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2026-06-25
seekingalpha.com
2026-06-25
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Micron And 4 AI Stocks For Data Center Growth
Jun 24, 2026, 1:05 PM ETMU, SNDK, AMD
, MXL, INTC
Steven Cress, Quant Team
SA Quant Strategist
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Global data center capacity could nearly double by 2030, driven by surging AI demand and rapid cloud expansion.
Goldman Sachs expects hyperscaler AI spending to surpass
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-25
www.benzinga.com
2026-06-25
Benzinga
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2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could
2026-06-25
pro.thestreet.com
2026-06-25
TheStreet Pro
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MARKET-COMMENTARY
There’s a New Stock on My Radar as We Wait for Micron
A powerful rotation continues.
James "Rev Shark" DePorre·Jun 24, 2026, 12:15 PM EDT
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2026-06-24
www.businessinsider.com
2026-06-24
Business Insider
After the AI trade took a tumble on Tuesday led by losses in chip stocks, the market is bracing for Micron earnings.
AI stocks have been fueling record highs, with the bull market proving resilient despite ongoing macro uncertainties like the war in Iran, inflation, and Federal Reserve policy.
After Tuesday's pullback, Micron's quarterly reports looms. As one of the top stock performers in 2026,
2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Can Intel’s New Foundry Chief Reframe INTC’s Role in Advanced Packaging and AI Supply Chains?
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Intel appointed former SK hynix and SK On chief Seok-Hee Lee as executive vice president of Intel Foundry, putting him in charge of advanced packaging, system integration
2026-06-24
www.trefis.com
2026-06-24
Trefis
Is Qualcomm Stock A Bet On AI’s Future Or A Hostage To The Smartphone’s Present?
June 24th, 2026 by Trefis Team
-10.90%
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Market
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Trefis
QCOM
Qualcomm
After a powerful run, the chipmaker is asking investors to look past today’s handset troubles toward a future in AI-powered cars and data centers.
Qualcomm (QCOM) has long been the engine inside the world’s smartphones, but after a s
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
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2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.servethehome.com
2026-06-24
ServeTheHome
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2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
wtvbam.com
2026-06-24
WTVB
By Anhata Rooprai
June 24 (Reuters) – Qualcomm said on Wednesday it would buy AI startup Modular in an all-stock deal valued at nearly $4 billion, gaining access to software that runs AI models across chips without having to write code for each processor.
Buying Modular pits Qualcomm against CUDA, the software platform that has helped underpin Nvidia’s AI dominance by tying millions of develop
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and CEO C.C. Wei is telling investors the company will “grow by above 30% in U.S. dollar terms” for full-year 2026.
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Shares are already up 44.32% year to date, closing at $436.39 after a 6.69%
2026-06-24
www.juve-patent.com
2026-06-24
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
OpenAI and Broadcom announce first custom AI chip, in strike at Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 7:05 AM PDT 2 min read
AVGO
-0.02%
NVDA
-1.10%
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OpenAI (OPAI.PVT) on Wednesday announced its first custom chip developed with Broadcom (AVGO). Called Jalapeño and designed by OpenAI, the chip, the companies said, provides bette
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Intel (INTC) Advanced Packaging Could Support AI Data Center Growth, Mizuho Says
Published on June 24, 2026 at 9:47 am by GHAZAL AHMED in News
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Intel (NASDAQ:INTC) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Intel Corporation may benefit from tailwinds coming from advanced packaging technologies, which has led one firm to raise estimates and its price
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
Broadcom and OpenAI heat up AI chip market with inference processor Jalapeño
Jun 24, 2026, 9:48 AM ETBroadcom Inc. (AVGO) Stock, OPENAI Stock, CLS StockMSFT, AMD, NVDABy: Brandon Evans, SA News Editor
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Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifi
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off
Ghazal Ahmed
Wed, June 24, 2026 at 6:48 AM PDT 1 min read
NVDA
-1.15%
AVGO
-0.17%
MSFT
-1.27%
MU
-3.30%
AMD
-1.96%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
On June 23, Bernstein reiterates Nvidia and Broadcom as
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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Reuters
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Anxious investors await Micron earnings as chip sector whipsaws
Anxious investors await Micron earnings as chip sector whipsaws
Refinitiv2 min read
MU
−4.82%
WMT
+0.19%
INTC
−2.61%
IXIC
−0.74%
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