Semiconductor News & Analysis Feed
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2026-06-11
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2026-06-11
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2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
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Trading disclosure
Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
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2026-06-11
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2026-06-11
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Texas Instruments Inc (TXN) moved up by 3.48%. The Technology Equipment sector is up by 2.89%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 2.49%; NVIDIA Corp (NVDA) up 1.44%; Intel Corp (INTC) up 10.07%.
Texas Instruments' recent stock performance and intraday volatility can be attributed to several key factors, primarily stemming f
2026-06-11
www.connectmoney.com
2026-06-11
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Latest News
+ Alternative Assets + Infrastructure + Real Assets
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June 11, 2026
By: Joe Palmisano
KKR, NVIDIA, Kuwait Launch $10B AI Infrastructure Platform
A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center,
2026-06-11
www.quiverquant.com
2026-06-11
Quiver Quantitative
Semiconductor Rally Sparks Buzz: Social media users are noting Applied Materials' strong performance amid broader sector gains, with the stock climbing over 6% in recent trading. Analysts' bullish price targets, including 650 dollars from one firm, are generating excitement about potential valuation shifts.
Singapore Expansion Draws Attention: Discussions highlight the company's new facilities in
2026-06-11
ccianet.org
2026-06-11
CCIA
Bottom Line Up Front
Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction.
When you tax something, you get less of it.
Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.
A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
ON Semiconductor Corporation (ON) Is a Trending Stock: Facts to Know Before Betting on It
Zacks Equity Research
Thu, June 11, 2026 at 6:00 AM PDT 5 min read
ON
+2.48%
^GSPC
+0.19%
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Trading disclosure
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performa
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock in last 5 days: -11%
$MU Share Price as of Jun. 11: $892
52-Week High: $1,089
$MU Stock Price Target: $811
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock dropped roughly 5% on Wednesday as a risk-off mood s
2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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2026-06-11
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2026-06-11
Reuters
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2026-06-11
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2026-06-11
TradingView
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KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
KKR launches $10 billion AI infrastructure company with Nvidia, Vistra
RefinitivLess than 1 min read
KKR
−2.04%
NVDA
+1.13%
VST
+4.07%
AMZN
−0.32%
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2026-06-11
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2026-06-11
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2026-06-11
Koran Manado
www.koranmanado.co.id
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2026-06-11
Seeking Alpha
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finance.yahoo.com
2026-06-11
Yahoo Finance
Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA
Anusuya Lahiri
Thu, June 11, 2026 at 4:31 AM PDT 6 min read
AAPL
-0.57%
NVDA
+0.84%
GOOG
-2.62%
^IXIC
+0.44%
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Apple Inc.’s latest AI announcements sparked a fresh debate on Wall Street, with a
2026-06-11
wccftech.com
2026-06-11
Wccftech
With multiple supply chain reports focusing on Intel's EMIB-T chip packaging technology, analyst Ming-Chi Kuo has shared that TSMC's next-generation packaging technology, CoPoS, will enter mass production in 2028. CoPoS, short for chip-on-panel-on-substrate, seeks to overcome the limitations of the current CoWoS (chip-on-wafer-on-substrate) packaging technology by increasing the area on which the