Semiconductor News & Analysis Feed
81 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
ASML Holding N.V. (ASML) Is One Of Billionaire David Tepper’s Longest Held AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 11:58 AM PDT 2 min read
ASML.AS
-0.45%
ASML
-0.88%
Trade ASML on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. ASML Holding N.V. (NASDAQ:ASML) is one of the long-term stock picks.
ASML Holding N.V. (NASDAQ:ASML) is on
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
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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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(16min)
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Summary
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
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
HEDGE FUNDS
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NEWS
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TECH
15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More
Published on June 24, 2026 at 5:21 am by GHAZAL AHMED in Hedge Funds, Industries, News, Tech
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In this article, we look at the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.
Semiconductor and AI stocks pulled Wall Street lower on Tuesday, with the NASDA
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
news.google.com
2026-06-23
CNBC
2026-06-22
news.google.com
2026-06-22
twelfthmagpie.com
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
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
3 US AI Stocks With Profit Margins And Earnings Growth
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI is no longer just a story about experiments and cash burn; it is increasingly about companies that turn heavy AI investment into real earnings. With inflation, rates, and energy prices all in focus, many investors are looking
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
Jeremy Phillips
Mon, June 15, 2026 at 7:04 AM PDT 6 min read
NVDA
+2.41%
QQQ
+2.79%
^IXIC
+2.51%
005930.KS
+4.50%
TSM
+3.42%
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Trading disclosure
Quick Read
AIQ beat QQQ by 17 points last year, driven by SK Hynix's 211% return and Samsung, both of which are names no US index fund c
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) itself, the supposed only AI trade worth making, returned 42% over the same stretch.
V
2026-06-15
news.google.com
2026-06-15
The Motley Fool
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
In the Artificial Intelligence (AI) space, NVIDIA Corporation NVDA has been one of the leaders during the AI boom. However, there are many other companies in the AI ecosystem that are performing extremely well as they are leaders in growing the infrastructure needed for AI spending. Two such companies are Micron TechnologyMU and Dell TechnologiesDELL. Over the past year, both stocks have more than
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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In ad
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Everyone's Buying NVIDIA - Here Are 2 Smarter AI Stocks for 2026
Everyone's Buying NVIDIA - Here Are 2 Smarter AI Stocks for 2026 · Zacks
Wazida Tabassum
Fri, June 12, 2026 at 4:48 AM PDT 2 min read
NVDA
-0.31%
MU
-1.32%
DELL
+1.71%
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Trading disclosure
In the Artificial Intelligence (AI) space, NVIDIA Corporation NVDA has been one of the leaders during the AI boom. Howev
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Micron Technology (
MU
+11.48%
) and Intel (
INTC
+9.34%
) are popular with investors right now because the artificial intelligence (AI) boom represents a significant growth opportunity for both companies. The stocks have added 228% and 192%, respectively, this year. Yet, certain Wall Street analysts think Micron and Intel are wildly overvalued.
William Kerwin at Morningstar has given Micron a ta
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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In ad
2026-06-12
news.google.com
2026-06-12
Benzinga
2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
AI Stocks Tumble as Broadcom, Nvidia Crash
Rendy Andriyanto
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Pressure Spreads to Asia
Sources
Gotrade News - AI stocks crashed after a hotter-than-expected US jobs report triggered a broad market selloff. The S&P 500 fell 2.6%, the NASDAQ dropped 4.2%, and the Dow Jones slipped 1.3% in the session.
The d
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
These are excellent AI companies, but only one can be the better investment in this comparison.
After a hotter-than-expected jobs report, the stock market is falling.
*Stock prices used were the afternoon prices of June 5, 2026. The video was published on June 7, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… a
2026-06-08
www.foreignpolicyjournal.com
2026-06-08
foreignpolicyjournal.com
A sweeping sell-off struck artificial intelligence stocks on Friday, erasing recent gains as a stronger-than-expected jobs report rattled investor confidence across the tech sector.
Nvidia (NASDAQ: NVDA) dropped 6% on the day, while Intel (NASDAQ: INTC) fell 11% as markets digested the implications of a labor market running hotter than anticipated.
Trump on Rising Cost of Basketball Games Ticket