Semiconductor News & Analysis Feed
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2026-06-21
www.marketwatch.com
2026-06-21
MarketWatch
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2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
Written by Sam Quirke | Reviewed by Shannon Harms
June 21, 2026
KEY POINTS
Applied Materials has hit its highest valuation on record, as measured by its price-to-sales ratio, surpassing the peak it reached during the dot-com bubble.
The stock is up more than 130% year to date and over 50% in the past month alone, driven by surgi
2026-06-21
cryptobriefing.com
2026-06-21
Crypto Briefing
Micron Technology receives 57 buy ratings as analysts push targets near $1,500
Wall Street's overwhelming bullish consensus on Micron reflects the AI memory boom that has quadrupled the stock in 2026
2026-06-21
www.koreatimes.co.kr
2026-06-21
The Korea Times
LG Group Chairman Koo Kwang-mo, left, poses with Nvidia CEO Jensen Huang, at the Korean firm's headquarters in Seoul, June 8. Yonhap
Senior executives from LG Group’s key affiliates are set to visit Nvidia’s headquarters in California, Monday (local time), to hammer out practical business cooperation in physical artificial intelligence (AI) and robotics.
The high-level visit comes just two weeks
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
+1.92%
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Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Could Be 123% Overvalued Before Its June 24 Earnings
June 21, 2026
Simply Wall St
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Micron Technology (MU) is back in the spotlight as investors weigh intense AI driven demand, a structural memory shortage, and fully committed high bandwidth memory capacity against an upcoming earnings report that could reset expe
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
GMKtec's dramatically redesigned EVO-X3 'Strix Halo' Mini PC gets Lisa Su’s signature of approval.
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
news.google.com
2026-06-21
AOL.com
2026-06-21
news.google.com
2026-06-21
AOL.com
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
news.google.com
2026-06-21
24/7 Wall St.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
NVIDIA’s CEO Says the Jobs Doomsayers Have It Backwards. Here’s Why
Joel South
Sun, June 21, 2026 at 5:00 AM PDT 3 min read
NVDA
-0.97%
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Quick Read
Huang claims AI delivers a 3x developer productivity gain, and NVDA's 85% revenue surge to $82 billion reflects companies acting on that thesis.
Unemployment held at 4% and JOLTS openings stayed at 7.6 milli
2026-06-21
tomshardware.com
2026-06-21
Luke James
The Bank of Korea has named performance bonuses at Samsung Electronics and SK hynix as a risk to the country's inflationary stability.
2026-06-21
www.tomshardware.com
2026-06-21
Tom's Hardware
Tech Industry
Samsung and SK hynix bonuses for chip workers flagged as a national inflation risk — Bank of Korea projects full-year inflation significantly above its 2% target
News
By Luke James published 2 days ago
Memory boom payouts worth up to $455,000 per worker are now a variable in the central bank's price outlook.
(Image credit: Samsung)
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2026-06-21
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2026-06-21
Investor's Business Daily
2026-06-21
www.insidermonkey.com
2026-06-21
Insider Monkey
NEWS
Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON)
Published on June 21, 2026 at 7:41 am by FATIMA GULZAR in News
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ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds.
On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintaine
2026-06-21
www.bgr.com
2026-06-21
bgr.com
Technology
Computers
China's Own Graphics Cards Simply Can't Compete With New Nvidia GPUs In Tests
By Aaron Greenbaum June 21, 2026 7:47 am EST
RSplaneta/Shutterstock
Nvidia may be widely considered the king of the GPU industry, but some customers may prefer to seek alternatives. Nvidia's flagship RTX 5090 is amazing, but surely there must be a cheaper option out there? Well, China has tried to
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Shares of Micron Technology (
MU
+6.34%
) have rocketed past $1,000, propelling the company into the elite trillion-dollar club. That meteoric rise reflects the seismic shift that artificial intelligence (AI) is imposing on the semiconductor landscape, where memory chips have shifted from boring commodity to mission-critical infrastructure.
While Micron's rally is still in full swing, smart inves
2026-06-21
startupfortune.com
2026-06-21
Startup Fortune
Nvidia's stock boom is doing more than rewarding employees. It's giving former insiders the money, credibility and contacts to build AI startups before the rest of the market even gets a meeting.
The PayPal Mafia was built after an exit. The Nvidia version is being built while the mothership is still climbing. That difference matters. Former employees aren't waiting for an IPO window or a buyer t