Semiconductor News & Analysis Feed
5312 articles
2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-04
www.barchart.com
2026-06-04
Barchart.com
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
When Micron Technology (
MU
+1.56%
) stock reaches a $1 trillion valuation, many investors assume the easy money has already been made. That is a reasonable concern. After all, a trillion-dollar company needs to create an enormous amount of value to deliver strong returns from here.
But investors may be asking the wrong question. The real question is not whether Micron has become too large. The r
2026-06-04
www.msn.com
2026-06-04
MSN
Navitas Semiconductor stock spiked on Wednesday after the power-chip maker showcased its partnership with Nvidia.
Navitas is working within Nvidia’s MGX artificial-intelligence infrastructure.
Last week, Navitas participated in an Nvidia partner ceremony at a trade conference in Taiwan, the company said in a statement. This week, it is showing off one of its power-delivery boards at Nvidia’s MGX
2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-04
www.marketsmojo.com
2026-06-04
Markets Mojo
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2026-06-04
sg.finance.yahoo.com
2026-06-04
Yahoo Finance Singapore
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
www.barrons.com
2026-06-04
Barron's
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2026-06-04
www.zacks.com
2026-06-04
Zacks Investment Research
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2026-06-04
www.barchart.com
2026-06-04
Barchart.com
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.trefis.com
2026-06-04
Trefis
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Navitas Semiconductor (
NVTS
+19.26%
) stock is posting big gains in Wednesday's trading despite bearish pressures for the broader market. The company's share price was up 22.5% as of 1:30 p.m. ET despite the S&P 500 being down 0.7% and the Nasdaq Composite being down 0.5%.
While rising oil costs and bond yields are weighing on the broader market today, Navitas's valuation is surging thanks to ne
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.quiverquant.com
2026-06-04
Quiver Quantitative
Sector Reaction: Social media participants observed a notable pullback in Applied Optoelectronics shares after NVIDIA leadership suggested extended use of copper in data centers. Analysts on the platform clarified that the remarks addressed supply sequencing rather than a shift away from optics. They pointed to NVIDIA's own investments in related firms as evidence of ongoing commitment to the opti
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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