Semiconductor News & Analysis Feed
97 articles
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal, Intel will utilize Cadence's AI agents and its Design IP products to enhance “Intel’s next-generation process technologies, beginning with Intel 14A.” The agreement provides evidence that my pre
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI
Larry Ramer
Sat, June 13, 2026 at 8:00 AM PDT 3 min read
INTC
-8.45%
CDNS
-1.69%
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Trading disclosure
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Micron Technology (MU) has been back in the spotlig
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Wall Street Bullish on Nvidia (NVDA), Is It a Good Stock to Buy?
Talha Qureshi
Fri, June 12, 2026 at 6:08 AM PDT 2 min read
NVDA
-0.19%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the Good Stocks to Invest in Now. Wall Street remains bullish on NVIDIA Corporation (NASDAQ:NVDA) despite around 3% decline over the past few days. The decline stems from inves
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
The Philadelphia Semiconductor Index ($SOX) hit an all-time high of 13,998.14 on June 3, then quickly dropped 9.58% in one session, its sharpest fall in a while. The selloff followed Broadcom's (AVGO) Q2 earnings report. Even though revenue jumped 48% year-over-year (YoY) to $22.2 billion, investors were not impre
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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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.moomoo.com
2026-06-09
Moomoo
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2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
ASML Holding (ASML) is up 5.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can ramp shipments of EUV lithography tools faster than investors had been modeling, alongside multiple bullish analyst price-target increases. The broader AI-driven semiconductor-capex narrative has also been supportive, especial
2026-06-08
news.google.com
2026-06-08
AASTOCKS.com
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-04
news.google.com
2026-06-04
Stocktwits
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
www.quiverquant.com
2026-06-02
Quiver Quantitative
onsemi (ON) is up 6.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to a broader semiconductor risk-on session after a widely followed industry outlook update reinforced expectations for strong 2026 demand, particularly tied to AI infrastructure. The stock may also be benefiting from positioning ahead of onsemi’s scheduled June 3, 202
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-27
digitimes.com
2026-05-27
The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom.
2026-05-26
www.businessinsider.com
2026-05-26
Business Insider
Micron stock surpassed a $1 trillion marker cap on Tuesday, thanks to a rally fueled by UBS's highly bullish call for the chipmaker.
The investment bank lifted its price target for the semiconductor firm to $1,625, up from its prior target of $535 a share. The new target implies a 90% increase in Micron over the next 12 months — a rally that's likely to be driven by surging AI demand and the comp