Semiconductor News & Analysis Feed
2190 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Price Prediction: The Forecast Flags a Big Pullback
Vandita Jadeja
Wed, June 24, 2026 at 11:14 AM PDT 4 min read
MU
-0.31%
NVDA
-0.50%
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Trading disclosure
Quick Read
Micron (MU) trades near $1,052 but our model flags a SELL at 90% confidence, targeting $731 and implying 30% downside.
CEO Mehrotra sold shares at prices ranging from $942 to $979 across 30 transacti
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Anhata Rooprai and Stephen Nellis
Wed, June 24, 2026 at 11:11 AM PDT 3 min read
QCOM
-3.29%
ARM
-2.00%
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Trading disclosure
By Anhata Rooprai and Stephen Nellis
June 24 (Reuters) - Qualcomm said it expects to generate $15 billion in
2026-06-25
news.google.com
2026-06-25
Yahoo Finance
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:54 AM PDT 4 min read
AMD
-0.02%
IBM
-0.75%
ORCL-PD
-3.69%
QQQ
-0.42%
STX
-4.37%
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Micron cratered 11% despite a forward P/E of 11 and an 882% one-year gain, pulling AMD down nearly 5% in a classic positioning
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
Omor Ibne Ehsan
Wed, June 24, 2026 at 9:30 AM PDT 4 min read
MU
-0.37%
SNDK
-2.15%
NVDA
-0.54%
SMH
-0.35%
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Trading disclosure
Quick Read
Muse argues memory supply gets even tighter in 2027, supporting a $200 EPS bull case for Micron (MU) trading at just 5x earnings.
SanDisk (SNDK) del
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Synopsys (SNPS) Stock After Recent Pullback Is The Valuation Now More Reasonable
Bailey Pemberton
Wed, June 24, 2026 at 9:13 AM PDT 5 min read
SNPS
+1.09%
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Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
If you are wondering whether Synopsys stock is offering fair value right now, the key
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Vanguard Tech vs. iShares Semiconductor: Which ETF Looks Best for Your Portfolio in 2026?
Erin Kennedy, The Motley Fool
Wed, June 24, 2026 at 8:35 AM PDT 4 min read
VGT
-1.68%
^GSPC
-0.33%
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Trading disclosure
The Vanguard Information Technology ETF (NYSEMKT:VGT) offers a lower-cost, diversified play on the broad tech sector, while the iShares Semiconductor ETF (NASDAQ:SOXX) p
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
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Trading disclosure
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Time to Dump Micron? SK hynix to Begin Trading on Nasdaq July 10
Rich Duprey
Wed, June 24, 2026 at 7:36 AM PDT 5 min read
000660.KS
+0.98%
MU
-0.37%
NVDA
-0.54%
AMD
-0.15%
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Trading disclosure
Quick Read
SK hynix controls 57% of the HBM market but U.S. investors couldn't easily access it until its July 10 Nasdaq ADR listing.
Micron surged 726% over the past year as the o
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 7:05 AM PDT 2 min read
AVGO
-0.02%
NVDA
-1.10%
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Trading disclosure
OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off
Ghazal Ahmed
Wed, June 24, 2026 at 6:48 AM PDT 1 min read
NVDA
-1.15%
AVGO
-0.17%
MSFT
-1.27%
MU
-3.30%
AMD
-1.96%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
On June 23, Bernstein reiterates Nvidia and Broadcom as
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Higher Target Reflects Multi-Year Demand Visibility, Needham Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
MU
-2.86%
MSFT
-0.93%
NVDA
-1.14%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
With memory markets continuing to improve over the past
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Ghazal Ahmed
Wed, June 24, 2026 at 6:47 AM PDT 2 min read
INTC
-1.99%
MSFT
-1.37%
NVDA
-1.10%
2330.TW
-4.02%
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Trading disclosure
Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanc
2026-06-24
au.finance.yahoo.com
2026-06-24
Yahoo Finance Australia
Texas Instruments Incorporated (TXN) Is a Trending Stock: Facts to Know Before Betting on It
Zacks Equity Research
Wed 24 June 2026 at 6:00 am GMT-7 5 min read
TXN
-0.41%
^GSPC
-0.10%
Texas Instruments (TXN) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past mon
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Here’s What the Street Thinks About Synopsys (SNPS)
Noor Ul Ain Rehman
Wed, June 24, 2026 at 5:41 AM PDT 2 min read
SNPS
+1.60%
Trade SNPS on Coinbase
Trading disclosure
Synopsys, Inc. (NASDAQ:SNPS) is one of the best big tech stocks to buy according to Wall Street analysts. Synopsys, Inc. (NASDAQ:SNPS) received several rating updates following the release of its fiscal Q1 financial results. BofA
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Is NVIDIA (NVDA) One of the Best Big Tech Stocks to Buy According to Wall Street Analysts?
Noor Ul Ain Rehman
Wed, June 24, 2026 at 5:41 AM PDT 2 min read
NVDA
-1.03%
SAAQ.PVT
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best big tech stocks to buy according to Wall Street analysts. Reuters reported on June 11 that, according to a post by Andrews on
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Gains from Insatiable Demand For Computing Power
Soumya Eswaran
Wed, June 24, 2026 at 5:20 AM PDT 3 min read
MU
-2.93%
^GSPC
-0.13%
CL=F
-3.85%
Trade MU on Coinbase
Trading disclosure
Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund retu
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Is NVIDIA (NVDA) One of the Top High-Conviction Stocks to Buy According to Hedge Funds?
Noor Ul Ain Rehman
Wed, June 24, 2026 at 5:13 AM PDT 2 min read
NVDA
-1.10%
000660.KS
+0.98%
035420.KS
-1.53%
017670.KS
+1.22%
MSFT
-0.88%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm to buy startup Modular for $4 billion in AI software push
AI Impact Summit in New Delhi · Reuters
Anhata Rooprai
Wed, June 24, 2026 at 5:07 AM PDT 2 min read
QCOM
-4.18%
NVDA
-1.02%
Explore stocks on Coinbase
Trading disclosure
By Anhata Rooprai
June 24 (Reuters) - Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued at nearly $4 billion, gaining access
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron to report Q3 earnings after market close: What to expect
Yahoo Finance Video
Wed, June 24, 2026 at 5:00 AM PDT
MU
-3.60%
Trade MU on Coinbase
Trading disclosure
As tech and software stocks take a hit on Tuesday, memory chipmaker Micron Technology (MU) has dropped by as much as 12% in the session. Shares are still maintaining gains of over 270% in 2026 ahead of the company's latest earnings