Semiconductor News & Analysis Feed
5120 articles
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Nvidia's (
NVDA
+0.62%
) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile investments. Recently, he made another one of those calls, pinpointing Marvell (
MRVL
7.45%
) as a top stock pick. In fact, he thinks it will be one of the next trillion-dollar companies.
That's high praise from the CEO of the world's largest company, but does that assess
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia's CEO Jensen Huang Just Called Marvell Technology The Next Trillion-Dollar Company. But Is It the Better Stock to Buy?
Keithen Drury, The Motley Fool
Wed, July 1, 2026 at 3:40 AM PDT 4 min read
NVDA
+0.71%
MRVL
-7.45%
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Trading disclosure
Nvidia's (NASDAQ: NVDA) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile in
2026-07-01
www.cnbc.com
2026-07-01
CNBC
The tech sector emerged as a clear winner in the first half of 2026. But while U.S. Big Tech stocks enjoyed strong gains — despite a sharp sell-off at the end of June — they were largely outperformed by their international counterparts.
Of MSCI’s sector-specific indexes, the index covering large and mid-cap emerging markets technology stocks was the best performer in the first six months of the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Trinity Street Asset Management LLP reduced its Taiwan Semiconductor Manufacturing stake by 6.9% in the first quarter, selling 66,813 shares and ending with 900,011 shares worth about $304.2 million. TSMC
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
stockstory.org
2026-07-01
StockStory
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
Key Points
Micron Technology supplies some of the best high-bandwidth memory for data centers, a key component in the artificial intelligence (AI) hardware stack.
Micron's revenue more than quadrupled during its recent quarter, and similar growth is expected in the next quarter.
A company growing this fast would normally command a premium valuation, but Micron stock is unusually cheap -- and it
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Here's Why I Will Never Pay Anywhere Near $1,100 for Micron Stock
Anthony Di Pizio, The Motley Fool
Wed, July 1, 2026 at 2:20 AM PDT 6 min read
MU
-4.71%
NVDA
+0.71%
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Trading disclosure
Micron Technology (NASDAQ: MU) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become
2026-07-01
stockstory.org
2026-07-01
StockStory
__fail__
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology (
MU
5.25%
) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become a key component in the artificial intelligence (AI) hardware stack.
Despite its incredible gains, Micron stock is still technically cheap when valued against its future potential earnings. However, that paints a
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Key facts: Enphase stock jumps ~15.8% on analyst pick; GaN switch demo
Less than 1 min read
ENPH
−3.50%
Enphase Energy (ENPH) jumped ~15.8% premarket after an analyst named it a preferred pick; traders cited rising power costs and El Niño boosting solar and battery demand.
1
Enphase Energy develops IQ SST
2026-07-01
stocktwits.com
2026-07-01
Stocktwits
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2026-07-01
www.twelfthmagpie.com
2026-07-01
twelfthmagpie.com
Home » Investing Articles » Will SpaceX, Nvidia, or Alphabet be the first $10trn stock?
WILL SPACEX, NVIDIA, OR ALPHABET BE THE FIRST $10TRN STOCK?
SpaceX stock’s tipped to soar in the years ahead. But can it beat Nvidia and Alphabet to a market-cap of $10trn given its size today?
Posted by
Edward Sheldon, CFA
❯
Published 1 July, 8:05 am BST
NVDA
GOOG
SPCX
Image source: Getty Images
You’re rea
2026-07-01
www.tradingview.com
2026-07-01
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MU Stock Eases After Record Run: Micron Backs Trump Accounts With $250M Commitment
MU Stock Eases After Record Run: Micron Backs Trump Accounts With $250M Commitment
2 min read
MU
−4.71%
KEY POINTS:
Micron reported blowout quarterly results last week and said memory demand will remain elevated in the years to come.
Micron’s commitment to Trump Accounts is the single biggest by
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Taiwan Semiconductor Manufacturing (TSM) Stock May Still Look Cheap On Record AI Earnings
Bailey Pemberton
Tue, June 30, 2026 at 9:30 PM PDT 3 min read
2330.TW
-0.20%
TSM
-4.25%
Trade TSM on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Taiwan Semiconductor Manufacturing stock has delivered a ve
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
Analog Semiconductors Stocks Q1 Highlights: Microchip Technology (NASDAQ:MCHP)
3 min read
MCHP
−3.93%
TXN
−3.36%
OLED
−0.93%
ST
−3.97%
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q1. Today, we are looking at analo