Semiconductor News & Analysis Feed

Recent analyst opinions on technology stocks have shown mixed views, focusing on Microsoft, Cadence Design, and Commerce.com. Wells Fargo's Michael Turrin maintained a 'Buy' rating on Microsoft with a price target of $625, while the current share price is $399.21. Despite a modest historical success

The ongoing semiconductor chip shortage has significantly impacted the global PC market, affecting major technology companies including HP, Dell, Microsoft, and Apple. This situation highlights the vulnerability of the semiconductor supply chain and the complexity of global technology ecosystems. Th

The S&P 500 closed flat amid mixed signals in the semiconductor sector, with Apple's weakness offsetting gains from Micron Technology. The Nasdaq 100 and Dow Jones Industrial Average posted modest gains, reflecting continued investor optimism toward technology stocks. Microsoft, Qualcomm, and other

Qualcomm's stock is facing its worst month in seven years, with analysts suggesting that Microsoft and Google may be driving the company's AI momentum. This analysis stems from Qualcomm's strategic positioning in the AI chip market and its growing partnerships with major technology companies. As art

NVIDIA CEO Jensen Huang dismissed growing concerns that agentic AI will devastate major software companies at Computex in Taiwan, offering a bullish outlook for the industry. He argued that AI strengthens rather than undermines leading software players, calling the current moment an 'incredible' tim

On May 30, 2026, reports surfaced that NVIDIA (NVDA) and Microsoft (MSFT) are preparing to launch their first Windows PCs powered by NVIDIA chips as the main processors. These devices are expected to be part of Microsoft's Surface brand, with contributions from other manufacturers such as Dell (DELL