Semiconductor News & Analysis Feed
10819 articles
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Rising memory costs, in-house solutions, and shifting capital returns are reshaping expectations for vendors' total cost of ownership, margin durability, and growth prospects. Watch the video below to see how this might affect Nvidia (
NVDA
+2.30%
) and investor valuation assumptions.
*This video was published on May 29, 2026.
2026-06-12
www.timothysykes.com
2026-06-12
timothysykes.com
Entegris Inc. stocks have been trading up by 10.29 percent following robust semiconductor demand driving strong growth expectations.
Live Update At 14:33:03 EDT: On Thursday, June 11, 2026 Entegris Inc. stock [NASDAQ: ENTG] is trending up by 10.29%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
ENTG’s tape shows a stock grinding hig
2026-06-12
www.thestreet.com
2026-06-12
thestreet.com
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2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
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2026-06-12
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2026-06-12
www.fool.com
2026-06-12
The Motley Fool
AI's land‑grab era is giving way to hard questions about costs, pricing power, and semiconductor cyclicality. Discover why rising model prices, tighter supply chains, and shifting unit economics may reshape the winners and losers in this space by watching the video below.
*This video was published on May 29, 2026.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 3 min read
QCOM
+6.15%
NVDA
+2.22%
AMZN
+1.47%
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Neura Robotics, backed by Qualcomm, Nvidia and Amazon, has secure
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, 11 June 2026 at 11:06 am GMT-7 5 min read
NVDA
+2.22%
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data cen
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, June 11, 2026 at 11:06 AM PDT 5 min read
NVDA
+2.22%
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NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed jo
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Key Points
Oracle beat earnings last night, but also announced plans to raise another $20 billion in cash.
Oracle needs cash to build AI data centers full of AI chips.
ASML makes the machines that manufacturer those chips.
10 stocks we like better than ASML ›
ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle(NYSE: ORCL) for the good news.
O
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
Written by Thomas Hughes | Reviewed by Clare Titus
June 11, 2026
KEY POINTS
NVIDIA's business continues to gain momentum, and catalysts are rolling down the pipe for delivery in Q3.
Analysts' sentiment trends have strengthened, pointing to a $500 price target and 150% upside.
Valuation metrics suggest this stock could top $1000 again within a
2026-06-12
www.gurufocus.com
2026-06-12
GuruFocus
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company (TSM)?
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
TSM
+2.10%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is arguably one o
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron Technology, Inc. (MU) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
MU
+5.42%
NVDA
+1.09%
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Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU)'s shares are among
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA Corp. (NVDA) Is A Top AI Stock In Ken Griffin’s Portfolio
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
NVDA
+1.22%
000660.KS
+2.59%
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Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the
13 Best Stocks to Invest In According to Billionaire Ken Griffin.
NVIDIA Corp. (NASDAQ:NVDA)’s shares haven’t seen much love from investors in 2026. Year-to-d
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack.
Video Muted
Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewardin
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Marvell vs. Micron: One Stands to Gain More From AI Demand
Vandita Jadeja
Thu, June 11, 2026 at 10:26 AM PDT 4 min read
MU
+11.66%
MRVL
+11.13%
005930.KS
-1.16%
NVDA
+2.22%
000660.KS
+2.59%
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Quick Read
MRVL's custom silicon and optics drove 28% revenue growth while MU's HBM shortage pushed gross margins from 37% to 74% in one year.
Micron raised its d
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
www.msn.com
2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
news.google.com
2026-06-12
Benzinga