Semiconductor News & Analysis Feed
201 articles
2026-07-03
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2026-07-03
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2026-07-01
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2026-07-01
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Smart Money is Leaving Nvidia for This AI Chip Stock
Ananda Banerjee
June 29, 2026 5 min read
NVDA
+0.37%
MU
+0.94%
Explore stocks on Coinbase
Trading disclosure
Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up.
That single fa
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Vishay vs. ON Semiconductor: Which Auto Chip Stock Has More Upside?
Indrajit Bandyopadhyay
Fri, June 26, 2026 at 7:05 AM PDT 5 min read
ON
+6.74%
VSH
-4.44%
Explore stocks on Coinbase
Trading disclosure
Automotive electrification, rising semiconductor content per vehicle, and AI-driven infrastructure spending continue to reshape the semiconductor landscape. These factors are creating significant
2026-06-26
kfgo.com
2026-06-26
The Mighty 790 KFGO
By Shashwat Chauhan and Joel Jose
June 26 (Reuters) – Nasdaq futures slid more than 1% on Friday, as chipmakers came under renewed selling pressure after a stellar run this quarter, with investors questioning high valuations and the repercussions of massive AI spending by companies.
Micron Technology shed 6.4% in premarket trading after jumping more than 15% in the previous session. Intel and A
2026-06-26
www.reuters.com
2026-06-26
Reuters
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