Semiconductor News & Analysis Feed
5268 articles
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Avid Wealth Partners LLC Grows Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Avid Wealth Partners LLC increased its NVIDIA stake by 43.6% in the fourth quarter, buying 3,631 additional shares and bringing its total holdings to 11,967 shares worth about $2.23 million.
Insider selling continued at NVIDIA, with Director Mar
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
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Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Decreased by Analog Century Management LP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Analog Century Management LP trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.8% during the 4th quarter, according to the company in its most recent Form 13F filing w
2026-06-14
simplywall.st
2026-06-14
simplywall.st
Germany/Semiconductors/XTRA:IFX
Infineon Technologies (XTRA:IFX) Stock After China GaN Sales Ban A Fresh Look At Valuation
June 14, 2026
Simply Wall St
Infineon Technologies (XTRA:IFX) is under fresh scrutiny after China’s Supreme People’s Court upheld a sales injunction on its Gallium Nitride products in mainland China, ending a key patent dispute with Innoscience.
See our latest analysis for I
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
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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
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:ACLS
Axcelis Technologies (ACLS) Stock Valuation After Sector Rally In Semiconductor Equipment Stocks
June 14, 2026
Simply Wall St
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Axcelis Technologies (ACLS) is back on traders’ screens after a sector wide rally in semiconductor equipment stocks, as renewed interest in chip manufacturing demand and capital spending lifted the shares.
See our
2026-06-14
www.chosun.com
2026-06-14
조선일보
By Yoo Jane
Published 2026.06.14. 13:38
Updated 2026.06.14. 15:10
Illustration by Jeong Da-un
Seohak ants, Korean retail investors buying foreign stocks, individual investors investing in U.S. stocks, have returned to net buying in the U.S. stock market after two months, having previously shifted from U.S. stocks to domestic stocks amid the domestic market boom.
According to the Korea Securitie
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
ACLS
+3.77%
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Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol
2026-06-14
www.aol.com
2026-06-14
AOL.com
Is Nvidia Stock a Buy?
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 14, 2026 at 10:21 AM GMT+8
0
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Nvidia Stock a Buy?
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 7:21 PM PDT 4 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Few companies have ever defined a technology shift the way Nvidia (NASDAQ: NVDA) has defined the rise of artificial intelligence (AI). Its chips sit at the center of nearly every major AI project, and the stock has been one of the market's best
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Few companies have ever defined a technology shift the wayNvidia(NVDA+0.15%)has defined the rise of artificial intelligence (AI). Its chips sit at the center of nearly every major AI project, and the stock has been one of the market's best performers over the past few years. A run like that keeps one question permanently in the air: at nearly $5 trillion in market value, is there still room for th
2026-06-14
sg.finance.yahoo.com
2026-06-14
Yahoo Finance Singapore
SharonAI Holdings (SHAZ) Stock After NVIDIA AI Deal A Fresh Look At A 11.3x P/B Valuation
Simply Wall St
Sat, 13 June 2026 at 5:16 pm GMT-7 3 min read
SHAZ
-12.85%
NVDA
+0.16%
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SharonAI Holdings (SHAZ) has drawn fresh attention
2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Reports Earnings June 24. Here's the One Number That May Make or Break the Stock.
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 2:56 PM PDT 5 min read
MU
-1.43%
NVDA
+0.16%
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Trading disclosure
Memory specialist Micron Technology (NASDAQ: MU) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectati
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock After 22% YTD Rise Is The Price Still Reasonable
June 14, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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If you are wondering whether QUALCOMM at around US$211.72 is still reasonably priced or already stretched, the key is to look closely at what the current valuation actually reflects.
The stock is up 22.4% year to
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Memory specialist Micron Technology (
MU
1.02%
) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectations heading into the report are about as high as they get. Shares have surged 244% in 2026, crossing a $1 trillion market capitalization along the way -- a milestone only two other memory companies have reached.
That run has been pow