Semiconductor News & Analysis Feed
284 articles
2026-06-18
news.google.com
2026-06-18
24/7 Wall St.
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain. The largest equipment manufacturers—companies such as Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) and Lam Research (NYSE:LRCX)—design and sell complete semiconductor manufacturing systems. Surrounding these firms is a large ecosystem of suppliers th
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has spent 2026 stuck in the penalty box. The stock trades at $448.38, down 10.76% over the past month and 4.54% year to date, even as the chip design software duopoly remains the most strategically vital toll booth in semiconductors.
Video Muted
Our 24/7 Wall St. price target for Synopsys is $490.68 by year-end 2026, implying mid-single-digit upside
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
__fail__
2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
Few stocks have rewritten their own story in 2026 the way Micron Technology (NASDAQ:MU | MU Price Prediction) has. Shares closed at $1,087.99 on June 15, up 281% year to date and 843% over the past year, with net income growing 770.8% year over year last quarter.
Video Muted
Our 24/7 Wall St. price target for Micron is $701.69, implying 35.51% downside over the next 12 months. The recommendation
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
Shares hard to believe that shares of memory darling Micron (NASDAQ:MU | MU Price Prediction) still have any gas left in the tank after an explosive run that saw a 223% gain year to date or 590% in the last two years. It’s been a parabolic rise, but the terrain has gotten a little bit rougher since June began. When it comes to buying the dip, it’s harder to do when such a dip of 5-10% is barely vi
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion market cap built on a near monopoly in AI accelerators, 85.23% revenue growth last quarter, and a CEO calling the AI buildout “the largest infrastructure expansion in human history.” But NVIDIA the stock and NVIDIA the
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
When a Sequoia Capital partner compares a freshly public stock to NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) three years ago, investors pay attention. That is exactly what Sean MacGuire did on CNBC this week, arguing that “SpaceX right now is more like Nvidia three years ago than Tesla.” He went further on his personal positioning, adding, “Me as an individual, I’m going to hold my shares foreve
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Video Muted
The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs.
Every AI server requires massive amounts of DRAM and high-bandwidth memory (HBM), and sup
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
ASML (NASDAQ:ASML | ASML Price Prediction) has been one of 2026’s defining AI infrastructure trades, with the Dutch lithography monopolist riding a record order book, a raised full-year guide, and renewed mega-cap enthusiasm to fresh highs. After a 74.81% year-to-date run, the question is whether the rally still has room.
Video Muted
Our 24/7 Wall St. price target for ASML is $1,996.77 over the
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Few stocks have rewritten their own story in 2026 the way Micron Technology (NASDAQ:MU | MU Price Prediction) has. Shares closed at $1,087.99 on June 15, up 281% year to date and 843% over the past year, with net income growing 770.8% year over year last quarter.
Our 24/7 Wall St. price target for Micron is $701.69, implying 35.51% downside over the next 12 months. The recommendation is sell, wit
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is back through the $5 trillion mark. CEO Jensen Huang called “the buildout of AI factories, the largest infrastructure expansion in human history” on the most recent earnings call, and the numbers back him up.
Video Muted
Data Center revenue hit $75.246 billion in Q1 FY27, up 92% year over year, with Networking alone growing 199%. The stock is up 14.
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
The T-Rex 2X Long NVIDIA Daily Target ETF (NASDAQ:NVDX) and the GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) sell the same product on the label: 2x the daily move in NVIDIA. The choice between them looks cosmetic until the holding period stretches past a day, at which point fees, liquidity, and tracking precision pull the two apart. Over the past year, NVDL returned 63.96% while NVDX returne
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time.
Video Muted
NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock is up 3% to $128 and ch