Semiconductor News & Analysis Feed
7155 articles
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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Trading disclosure
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal
2026-06-18
www.euronews.com
2026-06-18
Euronews.com
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2026-06-18
www.bizjournals.com
2026-06-18
The Business Journals
www.bizjournals.com
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2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?
The primary thesis is that NVIDIA is the sole-source enabler of the AI industrial revolution. The adoption of its next-generation 'Blackwell' and 'Rubin' platform
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang clearly wasn’t fazed when AI stocks tanked after the overheated U.S. jobs numbers, which seemingly fanned fears of rate hikes to come. In fact, Jensen Huang sounded genuinely excited, noting that investors should be as well at the thought of buying stock at a “cheaper price.”
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Indeed, it’s a hard concept for many momentum i
2026-06-18
www.fastcompany.com
2026-06-18
Fast Company
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2026-06-18
www.bloomberg.com
2026-06-18
Bloomberg.com
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2026-06-18
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2026-06-18
Bloomberg.com
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2026-06-18
www.techzine.eu
2026-06-18
Techzine Global
3 MIN
INFRASTRUCTURE
AI agents take over robot training at Nvidia
MELS DEES
Jun 18, 2026, 5:52 PM GMT+8
Nvidia is taking the next step in automating robot development. Researchers at the company have developed a system that allows AI agents to independently train, evaluate, and improve robots.
According to Ars Technica, in experiments, robots learned to perform tasks such as installing GPUs in m
2026-06-18
www.trefis.com
2026-06-18
Trefis
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2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Key Points
Nvidia and Micron are semiconductor companies whose chips are essential for artificial intelligence.
Nvidia's Grace Blackwell superchip is the fastest and most efficient AI accelerator on the market.
Micron is losing market share in NAND and DRAM memory to industry leaders Samsung and SK Hynix.
10 stocks we like better than Nvidia ›
To date, Nvidia(NASDAQ: NVDA) and Micron Technolo
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Stock vs. Micron Stock: Wall Street Says Buy One and Sell the Other
Trevor Jennewine, The Motley Fool
Thu, June 18, 2026 at 2:32 AM PDT 4 min read
NVDA
+2.95%
MU
+8.70%
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Trading disclosure
To date, Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
To date, Nvidia (
NVDA
+3.08%
) and Micron Technology (
MU
+8.80%
) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added 1,320% and 1,940%, respectively, since January 2023. But most Wall Street analysts think one of the two is overvalued.
Among 69 analysts, Nvidia has a median target price of $300 per share. That implies 44% upside from
2026-06-18
www.xtb.com
2026-06-18
XTB.com
SK Hynix announced that it has delivered the first HBM4E memory chips to major customers, marking the next stage in the rollout of a new generation of memory solutions for AI accelerators. The news was well received by investors, helping the company’s shares reach record highs. While at first glance this may appear to be a development relevant only to a memory manufacturer, its implications are mu
2026-06-18
www.inc.com
2026-06-18
inc.com
__fail__
2026-06-18
memeburn.com
2026-06-18
Memeburn
TL;DR
ByteDance is negotiating to buy 50,000+ AI chips from Shanghai-based Iluvatar CoreX, and is also considering a deal for Baidu's Kunlunxin chips
It's developing two of its own GPU types (one for training, one for inference) with TSMC manufacturing, aiming for mass production in 2026 and scaling to 350,000 units
Its 2025 AI budget is $12 billion, with 60% going to domestic suppliers like Huaw
2026-06-18
www.tweaktown.com
2026-06-18
TweakTown
SK Hynix and Samsung race to build the memory powering NVIDIA and AMD's next AI monsters
SK Hynix confirms it has delivered its first HBM4E samples to its partners, marking the first delivery of next-gen data center components.
VIEW GALLERY - 3
Jak Connor
Tech and Science Editor
Published Jun 18, 2026 3:31 AM CDT
1 minute & 30 seconds read time
TL;DR: SK Hynix has delivered its first HBM4E memor