Semiconductor News & Analysis Feed
10687 articles
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
__fail__
2026-06-28
unn.ua
2026-06-28
Українські Національні Новини (УНН)
Subject in the field of online media; media identifier - R40-05926
This resource is intended for persons who have reached the age of 21.
Apple and Microsoft have raised prices on iPad, Mac and Xbox due to the global memory chip shortage. Micron's CEO stated that improvement in the situation is possible no earlier than 2028.
Apple and Microsoft have raised prices on a number of popular devices,
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Published on June 27, 2026 at 12:15 pm by MAHAM FATIMA in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership to expand adv
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Maham Fatima
June 27, 2026 2 min read
2330.TW
+0.61%
AMKR
+0.33%
TSM
+4.06%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Is NVIDIA Corporation (NVDA) One of the Best Brain-Computer Interface Stocks to Buy?
Fatima Gulzar
June 27, 2026 2 min read
NVDA
+0.37%
KLSH.PVT
SMH
+2.03%
MU
+0.94%
SNDK
-0.03%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is among the Best Brain-Computer Interface Stocks.
On June 22, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) shares have underperforme
2026-06-27
en.cryptonomist.ch
2026-06-27
The Cryptonomist
HomeTechnologySouth Korea KOSPI Drop Tops 8% as AI Chip Selloff Hits Wall...
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South Korea KOSPI Drop Tops 8% as AI Chip Selloff Hits Wall Street
27 June 2026
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South Korea KOSPI Drop Sparks AI Chip Market Risk Alarm
South Korea’s stock market sent one of the sharpest warnings global investors have seen in years last Friday, as the South Korea KOSPI drop triggere
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Video Muted
Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles.
That transition has become a battleg
2026-06-27
tomshardware.com
2026-06-27
Kunal Khullar
A power-hungry flagship awaits.
2026-06-27
www.insidermonkey.com
2026-06-27
Insider Monkey
HEDGE FUNDS
-
NEWS
10 Best Semiconductor Stocks to Buy According to Billionaires
Published on June 27, 2026 at 9:21 am by FATIMA GULZAR in Hedge Funds, News
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Page 1 of 4
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In this article, we will discuss: 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC’s Squawk on the Street that limited memor
2026-06-27
www.tekedia.com
2026-06-27
Tekedia
Onsemi Strikes $7bn Deal For Synaptics To Build AI Chip Powerhouse For Robotics, Smart Devices, And Physical AI
June 27, 2026 | by Samuel Nwite | 0
ON Semiconductor has agreed to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, marking the largest acquisition in the company’s history as it intensifies its push into artificial intelligence hardware, robotics, and
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Qualcomm Technologies announced a new data center roadmap and product portfolio designed for the agentic AI era. The company introduced new data center solutions, including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute technology, the Qualcomm Dragonfly AI300 inference accelerator, connectivity products, and custom silicon solutions.
Qualcomm said the new platforms are enginee
2026-06-27
pluang.com
2026-06-27
Pluang
Intel faces risk of valuation drop as AI infrastructure may outpace demand, especially in its foundry segment.
Intel's stock has risen 40%, but risks remain as AI infrastructure efficiency could surpass monetized demand, potentially compressing semiconductor valuations. The company's foundry segment is particularly vulnerable, with minimal external revenue an...
Analyst Insights
Bearish
·
7 hour
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Reed Semiconductor announced that it has completed an upsized and oversubscribed $100 million funding round. The round included participation from several leading global semiconductor companies.
Reed Semiconductor is a provider of turnkey power solutions for AI infrastructure. The funding marks a major milestone in the company’s growth and market expansion, reflecting investor confidence in its t
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
NVIDIA (NVDA) Launches BioNeMo Agent Toolkit to Accelerate AI-Driven Scientific Discovery in Life Sciences
Maham Fatima
June 27, 2026 2 min read
NVDA
-1.39%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth stocks to buy right now. On June 23, NVIDIA introduced the BioNeMo Agent Toolkit, a new software suite providing domain-specific tools desi
2026-06-27
sustainabilitymag.com
2026-06-27
Sustainability Magazine
Ocean wave technology could address the renewable energy challenge facing coastal digital infrastructure.
Data centres built near coastlines to take advantage of cooling systems and network connectivity may soon draw power from the movement of the sea itself.
Eco Wave Power is working on wave energy systems that convert ocean motion into electricity.
The company uses digital twin technology fro
2026-06-27
www.ad-hoc-news.de
2026-06-27
Ad-hoc-news.de
Cadence Design Systems, US12541W1027
Cadence Design Systems refines AI chip design focus, shares sit near Nasdaq highs
27.06.2026 - 11:05:15 | ad-hoc-news.de
Cadence Design Systems centers its strategy on AI-accelerated electronic design automation and hardware, with the Nasdaq-listed shares trading close to record territory after a robust first half of the year.
Cadence Design Systems, US12541W