Semiconductor News & Analysis Feed

239 articles
2026-07-07
digitimes.com 2026-07-07
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device design for years. The move offers investors greater visibility, while global consumers may ultimately see faster, more integrated Apple hardware and network performance.
2026-07-06
news.google.com 2026-07-06 TradingView
2026-07-03
www.fool.com 2026-07-03 The Motley Fool
2026-07-03
www.fool.com 2026-07-03 The Motley Fool
2026-07-03
news.google.com 2026-07-03 Yahoo Finance
2026-07-02
www.theglobeandmail.com 2026-07-02 The Globe and Mail
2026-07-02
www.zacks.com 2026-07-02 Zacks Investment Research
2026-07-01
247wallst.com 2026-07-01 24/7 Wall St.
2026-07-01
finance.yahoo.com 2026-07-01 Yahoo Finance
2026-07-01
www.fool.com 2026-07-01 The Motley Fool
2026-06-30
www.benzinga.com 2026-06-30 Benzinga
2026-06-30
www.cnbc.com 2026-06-30 CNBC
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2026-06-30
kalkinemedia.com 2026-06-30 Kalkine Media
Broadcom Inc (NASDAQ:AVGO) Leads AI Chip Market Focus NASDAQ COMPOSITE AVGO 3 min read | June 29, 2026 11:06 PM PDT | By Anmol Khazanchi Google News: Image source: Shutterstock Recent News Can BorgWarner (NYSE:BWA) Reignite Its Valuation Story? Eli Lilly (NYSE:LLY) Faces A Big GLP Test Why Is HP (NYSE:HPQ) Standing Out in the S&P 500 Today? Why Is Capital One (NYSE:COF) Drawing S&P 500 Atten
2026-06-30
finance.yahoo.com 2026-06-30 Yahoo Finance
This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026 Scott Levine, The Motley Fool June 29, 2026 3 min read NVDA -2.01% NVTS -10.40% AVGO -2.57% Explore stocks on Coinbase Trading disclosure Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (NASDAQ: NVDA) and Broadcom have risen about 3% and 5%, r
2026-06-30
www.fool.com 2026-06-30 The Motley Fool
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia ( NVDA +0.38% ) and Broadcom have risen about 3% and 5%, respectively. One semiconductor specialist, however, has outpaced all of them, and it's a name that many investors probably don't even know. Image source: Getty Images. Rubbing shoulders with Nvidia has a funny way o
2026-06-29
finance.yahoo.com 2026-06-29 Yahoo Finance
Nvidia, Micron, and Broadcom hold the stock market's fate in the palm of their hands Brian Sozzi · Executive Editor June 29, 2026 1 min read MU +0.94% NVDA +0.37% AVGO +3.73% GOOGL +1.82% ^GSPC +0.72% Explore stocks on Coinbase Trading disclosure Micron (MU) and Nvidia (NVDA) best deliver come earnings day, or else. Quick insight: Goldman Sachs strategist Ben Snider estimated that AI infrastruct
2026-06-29
finance.yahoo.com 2026-06-29 Yahoo Finance
Broadcom (AVGO) The Best High Growth Semiconductor to Buy Now? Talha Qureshi June 29, 2026 1 min read AVGO +3.73% Trade AVGO on Coinbase Trading disclosure Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy Now. On June 24, Reuters reported that OpenAI, in partnership with Broadcom Inc. (NASDAQ:AVGO), released its first custom AI chip, called the Jalapeño. This mark
2026-06-29
finance.yahoo.com 2026-06-29 Yahoo Finance
The Billionaire Who Sold Nvidia Too Early Just Bought 196,000 Shares of Broadcom -- Here's the Thesis Behind the Rotation Leo Sun, The Motley Fool June 28, 2026 3 min read NVDA +0.37% AVGO +3.73% Explore stocks on Coinbase Trading disclosure In late 2022 and early 2023, Stanley Druckenmiller's Duquesne Family Office built a massive stake in Nvidia (NASDAQ: NVDA) for a split-adjusted price of $22-
2026-06-29
www.fool.com 2026-06-29 The Motley Fool
In late 2022 and early 2023, Stanley Druckenmiller's Duquesne Family Office built a massive stake in Nvidia ( NVDA +0.38% ) for a split-adjusted price of $22-24 per share. But in mid-to-late 2024, he sold his entire position at a blended average price of around $73.50. Today, Nvidia's stock trades at about $190 per share. So even though Druckenmiller turned a $210-$220 million investment into rou
2026-06-28
www.fool.com 2026-06-28 The Motley Fool
Currently, there are only three companies that are worth $3 trillion or more. All of those are actually above $4 trillion in market cap. While Microsoft is technically below a $3 trillion market cap right now, it's usually valued above that threshold when the market isn't in a negative mood like it is right now. What's more intriguing is examining if Amazon ( AMZN +0.61% ), Taiwan Semiconductor (