Semiconductor News & Analysis Feed
5267 articles
2026-06-15
www.tradingview.com
2026-06-15
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onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
6 min read
ON
+6.89%
onsemi ON has quietly become one of the semiconductor sector’s strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry’s 65% gain and the S&P 500’s 8.6
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
Shrabana Mukherjee
Mon, June 15, 2026 at 8:54 AM PDT 6 min read
ON
+6.73%
^GSPC
+1.87%
IFNNF
+1.74%
IFNNY
+2.17%
STM
+2.88%
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Trading disclosure
onsemi ON has quietly become one of the semiconductor sector's strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zack
2026-06-15
www.trefis.com
2026-06-15
Trefis
Applied Materials Stock And The Tell Hiding In Its Margins
June 15th, 2026 by Trefis Team
-56.38%
Downside
567
Market
247
Trefis
AMAT
Applied Materials
Before the stock took flight, its top-line growth looked sleepy, but its profitability was already telling a powerful story about the coming AI boom.
If you’re kicking yourself for missing the 230.7% run in Applied Materials (AMAT) stock, take a
2026-06-15
www.investors.com
2026-06-15
Investor's Business Daily
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2026-06-15
news.google.com
2026-06-15
TradingView
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
__fail__
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 8:07 AM PDT 6 min read
NVDA
-2.37%
INTC
-8.45%
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Trading disclosure
The artificial intelligence (AI) trade has thus far been largely restric
2026-06-15
www.zacks.com
2026-06-15
Zacks Investment Research
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2026-06-15
www.tradingview.com
2026-06-15
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Nvidia stock jumps after $20B bond offering report as AI chip stocks rally
Nvidia stock jumps after $20B bond offering report as AI chip stocks rally
2 min read
NVDA
+3.48%
Nvidia NVDA shares climbed more than 2% on Monday after a Reuters report said the artificial intelligence chip leader is preparing to raise $20 billion through a US bond offering, marking its return to the inve
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
news.google.com
2026-06-15
Barron's
2026-06-15
www.investing.com
2026-06-15
Investing.com
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2026-06-15
www.investing.com
2026-06-15
Investing.com
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2026-06-15
www.schaeffersresearch.com
2026-06-15
Schaeffer's Investment Research
Micron Technology Inc (NASDAQ:MU) is up 9.5% to trade at $1,075.51, enjoying broader tech tailwinds amid several analyst price-target hikes. TD Cowen raised its target to $1,500 from $660, RBC Capital Markets lifted its target to $1,200 from $525, and Aletheia Capital set a Street-high $1,600 target, citing strong AI demand. Investors are also looking ahead to the company's fiscal third-quarter ea
2026-06-15
www.tradingview.com
2026-06-15
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Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Less than 1 min read
MU
+9.66%
NVDA
+2.92%
AMD
+7.86%
INTC
+3.10%
AI chip stocks climbed on Monday after a preliminary U.S.-Iran peace deal lifted market sentiment and eased worries about a wider energy shock.
Mic
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
__fail__
2026-06-15
www.msn.com
2026-06-15
MSN
Semiconductor stocks surged Monday, powering the information technology sector (XLK) to the top of the S&P 500 (SP500) sector leaderboard as investors embraced a renewed appetite for growth-oriented assets following news of a peace agreement between the United States and Iran.
The easing of geopolitical tensions helped fuel a broad risk-on rally across Wall Street, with chipmakers emerging as one
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
Earnings Anticipation Rises: Social media chatter centers on the upcoming fiscal third-quarter results due June 24, with many noting expectations for robust earnings growth tied to high-bandwidth memory demand from AI applications. Analysts' price targets remain elevated despite recent volatility.
Momentum and Overbought Signals: Observers point to the stock's extended upward trend and record RSI
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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Trading disclosure
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