Semiconductor News & Analysis Feed
11440 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade
David Moadel
Mon, June 22, 2026 at 7:28 AM PDT 4 min read
NVDA
-3.31%
DELL
+2.61%
SMCI
-5.67%
SMCIP
-4.87%
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Trading disclosure
Quick Read
SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026.
NVIDIA's
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%.
Video Muted
The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro
2026-06-22
eetimes.com
2026-06-22
Discover how RISC-V is reshaping AI chip design—watch to see why it's becoming the default ISA.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Micron Technology, Inc.MU is set to report its third-quarter fiscal 2026 results after the market closes on June 24, and expectations are quite strong. The company has become one of the biggest beneficiaries of the AI boom, supported by rising investments in artificial intelligence (AI) and deep relationships with leading technology companies.
2026-06-22
www.prnewswire.com
2026-06-22
PR Newswire
Semiconductor Intellectual Property (IP) Market worth $18.64 billion by 2032 - Exclusive Report by MarketsandMarkets™
NEWS PROVIDED BY
MarketsandMarkets
Jun 22, 2026, 10:15 ET
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DELRAY BEACH, Fla., June 22, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Semiconductor Intellectual Property (IP) Market was estimated at USD 9.30 billion in 2025 and is projected t
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Semiconductor Intellectual Property (IP) Market worth $18.64 billion by 2032 - Exclusive Report by MarketsandMarkets™
PR Newswire
Mon, June 22, 2026 at 7:15 AM PDT 7 min read
DELRAY BEACH, Fla., June 22, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Semiconductor Intellectual Property (IP)
2026-06-22
ca.investing.com
2026-06-22
Investing.com Canada
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters
Talha Qureshi
Mon, June 22, 2026 at 7:12 AM PDT 2 min read
NVDA
-3.32%
9984.T
-10.09%
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NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
Week ahead: Micron earnings to put AI rally to the test
Proactive
Mon, June 22, 2026 at 7:10 a.m. PDT 3 min read
MU
-12.71%
Week ahead: Micron earnings to put AI rally to the test Proactive uses images sourced from Shutterstock
Wall Street enters the final full week of June with investors juggling inflation, artificial intelligence and the health of the banking sector.
After last week's Federal
2026-06-22
wccftech.com
2026-06-22
Wccftech
Micron and Anthropic have announced a strategic agreement to scale next-generation AI infrastructure that spans memory and storage for rising compute demands.
Press Release: Micron Technology today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron, and a strategic investment in Anthro
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
ONTO vs. KLAC: Which Semiconductor Equipment Stock is the Better Bet?
5 min read
KLAC
−9.35%
ONTO
−10.63%
The semiconductor industry is entering a major investment cycle, fueled by AI, advanced packaging, HBM and next-generation chip manufacturing. Among them, Onto Innovation, Inc. ONTO and KLA Corporation KLAC s
2026-06-22
tomshardware.com
2026-06-22
Luke James
DDR2 contract prices rose 55% to 60% in the second quarter of the year and are projected to climb another 35% to 40% in the third.
2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
U.S. Semiconductor Firms Innovate to Meet AI-Driven Demand
Business Wire
Mon, June 22, 2026 at 7:00 a.m. PDT 4 min read
III
+1.38%
Enterprises embrace emerging performance and efficiency technologies while building more resilient supply chains, ISG Provider Lens® report says
STAMFORD, Conn., June 22,
2026-06-22
www.tikr.com
2026-06-22
TIKR.com
Key Stats for Rigetti Computing Stock
Price change for Rigetti Computing stock: 6%
$RGTI Share Price as of Jun. 18: $21
52-Week High: $58
$RGTI Stock Price Target: $29
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Rigetti Computing (RGTI) stock is jumping after the Department of Commerce announced it will invest
2026-06-22
tomshardware.com
2026-06-22
Mark Tyson
id Software’s Quake remains an influence on online gaming and 3D graphics to this day.
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis. Still, Dr. Burry isn’t someone to follow into or out of stocks, even if he has been more willing to share his moves and reasons for making them with the general public. Undoubtedly, Dr. Burry’s glorious bets don’t just stop at betting against housing
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount
Joey Frenette
Mon, June 22, 2026 at 6:49 AM PDT 4 min read
NVDA
-3.33%
ADBE
+1.44%
SOXX
-7.72%
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Trading disclosure
Quick Read
Burry holds bearish SOXX puts expiring January and is buying Adobe at 8x forward P/E in a classic contrarian value move.
Nvidia at 32x trailing P/E, with Vera Rubin GPU