Semiconductor News & Analysis Feed
5249 articles
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang clearly wasn’t fazed when AI stocks tanked after the overheated U.S. jobs numbers, which seemingly fanned fears of rate hikes to come. In fact, Jensen Huang sounded genuinely excited, noting that investors should be as well at the thought of buying stock at a “cheaper price.”
Video Muted
Indeed, it’s a hard concept for many momentum i
2026-06-18
www.trefis.com
2026-06-18
Trefis
The company's AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and sitting at its 52-week high. The narrative is powerful: the company is a key supplier for the AI infrastructure buildout, delivering record
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
ASML Holding (NasdaqGS:ASML) Stock Looks Fully Priced After Strong Recent Gains
June 18, 2026
Simply Wall St
ASML Holding (NasdaqGS:ASML) stock has recently drawn attention after a series of strong trailing returns, with the shares up 3.5% in the past day and 7.7% over the past week.
See our latest analysis for ASML Holding.
At a share price of $1,867.
2026-06-18
www.trefis.com
2026-06-18
Trefis
After a monumental run, the memory chip maker is posting record profits and spending billions on expansion, forcing you to decide if this AI-driven boom has truly broken the industry's old boom-and-bust habits.
After gaining 53.1%, Micron Technology (MU) has transcended its identity as a cyclical chip stock to become the poster child for the hardware boom powering artificial intelligence. The com
2026-06-18
www.barrons.com
2026-06-18
Barron's
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2026-06-18
www.trefis.com
2026-06-18
Trefis
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2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
Key Points
Nvidia and Micron are semiconductor companies whose chips are essential for artificial intelligence.
Nvidia's Grace Blackwell superchip is the fastest and most efficient AI accelerator on the market.
Micron is losing market share in NAND and DRAM memory to industry leaders Samsung and SK Hynix.
10 stocks we like better than Nvidia ›
To date, Nvidia(NASDAQ: NVDA) and Micron Technolo
2026-06-18
news.google.com
2026-06-18
Trefis
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Stock vs. Micron Stock: Wall Street Says Buy One and Sell the Other
Trevor Jennewine, The Motley Fool
Thu, June 18, 2026 at 2:32 AM PDT 4 min read
NVDA
+2.95%
MU
+8.70%
Explore stocks on Coinbase
Trading disclosure
To date, Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
news.google.com
2026-06-18
Yahoo Finance
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
To date, Nvidia (
NVDA
+3.08%
) and Micron Technology (
MU
+8.80%
) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added 1,320% and 1,940%, respectively, since January 2023. But most Wall Street analysts think one of the two is overvalued.
Among 69 analysts, Nvidia has a median target price of $300 per share. That implies 44% upside from
2026-06-18
www.inc.com
2026-06-18
inc.com
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Here’s Why ASML Holding N.V. (ASML) Is Among the Stocks with Best Earnings Growth for the Next 3 Years
Rameen Kasana
Thu, June 18, 2026 at 1:08 AM PDT 2 min read
ASML.AS
-1.09%
ASML
+3.31%
Trade ASML on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is among the stocks with the best earnings growth for the next 3 years. On June 4, Barclays lifted the price target on ASML Holding N.V.
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Is Micron Technology, Inc. (MU) the Stock with the Best Earnings Growth for the Next 3 Years?
Rameen Kasana
Thu, June 18, 2026 at 1:08 AM PDT 2 min read
MU
+8.70%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is among the stocks with the best earnings growth for the next 3 years. On June 11, TheFly reported that Daiwa significantly lifted the price target on Micron T
2026-06-18
www.investing.com
2026-06-18
Investing.com
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2026-06-18
simplywall.st
2026-06-18
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2026-06-18
GuruFocus
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2026-06-18
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2026-06-18
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