Semiconductor News & Analysis Feed
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2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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2026-06-11
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2026-06-11
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape.
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The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness extends well bey
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Less than 1 min read
TSM
−4.15%
2330
−2.17%
Nvidia CEO Jensen Huang said artificial intelligence is insanely profitable for Taiwan Semiconductor Manufacturing Co
TSM
during a speech in Taiwan, highlighting the company's key role in the global chip industry.
Huang m
2026-06-11
simplywall.st
2026-06-11
simplywall.st
Taiwan/Semiconductors/TWSE:2330
TSMC And Two AI Trade Stocks Reshaping Critical Supply Chains
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI related trade is surging, tariffs are reshaping supply chains, and competition for critical minerals is tightening. These shifts are already filtering through to company earnings risks and opportunities, especially for businesses
2026-06-11
news.google.com
2026-06-11
Barron's
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
www.msn.com
2026-06-11
MSN
Semiconductor equipment stocks marched higher on Wednesday amid continued strong demand for new chip gear amid the artificial intelligence boom. Applied MaterialsAMAT and other chip gear stocks are trading at record highs.
Cantor Fitzgerald analyst C.J. Muse on Wednesday raised his price targets on four semiconductor equipment stocks: Applied Materials, ASMLASML, KLAKLAC and Lam ResearchLRCX. He
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
5-star analyst revisits Nvidia stock on peculiar GPU demand situation
Moz Farooque
Wed, June 10, 2026 at 9:37 AM PDT 4 min read
NVDA
-2.91%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) has spent most of the AI boom dealing with "good" problems, chief among them that its most important chips remain very hard to get.
According to TheFly, Wedbush analyst Matt Bryson just revisited Nvid
2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-10
www.aol.com
2026-06-10
AOL.com
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
GEOFFREY SEILER, THE MOTLEY FOOL
Wed, June 10, 2026 at 10:37 PM GMT+8
0
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stock
2026-06-10
qz.com
2026-06-10
qz.com
BUSINESS NEWS
SK Hynix is targeting a U.S. stock market debut as early as August
The South Korean memory chipmaker filed confidentially for a U.S. listing in March and could raise as much as $14 billion
By
Colleen Cabili
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Published 22 minutes ago
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Bloomberg / Getty Images
A U.S. stock market listing as e
2026-06-10
www.theglobeandmail.com
2026-06-10
The Globe and Mail
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stocks we like better than Nvidia ›
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go strai
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
SK Hynix U.S. stock listing ADR debut August 2026
Quartz · Bloomberg / Getty Images
Colleen Cabili
Wed, June 10, 2026 at 7:37 AM PDT 2 min read
000660.KS
+1.22%
NVDA
-3.73%
Trade NVIDIA on Coinbase
Trading disclosure
A U.S. stock market listing as early as August is in the works for SK Hynix, with the South Korean memory chipmaker aiming to attract a wider pool of investors and capitalize on surg
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 7:37 AM PDT 5 min read
NVDA
-3.73%
AVGO
-5.12%
Explore stocks on Coinbase
Trading disclosure
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caug
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caught up in a sell-off triggered by the lackluster guidance that Broadcom (
AVGO
5.00%
) delivered with its quarterly report on June 3, and many top names tumbled sharply.
Dips like these aren't unusual, and they can be gre
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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Zacks
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KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?
KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?
4 min read
KLAC
+0.62%
KLA Corporation KLAC is trading near a fresh 52-week high, signaling growing investor conviction in the company’s execution and its critical role in the AI-driven semiconductor equipment cycle. The stock recently touched a
2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
www.insidermonkey.com
2026-06-10
Insider Monkey
HEDGE FUNDS
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NEWS
Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market
Published on June 10, 2026 at 9:44 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. The host of CNBC’s Mad Money said on Monday that a growing lis