Semiconductor News & Analysis Feed
9517 articles
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Software/NasdaqGS:SNPS
Is Synopsys’ AI-Enabled Ansys Integration Reshaping The Investment Case For Synopsys (SNPS)?
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier in June 2026, Synopsys launched its first AI-enabled Multiphysics Fusion solutions, integrating its EDA tools with Ansys “golden signoff” analysis to accelerate chip timing signoff, design closure, and mul
2026-06-29
www.autonews.com
2026-06-29
Automotive News
Kearney partner Kushal Fernandes breaks down which industries are best — and worst — positioned to survive the DRAM memory chip shortage, why the auto industry lands in a surprising middle ground and what structural advantages electric vehicle makers have over traditional automakers when it comes to securing supply.
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Sees SpaceX Surpassing Nvidia in Long-Term Valuation
Lyle Daly, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
NVDA
+0.37%
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Trading disclosure
On June 16, just its third day of trading, Space Exploration Technologies (NASDAQ: SPCX), also known as SpaceX, was briefly the fourth-largest company by market cap. Its stock has pulled back since then, but it's
2026-06-29
news.google.com
2026-06-29
The Motley Fool
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Nvidia invested $2 billion in neocloud infrastructure provider CoreWeave (
CRWV
+5.82%
) in January this year to help the latter build artificial intelligence (AI) factories powered by its chips. That investment has appreciated 11% since then despite bouts of volatility.
However, it won't be surprising to see this AI stock jump higher in the future, as it plays an important role in the AI infrast
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has announced a sweeping AI data center strategy that includes new partnerships with Meta and Microsoft, signaling a major expansion beyond its smartphone processor roots.
The company introduced the Dragonfly C1000 CPU alongside a new High Bandwidth Compute architecture specifically designed to handle demanding AI workloads at scale.
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2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha and Omega Semiconductor’s AI Pivot Quietly Redefining Its Risk Profile and Moat Strength (AOSL)?
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this year, Alpha and Omega Semiconductor highlighted its pivot toward advanced computing systems and rising engagements with major cloud and hyperscale partners in AI pow
2026-06-29
www.harianbasis.co
2026-06-29
HarianBasis.co
www.harianbasis.co
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2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
BofA raises price target on Applied Materials to $720 amid bullish semiconductor outlook
Bank of America sees a $2.7 trillion semiconductor market by 2030, driven by AI and memory chip demand
2026-06-29
news.google.com
2026-06-29
Benzinga
2026-06-29
www.insidermonkey.com
2026-06-29
Insider Monkey
NEWS
BofA is Bullish on Applied Materials, Inc. (AMAT)
Published on June 28, 2026 at 2:45 pm by FATIMA GULZAR in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The firm maintained a “Buy” rating on the stock.
Th
2026-06-29
www.insidermonkey.com
2026-06-29
Insider Monkey
NEWS
Is NVIDIA Corporation (NVDA) One of the Best Semiconductor Stocks to Buy According to Billionaires?
Published on June 28, 2026 at 2:44 pm by FATIMA GULZAR in News
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NVIDIA Corporation (NASDAQ:NVDA) is among the Best Semiconductor Stocks.
On June 15, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) plans to raise at least $20 billion through an investment-grade bond sale, marking its
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is QUALCOMM Incorporated (QCOM) Set to Acquire a Startup?
Fatima Gulzar
June 28, 2026 1 min read
QCOM
+5.80%
NVDA
+0.37%
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Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
Reuters reported on June 24 that QUALCOMM Incorporated (NASDAQ:QCOM) is set to acquire AI startup Modular in an all-st
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
BofA is Bullish on Applied Materials, Inc. (AMAT)
Fatima Gulzar
June 28, 2026 2 min read
AMAT
-1.70%
BAC
+1.99%
EL.PA
+0.23%
Explore stocks on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The f
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is NVIDIA Corporation (NVDA) One of the Best Semiconductor Stocks to Buy According to Billionaires?
Fatima Gulzar
June 28, 2026 1 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is among the Best Semiconductor Stocks.
On June 15, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) plans to raise at least $20 billion through an investment-grade b
2026-06-29
letsdatascience.com
2026-06-29
Let's Data Science
FUNDING & BUSINESS
nvidia
ai chips
ai markets
funding
NVIDIA Appears Among Top Semiconductor Picks
3 sources
|
June 28, 2026
|
By LDS Team
5.0
Relevance Score
Photo: s.yimg.com · rights & takedowns
QUICK SUMMARY
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For AI infrastructure practitioners and procurement teams, NVIDIA's financial scale is now as consequential as its chip roadmap. Insider Monkey ranks NVIDIA among the top semiconduct
2026-06-29
news.google.com
2026-06-29
flyingpenguin
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
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