Semiconductor News & Analysis Feed
21991 articles
2026-06-28
simplywall.st
2026-06-28
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix Stock In Focus As Memory Shortage Lifts Chip Makers
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The global memory shortage is reshaping the semiconductor sector, lifting some stocks tied to memory chip supply while putting intense pressure on electronics brands that rely on those components. As Apple and Microsoft raise device prices t
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Published on June 27, 2026 at 3:32 pm by JEFF LEWIS in News
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Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company’
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Jeff Lewis
27 June 2026 2 min read
MU
+0.94%
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company's Q3 earnings beat. DA Dav
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Jeff Lewis
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating aft
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Susquehanna raises price target on Taiwan Semiconductor Manufacturing to $575
Wall Street's growing AI optimism is lifting TSMC valuations, with implications that ripple directly into crypto mining ha
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
NVIDIA (NVDA) Announces the NVIDIA Vera Rubin Platform
Noor Ul Ain Rehman
June 27, 2026 2 min read
NVDA
+0.37%
SAAQ.PVT
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringin
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Susquehanna Lifts PT on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
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 best trending AI stocks to watch in 2026. Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (N
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Wells Fargo Lifts PT on ASML Holding (ASML) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 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 best trending AI stocks to watch in 2026. Wells Fargo lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to $2,200 from $1,750 on June 22 and maintained an Overweight rating o
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
BofA Lifts PT on QUALCOMM (QCOM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
QCOM
+5.80%
BAC
+1.99%
Explore stocks on Coinbase
Trading disclosure
QUALCOMM, Inc. (NASDAQ:QCOM) is one of the best trending AI stocks to watch in 2026. BofA lifted the price target on QUALCOMM, Inc. (NASDAQ:QCOM) to $195 from $165 on May 23 and maintained an Underperform rating on the shares. The rating up
2026-06-28
ca.finance.yahoo.com
2026-06-28
Yahoo! Finance Canada
BofA Lifts PT on QUALCOMM (QCOM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
QCOM
+5.80%
BAC
+1.99%
QUALCOMM, Inc. (NASDAQ:QCOM) is one of the best trending AI stocks to watch in 2026. BofA lifted the price target on QUALCOMM, Inc. (NASDAQ:QCOM) to $195 from $165 on May 23 and maintained an Underperform rating on the shares. The rating update came ahead of the company's investor day
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
BofA Remains Bullish on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
2330.TW
+0.61%
BAC
+1.99%
TSM
+4.06%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the safe stocks for beginners to buy in 2026. BofA lifted the price target on Taiwan Semiconductor Manufacturing Company L
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Micron (MU) Surpasses Market Valuation of Meta and Briefly Tesla, Reuters Reports
Noor Ul Ain Rehman
27 June 2026 2 min read
MU
+0.94%
TSLA
+6.69%
META
+2.98%
Micron Technology, Inc. (NASDAQ:MU) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that Micron Technology, Inc. (NASDAQ:MU) surpassed the market valuation of Meta Platforms, and briefly Tesla, for the
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron (MU) Surpasses Market Valuation of Meta and Briefly Tesla, Reuters Reports
Noor Ul Ain Rehman
June 27, 2026 2 min read
MU
+0.94%
TSLA
+6.69%
META
+2.98%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 25 that Micron Technology, Inc. (NASDAQ:MU) surpassed the market valuation
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Applied Materials (AMAT) Introduces Suite of New Chipmaking Systems
Noor Ul Ain Rehman
June 27, 2026 2 min read
AMAT
-1.70%
EL.PA
+0.23%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the safe stocks for beginners to buy in 2026. Applied Materials, Inc. (NASDAQ:AMAT) announced on June 25 the introduction of a suite of new chipmaking systems to build the
2026-06-28
drrobertcastellano.substack.com
2026-06-28
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Nvidia Didn't Just Create an AI Boom. It Rewrote the Memory Business
DR. ROBERT CASTELLANO
JUN 28, 2026
∙ PAID
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
The DRAM Market Reveals What HBM Does Not
Chart 1. Global DRAM Bit Shipments
Chart 2. Global DRAM Average Selling Prices
Chart 3. Global DRAM Revenue
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder