Semiconductor News & Analysis Feed
314 articles
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
www.quiverquant.com
2026-06-04
Quiver Quantitative
Sector Reaction: Social media participants observed a notable pullback in Applied Optoelectronics shares after NVIDIA leadership suggested extended use of copper in data centers. Analysts on the platform clarified that the remarks addressed supply sequencing rather than a shift away from optics. They pointed to NVIDIA's own investments in related firms as evidence of ongoing commitment to the opti
2026-06-03
www.forbes.com
2026-06-03
Forbes
Berkshire Hathaway
BRK.B
$472.92
+1.41
(0.30%)
JPMorgan Chase
JPM
$297.47
-3.49
(-1.16%)
Visa
V
$310.24
-7.08
(-2.23%)
Eli Lilly & Co
LLY
$1,084.56
+20.41
(1.92%)
Mastercard
MA
$467.21
-10.47
(-2.19%)
Exxon Mobil
XOM
$153.18
+3.62
(2.42%)
Costco Wholesale Corp
COST
$960.45
+6.18
(0.65%)
Johnson & Johnson
JNJ
$223.33
+0.44
(0.20%)
Procter & Gamble
PG
$141.39
+0.57
(0.41%)
Home Depot
HD
$311.92
+0.4
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
www.investing.com
2026-06-02
Investing.com
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2026-06-02
www.trefis.com
2026-06-02
Trefis
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-01
seekingalpha.com
2026-06-01
Seeking Alpha
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2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 16:53 PM EDT
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A semiconductor wafer sample is displayed during the Semicon Taiwan exhibition in Taipei on September 10, 2025. I-HWA CHENG / AFP/GETTY IMAGES
Two picks-and-shovels beneficiaries of the AI infrastructure buildout — optical components maker Lume
2026-05-31
uk.finance.yahoo.com
2026-05-31
Yahoo Finance UK
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2026-05-31
news.google.com
2026-05-31
Yahoo Finance
2026-05-30
simplywall.st
2026-05-30
simplywall.st
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2026-05-30
www.barchart.com
2026-05-30
Barchart.com
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2026-05-29
www.quiverquant.com
2026-05-29
Quiver Quantitative
Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027.
Sector Performance: Participants also note the
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.barchart.com
2026-05-29
Barchart.com
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.msn.com
2026-05-29
MSN
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