Semiconductor News & Analysis Feed
22001 articles
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%
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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
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%
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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
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%
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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
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
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%
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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
6
Share
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
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.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia (
NVDA
+0.38%
) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholders has been enormous. But lately a new worry has surfaced: What if AI spending is near its peak? That question has pushed the stock down about 18% from its mid-May high as of this writing, even as Nvidia's business keeps accelerating.
Given this backdrop, it's a good
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
On Semiconductor (ON) Stock After 25% Weekly Drop Is The Valuation Now Attractive
Bailey Pemberton
June 27, 2026 6 min read
ON
+3.80%
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Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
If you are trying to work out whether ON Semiconduct
2026-06-28
www.letemsvetemapplem.eu
2026-06-28
Letem světem Applem
Spello ForceBoost Display GaN 65W Wall Charger SA65 Review – When you want to know exactly how you're charging
REVIEW Jiří Filip 28. 6. 2026
I admit that over the past few years I have used dozens of different chargers. Some were extremely powerful, others compact, but few managed to combine both. That is exactly what the Spello ForceBoost Display GaN 65W Wall Charger SA65 tries to do. At first
2026-06-28
news.google.com
2026-06-28
Benzinga
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Dear Future SK Hynix Stock Investors, Mark Your Calendars for July 10
Aditya Raghunath
June 27, 2026 4 min read
000660.KS
-3.38%
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the S
2026-06-28
www.barchart.com
2026-06-28
Barchart.com
AI Infrastructure by FOTOGRIN via Shutterstock
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the South Korean chip giant is making a move that could change everything for U.S.-base
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Bank of America Just Gave Applied Materials Stock a New Street-High Price Target
Aanchal Sugandh
June 27, 2026 5 min read
BAC
+1.99%
AMAT
-1.70%
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Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) has found itself in Wall Street's sweet spot after Bank of America Corporation turned even more bullish on the semi