Semiconductor News & Analysis Feed
62 articles
2026-06-25
fortune.com
2026-06-25
Fortune
Good morning. On Fortune’s radar today:
Markets: Micron drives tech stock rally.
Big-name money managers are piling into Amazon.
Oil is nearly normal.
J.P. Morgan warns “flash-crash” may be coming.
Denver’s reduced enthusiasm for eating out.
Reid Hoffman rips into Elon Musk.
ONE BIG THING
It’s an open secret: Amazon is the favored stock of star money managers
In recent quarters, a roster of money
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Micron Options Traders Brace for Massive Earnings Swing
Micron Options Traders Brace for Massive Earnings Swing
Less than 1 min read
MU
−5.67%
Micron Technology
MU
options traders priced in another sharp move for the chipmaker's shares ahead of Wednesday's earnings report, after the stock fell about 13% on Tuesday. Micron's setup pointed to a wide post-results range.
Near-th
2026-06-25
news.google.com
2026-06-25
GuruFocus
2026-06-24
www.investopedia.com
2026-06-24
Investopedia
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2026-06-24
www.benzinga.com
2026-06-24
Benzinga
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2026-06-24
www.cnbc.com
2026-06-24
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Bank of America Raises Micron Target to $1,500 Ahead of Results: Are Traders Buying It?
Ananda Banerjee
Tue, June 23, 2026 at 11:00 AM PDT 6 min read
MU
-13.18%
BAC
+0.94%
NVDA
-4.13%
000660.KS
+0.98%
005930.KS
+9.84%
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Trading disclosure
Bank of America raised its Micron stock price target to $1,500 from $950, spotlighting the memory maker that sits beside Nvidia at the
2026-06-24
www.asktraders.com
2026-06-24
AskTraders
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23 Jun 2026, 17:04
Infineon Shares Slide 6% Despite Susquehanna’s Bullish Price Target Hike
Asktraders News Team
Infineon Technologies (ETR: IFX) shares tumbled more than 6% on Tuesday, closing at €80.56 from a previous close of €85.94, even as Wall Street firm Susquehanna issued a significantly upgraded price target — underscoring a growing disconnect between analyst optimism and b
2026-06-23
www.mitrade.com
2026-06-23
Mitrade
Nvidia (NASDAQ: NVDA) stock is still green for 2026, but the trade no longer looks clean from the company that outperformed every other company and country in 2024 and 2025. NND is up about 12% this year, yet they have slipped roughly 3% over the past month.
The gap with the rest of the chip market is hard to ignore. The VanEck Semiconductor ETF (NASDAQ: SMH) has jumped about 84% in 2026 and adde
2026-06-23
www.investopedia.com
2026-06-23
Investopedia
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2026-06-23
www.cnbc.com
2026-06-23
CNBC
Shares of Nvidia have been faltering recently — and Kalshi traders predict that what the company can charge for chips is also declining.
While the artificial intelligence chipmaker is up about 12% in 2026, shares have been skidding in the past month, losing roughly 3%. In comparison, the VanEck Semiconductor ETF (SMH)
is up 84% this year, and the fund has advanced 15% in the past month.
Nvidia
2026-06-23
news.google.com
2026-06-23
CNBC
2026-06-19
news.google.com
2026-06-19
Stock Traders Daily
2026-06-18
news.stocktradersdaily.com
2026-06-18
Stock Traders Daily
STOCK ANALYSIS
How Invesco Phlx Semiconductor Etf (SOXQ) Affects Rotational Strategy Timing
June 17, 2026, 23:50 pm ET
BY Quantitative Research Desk - Contributor
Editor: Thomas H. Kee Jr. (Follow on LinkedIn)
Key findings for Invesco Phlx Semiconductor Etf (NASDAQ: SOXQ)
Strong Sentiment Across All Horizons Supports Overweight Bias
No clear price positioning signal identified.
No resistance level
2026-06-16
www.timothysykes.com
2026-06-16
timothysykes.com
Intel Corporation faces pressure as weakening PC chip demand overshadows AI optimism, and its stocks have been trading down by -1.95 percent.
Live Update At 09:18:02 EDT: On Tuesday, June 16, 2026 Intel Corporation stock [NASDAQ: INTC] is trending down by -1.95%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
INTC has been trading li
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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