Semiconductor News & Analysis Feed
449 articles
2026-07-06
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2026-07-06
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2026-07-06
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2026-07-06
Yahoo Finance
Prediction: This Will Be the Next Artificial Intelligence (AI) Semiconductor Stock to Go Parabolic
Adam Spatacco, The Motley Fool
Mon, July 6, 2026 at 7:05 AM PDT 5 min read
QCOM
+1.96%
NVDA
+3.65%
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Trading disclosure
The artificial intelligence (AI) revolution has so far been dominated by data center service providers. But the next phase is shifting dramatically toward
2026-07-06
news.google.com
2026-07-06
The Motley Fool
2026-07-06
news.google.com
2026-07-06
CNBC
2026-07-06
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2026-07-06
Investing.com
2026-07-06
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2026-07-06
Moomoo
2026-07-05
news.google.com
2026-07-05
조선일보
2026-07-05
news.google.com
2026-07-05
Bloomberg.com
2026-07-05
news.google.com
2026-07-05
Intellectia AI
2026-07-03
news.google.com
2026-07-03
CoinDesk
2026-07-03
www.chaincatcher.com
2026-07-03
链捕手ChainCatcher
Anthropic is developing its own chips and, like Musk, has chosen Samsung over TSMC.
The Information cites three informed sources stating that Anthropic has initiated early work on self-developed AI chips and is discussing with Samsung to manufacture the chips using the latter's advanced 2nm process and packaging technology.
The aforementioned sources said that Anthropic is also determining the c
2026-07-03
intellectia.ai
2026-07-03
Intellectia AI
The semiconductor industry is experiencing one of its most significant rallies in decades, driven by the explosive growth of artificial intelligence infrastructure spending. In July 2026, AI chip stocks have added a combined $2 trillion in market value, with the Philadelphia Semiconductor Index surging over 47% year-to-date. NVIDIA continues to dominate with an estimated 70-80% market share in AI
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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2026-07-03
news.google.com
2026-07-03
U.S. News - Money
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.foxbusiness.com
2026-07-02
Fox Business
Maria Bartiromo reports mixed market futures for a holiday-shortened week, with Nasdaq falling due to semiconductor rotation.
Maria Bartiromo presents a market check, noting mixed U.S. futures and Nasdaq's decline, specifically highlighting semiconductor stock performance. White House National Economic Council Director Kevin Hassett predicts significant 4% economic growth for the second half of t
2026-07-02
www.axios.com
2026-07-02
Axios
www.axios.com
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2026-07-02
www.chosun.com
2026-07-02
조선일보
By Lee Hai-woon
Published 2026.07.02. 09:08
Updated 2026.07.02. 18:09
Mark Zuckerberg, Meta CEO, and the Meta logo. /Yonhap
On July 1, news that Meta, the parent company of Facebook and Instagram, is entering the AI (artificial intelligence) cloud infrastructure business shook global stock markets. While Meta’s stock surged 9% as the move was seen as a positive development for discovering new re
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Is Photronics (PLAB) The Best Small-Cap Semiconductor Stocks to Buy Right Now?
Talha Qureshi
Wed, July 1, 2026 at 2:04 PM PDT 2 min read
PLAB
-5.65%
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Trading disclosure
Photronics, Inc. (NASDAQ:PLAB) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. Photronics, Inc. (NASDAQ:PLAB) has declined roughly 10% since its fiscal Q2 2026 earnings, in which the compa
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Stock market today: Dow, S&P 500, Nasdaq slip as semiconductor stocks sink to start 3rd quarter
Amalya Dubrovsky, Karen Friar and Jake Conley
Updated Wed, July 1, 2026 at 1:02 PM PDT 1 min read
^DJI
-0.25%
^GSPC
-0.45%
^IXIC
-1.16%
ADP
+2.55%
WSFX.BO
+1.71%
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Trading disclosure
US stocks slipped on Wednesday to start the first day of the third quarter as investors scrutinized