Semiconductor News & Analysis Feed
1399 articles
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) itself, the supposed only AI trade worth making, returned 42% over the same stretch.
V
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
Jeremy Phillips
Mon, June 15, 2026 at 7:04 AM PDT 6 min read
NVDA
+2.41%
QQQ
+2.79%
^IXIC
+2.51%
005930.KS
+4.50%
TSM
+3.42%
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Quick Read
AIQ beat QQQ by 17 points last year, driven by SK Hynix's 211% return and Samsung, both of which are names no US index fund c
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
news.google.com
2026-06-15
Stock Titan
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.chartmill.com
2026-06-15
ChartMill
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Cadence Design Systems (NASDAQ:CDNS): A Strong Growth Stock with a Solid Technical Setup
By Mill Chart – Last update: Jun 15, 2026
Quotes Stocks Mentioned
Article Mentions:
CDNS
(384.96 ▲ 0.32%)
The strategy of combining technical and fundamental analysis to identify strong growth stocks with good technical setups is a useful approach for investors seeking capi
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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2026-06-14
seekingalpha.com
2026-06-14
Seeking Alpha
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Lattice Semiconductor Transitioning To A Strong Upcycle
Jun 14, 2026, 8:03 AM ETLattice Semiconductor Corporation (LSCC) Stock
Michael Del Monte
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Lattice Semiconductor is positioned for a major cyclical upswing, driven by surging data center FPGA demand and agentic AI adoption.
The AMI acquisition br
2026-06-14
seekingalpha.com
2026-06-14
Seeking Alpha
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ON Semiconductor: Growth Recovery Underway With Margin Expansion
Jun 14, 2026, 2:21 AM ETON Semiconductor Corporation (ON) Stock
Khaveen Investments
8.36K Followers
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Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competiti
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Hynixs, Nasdaq
SK Hynix's Nasdaq Countdown: HBM Heat, Tighter Credit, and a Smoldering Campus
13.06.2026 - 19:45:25 | boerse-global.de
SK Hynix fire at Cheongju campus doesn't dent stock; ADR listing planned amid HBM boom, supply chain pressure, and rising swap costs.
Hynixs - SK Hynix's Nasdaq Countdown: HBM Heat, Tighter Credit, and a Smoldering Campus 13.06.2026 - Bild: über boerse-global.de
2026-06-13
seekingalpha.com
2026-06-13
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Why I'm Still Holding Every Micron Share
Jun 13, 2026, 9:00 AM ETMicron Technology, Inc. (MU) Stock, ZMIC:CA Stock, MU:CA Stock
Pythia Research
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Micron guided Q3 revenue to $33.5 billion and 81% gross margins while customers receive only 50%-66% of demand.
The first five-year Strategic Customer Ag
2026-06-13
www.msn.com
2026-06-13
MSN
Key Takeaways
Several tech stocks rallied Friday following the news that they will be added to the Nasdaq 100 later this month.
The group includes Nvidia-backed CoreWeave and Nebius Group, along with Astera Labs, Teradyne, and Rocket Lab.
Five new stocks are set to join the Nasdaq 100 index later this month, including a pair backed by AI chip leader Nvidia.
Nasdaq said late Thursday that semicon
2026-06-13
seekingalpha.com
2026-06-13
Seeking Alpha
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ASML: The Rally May Be Overdone
Jun 12, 2026, 6:23 PM ETASML Holding N.V. (ASML) Stock, ASMLF Stock, ASML:CA StockTSLA, TSLA:CA, ZTSL:CA
, SPCX, INTC, INTC:CA, ZINT:CA, SMH
Jonathan Weber
Investing Group
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ASML Holding N.V. is a clear beneficiary of the AI-driven semiconductor boom, with strong demand for its lithography machines.
Despite r
2026-06-13
seekingalpha.com
2026-06-13
Seeking Alpha
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2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-13
www.investopedia.com
2026-06-13
Investopedia
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2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
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As the craze of earnings season draws to a close, here’s a look b
2026-06-13
www.msn.com
2026-06-13
MSN
On the second day of the 2026 World Cup, the U.S. men's national team will take the pitch. The U.S. will take on Paraguay in Los Angeles, making it the first time in 32 years the USMNT will take part in a World Cup game hosted in the United States.
Because of that, ticket demand is fairly high for the event. The get-in price for USA vs. Paraguay sits at $1,137 as of Friday morning, per Gametime.