Semiconductor News & Analysis Feed
5167 articles
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
As of midday, the Dow Jones Industrial Average (
^DJI
+0.42%
) rose 0.89% to 52,125.67, the Nasdaq Composite (
^IXIC
0.59%
) gained 0.65% to 25,753.08, and the S&P 500 (
^GSPC
0.22%
) edged up 0.61% to 7,410.55 as falling oil prices and stabilizing technology shares helped markets recover from yesterday’s losses.
Gold futures fell 3.09% to $4,021.20, and the 10-Year Treasury yield slipped 0.08% t
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
Home
Stock Ideas
Quick Picks & Lists
Micron And 4 AI Stocks For Data Center Growth
Jun 24, 2026, 1:05 PM ETMU, SNDK, AMD
, MXL, INTC
Steven Cress, Quant Team
SA Quant Strategist
Follow
5
Share
Save
Play
(16min)
Comments
(7)
Summary
Global data center capacity could nearly double by 2030, driven by surging AI demand and rapid cloud expansion.
Goldman Sachs expects hyperscaler AI spending to surpass
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
HOME>MARKET-COMMENTARY
MARKET-COMMENTARY
There’s a New Stock on My Radar as We Wait for Micron
A powerful rotation continues.
James "Rev Shark" DePorre·Jun 24, 2026, 12:15 PM EDT
COMMENTS
You've reached your free article limit
You've read 1 of 1 free Pro articles.
REGISTER FREE TO READ MORE PRO ARTICLES
Unlock unlimited Pro access — 70% off Today. Offer Ends soon
ALREADY REGISTERED OR A PRO M
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Synopsys (SNPS) Stock After Recent Pullback Is The Valuation Now More Reasonable
Bailey Pemberton
Wed, June 24, 2026 at 9:13 AM PDT 5 min read
SNPS
+1.09%
Trade SNPS on Coinbase
Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
If you are wondering whether Synopsys stock is offering fair value right now, the key
2026-06-24
www.trefis.com
2026-06-24
Trefis
Is Qualcomm Stock A Bet On AI’s Future Or A Hostage To The Smartphone’s Present?
June 24th, 2026 by Trefis Team
-10.90%
Downside
204
Market
182
Trefis
QCOM
Qualcomm
After a powerful run, the chipmaker is asking investors to look past today’s handset troubles toward a future in AI-powered cars and data centers.
Qualcomm (QCOM) has long been the engine inside the world’s smartphones, but after a s
2026-06-24
news.google.com
2026-06-24
24/7 Wall St.
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
__fail__
2026-06-24
www.investopedia.com
2026-06-24
Investopedia
__fail__
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.aol.com
2026-06-24
AOL.com
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
VANDITA JADEJA
Wed, June 24, 2026 at 10:59 PM GMT+8
0
wellesenterprises / iStock Editorial via Getty Images
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus IoT gr
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
Trade QCOM on Coinbase
Trading disclosure
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus
2026-06-24
news.google.com
2026-06-24
TradingView
2026-06-24
www.barrons.com
2026-06-24
Barron's
__fail__
2026-06-24
www.benzinga.com
2026-06-24
Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns.
If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
/
Zacks
/
KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
5 min read
KLAC
−2.76%
AMAT
−1.62%
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA Corp
2026-06-24
www.tikr.com
2026-06-24
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $304.36
Target Price (Mid): ~$520
Street Target: ~$294
Potential Total Return: ~71%
Annualized IRR: ~13% / year
Earnings Reaction: +19.43% (April 22, 2026)
Max Drawdown: 30.70% (November 20, 2025)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instrument
2026-06-24
www.barrons.com
2026-06-24
Barron's
__fail__
2026-06-24
www.timothysykes.com
2026-06-24
timothysykes.com
Micron Technology Inc. jumps on stronger-than-expected memory chip demand outlook, and its stocks have been trading up by 3.43 percent
Live Update At 09:19:04 EDT: On Wednesday, June 24, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending up by 3.43%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
Micron Technology Inc. is tra
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a10dc6c89d02fc33 • Your IP: Click to reveal • Performance & security by Cloudflare