Semiconductor News & Analysis Feed
23094 articles
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why 1 Veteran Analyst Firm Hiked Its Qualcomm Stock Price Target for 2026
Financial Data by Mer_Studio via Shutterstock
Nauman Khan
Thu, June 11, 2026 at 11:22 AM PDT 5 min read
QCOM
+6.15%
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+0.39%
AMZN
+1.47%
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Qualcomm (QCOM) is a big player in wireless chips and mobile technology. For a few months now, the company has been in the spotlight as ch
2026-06-12
www.pymnts.com
2026-06-12
PYMNTS.com
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2026-06-12
qz.com
2026-06-12
qz.com
EMERGING TECHNOLOGIES
Elon Musk addressed ASML employees to push his Terafab chip manufacturing project
Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
By
Cris Tolomia
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Brendan SMIALOWSKI / AFP
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
AI's land‑grab era is giving way to hard questions about costs, pricing power, and semiconductor cyclicality. Discover why rising model prices, tighter supply chains, and shifting unit economics may reshape the winners and losers in this space by watching the video below.
*This video was published on May 29, 2026.
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
China-Latin America relations
China
Nvidia denies Latin America role in chip smuggling as US-China AI rivalry reaches Brazil
Suspicious bulk orders from unfamiliar countries are screened out, Nvidia’s regional chief says, as Chinese capital courts Brazil
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Igor Patrickin Rio de Janeiro
Published: 2:09am, 12 Jun 2026Updated: 2:17am, 12 Jun 2026
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 3 min read
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NVDA
+2.22%
AMZN
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Neura Robotics, backed by Qualcomm, Nvidia and Amazon, has secure
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, 11 June 2026 at 11:06 am GMT-7 5 min read
NVDA
+2.22%
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data cen
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 5 min read
NVDA
+2.22%
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed jo
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Key Points
Oracle beat earnings last night, but also announced plans to raise another $20 billion in cash.
Oracle needs cash to build AI data centers full of AI chips.
ASML makes the machines that manufacturer those chips.
10 stocks we like better than ASML ›
ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle(NYSE: ORCL) for the good news.
O
2026-06-12
www.etftrends.com
2026-06-12
ETF Trends
Equity ETF Content Hub
How a 200% YTD Rally Landed Micron Inside This Value ETF
Ben Hernandez June 11, 2026
Indexed ETFs are inherently built to remove human emotion when it comes to portfolio construction. While human beings are certainly fallible by nature, that isn’t to say rules-based indexing isn’t. A prime example is the May semiannual rebalancing of the iShares MSCI USA Value Factor ETF (V
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why ASML Holding Stock Popped Today
Rich Smith, The Motley Fool
Thu, June 11, 2026 at 10:54 AM PDT 2 min read
ORCL
-8.53%
ASML
+9.53%
NVDA
+2.22%
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ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (NYSE: ORCL) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 b
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 5% in midday trading on Thursday, June 11, changing hands near $939. The move extends a historic run that has the memory giant up 223% year to date, with the stock having more than tripled in 2026.
Video Muted
A fresh catalyst is a price target hike from Wolfe Research. Analyst Chris Caso raised his target on Micron stock to $1
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Is Already Up 223% This Year. Wolfe Research Sees More Upside. Brilliant Setup, or Recipe for Disaster
David Moadel
Thu, June 11, 2026 at 10:40 AM PDT 4 min read
MU
+11.66%
NVDA
+2.22%
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Quick Read
Wolfe Research's Chris Caso raised his Micron price target to $1,250, implying 37% more upside after the stock's 223% year-to-date rally.
Micron post
2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 13:40 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
ASML (
ASML
+9.76%
) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (
ORCL
8.53%
) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 billion in quarterly sales -- both numbers higher than analysts had expected. More important to ASML investors, though, is what Oracle revealed about its plans.
Image source: Getty Images.
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
Written by Thomas Hughes | Reviewed by Clare Titus
June 11, 2026
KEY POINTS
NVIDIA's business continues to gain momentum, and catalysts are rolling down the pipe for delivery in Q3.
Analysts' sentiment trends have strengthened, pointing to a $500 price target and 150% upside.
Valuation metrics suggest this stock could top $1000 again within a
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-12
www.gurufocus.com
2026-06-12
GuruFocus
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company (TSM)?
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
TSM
+2.10%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is arguably one o
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
MU
+5.42%
NVDA
+1.09%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)'s shares are among