Semiconductor News & Analysis Feed
11601 articles
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The AI boom now has a price tag — and Micron just sent the bill: Chart of the Day
Jared Blikre
Fri, June 26, 2026 at 3:00 AM PDT 3 min read
MU
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NVDA
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Trading disclosure
Micron's blowout earnings did not just revive the AI trade. They showed how expensive it is becoming.
The memory chipmaker is getting paid first because
2026-06-26
www.bisinfotech.com
2026-06-26
Bisinfotech
www.bisinfotech.com
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2026-06-26
www.tech-critter.com
2026-06-26
Tech Critter
Cadence has announced a deeper, multi-year partnership with Intel Foundry to accelerate Team Blue’s development in next-generation 14A manufacturing process.
The collaboration expands beyond existing work by combining Cadence’s AI-powered electronic design automation (EDA) tools and design IP portfolio with Intel’s process technology and packaging expertise, giving chip designers a more optimized
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Buys New Shares in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Louisiana State Employees Retirement System opened a new position in Synopsys during the first quarter, buying 22,300 shares valued at about $8.84 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 ver
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Louisiana State Employees Retirement System Invests $8.89 Million in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Louisiana State Employees Retirement System opened a new position in Cadence Design Systems, buying 32,000 shares valued at about $8.89 million in the first quarter.
Insider selling has been notable, including recen
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Parkway Wealth Management Group LLC Takes $2.70 Million Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
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KEY POINTS
Parkway Wealth Management Group LLC opened a new position in Texas Instruments during the first quarter, buying 12,560 shares worth about $2.7 million.
Texas Instruments reported better-than-expected quarterly earni
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.86%
) had a market capitalization of $360 billion at the beginning of 2023, which was right before the artificial intelligence (AI) boom started gathering momentum. The company has since sold millions of its graphics processing units (GPUs) for data centers, which are the primary chips used in AI training and inference workloads, propelling its market cap to $4.8 trillion.
But des
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
OP Asset Management Ltd Makes New $9.17 Million Investment in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 26, 2026
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KEY POINTS
OP Asset Management opened a new position in Cadence Design Systems, buying 32,989 shares worth about $9.17 million in the first quarter.
Cadence reported strong quarterly results, with earnings of $1.96 per share and reve
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
Home
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Nvidia: The Next Dividend Aristocrat?
Jun 26, 2026, 5:00 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockTXN, IBM
Steven Cress, Quant Team
SA Quant Strategist
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Summary
Following its recent 2,400% dividend payout increase, Nvidia's stock is mirroring the early lifecycles of legacy tech giants that evolved from volatile tech growth companies
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
RFG Advisory LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 26, 2026
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KEY POINTS
RFG Advisory LLC cut its Texas Instruments stake by 34.3% in the first quarter, selling 11,027 shares and leaving it with 21,139 shares valued at about $4.1 million.
Texas Instruments reported Q1 earnings of $1.68 per share, topping estim
2026-06-26
eetimes.com
2026-06-26
Two new security chips aim to future-proof devices for the quantum era by integrating hardware accelerators that support PQC algorithms.
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances
Maham Fatima
Fri, June 26, 2026 at 1:04 AM PDT 1 min read
NVDA
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AMZN
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks for beginners to buy now. On June 23, NVIDIA and AWS partnered to simplify production-scale AI by enhancing compute
2026-06-26
www.marketbeat.com
2026-06-26
MarketBeat
Fairvoy Private Wealth LLC Acquires New Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
June 26, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fairvoy Private Wealth LLC opened a new position in Synopsys during the first quarter, buying 3,048 shares worth about $1.21 million.
Several large institutional investors also adjusted their stakes, with Vanguard, State Street, Morgan Stanley, a
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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2026-06-26
cryptobriefing.com
2026-06-26
Crypto Briefing
HSBC raises Micron Technology target price to $1,700 from $1,100
The bank's latest upgrade caps a staggering series of revisions that have seen Micron's price target quintuple in 2026, fueled by insat
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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