Semiconductor News & Analysis Feed
11446 articles
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Intel Is Stealing the Foundry Spotlight. Is TSMC Still the Most Important Company in Chips?
Daniel Sparks, The Motley Fool
Sun, June 21, 2026 at 11:41 AM PDT 5 min read
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Intel (NASDAQ: INTC) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social
2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Intel (
INTC
+5.19%
) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design and build chips in the U.S. It was the latest in a run of high-profile interest that includes an announced collaboration with Nvidia.
After years of being written off, Intel's foundry comeback suddenly
2026-06-22
www.ad-hoc-news.de
2026-06-22
AD HOC NEWS
Infineon, Awards
Infineon: Awards and Patent Win Support Rally, But a Shooting Star Casts a Shadow
21.06.2026 - 20:24:37 | boerse-global.de
Infineon's 113% YTD rally shows a shooting star bearish signal. Yet, strong fundamentals, GaN patent win, and €2.5B AI revenue target by 2027 support upside. Analysts mostly positive but cautious.
Infineon - Infineon: Awards and Patent Win Support Rally, But
2026-06-22
www.gurufocus.com
2026-06-22
GuruFocus
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2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
Earnings anticipation builds: Discussions on social media highlight anticipation around Micron Technology's upcoming quarterly results, with analysts pointing to potential beats on guidance amid robust AI-driven memory demand. Observers note the stock's recent surge and question whether momentum will sustain through the report. Several posts reference elevated price targets from major firms as a s
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
May revenue surge sparks optimism: Social media chatter highlights Taiwan Semiconductor's impressive May 2026 revenue of $13.2 billion, marking a 30.1% year-over-year jump, as participants link the gains directly to surging demand for advanced chips in AI applications.
Technical signals fuel momentum: Traders point to continued bullish indicators on daily charts, including a MACD golden cross, wi
2026-06-22
www.aol.com
2026-06-22
AOL.com
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
LEO SUN, THE MOTLEY FOOL
Mon, June 22, 2026 at 12:49 AM GMT+8
0
Key Points
Nvidia's CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia (NASDAQ: NVDA
2026-06-22
ts2.tech
2026-06-22
TechStock²
21 JUNE 2026
CRYPTOCURRENCY·NASDAQ:AAPL·NASDAQ:DOMH·NASDAQ:NVDA·STOCK MARKET·TECHNOLOGY
2 MINS READ
WHAT DONALD TRUMP AND HIS FAMILY ARE INVESTING IN: NVIDIA, TRUMP MEDIA AND BITCOIN STOCKS
BY JERZY LEWANDOWSKI
Washington, June 21, 2026, 12:46 (EDT)
Trump’s accounts disclosed $220 million to $750 million of transactions, including large purchases of Nvidia, Apple and an S&P 500 index fund, whi
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Micron earnings report set for June 24, profit growth near 1,000%
The memory chipmaker's AI-fueled surge has pushed its market cap past $1 trillion, and Wall Street expects the blowout numbers to keep
2026-06-22
www.timminstoday.com
2026-06-22
TimminsToday.com
www.timminstoday.com
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia’s CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia(NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology(NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-dollar
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The Next $1 Trillion AI Winner May Already Be Hiding Inside Nvidia's Supply Chain
Leo Sun, The Motley Fool
Sun, June 21, 2026 at 9:49 AM PDT 3 min read
MRVL
-0.88%
NVDA
-0.97%
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Trading disclosure
In early June, Nvidia (NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology (NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-d
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
SpaceX and Nvidia Each Forecast $1 Trillion in Revenue. Which Stock is the Better Buy?
Adria Cimino, The Motley Fool
Sun, June 21, 2026 at 9:25 AM PDT 4 min read
SPCX
-16.43%
NVDA
-0.97%
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Trading disclosure
Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial i
2026-06-22
www.ad-hoc-news.de
2026-06-22
AD HOC NEWS
Infineon’s, Patent
Infineon’s Patent Victory Meets a Technical Warning as the Stock Hovers Near Record Highs
21.06.2026 - 18:10:24 | boerse-global.de
Infineon shares doubled after German court patent win, but shooting star pattern signals potential correction; RSI 59.8, key support €65.95.
Infineon’s - Infineon’s Patent Victory Meets a Technical Warning as the Stock Hovers Near Record Highs 21.0
2026-06-22
www.aol.com
2026-06-22
AOL.com
Micron Must Do This on June 24, or Its Stock Could Crash
RICH DUPREY
Sun, June 21, 2026 at 11:45 PM GMT+8
0
Micron
Quick Read
Micron must beat estimates and raise guidance on June 24, or risk a selloff despite an 830% stock gain over the past year.
Analysts expect 268% revenue growth and 930% earnings growth year over year, yet Wall Street now demands a beat-and-raise to sustain momentum.
Micro
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Spending on artificial intelligence (AI) is not slowing down. Companies that are addressing the growing demand for computing hardware and software are reporting strong revenue and earnings.
Three companies that recently delivered strong earnings results -- Hewlett Packard Enterprise (
HPE
+2.09%
), Micron Technology (
MU
+6.34%
), and Palantir Technologies (
PLTR
7.08%
) -- all exceeded Wall Stre