Semiconductor News & Analysis Feed
5135 articles
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
3 Reasons to Buy Nvidia Stock in July
Rick Munarriz, The Motley Fool
June 30, 2026 4 min read
NVDA
+0.71%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is capping off another successful quarter of trading. The global leader in artificial intelligence (AI) is trading 12% higher heading into the final trading day of the calendar quarter.
But June has been a bust. Nvidia is trad
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Nvidia (
NVDA
+0.82%
) is capping off another successful quarter of trading. The global leader in artificial intelligence (AI) is trading 12% higher heading into the final trading day of the calendar quarter.
But June has been a bust. Nvidia is trading 8% lower in this otherwise resilient month for the markets. Market leadership has shifted from the initial AI leaders to beneficiaries like memory
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), and the receipts make it hard to stop. Every paycheck, every dip, every quarter that prints another set of numbers most companies will never see, I add. This is the position I size up when I should be diversifying away from it, and I want to explain why with the data.
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The core of my thesis is simple. Nvidia sells the picks a
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
Robotics Expansion: Social media chatter highlights NVIDIA's recent hiring push in China for robotics roles tied to its GR00T and Cosmos platforms. Analysts note this move positions the company to deepen its lead in physical AI applications amid growing demand.
Valuation Focus: Discussions center on the stock trading near multi-year lows in forward earnings multiples while revenue growth remains
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGM:MRAM
3 Semiconductor Stocks Riding AI Memory And Chip Equipment Demand
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI heavyweights in the Magnificent 7 have just seen about US$2.3t in value wiped away as investors question massive, often debt-fueled, infrastructure spending and wait for second quarter earnings to show clearer payo
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
Anirudha Bhagat
June 30, 2026 7 min read
AMZN
+0.75%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
TSM
-4.25%
Explore stocks on Coinbase
Trading disclosure
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities
2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Semiconductor stocks climb to record 19.7% of the S&P 500 as AI rally reshapes the index
Fiona Craig
June 30, 2026 3 min read
^GSPC
-0.26%
NVDA
+1.11%
AVGO
-0.67%
2330.TW
-0.81%
AMD
-5.65%
Explore stocks on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
Chipmakers reach unprecedented share of the benchmark
Semiconductor companies now account for a record 19.7% of the S&P 500, almos
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:AMD
AMD Stock And 2 AI Semiconductor Picks For Data Center Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Markets just closed with the Dow at a record high above 52,000 and enthusiasm around AI and semiconductor stocks front and center. A pause in U.S. Iran tensions, an open Strait of Hormuz, and softer oil prices are combinin
2026-06-30
www.tradingview.com
2026-06-30
TradingView
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Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Super Micro Stock Plunges After Taiwan Raids Offices in Nvidia Chip Probe
Less than 1 min read
SMCI
−3.03%
Shares of Super Micro Computer
SMCI
fell more than 8% on Monday after Taiwanese authorities searched the company's offices as part of an investigation tied to alleged shipments of restricted Nvidia
2026-06-30
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
Micron’s (MU) Memory Boom Is Not Over, But Here’s What Analysts Think Of The Stock Price
Jabran Kundi
30 June 2026 2 min read
MU
-5.35%
Micron Technology Inc. (NASDAQ:MU) is one of the 10 AI Stocks That Are Surging. On June 15, TD Cowen raised the firm's target price on Micron Technology Inc. (NASDAQ:MU) from $660 to $1500 and maintained a Buy rating on the stock. The firm remained optimistic abo
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron’s (MU) Memory Boom Is Not Over, But Here’s What Analysts Think Of The Stock Price
Jabran Kundi
June 30, 2026 2 min read
MU
-6.83%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 AI Stocks That Are Surging. On June 15, TD Cowen raised the firm's target price on Micron Technology Inc. (NASDAQ:MU) from $660 to $1500 and maintained a Buy rating on th
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML Holdings (ASML) Is One Of The Top Surging AI Stocks, Here’s What Analysts Make Of It
Jabran Kundi
June 30, 2026 2 min read
ASML.AS
-7.28%
ASML
-3.62%
Trade ASML on Coinbase
Trading disclosure
ASML Holding NV (NASDAQ:ASML) is one of the 10 AI Stocks That Are Surging. During the last few trading sessions, ASML Holding NV (NASDAQ:ASML) has seen positive momentum. On June 15, Bernstein analyst D
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia stock is sagging. Here's what's behind the negative short-term trend.
Brian Sozzi · Executive Editor
June 30, 2026 2 min read
NVDA
-1.08%
^GSPC
-0.64%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia's (NVDA) stock is enduring an early summer swoon.
The insight: Nvidia shares have now underperformed the S&P 500 (^GSPC) for six straight trading days, according to Yahoo Finance AlphaSpace