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2026-07-01
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2026-07-01
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Semi Shocker; Micron, Intel, AMD Hit Home Runs; Warsh Gets to Work
Let’s pop open the hood and look at the market in June and Q2 to zero in on the winners; also, why we must watch the new Fed head closely today.
Stephen Guilfoyle·Jul 1, 2026, 7:55 AM EDT
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2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on Salesforce (CRM), Infineon Technologies AG (IFNNF) and Arrow Electronics (ARW) with bullish sentiments.
In a report released today, Billy Fitzsimmons from Piper Sandler maintained a Buy rating on Salesforce, with a price target of $215.00. The company’s shares closed last Monday at $157.93.
According t
2026-07-01
www.barrons.com
2026-07-01
Barron's
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2026-07-01
tomshardware.com
2026-07-01
Luke James
Anthropic has restored global access to Claude Fable 5, a day after the U.S. Department of Commerce withdrew the export controls.
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
Semiconductor ETFs to Buy as Micron Leads $2T AI-Led Chip Market Rally
Aparajita Dutta July 01, 2026
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2026-07-01
www.axios.com
2026-07-01
Axios
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2026-07-01
www.marketwatch.com
2026-07-01
MarketWatch
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2026-07-01
www.ad-hoc-news.de
2026-07-01
AD HOC NEWS
Infineon’s, Three-Pillar
Infineon’s Three-Pillar Restructure Fuels Analyst Upgrade as AI Power Demand Intensifies
Veröffentlicht: 01.07.2026 um 12:53 Uhr, Redaktion boerse-global.de
Infineon collapses four divisions into three, targets AI data center demand. Barclays raises price target to €90 amid strong Q2 revenue and raised guidance.
Infineon’s - Infineon’s Three-Pillar Restructure Fuels Anal
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Nvidia's (
NVDA
+0.62%
) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile investments. Recently, he made another one of those calls, pinpointing Marvell (
MRVL
7.45%
) as a top stock pick. In fact, he thinks it will be one of the next trillion-dollar companies.
That's high praise from the CEO of the world's largest company, but does that assess
2026-07-01
www.odaily.news
2026-07-01
odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Nvidia's CEO Jensen Huang Just Called Marvell Technology The Next Trillion-Dollar Company. But Is It the Better Stock to Buy?
Keithen Drury, The Motley Fool
Wed, July 1, 2026 at 3:40 AM PDT 4 min read
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Nvidia's (NASDAQ: NVDA) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile in
2026-07-01
www.bisinfotech.com
2026-07-01
Bisinfotech
www.bisinfotech.com
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2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Wendell David Associates Inc. Buys 2,626 Shares of Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wendell David Associates increased its Synopsys stake by 55% in the first quarter, buying 2,626 additional shares and bringing its total holdings to 7,400 shares worth about $2.93 million.
Wall Street sentiment remains positive overall, with Synops
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Cadence Design Systems, Inc. $CDNS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Peregrine Capital Management cut its Cadence Design Systems stake by 6.1% in the first quarter, selling 5,308 shares and leaving it with 81,038 shares worth about $22.5 million.
Cadence reported better-than-expected Q1 earnings, posting
2026-07-01
www.morningstar.com
2026-07-01
Morningstar
Home
Funds
How Micron Became 25% of a Value ETF
How Micron Became 25% of a Value ETF
Methodology rules created a perfect storm for Micron to dominate the ETF’s portfolio.
Brendan McCann, CFA
Jul 1, 2026
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iShares Russell 1000 Value ETF
(IWD)
iShares MSCI USA Value Factor ETF
(VLUE)
Micron Technology Inc
(MU)
Vanguard Value Index Fun
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
North Point Portfolio Managers Corp OH Raises Stock Holdings in Synopsys, Inc. $SNPS
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
North Point Portfolio Managers Corp OH increased its Synopsys stake by 20.3% in the first quarter, adding 5,627 shares to bring its total to 33,351 shares worth about $13.2 million.
Several other institutional investors also raised the
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Position Lowered by Trinity Street Asset Management LLP
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Trinity Street Asset Management LLP reduced its Taiwan Semiconductor Manufacturing stake by 6.9% in the first quarter, selling 66,813 shares and ending with 900,011 shares worth about $304.2 million. TSMC
2026-07-01
www.marketbeat.com
2026-07-01
MarketBeat
Synopsys, Inc. $SNPS Shares Sold by Peregrine Capital Management LLC
Written by MarketBeat
July 1, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Peregrine Capital Management trimmed its Synopsys stake by 6.1% in Q1, selling 3,044 shares and leaving it with 46,452 shares worth about $18.4 million.
Synopsys reported better-than-expected quarterly results, with EPS of $3.35 versus estimates of $3