Semiconductor News & Analysis Feed
131 articles
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
2026-06-13
www.insidermonkey.com
2026-06-13
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Published on June 13, 2026 at 11:42 am by FAHAD SALEEM in News
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We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires).
Number of Hedge Funds: 234
Top Pick Of: Philippe Laffont — Coatue Management
Taiwan
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Fahad Saleem
Sat, June 13, 2026 at 8:42 AM PDT 2 min read
TSM
+0.68%
NVDA
+0.16%
AMD
+4.73%
QCOM
+4.32%
AVGO
-0.91%
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Trading disclosure
We just covered the
Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires)
2026-06-13
www.tradingview.com
2026-06-13
TradingView
News
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Zacks
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Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
3 min read
MU
−1.43%
NVDA
+0.16%
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us thus see how both companies per
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Tirthankar Chakraborty
Fri, June 12, 2026 at 12:00 PM PDT 3 min read
MU
-1.43%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us
2026-06-13
www.zacks.com
2026-06-13
Zacks Investment Research
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2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market.
Video Muted
NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally g
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia vs AMD: The Better AI Stock Is A Better Buy This June
Vandita Jadeja
Fri, June 12, 2026 at 9:53 AM PDT 3 min read
NVDA
+0.18%
AMD
+5.63%
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Trading disclosure
Quick Read
NVDA grows 85% yet trades at only 24x forward earnings, while AMD demands 68x despite slower growth and lower margins.
AMD's 6 GW Meta deployment gives it a flagship hyperscaler commitment, but NVI
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA (NVDA): A Key Part of Harvard University AI Stock Picks
Fahad Saleem
Fri, June 12, 2026 at 7:13 AM PDT 2 min read
NVDA
+0.01%
Trade NVIDIA on Coinbase
Trading disclosure
We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #7 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $129,717,150
Nvidia (NASDAQ:N
2026-06-12
www.insidermonkey.com
2026-06-12
Insider Monkey
NEWS
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Published on June 12, 2026 at 9:55 am by FAHAD SALEEM in News
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We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hol
2026-06-12
ca.finance.yahoo.com
2026-06-12
Yahoo! Finance Canada
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Fri, June 12, 2026 at 6:55 a.m. PDT 2 min read
TSM
+0.87%
We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hold
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This Tiny Australian AI Stock Up 4,000% in 2026 Just Inked a Nvidia Deal. Here's the Story.
Elizabeth H. Volk
Fri, June 12, 2026 at 6:27 AM PDT 4 min read
NVDA
+0.16%
CRWV
+5.02%
MRVL
-0.36%
SHAZ
-12.85%
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Trading disclosure
Data Center by Caureem via Shutterstock (2)
Sharon AI Holdings (SHAZ), a small Australian neocloud company listed on the Nasdaq, is in the spotlight
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.barrons.com
2026-06-12
Barron's
__fail__
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%
Explore stocks on Coinbase
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.investing.com
2026-06-12
Investing.com
www.investing.com
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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