Semiconductor News & Analysis Feed
859 articles
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Massive capital expenditure commitments from the world’s largest tech companies are fueling unprecedented demand for semiconductors and the ETFs that track them.
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle have collectively committed to spending nearly $700 billion on capital expenditures in 2026, representing an 81% increase over the prior year.
Fleeing father leaves 4-year-old behi
2026-06-16
www.chartmill.com
2026-06-16
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Lattice Semiconductor Corp. (NASDAQ:LSCC) Meets Minervini Trend Template and High Growth Momentum Screen
By Mill Chart – Last update: Jun 16, 2026
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LSCC
(143.48 ▼ -3.69%)
Lattice Semiconductor Corp. (NASDAQ:LSCC) has been screened using a combined strategy that merges two strong investment approaches: Mark Minervini’s Tr
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
stockstory.org
2026-06-16
StockStory
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seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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seekingalpha.com
2026-06-16
Seeking Alpha
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seekingalpha.com
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seekingalpha.com
2026-06-16
Seeking Alpha
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Micron: Why Option Market Prices Key Risks Differently
Jun 15, 2026, 3:15 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockHXSCL, SSNLF, SSNHZ
Envision Research
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Micron Technology, Inc. faces extreme bearish positioning in the options market, with a put/call open interest rat
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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Earnings Analysis
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Micron Technology: Buy Ahead Of Earnings (Preview)
Jun 15, 2026, 2:45 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Nova Capital
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Micron Technology, Inc. remains a Buy as memory chip bottlenecks and robust pricing drive strong earnings momentum, with no near-term cycle downturn in sigh
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
Jeremy Phillips
Mon, June 15, 2026 at 7:04 AM PDT 6 min read
NVDA
+2.41%
QQQ
+2.79%
^IXIC
+2.51%
005930.KS
+4.50%
TSM
+3.42%
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AIQ beat QQQ by 17 points last year, driven by SK Hynix's 211% return and Samsung, both of which are names no US index fund c
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) itself, the supposed only AI trade worth making, returned 42% over the same stretch.
V
2026-06-15
seekingalpha.com
2026-06-15
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2026-06-15
news.google.com
2026-06-15
Stock Titan
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
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2026-06-15
www.chartmill.com
2026-06-15
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Cadence Design Systems (NASDAQ:CDNS): A Strong Growth Stock with a Solid Technical Setup
By Mill Chart – Last update: Jun 15, 2026
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CDNS
(384.96 ▲ 0.32%)
The strategy of combining technical and fundamental analysis to identify strong growth stocks with good technical setups is a useful approach for investors seeking capi
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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Reference #18.e5ab3717.1781488949.6c664ada
https://errors.edgesuite.net/18.e5ab3717.1781488949.6c664ada
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
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Lattice Semiconductor is positioned for a major cyclical upswing, driven by surging data center FPGA demand and agentic AI adoption.
The AMI acquisition br