Semiconductor News & Analysis Feed
5155 articles
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
2026-06-27
kalkinemedia.com
2026-06-27
Kalkine Media
Why Did onsemi (NASDAQ:ON) Announce a Synaptics Stock Deal?
NASDAQ COMPOSITE
ON
4 min read | June 26, 2026 12:19 PM PDT | By Anmol Khazanchi
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2026-06-27
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Qualcomm Inc (QCOM) moved down by 5.12%. The Technology Equipment sector is down by 2.75%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 5.76%; SanDisk Corporation (SNDK) down 9.55%; NVIDIA Corp (NVDA) down 1.07%.
Qualcomm's stock experienced significant downward volatility on Friday, reflecting a "sell-the-news" reaction followin
2026-06-27
www.moomoo.com
2026-06-27
Moomoo
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June 26th - The industry of $Power semiconductor (LIST24212.US)$ is trending down in regular trading hours with 1
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Tirthankar Chakraborty
June 26, 2026 3 min read
MU
-5.49%
SNDK
-14.13%
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Trading disclosure
Memory stocks seem to have broken off from their traditional cyclical behavior, supported by sustained growth in recent years. The artificial intelligence (AI) boom in data-intensive workloads has substantially increased
2026-06-27
www.foreignpolicyjournal.com
2026-06-27
foreignpolicyjournal.com
Zacks Research Daily has highlighted 16 major stocks in its latest research output, with JPMorgan Chase & Co. (NYSE: JPM), Novartis AG (NYSE: NVS), and Qualcomm Inc. (NASDAQ: QCOM) among the featured names.
JPMorgan shares have gained 2.7% over the past six months, trailing the Zacks Financial – Investment Bank industry’s gain of 5.8% over the same period.
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The
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Investors in ON Semiconductor (
ON
+6.93%
), or onsemi, went to sleep last night thinking they were holding a power and sensing chip company whose core automotive and industrial end markets were inflecting, while its AI data center revenue was booming and becoming significant for the company.
However, they woke up facing the prospect of becoming a technically integrated provider of power, sensing
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Key Points
ON Semiconductor announced an all-stock acquisition of Synaptics, valued at $7 billion, and the stock dropped over 23% following the announcement, reflecting investor concerns.
The deal aims to integrate power, sensing, and connected computing for edge AI applications.
10 stocks we like better than ON Semiconductor ›
Investors in ON Semiconductor(NASDAQ: ON), or onsemi, went to slee
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Here's Why ON Semiconductor Stock Crashed Hard Today
Lee Samaha, The Motley Fool
June 26, 2026 3 min read
ON
-3.60%
SYNA
-5.65%
NVDA
-1.39%
Explore stocks on Coinbase
Trading disclosure
Investors in ON Semiconductor (NASDAQ: ON), or onsemi, went to sleep last night thinking they were holding a power and sensing chip company whose core automotive and industrial end markets were inflecting, while i
2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027.
The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays a
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips · Stocktwits
Aveek Bhowmik
June 26, 2026 3 min read
QCOM
-3.12%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm is reportedly discussing its new data center chip platform with smartphone, PC and automotive
2026-06-27
stocktwits.com
2026-06-27
Stocktwits
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
Lee Samaha, The Motley Fool
Fri, June 26, 2026 at 10:35 AM PDT 4 min read
NVDA
+2.63%
Trade NVIDIA on Coinbase
Trading disclosure
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the move
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Less than 1 min read
GOOG
+0.58%
AAPL
+2.70%
NVDA
+2.63%
MSFT
+1.21%
Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and other major technology stocks have come under pressure in recent weeks as investors weigh the costs of massive arti
2026-06-27
stockstory.org
2026-06-27
StockStory
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