Semiconductor News & Analysis Feed
11346 articles
2026-07-01
www.tradingview.com
2026-07-01
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TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
3 min read
2330
−0.20%
NVDA
+0.71%
AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates strengthen
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?
Urmimala Biswas
June 30, 2026 4 min read
2330.TW
0.00%
NVDA
+0.71%
TSM
-4.25%
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AI semiconductor stocks took center stage in June as continued enterprise AI adoption, sustained hyperscaler investments in AI infrastructure and a steady stream of product and manufacturing updates streng
2026-07-01
www.gurufocus.com
2026-07-01
GuruFocus
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2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Why Is IPG Photonics (IPGP) Stock Soaring Today
Why Is IPG Photonics (IPGP) Stock Soaring Today
2 min read
IPGP
−7.74%
SOX
−4.65%
What Happened?
Shares of fiber laser manufacturer IPG Photonics
IPGP
jumped 5.3% in the afternoon session after Stifel reiterated its Buy rating and $125 price target on the stock, with the move also supported by a broader rebound in the semicon
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Stock Story
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Why Intel (INTC) Stock Is Up Today
Why Intel (INTC) Stock Is Up Today
2 min read
INTC
−9.66%
What Happened?
Shares of computer processor maker Intel
INTC
jumped 7.2% in the afternoon session after a wave of positive sentiment swept through the semiconductor sector, fueled by analyst price target increases and optimism about artificial intelligence (AI) infrastructure spend
2026-07-01
www.tradingview.com
2026-07-01
TradingView
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Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today
Why Is Allegro MicroSystems (ALGM) Stock Rocketing Higher Today
2 min read
ALGM
−8.86%
What Happened?
Shares of chip designer Allegro MicroSystems
ALGM
jumped 5.7% in the afternoon session after analysts at Mizuho and TD Cowen raised their price targets on the company's stock. Mizuho increased its price target
2026-07-01
www.pcmag.com
2026-07-01
PCMag
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-07-01
www.pcmag.com
2026-07-01
PCMag Australia
Samsung and SK Hynix, two of the world's largest memory chip makers, have jointly announced an investment of over $500 billion to build four new memory fabs in southwestern Korea, and an extra $52 billion to develop a new high-bandwidth memory (HBM) packaging hub.
Although the new facilities will take years to come online, they should help ensure that future memory demands are easier to meet than
2026-07-01
www.cnbc.com
2026-07-01
CNBC
Semiconductor stocks are about to complete their best quarter ever. And yet, the biggest chipmaker of them all — Nvidia
— has largely sat out the rally. To reignite its stock, Jim Cramer said Nvidia needs to open its checkbook and return more cash to investors.
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2026-07-01
www.chicagobooth.edu
2026-07-01
The University of Chicago Booth School of Business
Ignoring intangible capital can skew productivity and growth figures.
Companies today are generating more and more value from intangible assets. Those intangibles—such as customer data, technology, research and development, and brand identity—now account for over half of the total value of acquired assets in mergers and acquisitions, up from about one-third in the early 2000s, research from Stanf
2026-07-01
marketwise.com
2026-07-01
MarketWise
marketwise.com
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2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
/C O R R E C T I O N -- CIQ/
PR Newswire
June 30, 2026 4 min read
NVDA
+0.71%
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Trading disclosure
In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are a
2026-07-01
www.prnewswire.com
2026-07-01
PR Newswire
/C O R R E C T I O N -- CIQ/
NEWS PROVIDED BY
CIQ
Jun 30, 2026, 15:33 ET
SHARE THIS ARTICLE
In the news release, Fuzzball Turns NVIDIA DGX Spark Into a Ready-to-Run AI Development and Inference Environment at Any Scale, issued 30-Jun-2026 by CIQ over PR Newswire, we are advised by the company that the headline has been changed. The complete, corrected release follows:
CIQ Delivers Ready
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
NVIDIA Stock Is Seeing a Summer Swoon. 5 Catalysts Could Rocket It to $300 By the End of 2026.
Gerelyn Terzo
June 30, 2026 4 min read
NVDA
+0.71%
SMH
-3.78%
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Quick Read
NVDA's Q1 Fiscal 2027 Data Center revenue surged 92% and net income jumped 211% YoY, yet the stock has gained just 6.2% in 2026 so far.
SMH has surged 75% YTD while NVDA lags, held bac
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) was expected to lead semiconductors higher in 2026. Instead, it has watched the rest of the group sprint away. CEO Jensen Huang calls the current moment “the buildout of AI factories, the largest infrastructure expansion in human history”, and the financials back him up. Nvidia’s Q1 2027 data Center revenue hit $75.246 billion, up 92% year over year. Ye
2026-07-01
techcrunch.com
2026-07-01
TechCrunch
Nvidia AI chip competitor Etched issued a progress report on Tuesday, after TSMC successfully manufactured its chip earlier this year. The startup says it has already booked $1 billion in contract orders for its product: full systems powered by those chips.
Etched is currently in the process of testing that first product with customers. It calls these systems “frontier inference clusters,” bundle
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
DeepSeek released DSpark last week. The market noticed the speed numbers and moved on. What the speed numbers actually signal is more important than the benchmark: A Chinese AI lab keeps finding ways to make inference faster using software and open weights, at no cost to anyone who wants to use it.
Nvidia (
NVDA
+0.62%
), meanwhile, is ramping a specialized decode rack called the Groq 3 LPX that
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
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2026-07-01
www.newswire.com
2026-07-01
Newswire.com
Vadzo Imaging Explains Wake-on-Motion USB Camera Technology: Falcon-544CRS Based on Onsemi AR0544 HyperLux LP for Event-Triggered, Low-Power Embedded Vision
PRESS RELEASE • JUN 30, 2026
Vadzo Imaging's Falcon-544CRS is a 5MP color USB 3.2 camera built on the Onsemi AR0544 HyperLux LP sensor, combining Wake-on-Motion event-triggered activation with super low power standby mode, purpose-built for b