Semiconductor News & Analysis Feed
5141 articles
2026-06-30
www.marketwatch.com
2026-06-30
MarketWatch
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2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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In ad
2026-06-30
tradersunion.com
2026-06-30
Traders Union
Cadence Design Systems announced that registration is now open for CadenceLIVE Singapore 2026. The event is set for July 13.
Attendees can experience 'Design for AI and AI for Design' in action. The event offers opportunities to connect with industry leaders, experts, and innovators and to explore the latest trends shaping the future of electronic design.
CDNS is currently trading at $375.65, wh
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Over the last five years, Nvidia (
NVDA
+0.38%
) has been the quintessential millionaire-maker stock -- returning roughly 950% compared to the S&P 500's relatively modest gain of 74%. The company's powerful graphics processing units (GPUs) are the workhorses of the generative artificial intelligence (AI) industry. And its advantages in scale and technology have helped it stay ahead of the competit
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
news.google.com
2026-06-30
Investing.com
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
AMD Stock Is Crushing Nvidia's in 2026. Will That Continue?
Keithen Drury, The Motley Fool
June 29, 2026 4 min read
NVDA
+0.37%
AMD
+6.61%
Explore stocks on Coinbase
Trading disclosure
If you asked me which stock would have a better 2026, Nvidia (NASDAQ: NVDA) or Advanced Micro Devices (NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business r
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
If you asked me which stock would have a better 2026, Nvidia (
NVDA
+0.38%
) or Advanced Micro Devices (
AMD
+6.74%
), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely come to the same conclusion as my projection.
However, the market is in love with AMD's stock, and it has trounced Nvidia's year-to-date performance. Since the st
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
/
Invezz
/
Applied Materials stock surges 10%: here's why
Applied Materials stock surges 10%: here's why
2 min read
AMAT
−1.70%
Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings.
The move came as markets reassessed expectations around the semicon
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Prediction: Micron Technology Stock Is Going to $3,900 in 1 Year After Its Blowout Quarter
Harsh Chauhan, The Motley Fool
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Shares of Micron Technology (NASDAQ: MU) have shot up by a staggering 259% in 2026, as of this writing, and it looks like its red-hot rally isn't going to end any time soon.
The lates
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
/
GuruFocus
/
Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out
Micron, Intel Stocks Extend Selloff as $200 Billion Chip Sector Wipes Out
Less than 1 min read
MU
+0.94%
INTC
+1.54%
AMD
+6.61%
MRVL
+1.62%
Micron Technology
MU
and Intel
INTC
led semiconductor stocks lower on Monday as the sector continued its downward trend following last week's selloff.
The broade
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Why Micron Stock Just Dropped
Rich Smith, The Motley Fool
June 29, 2026 3 min read
MU
+0.94%
NVDA
+0.37%
AAPL
+1.31%
SNDK
-0.03%
Explore stocks on Coinbase
Trading disclosure
Micron (NASDAQ: MU) stock slipped 2% through 12:35 p.m. ET Monday as even more worries about the durability of demand for DRAM and NAND computer memory surfaced.
Perennial Micron bull Jordan Klein at Mizuho is doing his bes
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Micron (
MU
+1.18%
) stock slipped 2% through 12:35 p.m. ET Monday as even more worries about the durability of demand for DRAM and NAND computer memory surfaced.
Perennial Micron bull Jordan Klein at Mizuho is doing his best to contain the damage with a note in support of Micron today... but it seems to be having limited effect.
Image source: Micron.
What's worrying Micron investors today
Ove
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Shares of Micron Technology (
MU
+1.18%
) have shot up by a staggering 259% in 2026, as of this writing, and it looks like its red-hot rally isn't going to end any time soon.
The latest catalyst for Micron stock came when it released its fiscal 2026 third-quarter results (for the three months ended May 28) on June 24. The company's revenue and earnings blew past Wall Street's expectations, and it
2026-06-30
www.tradingview.com
2026-06-30
TradingView
News
/
Zacks
/
ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?
ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?
5 min read
3711
−4.12%
AMKR
+0.33%
Artificial intelligence (AI) and high-performance computing are driving unprecedented demand for advanced semiconductor packaging, making outsourced semiconductor assembly and test (OSAT) providers increas
2026-06-30
www.gurufocus.com
2026-06-30
GuruFocus
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2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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