Semiconductor News & Analysis Feed
72 articles
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the morning after Micron Technology (NASDAQ:MU | MU Price Prediction) reported, BofA’s senior semiconductor analyst argued that “what we are witnessing is what I would call a structural rather than a cyclical shift in
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Says Micron Is Trading Under 10x Earnings and Wall Street Is Completely Missing the Story
Omor Ibne Ehsan
Thu, June 25, 2026 at 10:15 AM PDT 4 min read
AVGO
-0.62%
MU
+17.14%
NVDA
-2.33%
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Quick Read
Micron trades at 9x forward earnings after 7 straight EPS beats, as Arya argues memory has permanently shifted from cyclical chip to AI essential.
NV
2026-06-24
www.fxstreet.com
2026-06-24
FXStreet
www.fxstreet.com
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2026-06-23
www.marketscreener.com
2026-06-23
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-22
www.tradingview.com
2026-06-22
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Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Key facts: BofA Keeps NVIDIA $350 Target; Rubin Ultra HBM Cut
Less than 1 min read
NVDA
−0.97%
Bank of America keeps NVIDIA (NVDA) as a top pick with a $350 target, citing AI compute and networking leadership; risks include uneven AI deployments, gaming cyclicality, and power/access limits.
1
Reports say NVIDIA’s R
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, Rides
Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Target
12.06.2026 - 05:24:27 | boerse-global.de
Infineon shares have doubled in 2024, fueled by AI infrastructure power demand and rotation from software to semiconductors, with analysts bullish but volatility at 75%.
Infineon - Infineon Rides the AI Hardware Wave as Software Stocks Sink and BofA Lifts Tar
2026-06-12
www.gurufocus.com
2026-06-12
GuruFocus
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2026-06-11
www.tradingview.com
2026-06-11
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Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
3 min read
NVDA
+0.61%
AMD
+3.57%
INTC
+5.55%
Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmaker
2026-06-11
www.investing.com
2026-06-11
Investing.com
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
BofA Remains Bullish on ASML Holding (ASML) – Here’s Why
Noor Ul Ain Rehman
Tue, June 9, 2026 at 10:24 AM PDT 1 min read
ASML.AS
-0.41%
ASML
-0.19%
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Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the best NASDAQ stocks to buy and hold for 3 years. BofA lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to EUR 1,921 from EUR 1,710 on June 4 and maintaine
2026-06-09
www.investing.com
2026-06-09
Investing.com
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2026-06-05
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2026-06-05
Finimize
2026-06-05
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2026-06-05
Finimize
2026-06-04
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2026-06-04
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2026-06-04
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2026-06-04
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