Semiconductor News & Analysis Feed
3703 articles
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is more top-heavy and allocates the most to mega-caps.
The iShares Semiconductor ETF (SOXX) is more spread out to smaller companies, but is one of the more expensive choices.
The Invesco PHLX Semiconductor ETF (SOXQ) has a portfolio that is substantially the same as SOXX's, but with nearly half the expense ratio.
10 stocks we like better than VanEc
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
SMH vs. SOXX vs. SOXQ: Which Semiconductor ETF Is the Best Buy Right Now?
David Dierking, The Motley Fool
Sun, June 14, 2026 at 12:50 PM PDT 4 min read
ORCL
+0.02%
NVDA
+0.16%
SMH
+1.72%
MSFT
+0.10%
AMZN
-1.23%
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Trading disclosure
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% inc
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% increase over the prior year. The majority of that spending will help these companies meet semiconductor demand.
There are two primary exchange-traded funds (ETFs) that compete in this sector: the VanEck Semiconductor ETF (
SMH
+1.71%
) and the iShares Semicon
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Microns, HBM
Micron's HBM Capacity Is Sold Out Through 2026 — Now the Stock Faces a Fed-Week Gauntlet
14.06.2026 - 18:32:07 | boerse-global.de
Micron sold all 2026 HBM chips, but stock with 745% gain faces Fed rate decision on June 17 and fiscal Q3 earnings on June 24. Key support at 800 euros.
Microns - Micron's HBM Capacity Is Sold Out Through 2026 — Now the Stock Faces a Fed-Week Gauntlet 14.
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Stock is Now Close to Fair Value, But Shorting 2-Week Puts Yield 7.0%
Mark R. Hake, CFA
Sun, June 14, 2026 at 6:30 AM PDT 4 min read
MU
-1.43%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) stock is now close to fair value, as analysts have been raising their revenue forecasts and price targets. One of the best
2026-06-14
www.barchart.com
2026-06-14
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) stock is now close to fair value, as analysts have been raising their revenue forecasts and price targets. One of the best plays now is to sell short out-of-the-money puts, given their very high premiums. For example, short 2 weeks out MU puts with 5% below today's price yield 7.0%.
MU closed down 1.4% on Frida
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
Is this the beginning of the end for Copilot+ PCs?
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Tech Hardware/NasdaqGS:STX
If AI Trade Flows Surge These Semiconductor Stocks Could Surprise
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global trade is picking up again, with AI hardware, semiconductors, and advanced electronics right at the center of that shift. For investors, this news event is a cue to look closely at companies that sit along these supply chains, fr
2026-06-14
seekingalpha.com
2026-06-14
Seeking Alpha
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Lattice Semiconductor Transitioning To A Strong Upcycle
Jun 14, 2026, 8:03 AM ETLattice Semiconductor Corporation (LSCC) Stock
Michael Del Monte
7.37K Followers
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Summary
Lattice Semiconductor is positioned for a major cyclical upswing, driven by surging data center FPGA demand and agentic AI adoption.
The AMI acquisition br
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.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
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.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