Semiconductor News & Analysis Feed
197 articles
2026-06-25
www.msn.com
2026-06-25
MSN
Tech giants raise prices: Apple and Microsoft have increased prices on Macs, iPads and Xbox consoles due to unprecedented memory and storage cost spikes.
AI demand squeezes supply: AI data centre expansion has driven memory shortages, with DRAM prices up 98% in Q1 2026 and more increases expected.
Apple shifts chip plans: Reports suggest Apple will skip M6 Pro and Max chips, moving directly to A
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
On the Move
Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers
Jun 24, 2026, 3:20 PM ETQUALCOMM Incorporated (QCOM) Stock, META Stock, MSFT StockBy: Brandon Evans, SA News Editor
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Cheng Chia Huang/Getty Images News
Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI i
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
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The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
HEDGE FUNDS
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INDUSTRIES
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NEWS
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TECH
15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More
Published on June 24, 2026 at 5:21 am by GHAZAL AHMED in Hedge Funds, Industries, News, Tech
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In this article, we look at the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Semiconductor and AI stocks pulled Wall Street lower on Tuesday, with the NASDA
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
The Technology Select Sector SPDR Fund (NYSEARCA:XLK) charges a sticker fee so small it looks like a rounding error. The real bill shows up in how much of your money is riding on three stocks you probably already own through your S&P 500 fund.
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What You’re Actually Paying
XLK’s expense ratio sits at 0.08%, or roughly $8 a year per $10,000 invested, per State Street’s March 20, 2026 fa
2026-06-23
www.moomoo.com
2026-06-23
Moomoo
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2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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For further inform
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
People seem all-too-ready to anthropomorphize LLMs and AI chatbots like ChatGPT, Claude, and Gemini, reckons a Microsoft AI researcher.
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Microsoft vs. Nvidia: Which AI Giant Is the Better Dividend Stock for the Long Haul?
Rick Orford
Fri, June 19, 2026 at 4:00 PM PDT 5 min read
MSFT
-3.18%
NVDA
-0.97%
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Microsoft sign at the headquarters by VDB Photos via Shutterstock
The AI race isn't just about which company can say "artificial intelligence" the most. It's about which ones turn it into
2026-06-20
news.google.com
2026-06-20
Barchart.com
2026-06-19
news.google.com
2026-06-19
The Motley Fool
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
SpaceX (
SPCX
3.44%
) held its initial public offering (IPO) on June 12, closing the session with a market capitalization of $2.11 trillion. With Broadcom falling since reporting earnings in early June, SpaceX is now the seventh-most-valuable company in the world, behind Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor Manufacturing.
However, long-term investors care more abou
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
SpaceX Joins Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor in the $2 Trillion Club. But Will It Last?
Daniel Foelber, The Motley Fool
Thu, June 18, 2026 at 5:43 AM PDT 6 min read
SPCX
-3.56%
NVDA
+2.95%
GOOGL
+1.17%
MSFT
+0.13%
AMZN
+2.90%
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Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
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2026-06-17
www.foreignpolicyjournal.com
2026-06-17
foreignpolicyjournal.com
Nvidia CEO Jensen Huang has publicly dismissed the growing fear that agentic AI will destroy major software companies, offering a bullish outlook for the broader industry.
Speaking at Computex, an international information technology show held in Taiwan, Huang addressed claims that AI would render established software businesses obsolete.
Man who cut down village Christmas tree escapes jail sent
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Microsoft (
MSFT
1.43%
) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shri
2026-06-16
tomshardware.com
2026-06-16
Andrew E. Freedman
Microsoft is updating the Surface Pro and Surface Laptop using the latest Qualcomm Snapdragon X2 chips, along with haptic feedback on the Laptop's touchpad and a new jade color.
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
Is this the beginning of the end for Copilot+ PCs?
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
Nightmare-Eclipse's vendetta against Microsoft and Windows continues apace — researcher publishes RoguePlanet and GreatXML local privilege escalation zero-day exploits
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.