Semiconductor News & Analysis Feed
23147 articles
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Is It Too Late to Buy Nvidia and Broadcom? Here's What History Says.
Manali Pradhan, CFA, The Motley Fool
Mon, June 8, 2026 at 8:20 AM PDT 6 min read
NVDA
+1.39%
AVGO
+2.51%
INTC
+11.16%
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Trading disclosure
Shares of Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wo
2026-06-08
ca.finance.yahoo.com
2026-06-08
Yahoo! Finance Canada
Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy?
Supriyo Bose
Mon, June 8, 2026 at 8:18 a.m. PDT 6 min read
INTC
+12.33%
AMD
+5.09%
NVDA
+1.79%
LSCC
+3.69%
Intel Corporation INTC and Lattice Semiconductor Corporation LSCC are two premier semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Intel
2026-06-08
www.aol.com
2026-06-08
AOL.com
Can Synopsys Stock Hit $600 by March 2027?
VANDITA JADEJA
Mon, June 8, 2026 at 10:57 PM GMT+8
0
Pure Storage
Quick Read
SNPS is down 1% YTD at $465, despite 42% revenue growth, as Ansys acquisition debt and a Zacks Sell rating weigh on sentiment.
Norges Bank's new $730 million stake and Samsung Foundry's AI design validation on 2nm nodes are live catalysts feeding the bull case to $600.
Three c
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Qualcomm vs. Silicon Motion: Which Semiconductor Stock Wins Now?
Supriyo Bose
Mon, June 8, 2026 at 8:14 AM PDT 6 min read
QCOM
+0.85%
SIMO
+1.74%
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Trading disclosure
Qualcomm Incorporated QCOM and Silicon Motion Technology Corporation SIMO are leading semiconductor firms with exposure to key growth markets such as smartphones, automotive electronics, AI-enabled devices a
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Shares of Nvidia (
NVDA
+1.34%
) and Broadcom (
AVGO
+2.46%
) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wonder whether there is still enough upside potential left in these stocks or whether the artificial intelligence (AI) opportunity is already priced in.
Image source: Getty Images.
That question becomes harder because Nvidia and Bro
2026-06-08
sherwood.news
2026-06-08
Sherwood News
Helena Cheng
2H
Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out
NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers.
The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bubble'
Rishabh Mishra
Mon, June 8, 2026 at 8:01 AM PDT 5 min read
MU
+10.35%
^GSPC
+0.53%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Legato Financial Chief Investment Officer (CIO) Ryan Kelly argu
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) is the picks-and-shovels king of the AI chip boom, and right now Wall Street is acting like it forgot. CEO Sassine Ghazi summed it up on the latest call: “AI is scaling semiconductor demand, architectural diversity and complexity of chips and the systems they power, driving demand across our portfolio.”
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Yet Synopsys is down 1.04% YTD and
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of reports suggesting that Alphabet‘s (NASDAQ:GOOGL) Google and NVIDIA (NASDAQ:NVDA) could lean on Intel’s foundry as a backup AI chip supplier.
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The move extends a remarkab
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback
Justin Sullivan / Getty Images
David Moadel
Mon, June 8, 2026 at 7:59 AM PDT 4 min read
NVDA
+1.42%
INTC
+10.85%
GOOG
-1.85%
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Trading disclosure
Quick Read
INTC surged 11% to $111, extending a huge run as Intel and Hitachi announced a five-pillar strategic collaboration spanning foundry tool
2026-06-08
www.wtnh.com
2026-06-08
WTNH.com
__fail__
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Can Synopsys Stock Hit $600 by March 2027?
Vandita Jadeja
Mon, June 8, 2026 at 7:57 AM PDT 4 min read
SNPS
-1.03%
Trade SNPS on Coinbase
Trading disclosure
Quick Read
SNPS is down 1% YTD at $465, despite 42% revenue growth, as Ansys acquisition debt and a Zacks Sell rating weigh on sentiment.
Norges Bank's new $730 million stake and Samsung Foundry's AI design validation on 2nm nodes are live ca
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
Bet_Noire / Getty Images
Alex Sirois
Mon, June 8, 2026 at 7:56 AM PDT 3 min read
MRVL
+12.97%
TSM
+2.82%
NVDA
+1.34%
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Trading disclosure
Quick Read
Marvell's GAAP net income cratered 81% year over year while 76% of its revenue comes from customers actively building silicon t
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
GOOG
-1.25%
INTC
+11.19%
TSM
+2.80%
NVDA
+1.73%
Explore stocks on Coinbase
Trading disclosure
Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com
2026-06-08
qz.com
A.I.
Google is ordering millions of AI chips from Intel as TSMC strains to meet demand
The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers
By
Cris Tolomia
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Matthias Balk/picture alliance via Getty Images
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Why Did Micron Stock Bounce Back Today?
Rich Smith, The Motley Fool
Mon, June 8, 2026 at 7:50 AM PDT 3 min read
MU
+9.77%
NVDA
+1.44%
INTC
+11.33%
000660.KS
-7.68%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) stock got caught in an epic sell-off last week as semiconductor chip stocks lost $1 trillion in market capitalization. Micron crashed 13.5% Friday -- but today it's boun
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
ASML Holding (ASML) is up 5.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can ramp shipments of EUV lithography tools faster than investors had been modeling, alongside multiple bullish analyst price-target increases. The broader AI-driven semiconductor-capex narrative has also been supportive, especial
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Applied Materials (AMAT) is up 6.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism around AI-driven semiconductor capital spending, reinforced by Applied Materials’ recently strong quarterly results and upbeat outlook. Another likely contributor is incremental bullishness from Wall Street research notes and price-tar
2026-06-08
www.techtimes.com
2026-06-08
Tech Times
By Jerry Owens
Published: Jun 08 2026, 10:48 AM EDT
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The logo of SK hynix is displayed on a glass wall during the 2026 World IT Show in Seoul on April 22, 2026. JUNG YEON-JE/GETTY IMAGES
Nvidia and SK hynix announced a multiyear technology partnership on June 7 to co-develop the next generation