New Nvidia?
David Jagielski, CPA, The Motley Fool
June 29, 2026 3 min read
NVDA
+0.37%
MU
+0.94%
^GSPC
+0.72%
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Trading disclosure
In recent years, Nvidia (NASDAQ: NVDA) has been the hot growth stock that the market has been rallying around, determining the overall path forward. And as it has done well, so too has the S&P 500. The stock ha
2026-06-30
tomshardware.com
2026-06-30
Zhiye Liu
Newegg has started selling G.Skill’s Trident Z5 NeoX memory kits featuring AMD ULL technology, and the prices are already high.
2026-06-30
datacenters.economictimes.indiatimes.com
2026-06-30
Indiatimes
EVENT
National Data Centers Summit 2026
ET DCNXT 2026–with the theme ‘Data Centres for an AI-first World’--is a one-day flagship event that will bring together the builders of infrastructure, enablers of AI, consumers of AI, capital allocators, and policy architects to answer one central question: Can India become the world’s AI infrastructure backbone through its data centres?
Wed, 26 Aug 2026
Hy
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.barchart.com
2026-06-30
Barchart.com
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro Devices (AMD) have surged more than 150% and Intel (INTC) has rallied 256% in 2026, Nvidia stock has gained just 4.4%.
Although Nvidia has significantly underperformed its peers, the st
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?
Shaun Pruitt
June 29, 2026 3 min read
MU
+0.94%
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Trading disclosure
Micron Technology MU) delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the artificial intelligence spending boom.
The company posted record fiscal th
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
In recent years, Nvidia (
NVDA
+0.38%
) has been the hot growth stock that the market has been rallying around, determining the overall path forward. And as it has done well, so too has the S&P 500. The stock has been a lightning rod for growth investors, attracting plenty of investment dollars.
More recently, however, another big name in tech has been rising prominently, and that's Micron Techno
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Smart Money is Leaving Nvidia for This AI Chip Stock
Ananda Banerjee
June 29, 2026 5 min read
NVDA
+0.37%
MU
+0.94%
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Trading disclosure
Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up.
That single fa