Semiconductor News & Analysis Feed
21974 articles
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Penguin Solutions (PENG) Becomes NVIDIA AI Factory Specialized Partner
Muhammad Ali Khalid
28 June 2026 2 min read
PENG
+10.15%
NVDA
+0.37%
Penguin Solutions Inc. (NASDAQ:PENG) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers.
On June 23, Penguin Solutions Inc. (NASDAQ:PENG) revealed that the company became an NVIDIA AI Factory Specialized Partner, which
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Penguin Solutions (PENG) Becomes NVIDIA AI Factory Specialized Partner
Muhammad Ali Khalid
June 28, 2026 2 min read
PENG
+10.15%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Penguin Solutions Inc. (NASDAQ:PENG) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers.
On June 23, Penguin Solutions Inc. (NASDAQ:PENG) revealed that the company became
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Is SpaceX Really Worth More Than Micron and AMD Combined? Here's the Unvarnished Truth.
Keith Speights, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
AMD
+6.61%
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Since its historic initial public offering (IPO) on June 12, 2026, the market cap of Space Exploration Technologies (NASDAQ: SPCX), commonly known as SpaceX, has r
2026-06-28
news.google.com
2026-06-28
MarketBeat
2026-06-28
news.google.com
2026-06-28
The Motley Fool
2026-06-28
vietnamnet.vn
2026-06-28
Báo VietNamNet
As Vietnam strengthens its policy framework, legal foundation, national strategy and science and technology programs for the semiconductor industry, one question remains: how can the country move further up the global semiconductor value chain?
From a practical perspective, turning chip designs into fully manufactured integrated circuits still faces significant obstacles.
According to the Minist
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires Shares of 8,800 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd opened a new position in Taiwan Semiconductor Manufacturing, buying 8,800 shares valued at about $2.97 million. The stake makes TSMC its 9th-largest holding and roughly 2.8% of the portfolio.
Insider t
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Athena Wealth Management LLC Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Athena Wealth Management LLC increased its NVIDIA stake by 214.3% in the first quarter, buying 6,442 additional shares and bringing its total to 9,448 shares valued at about $1.65 million.
NVIDIA’s latest earnings beat expectations, with $1.87
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires New Position in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd disclosed a new first-quarter position in Synopsys, buying 6,000 shares worth about $2.38 million. The stake makes Synopsys roughly 2.2% of the firm’s portfolio and its 11th-largest holding.
Several other large institutional investor
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Sells 10,744 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. cut its Taiwan Semiconductor Manufacturing stake by 7.8% in the first quarter, selling 10,744 shares and ending with 127,414 shares worth about $43.4 million.
TSMC continues to attract bullish analyst atte
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by AdvisorNet Financial Inc
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
AdvisorNet Financial trimmed its NVIDIA stake by 3.3% in the first quarter, selling 4,487 shares and leaving it with 130,947 shares valued at about $22.8 million.
Insider selling has also been notable, including director Stephen C. Neal and director John
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Trims Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. reduced its Cadence Design Systems stake by 4.1% in the first quarter, selling 4,303 shares and ending with 101,436 shares worth about $27.78 million.
Insiders have been selling shares recently, including VP Paul Cunningham and Dir
2026-06-28
www.barrons.com
2026-06-28
Barron's
__fail__
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
ASML Holding (ASML) Is The “New OPEC” Of Chips, Says Newsletter
Published on June 28, 2026 at 2:48 am by RAMISH CHEEMA in News
SHARE
ASML Holding N.V. (NASDAQ:ASML) is one of the Top 13 Stocks That Will Skyrocket.
Yet another stock on this list that’s part of the “1776 moment” newsletter by Porter Stansberry and Luke Lango. This newsletter outlines that the reason the 1776 revolution led to
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
ASML Holding (ASML) Is The “New OPEC” Of Chips, Says Newsletter
Ramish Cheema
June 27, 2026 1 min read
ASML.AS
-0.37%
ASML
+3.15%
Trade ASML on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the Top 13 Stocks That Will Skyrocket.
Yet another stock on this list that's part of the "1776 moment" newsletter by Porter Stansberry and Luke Lango. This newsletter outlines that the
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
ASML Holding (ASML) Is The “New OPEC” Of Chips, Says Newsletter
Ramish Cheema
27 June 2026 1 min read
ASML.AS
-0.37%
ASML
+3.15%
ASML Holding N.V. (NASDAQ:ASML) is one of the Top 13 Stocks That Will Skyrocket.
Yet another stock on this list that's part of the "1776 moment" newsletter by Porter Stansberry and Luke Lango. This newsletter outlines that the reason the 1776 revolution led to economic
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company Limited (TSM)?
Ramish Cheema
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Top 13 Stocks That Will Skyrocket.
The final stock on our list is also from Porter Stansberry and Luke Lango's "1776 moment" newsletter. As dis
2026-06-28
www.trefis.com
2026-06-28
Trefis
The Real Downturn Risk In ON Semiconductor Stock
June 28th, 2026 by Trefis Team
ON
ON Semiconductor
Its history in market shocks reveals a pattern of steep falls. The question is whether you can stomach the ride.
ON Semiconductor (ON) stock fell 23.7% in a single session on June 26, 2026, a sharp reminder of its volatility. The company makes essential semiconductors for the automotive and indust
2026-06-28
www.fxleaders.com
2026-06-28
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52