Semiconductor News & Analysis Feed
5270 articles
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Goldman Sachs lifts price target on AI-chip tailwinds
12.06.2026 - 19:02:14 | ad-hoc-news.de
Goldman Sachs has raised its Infineon Technologies price target to 88 euros and reiterated its Buy rating, citing stronger growth prospects from AI-related chips, while the stock trades in the high-70s euro range on Xetra.
Infineon, DE000
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market.
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NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally g
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia vs AMD: The Better AI Stock Is A Better Buy This June
Vandita Jadeja
Fri, June 12, 2026 at 9:53 AM PDT 3 min read
NVDA
+0.18%
AMD
+5.63%
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Quick Read
NVDA grows 85% yet trades at only 24x forward earnings, while AMD demands 68x despite slower growth and lower margins.
AMD's 6 GW Meta deployment gives it a flagship hyperscaler commitment, but NVI
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
Is Alpha and Omega Semiconductor Limited (AOSL) A Good Stock To Buy Now?
Ricardo Pillai
Fri, 12 June 2026 at 9:17 am GMT-7 3 min read
AOSL
+3.78%
Is AOSL a good stock to buy? We came across a bullish thesis on Alpha and Omega Semiconductor Limited on r/AsymmetricStocks by Fluffy-Pineapple-143. In this article, we will summarize the bulls’ thesis on AOSL. Alpha and Omega Semiconductor Limited's sh
2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
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Micron Technology (MU) has been back in the spotlig
2026-06-12
news.google.com
2026-06-12
The Motley Fool
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA (NVDA): A Key Part of Harvard University AI Stock Picks
Fahad Saleem
Fri, June 12, 2026 at 7:13 AM PDT 2 min read
NVDA
+0.01%
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We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #7 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $129,717,150
Nvidia (NASDAQ:N
2026-06-12
www.insidermonkey.com
2026-06-12
Insider Monkey
NEWS
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Published on June 12, 2026 at 9:55 am by FAHAD SALEEM in News
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We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hol
2026-06-12
ca.finance.yahoo.com
2026-06-12
Yahoo! Finance Canada
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Fri, June 12, 2026 at 6:55 a.m. PDT 2 min read
TSM
+0.87%
We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hold
2026-06-12
simplywall.st
2026-06-12
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Stock Valuation Check After Strong Recent Momentum
June 12, 2026
Simply Wall St
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What SK hynix’s recent share performance might be telling investors
SK hynix (KOSE:A000660) has drawn fresh attention after a very large past 3 months return, putting its semiconductor story back in focus for investors watchi
2026-06-12
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2026-06-12
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2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
It hasn’t been all too clean a breakout for shares of AI chip giant Nvidia (NASDAQ:NVDA | NVDA Price Prediction), which is still down close to 13% after tumbling off its mid-May highs. Indeed, it seems like the company can do everything right and still get rewarded with a reaction that’s relatively muted compared to the rest of the semiconductor scene.
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Even if some think that shares
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
3 Reasons It Might Be Time Buy the Dip in NVIDIA Stock
Joey Frenette
Fri, June 12, 2026 at 6:41 AM PDT 3 min read
NVDA
-0.01%
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Quick Read
NVDA trades at just 23x forward earnings while delivering growth.
Nvidia is funneling capital into AI stack alliances and investments, embedding itself in the AI revolution well beyond GPU hardware.
Don't wait: the a
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This Tiny Australian AI Stock Up 4,000% in 2026 Just Inked a Nvidia Deal. Here's the Story.
Elizabeth H. Volk
Fri, June 12, 2026 at 6:27 AM PDT 4 min read
NVDA
+0.16%
CRWV
+5.02%
MRVL
-0.36%
SHAZ
-12.85%
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Data Center by Caureem via Shutterstock (2)
Sharon AI Holdings (SHAZ), a small Australian neocloud company listed on the Nasdaq, is in the spotlight
2026-06-12
www.tradingview.com
2026-06-12
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Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Less than 1 min read
SHAZ
−9.09%
NVDA
+0.37%
Sharon AI
SHAZ
surged about 25% on Friday after entering a six-year strategic compute collaboration with NVIDIA
NVDA
.
Sharon AI said the agreement will support the rollout of 72 megawatts of new data-center c
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Wall Street Bullish on Nvidia (NVDA), Is It a Good Stock to Buy?
Talha Qureshi
Fri, June 12, 2026 at 6:08 AM PDT 2 min read
NVDA
-0.19%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the Good Stocks to Invest in Now. Wall Street remains bullish on NVIDIA Corporation (NASDAQ:NVDA) despite around 3% decline over the past few days. The decline stems from inves
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
In the Artificial Intelligence (AI) space, NVIDIA Corporation NVDA has been one of the leaders during the AI boom. However, there are many other companies in the AI ecosystem that are performing extremely well as they are leaders in growing the infrastructure needed for AI spending. Two such companies are Micron TechnologyMU and Dell TechnologiesDELL. Over the past year, both stocks have more than
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Image of Jensen Huang by jamesonwu1972 via Shutterstock
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear signal: AI has become “insanely profitable” for Taiwan Semiconductor (TSM). Those words capture exactly why TSM stock remains in a league of its own.
Over the past few months, sem
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
Nauman Khan
Fri, June 12, 2026 at 6:00 AM PDT 4 min read
2330.TW
+2.67%
NVDA
+0.16%
AAPL
-1.52%
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Trading disclosure
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear si