Semiconductor News & Analysis Feed
14107 articles
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-10
hothardware.com
2026-06-10
HotHardware
Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order
by Zak Killian — Tuesday, June 09, 2026, 02:45 PM EDT
Comments
Intel's foundry ambitions may have just received their biggest validation yet. According to a report from The Information, Google has placed an order with Intel to manufacture more than three million Tensor Processing Units (TPUs) in 2028 after months of testin
2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
www.marketwatch.com
2026-06-10
MarketWatch
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2026-06-10
www.cnbc.com
2026-06-10
CNBC
Investors’ favorite trade is suddenly the one they can’t stop betting against, even as it keeps going lower.
Chip stocks in the VanEck Semiconductor ETF (SMH)
are down on Tuesday. The ETF is now off more than 10% from the record high reached last week, and options traders are betting it will get worse.
Put volume outnumbered call volume by a factor of four as of midday Tuesday, according to dat
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.
Amit Singh
Tue, June 9, 2026 at 11:25 AM PDT 3 min read
NVDA
-3.73%
AMD
-4.86%
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Trading disclosure
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) stock is undervalued despite the company leading the artificial intelligence (AI) hardware boom with its GPUs. While NVDA st
2026-06-10
www.aol.com
2026-06-10
AOL.com
Why Micron Stock Is Sinking Today
KEITH NOONAN, THE MOTLEY FOOL
Wed, June 10, 2026 at 2:10 AM GMT+8
0
Key Points
Chip stocks are getting hit with broad selling action in Tuesday's trading.
Macroeconomic and geopolitical dynamics are factoring into Micron's pullback.
Investors also appear to be nervous about the impact that SpaceX's IPO could have on the stock market.
10 stocks we like better t
2026-06-10
kraneshares.com
2026-06-10
KraneShares
kraneshares.com
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2026-06-10
communityimpact.com
2026-06-10
Community Impact | News
The University of Texas at Austin will be the south node of a national workforce development program to connect job seekers with educational opportunities and employers in the semiconductor industry.
What you need to know
The university announced its selection to lead part of a national effort to expand the semiconductor workforce June 9 at the Texas Advanced Computing Center on the university's
2026-06-10
www.inc.com
2026-06-10
inc.com
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Micron (
MU
5.25%
) stock is getting hit with sell-offs in Tuesday's trading and was down 3.7% as of 1:45 p.m. ET. At the same point in the daily session, the S&P 500 and the Nasdaq Composite were down 0.8% and 1.9%, respectively. Micron stock had been off as much as 10% earlier in trading.
Valuations for artificial intelligence (AI) chip stocks are taking substantial steps back today in a broad
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady
David Moadel
Tue, June 9, 2026 at 10:55 AM PDT 4 min read
SNDK
-0.37%
MU
-5.73%
WDC
-4.16%
SMH
-3.45%
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Trading disclosure
Quick Read
After surging over 200% year to date, Micron dropped 5% and Western Digital fell 4.5% on profit-taking, not a fundamental breakdown.
With the VanEck Semiconductor ETF down
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 6%, and Western Digital (NASDAQ:WDC) stock is off 5%. Yet, SanDisk (NASDAQ:SNDK) shares are holding firm (comparatively speaking) as they trade flat on the session.
Video Muted
The backdrop is a broad chip se
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
BofA Remains Bullish on ASML Holding (ASML) – Here’s Why
Noor Ul Ain Rehman
Tue, June 9, 2026 at 10:24 AM PDT 1 min read
ASML.AS
-0.41%
ASML
-0.19%
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Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the best NASDAQ stocks to buy and hold for 3 years. BofA lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to EUR 1,921 from EUR 1,710 on June 4 and maintaine
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Is NVIDIA (NVDA) One of the Best NASDAQ Stocks to Buy and Hold for 3 Years?
Noor Ul Ain Rehman
Tue, June 9, 2026 at 10:23 AM PDT 1 min read
NVDA
-1.73%
MSFT
-2.09%
2454.TW
+9.95%
DELL
-7.62%
0992.HK
+3.34%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best NASDAQ stocks to buy and hold for 3 years. Reuters reported on June 1 that NVIDIA Corporation (
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Vertiv Deepens NVIDIA Ties As AI Power And Valuation Questions Grow
Simply Wall St
Tue, June 9, 2026 at 10:10 AM PDT 3 min read
VRT
-4.99%
NVDA
-1.65%
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Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Vertiv Holdings Co (NYSE:VRT) expanded its partnership with N
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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Quartr
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SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
Less than 1 min read
SNPS
−2.91%
Strong Q2 results led to raised full-year guidance, with double-digit EDA growth and a rebound in IP expected. AI and Ansys integration are driving ne
2026-06-10
eetimes.com
2026-06-10
Efinix’ exchangeable logic-and-routing technology aims to cut power and die area while enabling memory integration and greater flexibility for AI edge designs.
2026-06-10
www.vingroup.net
2026-06-10
VinGroup
www.vingroup.net
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2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
Federated learning (FL) research often begins with a deceptively simple question: What should we try next? A new aggregation rule, a FedProx coefficient, a server optimizer setting, a SCAFFOLD variant, or a model architecture tweak may all look promising before an experiment starts.
After the run finishes, the harder questions begin: Did the change actually improve the metric? Was the comparison