Semiconductor News & Analysis Feed
53 articles
2026-06-08
news.google.com
2026-06-08
TradingView
2026-06-08
nasilemaktech.com
2026-06-08
Nasi Lemak Tech
nasilemaktech.com
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
5 Stocks to Boost Your Portfolio on Soaring Semiconductor Sales
Ritujay Ghosh
Mon, June 8, 2026 at 8:45 AM AST 4 min read
CL=F
+0.86%
MCHP
+3.11%
ADI
+1.76%
NXPI
+1.83%
TXN
+1.78%
Investors have lately been rotating out of tech stocks and taking refuge in defensive assets, as a surge in oil prices owing to the continued tensions in the Middle East has raised fears of inflation rising further. How
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
ASML Holding N.V. (ASML) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, June 8, 2026 at 3:56 AM PDT 2 min read
ASML
-6.59%
NVDA
-6.20%
Explore stocks on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy.
Chip manufacturing equipment provider ASML Holding N.V. (NASDAQ:ASML) is one of t
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Taiwan Semiconductor (TSM) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, June 8, 2026 at 3:56 AM PDT 3 min read
TSM
-6.69%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy.
Contract chip manufacturing giant Taiwan Semiconductor Manufacturin
2026-06-08
uk.finance.yahoo.com
2026-06-08
Yahoo Finance UK
NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, 8 June 2026 at 3:53 am GMT-7 3 min read
NVDA
-6.20%
NVIDIA Corporation (NASDAQ:NVDA) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Given the crucial role that it plays in the AI ecosystem, it is unsurprising that NVIDIA Corporation (NASDAQ:NVDA) is the top stock in Fisher Investm
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Ramish Cheema
Mon, June 8, 2026 at 3:53 AM PDT 3 min read
NVDA
-6.20%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Given the crucial role that it plays in the AI ecosystem, it is unsurprising that NVIDIA Corporation (NASD
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Portfolio inclusions: Recent social media posts frequently list TSM among key holdings in diversified tech strategies alongside names like NVDA and AVGO. Analysts note its central role in advanced chip production amid ongoing demand. This pattern underscores steady attention to semiconductor supply chains.
Investment approaches: Participants share balanced portfolios featuring TSM with establishe
2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-05-30
themachinemaker.com
2026-05-30
Machine Maker
themachinemaker.com
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2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (
INTC
0.72%
) and CoreWeave (
CRWV
+2.50%
), accounted for about 71.6% of its portfolio as of March 31. Gi
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
The CRSP U.S. Total Market Index is made up of all 3,498 companies listed on American stock exchanges. However, the 59 largest companies represent a staggering 70% of the index's total market capitalization, highlighting the extreme concentration of wealth in the corporate sector.
The CRSP U.S. Mega Cap Growth Index exclusively holds those 59 companies. Its top four positions are Nvidia, Apple, A
2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr