Semiconductor News & Analysis Feed
10730 articles
2026-06-20
urgentcomm.com
2026-06-20
Urgent Communications
urgentcomm.com
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2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (
NVDA
1.13%
), the world's leading producer of data center GPUs. Those chips, which most of the world's top AI companies use, are still the best picks and shovels for the AI gold rush.
However, the AI market's growth is also generating strong tailwinds for optical networking companies, which manufacture optical
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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GuruFocus
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ASML Drops 2.7% as US Raises New China EUV Concerns
ASML Drops 2.7% as US Raises New China EUV Concerns
Less than 1 min read
ASML
−0.02%
ASML
−0.12%
ASML Holding
ASML
shares came under pressure in Amsterdam after US Commerce Secretary Howard Lutnick reportedly raised concerns with senior executives that one of the company's EUV lithography machines may have reached China desp
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy · Zacks
Zacks Equity Research
Fri, June 19, 2026 at 9:56 AM PDT 5 min read
CL=F
+0.45%
A surge in oil prices, fueled by the Middle East crisis, has heightened concerns that inflation could rise further. Although the United States and Iran reached a peace deal on Sunday, it is un
2026-06-20
boisedev.com
2026-06-20
BoiseDev
boisedev.com
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2026-06-20
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2026-06-20
Barron's
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2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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2026-06-20
www.taipeitimes.com
2026-06-20
Taipei Times
US Secretary of Commerce Howard Lutnick in a series of recent meetings outlined concerns to Dutch chip-equipment giant ASML Holding NV’s senior leaders that one of its top-of-the-line machines might have made its way into China, in violation of US-led export restrictions.
In the meetings, Lutnick expressed concern to ASML executives over the company’s extreme ultraviolet lithography (EUV) machine
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)
Fahad Saleem
Fri, June 19, 2026 at 8:38 AM PDT 2 min read
MU
+6.82%
NVDA
-0.97%
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Trading disclosure
We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Micron Technology, Inc. (NASDAQ:MU) ranks #1 (see Donald Trump Stock Portfolio: 5 Best AI and Tech
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
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2026-06-19
TradingView
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Can ASE Technology Sustain Its Recent Margin Expansion?
Can ASE Technology Sustain Its Recent Margin Expansion?
3 min read
3711
+9.95%
ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
U.S. politicians are thinking about how they can ensure that the American people can benefit from AI.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
Habib Ur Rehman
Fri, June 19, 2026 at 7:34 AM PDT 1 min read
NVDA
-0.97%
SIE.DE
+1.64%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over
2026-06-19
www.thestreet.com
2026-06-19
thestreet.com
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2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technology itself.
Hyperscalers such as Amazon (NASDAQ:AMZN | AMZN Pr
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Micron Technology, Inc.MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zacks Consensus Estimate for the top line is pegged at $34.8 billion, which implies year-over-year growth of 274.2%.
Micron Technology estimates adjusted earnings of $19.15 (+/-40 cents). The consensu
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Micron Technology, Inc.MU will report third-quarter fiscal 2026 results after market close on June 24.
The company projects fiscal third-quarter revenues to be $35.5 billion (+/- $750 million). The Zacks Consensus Estimate for the top line is pegged at $34.8 billion, which implies year-over-year growth of 274.2%.
Micron Technology estimates adjusted earnings of $19.15 (+/-40 cents). The consensu