Semiconductor News & Analysis Feed
2211 articles
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Ananya Gairola
Sun, June 14, 2026 at 3:01 AM PDT 5 min read
NVDA
+0.16%
INTC
+6.51%
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Nvidia Corp. ha
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
ACLS
+3.77%
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Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Nvidia Stock a Buy?
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 7:21 PM PDT 4 min read
NVDA
+0.16%
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Few companies have ever defined a technology shift the way Nvidia (NASDAQ: NVDA) has defined the rise of artificial intelligence (AI). Its chips sit at the center of nearly every major AI project, and the stock has been one of the market's best
2026-06-14
sg.finance.yahoo.com
2026-06-14
Yahoo Finance Singapore
SharonAI Holdings (SHAZ) Stock After NVIDIA AI Deal A Fresh Look At A 11.3x P/B Valuation
Simply Wall St
Sat, 13 June 2026 at 5:16 pm GMT-7 3 min read
SHAZ
-12.85%
NVDA
+0.16%
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SharonAI Holdings (SHAZ) has drawn fresh attention
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Why Tower Semiconductor (TSEM) Is Up 11.7% After Securing $1.3 Billion Silicon Photonics Deals
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 3 min read
TSEM
+1.77%
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Trading disclosure
In the past week, Tower Semiconductor reported strong first-quarter results, raised guidance, and announced about US$1.30 billion of silicon photonics contracts for 2027 with customer prepay
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Tests Recurring AI Data Center Model With Australian GPU Expansion
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 4 min read
NVDA
+0.16%
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NVIDIA (NasdaqGS:NVDA) has entered a new capital-efficient AI data
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Reports Earnings June 24. Here's the One Number That May Make or Break the Stock.
Daniel Sparks, The Motley Fool
Sat, June 13, 2026 at 2:56 PM PDT 5 min read
MU
-1.43%
NVDA
+0.16%
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Memory specialist Micron Technology (NASDAQ: MU) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectati
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Ricardo Pillai
Sat, June 13, 2026 at 1:56 PM PDT 3 min read
CDNS
+0.32%
SNPS
-0.53%
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Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money's Substack by Bret Rosenthal. In this article, we will summarize the bulls' th
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners with Nebius to Support AI Robotics Startup in Europe
Neha Gupta
Sat, June 13, 2026 at 12:25 PM PDT 2 min read
NVDA
+0.16%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising growth stocks to buy now. On June 9, Nebius reiterated a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) to create a cloud
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
2330.TW
+2.67%
DX-Y.NYB
+0.06%
TSM
+0.68%
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Trading disclosure
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most pr
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners With South Korea’s LG Group On Humanoid Robots And Data Centers
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
NVDA
+0.16%
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NVIDIA Corporation (NASDAQ:NVDA) carries a profit margin of 62.97% and net income of $120.07 billion (FY26), securing its place on our list of the most profitable blue chip stocks to bu
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Jeff Lewis
Sat, June 13, 2026 at 10:13 AM PDT 2 min read
AMAT
+2.64%
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm's price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Fahad Saleem
Sat, June 13, 2026 at 8:42 AM PDT 2 min read
TSM
+0.68%
NVDA
+0.16%
AMD
+4.73%
QCOM
+4.32%
AVGO
-0.91%
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We just covered the
Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires)
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Should You Look for the “Next Nvidia” — or Just Buy the Real Thing?
Rich Duprey
Sat, June 13, 2026 at 8:25 AM PDT 4 min read
NVDA
+0.16%
AMD
+4.73%
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Quick Read
AMD has surged 138% year-to-date versus Nvidia's 10% gain, yet Nvidia remains the dominant GPU supplier powering hyperscaler AI infrastructure spending.
Nvidia's forward P/E of roughly 21 sits
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI
Larry Ramer
Sat, June 13, 2026 at 8:00 AM PDT 3 min read
INTC
-8.45%
CDNS
-1.69%
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Trading disclosure
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
3 Semiconductor Stocks to Buy While They Are Down in June
Joel South
Sat, June 13, 2026 at 7:30 AM PDT 5 min read
AVGO
-0.91%
AMD
+4.73%
NVDA
+0.16%
META
-0.26%
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Quick Read
NVDA sits 26% below its 52-week high with a $298 consensus target, while AMD locked a 6-gigawatt Instinct GPU deal with Meta.
The PHLX chip index dropped 10% on June 5, its worst s
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.
Oleksandr Pylypenko
Sat, June 13, 2026 at 7:00 AM PDT 5 min read
NVDA
+0.16%
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Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered ma
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia Stock Just Did Something for the First Time in More Than 5 Years. Here's What History Says Happens Next.
Adam Spatacco, The Motley Fool
Sat, June 13, 2026 at 6:15 AM PDT 4 min read
NVDA
+0.16%
^GSPC
+0.50%
^IXIC
+0.31%
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Trading disclosure
So far this year, Nvidia (NASDAQ: NVDA) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
ASML’s Mistral AI Stake Adds New Angle To Hotly Valued Shares
Simply Wall St
Sat, June 13, 2026 at 5:11 AM PDT 3 min read
ASML
-1.89%
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ASML Holding (ENXTAM:ASML) has become the largest shareholder in French AI start
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
LITE
+3.59%
NVDA
+0.16%
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Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi