Semiconductor News & Analysis Feed
23083 articles
2026-06-14
tomshardware.com
2026-06-14
Hassam Nasir
Don't buy a MacBook is gaming is a priority.
2026-06-14
tomshardware.com
2026-06-14
Luke James
David Sacks said the US government warned Anthropic that Claude Fable 5 had been jailbroken and that CEO Dario Amodei refused to fix the flaw.
2026-06-14
www.digitaltrends.com
2026-06-14
Digital Trends
Windows laptops have been chasing the gold that Apple struck years ago with its M-series chips. Back in 2020, Apple revealed a new lineup of MacBooks powered by silicon that seemed generations ahead in efficiency, integration, and even performance. It was a system that was built around the hardware instead of merely running on top of it.
At Computex 2026, Nvidia RTX Spark looked like one of the m
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
A preprint claims Pearl’s AI mining network consumes 320,000 GPU-equivalents and 112 MW while producing no verified useful AI computation.
2026-06-14
uk.finance.yahoo.com
2026-06-14
Yahoo Finance UK
Wolfe Research Raises PT on Micron Technology (MU) Stock
Bob Karr
Sun, 14 June 2026 at 4:15 am GMT-7 1 min read
MU
-1.43%
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Bargain Stocks to Buy in June. On June 11, Wolfe Research lifted its price objective on the company’s stock to $1,250 from $550 and maintained an “Outperform” rating. The firm lifted its memory model to demonstrate increas
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Wolfe Research Raises PT on Micron Technology (MU) Stock
Bob Karr
Sun, June 14, 2026 at 4:15 AM PDT 1 min read
MU
-1.43%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Bargain Stocks to Buy in June. On June 11, Wolfe Research lifted its price objective on the company's stock to $1,250 from $550 and maintained an "Outperform" rating. The firm lifted
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Fieldview Capital Management LLC Purchases 3,862 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fieldview Capital Management increased its Cadence Design Systems stake by 116.4% in the fourth quarter, buying 3,862 shares to bring its total to 7,181 shares worth about $2.25 million.
Cadence Design Systems reported better
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Better AI Growth Buy Right Now: Nvidia vs Micron
Adria Cimino, The Motley Fool
Sun, June 14, 2026 at 3:30 AM PDT 5 min read
NVDA
+0.16%
MU
-1.43%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the devel
2026-06-14
www.aol.com
2026-06-14
AOL.com
Better AI Growth Buy Right Now: Nvidia vs Micron
ADRIA CIMINO, THE MOTLEY FOOL
Sun, June 14, 2026 at 6:30 PM GMT+8
0
Key Points
Nvidia and Micron both serve AI customers with products crucial for their success.
These stocks have each soared more than 1,000% over the past five years.
10 stocks we like better than Nvidia ›
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen r
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Giverny Capital Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Giverny Capital Inc. nearly doubled its stake in Taiwan Semiconductor Manufacturing, increasing holdings by 96.9% in the fourth quarter to 16,069 shares valued at about $4.84 million.
Wall Street sentiment on TSM remains
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
GMT Capital Corp Sells 3,600 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
GMT Capital Corp cut its TSM stake by 34% in the fourth quarter, selling 3,600 shares and leaving it with 7,000 shares worth about $2.13 million.
Institutional ownership remains strong, with several large funds such as Fisher A
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Icon Wealth Advisors LLC Acquires 7,783 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Icon Wealth Advisors LLC increased its TSM holdings by 65.3% in the fourth quarter, buying 7,783 additional shares and bringing its total position to 19,695 shares worth about $5.98 million.
Insider activity was mixe
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Nvidia (
NVDA
+0.16%
) and Micron Technology (
MU
1.02%
) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the development and performance of this hot technology: compute power, and memory and storage.
Nvidia is the compute expert, designing the fastest graphics processing units (GPUs) around, while Micron
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
1,429 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Purchased by Global Endowment Management LP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Global Endowment Management LP opened a new position in Taiwan Semiconductor Manufacturing, buying 1,429 shares worth about $434,000 in the fourth quarter.
TSMC reported strong recent results, including $3.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Healthcare of Ontario Pension Plan Trust Fund Sells 919,441 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Healthcare of Ontario Pension Plan Trust Fund cut its Texas Instruments stake by 61.2% in Q4, selling 919,441 shares and leaving it with 583,876 shares valued at about $101.3 million.
Texas Instruments reported be
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Infusive Asset Management Inc. Purchases Shares of 12,813 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Infusive Asset Management Inc. purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
DE Burlo Group Inc. Reduces Stake in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
DE Burlo Group Inc. cut its ASML stake by 87.9% in the fourth quarter, selling 20,575 shares and leaving it with 2,840 shares valued at about $3.0 million.
Other institutional investors were active in ASML during the quarter, with several new positions opene
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dockside LLC Purchases New Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Dockside LLC opened a new position in ASML during the fourth quarter, buying 1,713 shares valued at about $1.83 million.
Institutional interest in ASML remains broad, with several other funds modestly increasing their stakes; overall, 26.07% of the stock i
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Dymon Asia Capital Singapore PTE. LTD. Buys Shares of 1,876 ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Dymon Asia Capital Singapore PTE. LTD. bought a new stake in ASML Holding N.V. (NASDAQ:ASML - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The f
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Companies have been making memory and storage solutions for decades, but it was artificial intelligence (AI) that recently woke up the sleepy sector. That's allowing specialized memory and storage providers like Micron Technology, Samsung Electronics, and SK Hynix to cash in.
Unfortunately for investors, owning those companies isn't the most straightforward. It costs nearly $1,000 to own a full s