Semiconductor News & Analysis Feed
10717 articles
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
__fail__
2026-06-22
news.google.com
2026-06-22
twelfthmagpie.com
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Spending on artificial intelligence (AI) is not slowing down. Companies that are addressing the growing demand for computing hardware and software are reporting strong revenue and earnings.
Three companies that recently delivered strong earnings results -- Hewlett Packard Enterprise (
HPE
+2.09%
), Micron Technology (
MU
+6.34%
), and Palantir Technologies (
PLTR
7.08%
) -- all exceeded Wall Stre
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-21
ts2.tech
2026-06-21
TechStock²
21 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:AVGO·NASDAQ:INTC·NASDAQ:MU·NASDAQ:NVDA·NVIDIA·STOCK MARKET
2 MINS READ
NVIDIA HEADS INTO HOLIDAY WEEK AS AI STOCKS EYE MICRON TEST
BY SHAN AHMED KHAN
New York, June 21, 2026, 11:01 AM EDT
Nvidia finished Thursday at $210.69, up 2.95%. That was its last close before Nasdaq shut for the June 19 Juneteenth holiday.
Nasdaq picked up 2.43% for the shorten
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia makes the computer chips that power artificial intelligence.
The chipmaker is doing well right now, but competition is fierce, and technology is changing rapidly.
This healthcare company is an industry leader, and every new product it sells comes with an annuity-like income stream.
10 stocks we like better than Intuitive Surgical ›
Nvidia(NASDAQ: NVDA) is at the forefront of
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
3 Chip Supplier Stocks For AI Demand And P E Risk
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI driven demand for key electronics components is squeezing hardware makers like Nintendo and Sony through shortages, higher parts prices, and rising tariffs, while some upstream suppliers sit closer to the pressure point in this supply chain. When
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
PC Components GPUs GPU Drivers
Open-source Vulkan driver NVK gains experimental DLSS support — bringing Nvidia’s upscaling tech to Linux via imported CUDA binaries
News
By Luke James published 2 days ago
Depends on compatible bytecode being available for your GPU.
(Image credit: Nvidia)
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2026-06-21
tomshardware.com
2026-06-21
Luke James
NVK, the community-built open-source Vulkan driver for Nvidia GPUs in Mesa, has gained experimental DLSS support.
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
Written by Sam Quirke | Reviewed by Shannon Harms
June 21, 2026
KEY POINTS
Applied Materials has hit its highest valuation on record, as measured by its price-to-sales ratio, surpassing the peak it reached during the dot-com bubble.
The stock is up more than 130% year to date and over 50% in the past month alone, driven by surgi
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Taiwan Semiconductor Manufacturing Co Ltd (TSM) opened up by 6.86%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The robust upward surge and notable intraday volatility of Taiwan Semiconductor Manufacturing Comp
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
FUNDING & BUSINESS
lg
nvidia
ai robotics
partnership
LG Executives Visit Nvidia to Deepen AI and Robotics Ties
4 sources
|
June 21, 2026
6.5
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
QUICK SUMMARY
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The Korea Times reports that senior executives from LG Group affiliates are scheduled to visit Nvidia headquarters in California on Monday (local time) to negotiate pract
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
LG Group Chairman Koo Kwang-mo, left, poses with Nvidia CEO Jensen Huang, at the Korean firm's headquarters in Seoul, June 8. Yonhap
Senior executives from LG Group’s key affiliates are set to visit Nvidia’s headquarters in California, Monday (local time), to hammer out practical business cooperation in physical artificial intelligence (AI) and robotics.
The high-level visit comes just two weeks
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.gurufocus.com
2026-06-21
GuruFocus
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2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
news.google.com
2026-06-21
Investor's Business Daily
2026-06-21
www.insidermonkey.com
2026-06-21
Insider Monkey
NEWS
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)
Published on June 21, 2026 at 7:41 am by FATIMA GULZAR in News
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ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds.
On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintaine