Semiconductor News & Analysis Feed
5255 articles
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Semiconductor Manufacturing Stocks Q1 Results: Benchmarking Nova (NASDAQ:NVMI)
Kayode Omotosho
Wed, June 17, 2026 at 2:31 PM PDT 4 min read
NVMI
+0.68%
Trade Nova on Coinbase
Trading disclosure
Semiconductor Manufacturing Stocks Q1 Results: Benchmarking Nova (NASDAQ:NVMI)
The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a loo
2026-06-18
www.foreignpolicyjournal.com
2026-06-18
foreignpolicyjournal.com
Oracle (NYSE: ORCL), one of the largest players in the artificial intelligence hardware ecosystem, reported its fiscal 2026 results for the year ended May 31 on June 10.
Investor reaction to the results was cautious, with concerns mounting over rapidly expanding capital expenditures and rising debt tied to new data center construction.
Starmer leadership uncertainty ‘perhaps influencing’ indyref
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Micron Technology and Sandisk have delivered stunning gains to investors in 2026, driven by favorable memory market dynamics where demand is significantly outpacing supply.
Artificial intelligence (AI) data centers have been quickly cornering the available supply of memory chips, creating a substantial shortage for other applications such as smartphones, vehicles, personal computers, and gaming c
2026-06-18
www.trefis.com
2026-06-18
Trefis
Is Micron Stock’s Record-Breaking Run A Cyclical Peak Or A New AI Reality?
June 17th, 2026 by Trefis Team
-66.17%
Downside
1043
Market
353
Trefis
MU
Micron Technology
The chip giant’s AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry’s notoriously cyclical past.
After a striking 785% gain over the past year, it’s hard to ignore Micron Technology (MU).
2026-06-18
www.barchart.com
2026-06-18
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron (MU) shares have already more than tripled in 2026, but a senior Deutsche Bank analyst, Melissa Weathers, believes they’re not out of juice just yet.
In a research note this morning, Weathers maintained a “Buy” rating on MU and raised her price target on the memory chips specialist to $1,500, indicating potential upside of an
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia has invested in many artificial intelligence (AI)-focused companies lately, and neocloud provider Nebius Group (
NBIS
+5.91%
) is one of them.
In March this year, Nvidia announced that it will invest $2 billion in Nebius to help accelerate the build-out of data centers and AI factories. Nebius specializes in designing and building dedicated AI and high-performance computing (HPC) data cent
2026-06-18
news.google.com
2026-06-18
Yahoo Finance
2026-06-18
news.google.com
2026-06-18
The Motley Fool
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
Trefis Team
Wed, June 17, 2026 at 12:55 PM PDT 3 min read
TXN
+2.92%
MCHP
+2.95%
NXPI
+3.18%
ADI
+2.54%
ON
+8.16%
Explore stocks on Coinbase
Trading disclosure
Photo by Andrey Matveev on Unsplash
Before the chipmaker's stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarte
2026-06-18
www.trefis.com
2026-06-18
Trefis
Texas Instruments Stock And The Industrial Recovery Hiding In Plain Sight
June 17th, 2026 by Trefis Team
-15.99%
Downside
302
Market
254
Trefis
TXN
Texas Instruments
Before the chipmaker’s stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock
2026-06-18
www.tradingview.com
2026-06-18
TradingView
News
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GuruFocus
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Citi Has a New Micron Stock Target for 2027
Citi Has a New Micron Stock Target for 2027
Less than 1 min read
MU
+2.20%
Micron Technology
MU
received a higher price target from Citi, which lifted its forecast to $1,200 from $840 while maintaining a Buy rating on the memory-chip maker.
Citi said Micron could benefit from stronger-than-anticipated pricing trends across memory m
2026-06-18
www.tradingview.com
2026-06-18
TradingView
News
/
Zacks
/
Micron & Another AI Memory Stock to Buy Now for Big Upside
Micron & Another AI Memory Stock to Buy Now for Big Upside
2 min read
MU
+2.20%
STX
+3.37%
For quite some time, Micron Technology MU and Seagate Technology Holdings plc STX have been benefiting from the artificial intelligence (AI) boom, as rising data needs fuel demand for memory and storage solutions.
Both stocks have de
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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2026-06-18
www.gurufocus.com
2026-06-18
GuruFocus
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2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 3.51%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
The upward movement of Cadence Design Systems was primarily fueled by robust secular trends in the Ele
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Synopsys Inc (SNPS) moved up by 5.41%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
Synopsys experienced a strong upward move today, propelled by key product announcements and ongoing momentum in the
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Software/NasdaqGS:CDNS
Cadence Design Systems (CDNS) Stock Could Be 12.5% Overvalued After Intel Foundry Deal
June 18, 2026
Simply Wall St
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Why the Intel Foundry deal matters for Cadence Design Systems stock
Cadence Design Systems (CDNS) has drawn fresh attention after announcing a multi-year Design Technology Co Optimization partnership with Intel Found
2026-06-18
idahobusinessreview.com
2026-06-18
Idaho Business Review
idahobusinessreview.com
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2026-06-18
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2026-06-18
Investor's Business Daily
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2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has spent 2026 stuck in the penalty box. The stock trades at $448.38, down 10.76% over the past month and 4.54% year to date, even as the chip design software duopoly remains the most strategically vital toll booth in semiconductors.
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Our 24/7 Wall St. price target for Synopsys is $490.68 by year-end 2026, implying mid-single-digit upside