Semiconductor News & Analysis Feed
5274 articles
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
stockstory.org
2026-06-12
StockStory
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2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Adam Hejl
Fri, 12 June 2026 at 3:21 am GMT-7 3 min read
TER
+9.73%
^GSPC
+1.75%
AMAT
+11.19%
MU
+11.66%
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Adam Hejl
Fri, June 12, 2026 at 3:21 AM PDT 3 min read
TER
+9.73%
^GSPC
+1.75%
AMAT
+11.19%
MU
+11.66%
Explore stocks on Coinbase
Trading disclosure
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Micron Technology (
MU
+11.48%
) and Intel (
INTC
+9.34%
) are popular with investors right now because the artificial intelligence (AI) boom represents a significant growth opportunity for both companies. The stocks have added 228% and 192%, respectively, this year. Yet, certain Wall Street analysts think Micron and Intel are wildly overvalued.
William Kerwin at Morningstar has given Micron a ta
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) Stock After 67% YTD Surge Is The Current Price Justified
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
If you are wondering whether Texas Instruments' current share price still offers value, it helps to step back and look at what the recent returns and valuation checks are really telling you.
The stock closed at US$297.1
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVDA Stock Heads For Fourth Week In Red: Report Says Nvidia Has Begun Vera Chip Pitches To Chinese Customers
Yuvraj Malik
Fri, June 12, 2026 at 1:19 AM PDT 3 min read
NVDA
+2.22%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia is reportedly pushing alternative chips to Chinese customers as sales of H200s remain stalled.
NVDA stock has underperformed peers in the chip sector in recent months,
2026-06-12
stocktwits.com
2026-06-12
Stocktwits
stocktwits.com
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2026-06-12
news.google.com
2026-06-12
MarketBeat
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Indie Semiconductor (INDI) Stock Valuation Reassessed After Recent Pullback And Bearish Fair Value Narrative
Simply Wall St
Fri, June 12, 2026 at 12:11 AM PDT 3 min read
INDI
+1.27%
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Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
What is moving indie Semiconductor
2026-06-12
www.trefis.com
2026-06-12
Trefis
Behind the company's record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.
After a run of +774.6% over the last 12 months, it’s clear that investors in Micron Technology (MU) are pricing in a nearly perfect future. The company is posting record results, fueled by high AI-driven demand for its memory
2026-06-12
www.trefis.com
2026-06-12
Trefis
In the last five years, Texas Instruments (TXN) stock has returned $30 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.
As it turns out, TXN stock has returned the 62nd highest amount to shareholders in history.
Why should you care? Because
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
__fail__
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
NVIDIA Corporation (NVDA): A Forever Stock to Buy amid Growing Business Ties in Korea
Abdul Rahman
Thu, 11 June 2026 at 8:25 pm GMT-7 2 min read
NVDA
+2.22%
SKM
+0.29%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)’s DSX platform to build a gigawatt-scal
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, Rides
Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Target
12.06.2026 - 05:24:27 | boerse-global.de
Infineon shares have doubled in 2024, fueled by AI infrastructure power demand and rotation from software to semiconductors, with analysts bullish but volatility at 75%.
Infineon - Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Tar
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
CNBC’s Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC | INTC Price Prediction) ahead of every other chip stock in his coverage universe. The catalyst was a dramatic analyst action that Cramer described as “a company which had been recommending a sale of Intel comes out and skips the h
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.
Thomas Richmond
Thu, June 11, 2026 at 6:47 PM PDT 3 min read
INTC
+9.27%
NVDA
+2.22%
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Trading disclosure
Quick Read
Cramer named Intel his top chip pick after an analyst jumped straight from sell to buy, lifting shares 5% to $113.
Intel has su