Semiconductor News & Analysis Feed
12113 articles
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock’s New CPU Story Big Enough to Cover Its China Silence?
June 11th, 2026 by Trefis Team
-0.13%
Downside
200
Market
200
Trefis
NVDA
NVIDIA
As management pivots hard to a massive new market, they’ve stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can’t afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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35 Reasons I'm Still Short Nvidia
Jun 11, 2026, 9:49 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, AMZN, AMZN:CA, ZAMZ:CA, OPENAI, AMD, AMD:CA, ZAMD:CA, GOOGL, DEEPSEEK
Jeremy Blum
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Nvidia Corporation faces mounting headwinds from an AI
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
3 min read
NVTS
+1.71%
Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts to st
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
Rimmi Singhi
Thu, June 11, 2026 at 6:37 AM PDT 4 min read
STM
-1.05%
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Trading disclosure
Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Citi’s Price Target On Synopsys (SNPS) Stock Still Carries Considerable Upside
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Synopsys, Inc. (NASDAQ:SNPS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Synopsys makes the advanced software necessary for designing and testing high-bandwidth memory-heavy AI chips. Anal
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques a
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
CDNS
-0.63%
INTC
+7.49%
Explore stocks on Coinbase
Trading disclosure
Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory als
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron (MU) Is A Hard Stock To Value, But Analysts Keep Raising The Price Targets On The MU Stock
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
MU
+2.70%
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Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 8, C.J. Muse, an analyst at Cantor Fitzgerald,
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Applied Materials (AMAT) Is One Of the Best High-Bandwidth Memory Stocks To Buy
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
AMAT
+7.22%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Evercore ISI analyst Mark Lipacis reiterated a Buy rati
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Citi’s Price Target On Synopsys (SNPS) Stock Still Carries Considerable Upside
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
SNPS
-1.23%
Trade SNPS on Coinbase
Trading disclosure
Synopsys, Inc. (NASDAQ:SNPS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Synopsys makes the advanced software necessary for designing and testing hig
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has plunged 15% from its peak and closed at $200 yesterday. Multiple AI stocks have pulled back in the past week in the Broadcom (NASDAQ:AVGO)-led AI panic.
Video Muted
NVDA has now slipped below the $5 trillion mark as I write this. Reddit lit up with capitulation. Many investors believe the top is in, whereas others are holding out for the SpaceX an
2026-06-11
www.barchart.com
2026-06-11
Barchart.com
Hands of robot and human touching on big data network connection by PopTika via Shutterstock
Nebius Group (NBIS) is the AI cloud company, delivering a unified, full-stack platform spanning the complete AI journey, from data ingestion, model training, and fine-tuning to production deployment and inference. Amsterdam-headquartered and Nasdaq-listed, Nebius was born from Yandex's non-Russian assets
2026-06-11
www.techpowerup.com
2026-06-11
TechPowerUp
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2026-06-11
www.automotivepowertraintechnologyinternational.com
2026-06-11
Automotive Powertrain Technology International
ROHM has unveiled the TSC3PAK (14.00 x 18.58 x 3.50mm) cooling package for SiC MOSFETs, which adopts a top-side heat dissipation structure that places the heat dissipation surface on the top of the package, enabling automated mounting while achieving heat dissipation performance comparable to that of conventional through-hole packages (TO-247-4L). This contributes to greater efficiency and reliabi
2026-06-11
blogs.nvidia.com
2026-06-11
NVIDIA Blog
Save Big and Play Bigger: GeForce NOW Summer Sale Brings Major Membership Savings
Level up with the best value in gaming, ‘Guild Wars’ and rewards, plus eight new games this week.
June 11, 2026 by GeForce NOW Community
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The GeForce NOW summer sale kicked off today with limited-time savings of up to $70 off a 12-month membership, making now the perfect time to upgrade to get the best of t
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU | MU Price Prediction). The stock is trading at below $900, which means the call implies the shares would have to roughly double from here. The number is conspicuous enough that we should treat it as a high-end outlier rather than a Street base case. The 3-month analyst consensus target sits at $939, whi
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
ON Semiconductor Corporation (ON) Is a Trending Stock: Facts to Know Before Betting on It
Zacks Equity Research
Thu, June 11, 2026 at 6:00 AM PDT 5 min read
ON
+2.48%
^GSPC
+0.19%
Trade ON on Coinbase
Trading disclosure
ON Semiconductor Corp. (ON) 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 performa
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock in last 5 days: -11%
$MU Share Price as of Jun. 11: $892
52-Week High: $1,089
$MU Stock Price Target: $811
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock dropped roughly 5% on Wednesday as a risk-off mood s
2026-06-11
www.roboticstomorrow.com
2026-06-11
Robotics Tomorrow
As a leading supplier of NVIDIA RTX PRO™ 6000 Blackwell Series, PNY empowers organizations to meet the demands of modern AI workflows, from rapid prototyping to scalable deployment.
Unleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Article from | PNY
06/11/26, 05:54 AM | Industrial Robotics, Factory Automation | PNY | Agentic AI, a
2026-06-11
www.roboticstomorrow.com
2026-06-11
Robotics Tomorrow
As a leading supplier of NVIDIA RTX PRO™ 6000 Blackwell Series, PNY empowers organizations to meet the demands of modern AI workflows, from rapid prototyping to scalable deployment.
Unleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Article from | PNY
06/11/26, 05:54 AM | Industrial Robotics, Factory Automation | PNY | Agentic AI, a