Semiconductor News & Analysis Feed
4352 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
The S&P 500 Just Added This AI Semiconductor Stock For Index Investors
Bram Berkowitz, The Motley Fool
Tue, June 9, 2026 at 9:43 AM PDT 4 min read
^GSPC
-0.85%
NVDA
-1.66%
MRVL
-10.40%
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More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology
2026-06-10
www.gurufocus.com
2026-06-10
GuruFocus
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Go Parabolic in June (Hint: It's Not Nvidia)
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 9:31 AM PDT 5 min read
NVDA
-1.97%
MU
-4.31%
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For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector.
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, June 9, 2026 at 9:13 AM PDT 1 min read
MU
-1.41%
MRVL
-7.61%
000660.KS
+15.91%
SNDK
+0.28%
005930.KS
+8.97%
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What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also de
2026-06-10
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2026-06-10
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2026-06-09
uk.finance.yahoo.com
2026-06-09
Yahoo Finance UK
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, 9 June 2026 at 9:13 am GMT-7 1 min read
MU
-5.01%
MRVL
-11.04%
000660.KS
+15.91%
SNDK
+0.09%
005930.KS
+8.97%
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also declined after initially opening in green terr
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
What Lit a Fire Under Qualcomm Stock?
Trefis Team
Tue, June 9, 2026 at 8:50 AM PDT 2 min read
QCOM
-5.67%
AVGO
-1.12%
^GSPC
-0.26%
AAPL
-3.64%
TXN
-0.78%
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Trefis: QCOM Stock Insights
The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board?
If you blinked, you might have missed it. Between Mar
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
Qualcomm
David Moadel
Tue, June 9, 2026 at 8:47 AM PDT 5 min read
MRVL
-11.32%
QCOM
-8.79%
NVDA
-2.36%
AAPL
-3.74%
MSFT
-2.50%
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Quick Read
Qualcomm dropped 8% and Marvell Technology fell 10% as ByteDance's custom ASIC deal ignites export-control fears and a secto
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
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2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
Home
Earnings Analysis
Tech
Micron: Dancing Near The Exit (Downgrade)
Jun 09, 2026, 11:39 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockSOXX, SOXL
Kenio Fontes
2.71K Followers
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Summary
Micron Technology, Inc. is downgraded to a Sell rating due to excessive volatility and stretched expectations post $1 trillion market cap.
Recent pr
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Assessing ASML Holding (NasdaqGS:ASML) Valuation After A Strong Multi‑Period Share Price Run
Simply Wall St
Tue, June 9, 2026 at 8:11 AM PDT 4 min read
ASML
-1.68%
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ASML Holding stock:
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Why Tower Semiconductor Soared in May
Billy Duberstein, The Motley Fool
Tue, June 9, 2026 at 7:40 AM PDT 3 min read
TSEM
-3.90%
NVDA
-1.15%
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Trading disclosure
Shares of specialty semiconductor foundry Tower Semiconductor (NASDAQ: TSEM) rallied 15.5% in May, according to data from S&P Global Market Intelligence.
Tower delivered strong first-quarter earnings on May 13, a
2026-06-09
www.gurufocus.com
2026-06-09
GuruFocus
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
The Tell-Tale Rally in Micron's Stock
Trefis Team
Tue, June 9, 2026 at 7:30 AM PDT 2 min read
MU
-5.44%
^GSPC
-0.71%
NVDA
-1.66%
AMD
-5.25%
WDC
-2.56%
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Trading disclosure
Trefis: MU Stock Insights
The stock ignored its own good news last week, so what finally sent it flying? A deal for its biggest competitor.
If you were watching Micron Technology (MU) last week, you mi
2026-06-09
sg.finance.yahoo.com
2026-06-09
Yahoo Finance Singapore
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SLB Collaborates with Qualcomm on Edge AI Solutions for Energy Operations
Business Wire
Tue, 9 June 2026 at 7:28 am GMT-7 4 min read
QCOM
-9.01%
SLB
-2.63%
Collaboration combines edge computing and energy workflows to support real-time operational decision-making
HOUSTON, June 09, 2026--(BUSINESS WIR
2026-06-09
news.google.com
2026-06-09
MEXC
2026-06-09
www.phoronix.com
2026-06-09
Phoronix
RISC-V CPU Performance Up 8x In Five Years: SiFive HiFive Unmatched To SpacemiT K3
Written by Michael Larabel in Processors on 9 June 2026 at 10:12 AM EDT. Page 1 of 6. Add A Comment.
Recently I published some initial SpacemiT K3 benchmarks for that first-to-market RISC-V RVA23 SoC with the K3 Pico-ITX mini computer. In there was a comparison against modern Intel Core Ultra and AMD Ryzen desktop
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy
Rich Duprey
Tue, June 9, 2026 at 7:09 AM PDT 4 min read
2330.TW
+0.44%
MSFT
-2.02%
AMZN
-0.42%
TSM
+0.26%
GOOG
+0.31%
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Trading disclosure
The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufact