Semiconductor News & Analysis Feed
11592 articles
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Is SpaceX Really Worth More Than Micron and AMD Combined? Here's the Unvarnished Truth.
Keith Speights, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
AMD
+6.61%
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
Since its historic initial public offering (IPO) on June 12, 2026, the market cap of Space Exploration Technologies (NASDAQ: SPCX), commonly known as SpaceX, has r
2026-06-28
news.google.com
2026-06-28
MarketBeat
2026-06-28
news.google.com
2026-06-28
The Motley Fool
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys opens the week with a clear strategy focus, shares on the NASDAQ-100 radar
28.06.2026 - 09:35:13 | ad-hoc-news.de
Synopsys enters the new week with a solid strategic position in electronic design automation and a prominent role in the NASDAQ-100. Investors look at long-term growth drivers rather than short-term headlines.
Synopsys Inc., US8716071076
By Stefa
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires Shares of 8,800 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd opened a new position in Taiwan Semiconductor Manufacturing, buying 8,800 shares valued at about $2.97 million. The stake makes TSMC its 9th-largest holding and roughly 2.8% of the portfolio.
Insider t
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Athena Wealth Management LLC Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Athena Wealth Management LLC increased its NVIDIA stake by 214.3% in the first quarter, buying 6,442 additional shares and bringing its total to 9,448 shares valued at about $1.65 million.
NVIDIA’s latest earnings beat expectations, with $1.87
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
APEIRON CAPITAL Ltd Acquires New Position in Synopsys, Inc. $SNPS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
APEIRON CAPITAL Ltd disclosed a new first-quarter position in Synopsys, buying 6,000 shares worth about $2.38 million. The stake makes Synopsys roughly 2.2% of the firm’s portfolio and its 11th-largest holding.
Several other large institutional investor
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Sells 10,744 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. cut its Taiwan Semiconductor Manufacturing stake by 7.8% in the first quarter, selling 10,744 shares and ending with 127,414 shares worth about $43.4 million.
TSMC continues to attract bullish analyst atte
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by AdvisorNet Financial Inc
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
AdvisorNet Financial trimmed its NVIDIA stake by 3.3% in the first quarter, selling 4,487 shares and leaving it with 130,947 shares valued at about $22.8 million.
Insider selling has also been notable, including director Stephen C. Neal and director John
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
ABN AMRO Bank N.V. Trims Stake in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ABN AMRO Bank N.V. reduced its Cadence Design Systems stake by 4.1% in the first quarter, selling 4,303 shares and ending with 101,436 shares worth about $27.78 million.
Insiders have been selling shares recently, including VP Paul Cunningham and Dir
2026-06-28
www.trefis.com
2026-06-28
Trefis
NVIDIA Stock Near Crucial Support – Buy Signal?
June 28th, 2026 · by Trefis Team
NVDAYTD+4.6%
SPYYTD+9.5%
QQQYTD+16.1%
Analyze NVDA →
NVIDIA (NVDA) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($182.90 – $202.16), levels from which it has bounced meaningfully before. Since it first started trading, NVIDIA stock received buying interest at this level
2026-06-28
www.barrons.com
2026-06-28
Barron's
__fail__
2026-06-28
www.fxleaders.com
2026-06-28
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
D-Wave’s
,
CHIPS
D-Wave’s $100 Million CHIPS Act Boost Carries a Dilutive Sting as Quantum Supremacy Debate Rages
28.06.2026 - 07:52:53 | boerse-global.de
D-Wave shares slide 16% in 30 days amid $100M CHIPS Act dilution threat, scientific dispute over quantum supremacy, and a bifurcated commercial outlook with orders surging but revenue dropping 81%.
D-Wave’s - D-Wave Quantum 28.06.2026 - Bild: üb
2026-06-28
www.indexbox.io
2026-06-28
IndexBox
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2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Published on June 28, 2026 at 12:03 am by VARDAH GILL in News
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Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 25, Deutsche Bank raised its price recommendation on Micron Technology, Inc. (NASDAQ:MU) to $1,550 from $1,500. It reiterated a Bu
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Deutsche Bank Raises Micron (MU) Price Forecast as Revenue and Margins Surge
Vardah Gill
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is included among Billionaire Steven Cohen's Top 11 Dividend Stock Picks.
Why Micron Technology, Inc.'s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum
On June 25, Deutsch
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA (NVDA) On Cooling Momentum And An AI Narrative That Still Looks Undervalued
June 28, 2026
Simply Wall St
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How NVIDIA Stock Has Been Performing Recently
NVIDIA (NVDA) has drawn fresh attention after recent trading, with the stock down 1.6% over the past day and 8.6% over the past week. Shares also declined about 9% over the past month.
2026-06-28
www.digitimes.com
2026-06-28
digitimes
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor...
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