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 Share on Facebook Share on Twitter Share on LinkedIn Share on Reddit Share on Flipboard Share on Pocket 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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