Semiconductor News & Analysis Feed
5133 articles
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
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2026-07-01
Memeburn
2026-07-01
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2026-07-01
Investor's Business Daily
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2026-07-01
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2026-07-01
www.thestreet.com
2026-07-01
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why
Qualcomm (QCOM) Stock Sinks As Market Gains: Here's Why · Zacks
Zacks Equity Research
June 30, 2026 3 min read
QCOM
-1.88%
^GSPC
-0.45%
^DJI
-0.25%
^IXIC
-1.16%
Qualcomm (QCOM) closed the most recent trading day at $184.79, moving -2.08% from the previous trading session. This move lagged the S&P 500's daily gain of 0.79%. Elsewhere, the Dow
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.barchart.com
2026-07-01
Barchart.com
Engineer holding computer microchip by LIGHTFIELD STUDIOS via Adobe Stock
A class-action lawsuit filed on June 25 in a U.S. court has named Micron Technology (MU), Samsung Electronics, and SK Hynix in an anti-trust case over alleged DRAM price fixing. The claim is that these three companies, which control most of the global DRAM market, cut back production of older DDR3 and DDR4 chips while shif
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
MU Stock Alert: What to Know as Micron Commits $250M to Trump Accounts
Wajeeh Khan
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron (MU) shares are in focus on Tuesday morning after the memory chips specialist committed $250 million to the Trump Accounts ahead of its July 4 national launch.
Trump Accounts is the administration's newly rolled-out child savings pr
2026-07-01
simplywall.st
2026-07-01
simplywall.st
Netherlands/Semiconductors/ENXTAM:ASML
ASML (ENXTAM:ASML) Stock Is Now Being Framed As The New OPEC Of Chips
July 01, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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ASML Holding (ENXTAM:ASML) is being described as the "New OPEC" of chips as debate grows around record semiconductor sector valuations during the AI boom.
The company’s extreme ultraviolet (EUV) lithography tools are
2026-07-01
ca.finance.yahoo.com
2026-07-01
Yahoo! Finance Canada
Billionaires Appear to Be Unloading Nvidia and Loading Up on This TSX Stock
A person stands in front of several doors representing different U.S. stock options for Canadian investors.
Joey Frenette
June 30, 2026 4 min read
NVDA
+0.71%
BN
-0.39%
Written by Joey Frenette at The Motley Fool Canada
Nvidia (NASDAQ:NVDA) shares have been quite the generational builder of wealth over the past five year
2026-07-01
simplywall.st
2026-07-01
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) On Capacity Expansion Narrative And Whether The Stock Looks Fully Valued
July 01, 2026
Simply Wall St
Texas Instruments (TXN) is back in focus for investors after recent share price moves, with the stock near US$285 and longer term returns outpacing shorter term performance. This is prompting fresh questions about what is already p
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Artificial intelligence (AI) compute workloads in data centers are now shifting toward inference. Deloitte estimates that inference workloads will account for two-thirds of AI-focused computational workloads in data centers this year, up from 50% in 2025.
This has led to a strong jump in demand for chips capable of executing inference workloads cost-effectively. Nvidia currently leads the market
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia, AMD, Intel Lead AI Chip Stock Rally as Wall Street Rebounds
Nauman Khan
June 30, 2026 1 min read
NVDA
+0.71%
AMD
-6.51%
INTC
-9.66%
MRVL
-7.45%
AVGO
-0.83%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
AI chip stocks rally as Nvidia, AMD and semiconductor equipment makers lift Wall Street
Artificial intelligence traded higher Tuesday, helping pu
2026-07-01
www.trefis.com
2026-07-01
Trefis
Applied Materials Stock Is Priced For Perfection
June 30th, 2026 · by Trefis Team
AMATYTD+131.2%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze AMAT →
After a historic run, the biggest threat to the chip-equipment giant isn’t a lack of demand but the immense difficulty of executing flawlessly when expectations are this high.
If you hold Applied Materials (AMAT) stock, you’ve been rewarded for believing in th
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
3 min read
AMAT
−6.46%
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s tradin
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?
Shaun Pruitt
June 30, 2026 3 min read
MU
-4.71%
QCOM
-1.88%
AMAT
-6.46%
Explore stocks on Coinbase
Trading disclosure
Applied Materials AMAT) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rall