Semiconductor News & Analysis Feed
48 articles
2026-07-09
www.cnbc.com
2026-07-09
CNBC
2026-07-08
seekingalpha.com
2026-07-08
Seeking Alpha
2026-07-08
www.cnbc.com
2026-07-08
CNBC
2026-07-07
news.google.com
2026-07-07
Seeking Alpha
2026-07-06
news.google.com
2026-07-06
Investing.com
2026-07-06
news.google.com
2026-07-06
Seeking Alpha
2026-07-06
news.google.com
2026-07-06
TradingView
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Sit on Top of the Trade
David Beren
Wed, July 1, 2026 at 9:17 AM PDT 6 min read
NVDA
+0.71%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
AMZN
+0.75%
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Trading disclosure
Quick Read
SOXX delivered a 103% year-to-date return versus SMH's 75%, proving capped, broader exposure across 34 holdings beats concent
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
Three years into the artificial intelligence buildout, hyperscaler spending has carried semiconductors from a cyclical play to the highest-beta vehicle in the equity market. Microsoft, Google, Meta, and Amazon are guiding combined 2026 capital expenditures above $400 billion, up from roughly $230 billion in 2024, and most of that flows through chip designers, foundries, memory makers, and lithogra
2026-07-01
seekingalpha.com
2026-07-01
Seeking Alpha
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2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities for semiconductor companies. Large cloud providers and hyperscalers are investing heavily to expand their AI capabilities, which is driving demand for advanced chips, memory solutions and semiconductor manufacturing
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom
Anirudha Bhagat
June 30, 2026 7 min read
AMZN
+0.75%
MSFT
+0.54%
GOOGL
+0.16%
META
+2.55%
TSM
-4.25%
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Trading disclosure
Artificial intelligence (AI) has become one of the biggest investment themes in the technology sector, and the rapid rise in AI infrastructure spending is creating major opportunities
2026-06-30
www.zacks.com
2026-06-30
Zacks Investment Research
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2026-06-30
www.benzinga.com
2026-06-30
Benzinga
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