Semiconductor News & Analysis Feed
2209 articles
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
+5.19%
NVDA
-0.97%
AMD
+2.65%
AAPL
-0.34%
MU
+6.82%
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Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy · Zacks
Zacks Equity Research
Fri, June 19, 2026 at 9:56 AM PDT 5 min read
CL=F
+0.45%
A surge in oil prices, fueled by the Middle East crisis, has heightened concerns that inflation could rise further. Although the United States and Iran reached a peace deal on Sunday, it is un
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)
Fahad Saleem
Fri, June 19, 2026 at 8:38 AM PDT 2 min read
MU
+6.82%
NVDA
-0.97%
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We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Micron Technology, Inc. (NASDAQ:MU) ranks #1 (see Donald Trump Stock Portfolio: 5 Best AI and Tech
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally
Simply Wall St
Fri, June 19, 2026 at 8:14 AM PDT 3 min read
QCOM
-1.86%
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QUALCOMM (QCOM) is back in focus after a recent stretch of strong share
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We Find Risky
Weixin Lin
Fri, June 19, 2026 at 8:08 AM PDT 3 min read
NXPI
+3.18%
^GSPC
-0.37%
PHIA.AS
+0.77%
QRVO
+3.62%
QCOM
-1.86%
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3 Semiconductor Stocks We Find Risky
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more pow
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Texas Awards $3.9 Million Semiconductor Grant To Xycarb Expansion In Georgetown
Dallas Express
Fri, June 19, 2026 at 8:00 AM PDT 2 min read
Worker at Schunk Xycarb Technologies Inc. in Georgetown Image by Schunk Xycarbwebsite
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
Alex Sirois
Fri, June 19, 2026 at 7:56 AM PDT 4 min read
2330.TW
+4.15%
NVDA
-0.97%
SOXX
+2.43%
TSM
+1.20%
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TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-dat
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
Habib Ur Rehman
Fri, June 19, 2026 at 7:34 AM PDT 1 min read
NVDA
-0.97%
SIE.DE
+1.64%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here's How Many Shares of Nvidia You'd Need for $10,000 in Yearly Dividends
Neil Patel, The Motley Fool
Fri, June 19, 2026 at 6:20 AM PDT 2 min read
NVDA
-0.97%
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Trading disclosure
Without a doubt, Nvidia (NASDAQ: NVDA) has been one of the best-performing stocks in the market, as its shares have climbed 1,050% in the past five years (as of June 17). Positioned at the cente
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We’re Skeptical Of
Petr Huřťák
Fri, June 19, 2026 at 6:08 AM PDT 3 min read
TXN
+2.92%
^GSPC
-0.37%
PLAB
+1.28%
VSH
-0.97%
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3 Semiconductor Stocks We're Skeptical Of
Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it's
2026-06-19
sg.finance.yahoo.com
2026-06-19
Yahoo Finance Singapore
Is Trending Stock QUALCOMM Incorporated (QCOM) a Buy Now?
Zacks Equity Research
Fri, 19 June 2026 at 6:00 am GMT-7 5 min read
QCOM
-1.86%
^GSPC
-0.37%
Qualcomm (QCOM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this chipmaker have returned +6% over the
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
SK Hynix Has a Major Warning for Micron Technology Stock Investors
Harsh Chauhan, The Motley Fool
Fri, June 19, 2026 at 5:43 AM PDT 5 min read
MU
+6.82%
NVDA
-0.97%
000660.KS
-7.30%
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Memory chips have been in phenomenal demand over the past three years due to their deployment in artificial intelligence (AI) data center accelerators, such as graphics ca
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)
Fiona Craig
Fri, June 19, 2026 at 5:40 AM PDT 3 min read
MU
+6.82%
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Semiconductor ©Adobe Stock Images
Investors Look to Chipmaker for Signals on AI Demand
Investors are closely watching the upcoming earnings report from Micron Technology (NASDAQ:MU), viewing it as an important indicator of whet
2026-06-19
uk.finance.yahoo.com
2026-06-19
Yahoo Finance UK
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Soumya Eswaran
Fri, 19 June 2026 at 5:35 am GMT-7 2 min read
CAMT
+0.29%
^RUT
+0.83%
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A copy can be downloaded here. The Wasatch Small Cap Growth Strategy lagged the benchmark, Russell 2000 Growth Index, in the quarter,
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Semiconductor Demand Powered Camtek Ltd.’s (CAMT) Strength
Soumya Eswaran
Fri, June 19, 2026 at 5:35 AM PDT 2 min read
CAMT
+0.29%
^RUT
+0.83%
Trade Camtek on Coinbase
Trading disclosure
Wasatch Global Investors, an asset management company, released its "Small Cap Growth Strategy" Q1 2026 investor letter. A copy can be downloaded here. The Wasatch Small Cap Growth Strategy lagged the benchmark,
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here is Why QUALCOMM (QCOM) is One of the Best Electric and Autonomous Driving Stocks to Buy
Muhammad Ali Khalid
Fri, June 19, 2026 at 5:18 AM PDT 2 min read
QCOM
-1.86%
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Trading disclosure
QUALCOMM Inc. (NASDAQ:QCOM) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds. The optimism surrounding the stocks is backed by the company's on
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Likely to Beat Q3 Earnings Estimates: Time to Buy the Stock?
Anirudha Bhagat
Fri, June 19, 2026 at 5:16 AM PDT 5 min read
MU
+6.82%
TSM
+1.20%
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Trading disclosure
Micron Technology, Inc. MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zac
2026-06-19
uk.finance.yahoo.com
2026-06-19
Yahoo Finance UK
JP Morgan says investors should buy this S&P 500 chip stock while it’s down (it’s not Nvidia)
Edward Sheldon, CFA
Fri, 19 June 2026 at 5:09 am GMT-7 3 min read
AVGO
-4.67%
GOOGL
-4.99%
^GSPC
-0.37%
NVDA
-0.97%
Image source: Getty Images
While the S&P 500 is currently near all-time highs, chip stock Broadcom (NASDAQ: AVGO) isn’t. In recent weeks, it has fallen almost 20%.
Analysts at JP Morgan se