Semiconductor News & Analysis Feed
5268 articles
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Stock Valuation After AI Supercycle Momentum And New Board Appointment
June 14, 2026
Simply Wall St
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What Micron’s AI Supercycle Means After a New Board Appointment
Micron Technology (MU) sits at the center of an AI driven memory shortage, with strong demand for its chips, rising pricing power, upbeat quarterly resu
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
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STOCK ANALYSIS
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Published on June 13, 2026 at 4:56 pm by RICARDO PILLAI in News, Stock Analysis
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Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money’s Substack by Bret Rosenthal. In this article, we will summarize the bulls’ thesis on CDNS. Cadence
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Ricardo Pillai
Sat, June 13, 2026 at 1:56 PM PDT 3 min read
CDNS
+0.32%
SNPS
-0.53%
Explore stocks on Coinbase
Trading disclosure
Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money's Substack by Bret Rosenthal. In this article, we will summarize the bulls' th
2026-06-14
www.benzinga.com
2026-06-14
Benzinga
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2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Published on June 13, 2026 at 1:59 pm by FAHEEM TAHIR in News
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With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile,
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
2330.TW
+2.67%
DX-Y.NYB
+0.06%
TSM
+0.68%
Trade TSM on Coinbase
Trading disclosure
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most pr
2026-06-14
investorplace.com
2026-06-14
InvestorPlace
Meet Eric Fry
Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%
There's only so much higher a $5 trillion stock can go.
25m ago · By Eric Fry, Editor, Fry's Investment Report
Listen to the audio version of this article (generated by AI).
Hello, Reader.
There’s one simple problem with investing in a company like Nvidia Corp. (NVDA):
There’s only so much upside left to a $5
2026-06-14
www.techradar.com
2026-06-14
TechRadar
Pro
Semiconductor stocks just had their worst week since 2020 — but it wasn't all their fault
News
By Rahim Amir published 49 minutes ago
AI giveth and AI taketh a trillion dollars away?
(Image credit: Wang Gang/China News Service via Getty Images)
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Semiconductor stoc
2026-06-13
www.insidermonkey.com
2026-06-13
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Published on June 13, 2026 at 11:42 am by FAHAD SALEEM in News
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We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires).
Number of Hedge Funds: 234
Top Pick Of: Philippe Laffont — Coatue Management
Taiwan
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Fahad Saleem
Sat, June 13, 2026 at 8:42 AM PDT 2 min read
TSM
+0.68%
NVDA
+0.16%
AMD
+4.73%
QCOM
+4.32%
AVGO
-0.91%
Explore stocks on Coinbase
Trading disclosure
We just covered the
Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires)
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
Plenty of companies report sales over the years. But few numbers move the global semiconductor sector as much as the monthly update from Taiwan.
Every month, Taiwan Semiconductor Manufacturing Company (TSM) posts one line of revenue. TSM is the company that builds the chips inside Nvidia's (NVDA) AI accelerators, Apple's (AAPL) iPhones, and much of
2026-06-13
www.aol.com
2026-06-13
AOL.com
3 Semiconductor Stocks to Buy While They Are Down in June
JOEL SOUTH
Sat, June 13, 2026 at 10:30 PM GMT+8
0
Quick Read
NVDA sits 26% below its 52-week high with a $298 consensus target, while AMD locked a 6-gigawatt Instinct GPU deal with Meta.
The PHLX chip index dropped 10% on June 5, its worst single-day loss since March 2020, wiping $1.3 trillion in sector market value.
AVGO fell 22% in one
2026-06-13
www.aol.com
2026-06-13
AOL.com
3 Semiconductor Stocks to Buy While They Are Down in June
JOEL SOUTH
Sat, June 13, 2026 at 10:30 PM GMT+8
0
Quick Read
NVDA sits 26% below its 52-week high with a $298 consensus target, while AMD locked a 6-gigawatt Instinct GPU deal with Meta.
The PHLX chip index dropped 10% on June 5, its worst single-day loss since March 2020, wiping $1.3 trillion in sector market value.
AVGO fell 22% in one
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
3 Semiconductor Stocks to Buy While They Are Down in June
Joel South
Sat, June 13, 2026 at 7:30 AM PDT 5 min read
AVGO
-0.91%
AMD
+4.73%
NVDA
+0.16%
META
-0.26%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA sits 26% below its 52-week high with a $298 consensus target, while AMD locked a 6-gigawatt Instinct GPU deal with Meta.
The PHLX chip index dropped 10% on June 5, its worst s
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower.
Video Muted
The PHLX chip index dropped 10% on June 5, the deepest one-day loss si
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Image of Jensen Huang by El editorial via Shutterstock
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered major indices to record highs this year as hyperscalers poured hundreds of billions of dollars into data centers, advanced processors, and high-bandwidth memory. But
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.
Oleksandr Pylypenko
Sat, June 13, 2026 at 7:00 AM PDT 5 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered ma
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.cnbc.com
2026-06-13
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly