Semiconductor News & Analysis Feed
288 articles
2026-06-09
www.msn.com
2026-06-09
MSN
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
www.thestreet.com
2026-06-09
thestreet.com
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2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia Is Doubling Down on the CPU Market. That's Bad News for AMD and Intel Stock Investors
Harsh Chauhan, The Motley Fool
Mon, June 8, 2026 at 9:09 PM AST 6 min read
NVDA
+1.73%
AMD
+5.14%
INTC
+11.19%
Nvidia (NASDAQ: NVDA) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips a
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips are ideal for processing huge amounts of data quickly. The massive parallel processing power of GPUs enables them to perform thousands of tasks simultaneously. As a result, GPUs have been widely used in ga
2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks driven primarily by a broad rebound in semiconductor stocks after a sharp late-week selloff, with Qualcomm participating in the risk-on rotation. Investors also appear to be looking ahead to Qualcomm’s June 24, 2026 Investor Day and its expanding data-center
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers.
Video Muted
Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 qu
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
Vandita Jadeja
Mon, June 8, 2026 at 9:47 AM PDT 3 min read
AVGO
+2.31%
QCOM
+1.87%
NVDA
+1.83%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AVGO's AI chip revenue surged 143% to $10.8B, while QCOM trades at 23x earnings with a new hyperscaler silicon deal set to ship this year.
Qualcomm's $20B buyback
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
www.barrons.com
2026-06-08
Barron's
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2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, speaking from South Korea tonight after Friday’s brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.” More importantly for memory bulls, he framed the AI supply crunch as a multi-year condition, an unmistakably positive read-through for Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), which tr
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
Eric Bleeker
Sun, June 7, 2026 at 9:28 PM PDT 2 min read
MU
-13.25%
SNDK
-11.39%
NVDA
-6.20%
WDC
-11.08%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Huang called AI stocks "very cheap" and framed the memory shortage as a multi-year condition, a direct bullish read for MU and
2026-06-08
www.cnbc.com
2026-06-08
CNBC
Asian tech stocks extended their sell-off Monday, as investors sour on global AI-linked plays with the U.S. tech-heavy Nasdaq declining more than 4.5% last week.
Memory chip behemoths and heavyweights on South Korea's Kospi Index Samsung Electronics and SK Hynix fell 5% and 2%, respectively. The Kospi plunged as much as 8% as the two companies make up over 40% of the index.
Taiwan Semiconductor
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA’s Robotics And Physical AI Push What It Could Mean For Investors
Simply Wall St
Sun, June 7, 2026 at 7:10 PM PDT 2 min read
NVDA
-6.20%
Trade NVIDIA on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
NVIDIA (NasdaqGS:NVDA) has launched a broad set of open-source robotics and physical AI tools.
The com
2026-06-08
digitimes.com
2026-06-08
Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance, and cross-border investment rules for customers and investors worldwide. The case adds another layer to a legal battle already spanning China and the Netherlands.
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Micron stock has been surging amid optimism around the AI memory and storage supercycle.
Micron stock has appreciated 250% so far this year, with many Wall Street analysts calling for further upside.
Micron's CEO recently sold nearly 40,000 shares of stock.
10 stocks we like better than Micron Technology ›
According to a pair of recent Form 4 filings with the Securities and Exchang
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Micron stock has been surging amid optimism around the AI memory and storage supercycle.
Micron stock has appreciated 250% so far this year, with many Wall Street analysts calling for further upside.
Micron's CEO recently sold nearly 40,000 shares of stock.
10 stocks we like better than Micron Technology ›
According to a pair of recent Form 4 filings with the Securities and Exchang
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
__fail__
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
According to a pair of recent Form 4 filings with the Securities and Exchange Commission (SEC), Micron Technology (
MU
12.36%
) CEO Sanjay Mehrotra just sold nearly 40,000 shares of stock worth approximately $38 million.
Given Micron stock's explosive recent performance and entrance into the trillion-dollar club, plus quarterly earnings scheduled for June 24, the timing of Mehrotra's stock sale m
2026-06-07
news.google.com
2026-06-07
Crypto Briefing