Semiconductor News & Analysis Feed
4821 articles
2026-07-25
www.theglobeandmail.com
2026-07-25
The Globe and Mail
Applied Materials, Inc.
AMAT
and
Qnity Electronics
Q
are two prominent players in the semiconductor supply chain, both involved in advanced packaging and stand out as major beneficiaries of the AI-driven semiconductor upcycle. Applied Materials sits at the heart of chip manufacturing, supplying critical equipment used by foundries to produce advanced semiconductors, and Qnity Electronics serves th
2026-07-24
seekingalpha.com
2026-07-24
Seeking Alpha
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Micron Is A Strong Buy Again Because Of Kimi K3
Jul 24, 2026, 11:52 AM ETMicron Technology, Inc. (MU) Stock, ZMIC:CA Stock, MU:CA StockTCEHY, GOOG, GOOGL
, META, SKHY, SSNLF, AAPL, ZMET:CA, ZGOO:CA, ZAAP:CA, TCTZF, SSNHZ, META:CA, GOOGN, GOOGM, GOOG:CA, AAPL:CA
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Micron Technology,
2026-07-24
www.theglobeandmail.com
2026-07-24
The Globe and Mail
Cadence Design Systems, Inc. CDNS will release results for the second quarter of 2026 on July 27.
The Zacks Consensus Estimate for second-quarter earnings is $2.05 per share, unchanged in the past 60 days. The consensus mark implies a 24.2% increase from the year-ago actual. The Zacks Consensus Estimate for revenues is pinned at $1.58 billion, indicating a nearly 23.6% uptick from the year-ago ac
2026-07-24
www.theglobeandmail.com
2026-07-24
The Globe and Mail
Cadence Design Systems, Inc. CDNS will release results for the second quarter of 2026 on July 27.
The Zacks Consensus Estimate for second-quarter earnings is $2.05 per share, unchanged in the past 60 days. The consensus mark implies a 24.2% increase from the year-ago actual. The Zacks Consensus Estimate for revenues is pinned at $1.58 billion, indicating a nearly 23.6% uptick from the year-ago ac
2026-07-24
www.theglobeandmail.com
2026-07-24
The Globe and Mail
Cadence Design Systems, Inc. CDNS will release results for the second quarter of 2026 on July 27.
The Zacks Consensus Estimate for second-quarter earnings is $2.05 per share, unchanged in the past 60 days. The consensus mark implies a 24.2% increase from the year-ago actual. The Zacks Consensus Estimate for revenues is pinned at $1.58 billion, indicating a nearly 23.6% uptick from the year-ago ac
2026-07-24
www.theglobeandmail.com
2026-07-24
The Globe and Mail
Cadence Design Systems, Inc. CDNS will release results for the second quarter of 2026 on July 27.
The Zacks Consensus Estimate for second-quarter earnings is $2.05 per share, unchanged in the past 60 days. The consensus mark implies a 24.2% increase from the year-ago actual. The Zacks Consensus Estimate for revenues is pinned at $1.58 billion, indicating a nearly 23.6% uptick from the year-ago ac
2026-07-24
finance.yahoo.com
2026-07-24
Yahoo Finance
Lattice Semiconductor (LSCC) Rose on Strong Results, Guidance and AMI Acquisition
Ricardo Pillai
Fri, July 24, 2026 at 8:18 AM PDT 3 min read
LSCC
-2.98%
^RUT
+0.35%
Trade LSCC on Coinbase
Trading disclosure
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here. The fund re
2026-07-24
www.quiverquant.com
2026-07-24
Quiver Quantitative
Quilter Plchas added 309,876 shares of$NVDAto their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio onQuiver Quantitative, and also track thelargest institutional owners of $NVDA.
We have seen2,814institutional investors add shares of NVIDIA stock to their portfolio, and2,335decrease their p
2026-07-24
www.tradingview.com
2026-07-24
TradingView
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Zacks
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AMAT vs. Q: Which Advanced Packaging Stock is a Safer Bet Right Now?
AMAT vs. Q: Which Advanced Packaging Stock is a Safer Bet Right Now?
4 min read
AMAT
−2.77%
Applied Materials, Inc. AMAT and Qnity Electronics Q are two prominent players in the semiconductor supply chain, both involved in advanced packaging and stand out as major beneficiaries of the AI-driven semiconductor upcyc
2026-07-24
tomshardware.com
2026-07-24
Zak Killian
The performance is impressive and it's good to see official support, but the question remains whether you can actually buy any of it.
2026-07-24
futurumgroup.com
2026-07-24
The Futurum Group
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2026-07-24
thequantuminsider.com
2026-07-24
The Quantum Insider
PRESS RELEASE — A research team led by SKKU Professor Hosung Seo of the Department of Quantum Information Engineering and the SKKU Advanced Institute of Nanotechnology, working with the University of Wisconsin–Madison and the University of Washington, has identified—for the first time—an atomic defect structure in the zinc oxide (ZnO) semiconductor with outstanding properties for use as a “spin qu
2026-07-24
www.benzinga.com
2026-07-24
Benzinga
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2026-07-24
www.benzinga.com
2026-07-24
Benzinga
2026-07-24
www.barchart.com
2026-07-24
Barchart.com
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Santa Clara, California-based NVIDIA Corporation (NVDA) operates as a data center-scale AI infrastructure company in the United States and internationally. The company has a market cap of $5.1 trillion and operates through Compute & Networking and Graphics segments and provides data center-accelerated computing and networking platform
2026-07-24
www.zacks.com
2026-07-24
Zacks Investment Research
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2026-07-24
www.trefis.com
2026-07-24
Trefis
The Vastly Different Futures Priced Into Qualcomm Stock
July 24th, 2026 · by Trefis Team
QCOM
YTD
+1.0%
SPY
YTD
+8.5%
QQQ
YTD
+12.8%
Analyze QCOM →
The options market is signaling a period of heightened volatility for the stock, exposing shareholders to the full measure of that price risk.
Holding shares of
Qualcomm (QCOM)
right now can feel like standing at a crossroads. The market isn’t just gue
2026-07-24
www.tradingview.com
2026-07-24
TradingView
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Texas Instruments 2026: Revenue $5.46B, EPS $2.14— 10-Q Summary
Texas Instruments 2026: Revenue $5.46B, EPS $2.14— 10-Q Summary
Less than 1 min read
TXN
Texas Instruments reported results for the quarter ended 2026 with revenue of $5.46B, net income of $1.97B and diluted EPS of $2.14, versus $4.45B, $1.29B and $1.41, respectively, in the prior-year quarter.
Financial Highlight
2026-07-24
news.google.com
2026-07-24
Stock Titan
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
Rosenblatt Securities Forecasts Strong Price Appreciation for Texas Instruments (NASDAQ:TXN) Stock
Written by MarketBeat
July 24, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Rosenblatt Securities raised its price target on Texas Instruments to $350 from $330 and kept a buy rating, implying about 22.8% upside from the prior close.
Texas Instruments recently beat Q2 expectations, reporting EPS