Semiconductor News & Analysis Feed
182 articles
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that expectations can outrun even rapid growth. Marvell Technology (
MRVL
15.74%
), which had soared roughly 32% in a single session days earlier, gave back a good chunk of that gain b
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
These are excellent AI companies, but only one can be the better investment in this comparison.
After a hotter-than-expected jobs report, the stock market is falling.
*Stock prices used were the afternoon prices of June 5, 2026. The video was published on June 7, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… a
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Triple
Infineon's Triple Threat: Analyst Caution, Broadcom Jitters, and Macro Headwinds Trigger 13% Rout
06.06.2026 - 19:45:19 | boerse-global.de
Infineon shares plunge 12.81% from yearly high after skeptical analyst note, Broadcom's weak forecast, and strong US payrolls trigger profit-taking. Growth story intact with AI and auto demand.
Infineons - Infineon's Triple Threat: Analyst C
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Whiplash
Infineon's Whiplash Week: From Record High to Sector Rout as Broadcom and Jobs Data Bite
06.06.2026 - 18:05:29 | boerse-global.de
Infineon shares crashed 12.81% after Broadcom’s AI outlook and a hot US jobs report triggered sector-wide profit-taking, but technical support near €70 and upcoming PCIM trade fair offer potential catalysts.
Infineons - Infineon's Whiplash Week: Fr
2026-06-06
seekingalpha.com
2026-06-06
Seeking Alpha
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2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia still dominates the market for chips used in artificial intelligence (AI) data centers. But AI is such a tremendous opportunity that second place isn't so bad in this case. Statista estimates that the AI chip market will continue to grow, reaching $333 billion by the end of the decade.
That leaves plenty of room for other companies to make investors quite a bit of money over the coming yea
2026-06-06
www.investors.com
2026-06-06
Investor's Business Daily
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2026-06-06
www.zacks.com
2026-06-06
Zacks Investment Research
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2026-06-06
letsdatascience.com
2026-06-06
Let's Data Science
FUNDING & BUSINESS
broadcom
ai semiconductors
customer concentration
vmware
Broadcom Posts AI Revenue Surge, Triggers Investor Reassessment
7 sources
|
June 5, 2026
7.0
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
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Broadcom reported record fiscal Q2 revenue of $22.2 billion, up 48% year over year, with AI semiconductor revenue of $10.8 billion, up 143%, ac
2026-06-05
www.theglobeandmail.com
2026-06-05
The Globe and Mail
Chicago, IL – June 5, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. MU, Advanced Micro Devices, Inc. AMD, Broadcom Inc. AVGO and NVIDIA Corp. NVDA.
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
news.google.com
2026-06-05
Zacks Investment Research
2026-06-05
news.google.com
2026-06-05
MSN
2026-06-05
news.google.com
2026-06-05
Stocktwits
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.fool.com
2026-06-05
The Motley Fool
Nvidia (
NVDA
+2.08%
) and Broadcom (
AVGO
12.47%
) have become two of the clearest ways to invest in the artificial intelligence (AI) infrastructure build-out. One designs the graphics processing units (GPUs) that train the largest AI models; the other builds custom chips and networking gear for the cloud companies racing to expand their data centers. And both have handed shareholders enormous ga
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.cnbc.com
2026-06-05
CNBC
Asian tech shares on Friday tracked losses in U.S. chip stocks after a downbeat earnings report from Broadcom
sparked a rotation out of artificial intelligence-linked names into more defensive sectors.
The weakness was pronounced in South Korea's chip-heavy market. Samsung Electronics fell nearly 7%, while SK Hynix dropped more than 8%. Other tech-related names also came under pressure, with Sam
2026-06-05
www.foxbusiness.com
2026-06-05
Fox Business
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