Semiconductor News & Analysis Feed
2188 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Battle of the Artificial Intelligence (AI) Computing Companies: Is AMD, Broadcom, Nvidia, or Marvell the Best Stock to Buy Now?
Keithen Drury, The Motley Fool
Thu, June 25, 2026 at 1:37 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
AVGO
-0.83%
MRVL
+1.65%
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There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (NASDAQ: NVDA),
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Top Stock Reports for JPMorgan, Novartis & Qualcomm
Top Stock Reports for JPMorgan, Novartis & Qualcomm · Zacks
Mark Vickery
Thu, June 25, 2026 at 1:33 PM PDT 8 min read
QCOM
+3.84%
NOVN.SW
+1.34%
GNE
-3.28%
ICCC
+1.02%
GPC
+2.04%
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Thursday, June 25, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
AI Stock Face-Off: Is Nvidia or AMD the Smarter Long-Term Buy?
Geoffrey Seiler, The Motley Fool
Thu, June 25, 2026 at 1:25 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
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Trading disclosure
Two of the biggest stock winners of the past decade are Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), which are up over 16,320% and 9,770%, respectively. The two chip riva
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Onsemi to buy Synaptics in $7 billion all-stock deal
Illustration shows Onsemi logo · Reuters
Reuters
Thu, June 25, 2026 at 1:22 PM PDT 1 min read
ON
+2.56%
SYNA
-3.49%
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June 25 (Reuters) - Onsemi said on Thursday it had agreed to acquire Synaptics in an all-stock deal valued at about $7 billion, potentially broadening the chipmaker's presence in th
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Intel vs. TSMC: Which is the Better Semiconductor Stock to Buy Right Now?
Chris Neiger, The Motley Fool
Thu, June 25, 2026 at 1:08 PM PDT 5 min read
INTC
+0.73%
2330.TW
0.00%
NVDA
-1.59%
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The current AI boom is propelling many technology stocks into the stratosphere, and two leading semiconductor companies garnering significant investor attention are I
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
How Qualcomm is evolving to grab a piece of the AI data center explosion.
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 1:03 PM PDT 2 min read
QCOM
+3.84%
AAPL
-6.15%
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Trading disclosure
Qualcomm (QCOM) made its mark as a smartphone chip designer. But smartphone growth has slowed, and after losing Apple (AAPL) as a key customer, the company began searching for
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Stock market today: Dow rises, S&P 500 and Nasdaq slip as Micron soars, Apple drags Big Tech lower
Amalya Dubrovsky and Karen Friar
Updated Thu, June 25, 2026 at 1:02 PM PDT 2 min read
^DJI
+0.14%
MU
+15.81%
AAPL
-6.15%
^GSPC
-0.01%
^IXIC
-0.46%
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Stocks were mixed on Thursday as blowout earnings from Micron (MU) failed to deter a sell-off in Big Tech,
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron earnings beat fuels hopes for Tech rally rebound
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:45 PM PDT
NVDA
-1.59%
DELL
-5.67%
0992.HK
-5.09%
MSFT
-3.45%
GOOGL
-0.45%
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TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broade
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron is looking to end the memory industry's boom-bust cycle
Micron logo at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov · Yahoo Finance · Reuters / REUTERS
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 12:36 PM PDT 2 min read
MU
+15.81%
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Trading disclosure
Micron (MU) reported bl
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Microsoft stock tumbles, Micron sparks memory chip rally, Qualcomm's data center venture
Yahoo Finance and Josh Lipton
Thu, June 25, 2026 at 12:27 PM PDT
MSFT
-3.45%
MU
+15.81%
QCOM
+3.84%
SNDK
+21.53%
WDC
+4.81%
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Trading disclosure
Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (M
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Missed NVIDIA's 900% Run? Micron Could Be AI's Next Big Winner
Tirthankar Chakraborty
Thu, June 25, 2026 at 12:00 PM PDT 3 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
With the advent of artificial intelligence (AI), NVIDIA Corporation's NVDA shares have soared 902.3% over the past five-year period, pushing the company's market capitalization above $4 trillion, an
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
Trefis Team
Thu, June 25, 2026 at 10:56 AM PDT 3 min read
AMD
+2.21%
INTC
+0.61%
NVDA
-1.82%
AVGO
-1.05%
MRVL
+1.61%
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Trading disclosure
Image by Cristian Ibarra from Pixabay
While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete pla
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Shockwave Sends This AI Chip Stock Soaring
Nauman Khan
Thu, June 25, 2026 at 10:16 AM PDT 1 min read
SSNLF
0.00%
This article first appeared on GuruFocus.
SK Hynix (HXSCL) shares climbed more than 15% on Thursday after the South Korean chipmaker outlined plans for a U.S. listing and got a lift from stronger-than-expected results at Micron (NASDAQ:MU),
SK Hynix said it plans to issue 17.7
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Omor Ibne Ehsan
Thu, June 25, 2026 at 10:15 AM PDT 4 min read
AVGO
-0.62%
MU
+17.14%
NVDA
-2.33%
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Trading disclosure
Quick Read
Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential.
NV
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Strong Earnings Demonstrate Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Key Role in The AI-Capex Cycle
Soumya Eswaran
Thu, June 25, 2026 at 9:55 AM PDT 3 min read
2330.TW
0.00%
TSM
-0.32%
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Trading disclosure
Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the "Global Sustainable Equity Fund". A co
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Just Locked In $100 Billion in Sales, and Wall Street Thinks the Boom-Bust Chip Cycle Is Dead
Omor Ibne Ehsan
Thu, June 25, 2026 at 9:30 AM PDT 4 min read
MU
+16.13%
NVDA
-1.91%
QCOM
+5.92%
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Trading disclosure
Quick Read
Micron locked $100 billion in guaranteed sales through 2030 and hit 84% gross margins; Qualcomm raised its non-handset revenue target to $40 bill
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, June 25, 2026 at 9:30 AM PDT
AAPL
-4.55%
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Trading disclosure
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
Memory chip shortage is pushing Apple prices higher
Yahoo Finance and Julie Hyman
Thu, 25 June 2026 at 9:30 am GMT-7
AAPL
-6.15%
Apple is expected to raise prices across its product lineup as memory chip shortages increase component costs. Yahoo Finance Tech Editor Dan Howley joins Julie Hyman on Market Catalysts to discuss what the price hikes could mean for consumers and Apple's hardware busine
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Micron earnings beat may fuel AI trade optimism
Yahoo Finance Video
Thu, June 25, 2026 at 9:27 AM PDT
MU
+17.10%
^GSPC
+0.10%
NVDA
-2.25%
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Trading disclosure
Yahoo Finance Senior Business Reporter Ines Ferre and Sevens Report Research Founder Tom Essaye break down Micron's (MU) earnings beat and stronger-than-expected guidance. They discuss how record revenue and gro
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Forget Intel: 1 Semiconductor Juggernaut to Buy Hand Over Fist While Turnaround Hype Rules Wall Street
Alex Sirois
Thu, June 25, 2026 at 9:26 AM PDT 3 min read
2330.TW
0.00%
INTC
-1.30%
NVDA
-2.13%
9984.T
+7.90%
TSM
-0.54%
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Trading disclosure
Quick Read
TSMC dominates AI chip manufacturing with 72% foundry market share, a 46% profit margin, and trades at just 30x forward