Semiconductor News & Analysis Feed
284 articles
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
A $10,000 stake in GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) at the start of 2026 is worth about $11,266 as of the June 8 close, a 12.66% year-to-date gain that still beats the 8.4% return on the SPDR S&P 500 ETF over the same stretch. The same $10,000 a year ago is worth roughly $17,286 today, a 72.86% one-year return. Those are the honest numbers as of this week. The headline framing of
2026-06-09
news.google.com
2026-06-09
24/7 Wall St.
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers.
Video Muted
Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 qu
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) is the picks-and-shovels king of the AI chip boom, and right now Wall Street is acting like it forgot. CEO Sassine Ghazi summed it up on the latest call: “AI is scaling semiconductor demand, architectural diversity and complexity of chips and the systems they power, driving demand across our portfolio.”
Video Muted
Yet Synopsys is down 1.04% YTD and
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 12% in early Monday trading, climbing to $111. Investors are reacting to a newly announced strategic collaboration with Japan’s Hitachi alongside a wave of reports suggesting that Alphabet‘s (NASDAQ:GOOGL) Google and NVIDIA (NASDAQ:NVDA) could lean on Intel’s foundry as a backup AI chip supplier.
Video Muted
The move extends a remarkab
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
247wallst.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a088ba6bf8e69180
Performance and Security by Cloudflare
Privacy
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Memory and storage names are leading the tape in early Monday trading, snapping back hard from Friday’s brutal selloff. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 8% to $935, while Western Digital (NASDAQ:WDC) and SanDisk (NASDAQ:SNDK) are also rallying sharply.
The bounce arrives without a fresh fundamental catalyst, and it looks technical in nature. The trio is recovering o
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The cyclicality of the semiconductor industry might give some investors pause, even as the memory chip makers continue to skyrocket past expectations and the price targets set in place by sell-side analysts. Names like Micron (NASDAQ:MU | MU Price Prediction) and SK Hynix have been simply unstoppable of late.
Video Muted
That is, until we had that brutal Friday session that saw semiconductors ta
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
A holder who started Friday, June 5, 2026 with $10,000 in ProShares Ultra Technology (NYSEARCA:ROM) ended the day with about $8,655. The fund opened at $161.98 and closed at $140.20, a single-session loss of 13.45%. Over the same five trading days, ROM gave back 11.8%, with the week starting at $158.95. Those numbers are what a 2x daily tech ETF does on the worst day the sector has had in over a y
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
If you held Direxion Daily MU Bull 2X Shares (NYSEARCA:MUU) into Friday’s close, you watched the fund shed 26.65% in a single session, which is what 2x daily leverage does when its underlying has its worst day in years. The underlying, Micron Technology (NASDAQ:MU | MU Price Prediction), closed at $864 on June 5, 2026, down roughly 13% from a prior close of $996. A roughly 13% move in the stock tu
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching in Jun
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, speaking from South Korea tonight after Friday’s brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.” More importantly for memory bulls, he framed the AI supply crunch as a multi-year condition, an unmistakably positive read-through for Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), which tr
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
__fail__
2026-06-07
247wallst.com
2026-06-07
24/7 Wall St.
__fail__
2026-06-07
247wallst.com
2026-06-07
24/7 Wall St.
__fail__
2026-06-07
247wallst.com
2026-06-07
24/7 Wall St.
__fail__
2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
__fail__
2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
__fail__
2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
__fail__