Semiconductor News & Analysis Feed
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2026-06-09
www.benzinga.com
2026-06-09
Benzinga
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2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
Cadence Design's deal with Intel's foundry is 'incrementally positive' for EDA firm: Stifel
Jun 09, 2026, 9:19 AM ETCadence Design Systems, Inc. (CDNS) Stock, INTC StockTSM, SSNLFBy: Chris Ciaccia, SA News Editor
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Cadence Design Systems's (CDNS) announcement of an expanded deal with Intel Foundry (INTC) to accelerate Intel 14A process optimization is “increm
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Is Now The Time To Put Cadence Design Systems (NASDAQ:CDNS) On Your Watchlist?
Simply Wall St
Tue, June 9, 2026 at 5:00 AM PDT 3 min read
CDNS
-0.85%
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Trading disclosure
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. But as Peter Lynch said in One Up On Wall Street, '
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
At US$291, Is It Time To Put Texas Instruments Incorporated (NASDAQ:TXN) On Your Watch List?
Simply Wall St
Tue, June 9, 2026 at 4:00 AM PDT 3 min read
TXN
+2.05%
Trade TXN on Coinbase
Trading disclosure
Today we're going to take a look at the well-established Texas Instruments Incorporated (NASDAQ:TXN). The company's stock saw a significant share price rise of 56% in the past couple of months on
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement
Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA
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Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors.
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Micron: Buckle Up For What Is About To Happen
Jun 08, 2026, 12:58 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Julia Ostian
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Micron Technology, Inc. offers explosive upside but is now highly sensitive to market sentiment, making it riskier and more volatile than before.
MU's re
2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-08
www.foreignpolicyjournal.com
2026-06-08
foreignpolicyjournal.com
Primax Electronics has announced a next-generation AI conference solution platform powered by Qualcomm’s (NASDAQ: QCOM) Dragonwing Edge AI processors, marking a notable expansion into enterprise workplace infrastructure.
The new system is designed to deliver AI-driven audio and video collaboration capabilities specifically tailored for hybrid meeting rooms and enterprise workplaces.
Veterans bra
2026-06-08
www.benzinga.com
2026-06-08
Benzinga
Micron Technology Inc. (NASDAQ:MU) stock rebounded in premarket trading Monday after a sharp selloff at the end of last week, as improving risk appetite lifted growth-oriented technology stocks.
The memory chipmaker’s shares rose about 4% before the opening bell, with Nasdaq futures advancing 0.80% and S&P 500 futures gaining 0.35%, signaling renewed demand for higher-beta names.
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2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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ASML: Three Risks The Market Is Completely Ignoring
Jun 08, 2026, 4:50 AM ETASML Holding N.V. (ASML) Stock, ASML:CA Stock, ASMLF Stock
The Quality Growth Investor
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ASML Holding NV remains a dominant, high-quality growth monopoly in semiconductor lithography, but its current valuation is excessively rich.
ASML trades at ~54x
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market
Jun 08, 2026, 3:49 AM ETAlphabet Inc. (GOOGL) Stock, NVDA Stock, GOOG:CA Stock, GOOG Stock, NVDA:CA Stock
Beth Kindig
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Google announced that it will begin selling TPUs to select third-party data center operators, marking the company'
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen Huang
Jun 08, 2026, 2:51 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockQQQ, SMH, XLK
, VGT, IGPT, SOXX, ROBO, ARKQ, BOTZ, AIEQ, AIQ, ARTY, THNQ, WTAI, CHAT
By: Manshi Mamtora, CFA
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Jensen Huang, CEO of Nvidia (NVDA) said the recent selloff in U.S. semiconductor stocks should be viewed in
2026-06-08
stockhouse.com
2026-06-08
Stockhouse
Drones, Batteries, Hydrogen: HPQ Silicon Ignites the Tech Turbo
Not all stocks took a beating last week. The technology stock HPQ Silicon was a notable exception. And for good reason! The innovative company is evolving from a traditional materials company into a technology firm addressing several critical areas of future energy and industrial value creation. At the heart of its strategy are silic
2026-06-08
news.financial
2026-06-08
news.financial
June 8th, 2026 | 07:10 CEST
7.5% NASDAQ WEEKLY CORRECTION: INFINEON, AMD, HPQ SILICON, AND SIEMENS ENERGY IN THE SPOTLIGHT
SILICON
BATTERIES
HYDROGEN
CHIPS
RENEWABLEENERGY
Photo credits: Pixabay
After 14 months of the NASDAQ's steep rise of over 100%, investors celebrated the new era of AI data centers and the associated chip boom. Adding to the general euphoria was the closure of the Strai
2026-06-08
news.google.com
2026-06-08
foreignpolicyjournal.com
2026-06-08
www.foreignpolicyjournal.com
2026-06-08
foreignpolicyjournal.com
A sweeping sell-off struck artificial intelligence stocks on Friday, erasing recent gains as a stronger-than-expected jobs report rattled investor confidence across the tech sector.
Nvidia (NASDAQ: NVDA) dropped 6% on the day, while Intel (NASDAQ: INTC) fell 11% as markets digested the implications of a labor market running hotter than anticipated.
Trump on Rising Cost of Basketball Games Ticket
2026-06-07
seekingalpha.com
2026-06-07
Seeking Alpha
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2026-06-07
www.benzinga.com
2026-06-07
Benzinga
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