Semiconductor News & Analysis Feed
8065 articles
2026-06-29
digitimes.com
2026-06-29
Below are the most-read DIGITIMES Asiastories from the week of June 22-28, 2026:
2026-06-29
www.upi.com
2026-06-29
upi.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
CoreWeave (CRWV) Secures $99 Billion Backlog With Nvidia, Meta, Microsoft And OpenAI
Bailey Pemberton
June 28, 2026 4 min read
CRWV
+5.77%
NVDA
+0.37%
META
+2.98%
MSFT
-0.96%
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CoreWeave (NasdaqGS:CRWV) has discl
2026-06-29
letsdatascience.com
2026-06-29
Let's Data Science
FUNDING & BUSINESS
nvidia
ai chips
ai markets
funding
NVIDIA Appears Among Top Semiconductor Picks
3 sources
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June 28, 2026
|
By LDS Team
5.0
Relevance Score
Photo: s.yimg.com · rights & takedowns
QUICK SUMMARY
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For AI infrastructure practitioners and procurement teams, NVIDIA's financial scale is now as consequential as its chip roadmap. Insider Monkey ranks NVIDIA among the top semiconduct
2026-06-29
www.indexbox.io
2026-06-29
IndexBox
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2026-06-29
www.aol.com
2026-06-29
AOL.com
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
JACK DELANEY, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Micron beat on both the top and bottom lines in its latest earnings report.
The stock price keeps climbing above $1,000, suggesting a split might make sense.
The last time Micron split its stock was a very long time ago -- in 2000.
10 stocks we like better than Mic
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Will the Micron Stock Split Happen Now After Its Blowout Earnings Results?
Jack Delaney, The Motley Fool
June 28, 2026 3 min read
MU
+0.94%
NVDA
+0.37%
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Trading disclosure
For its fiscal third-quarter earnings report, Micron Technology (NASDAQ: MU) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst con
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
For its fiscal third-quarter earnings report, Micron Technology (
MU
+1.18%
) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst consensus EPS estimates of $20.39 and revenue estimates of $35.1 billion.
For its upcoming fiscal fourth quarter, the memory chipmaker expects revenue to fall in the range of $49 billion to $51 billio
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%
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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
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Biotech/NasdaqGM:SPRY
Micron Stock And 2 Fast Growth Picks With Major Catalysts Ahead
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global markets are sending a mixed message, with solid export activity in countries like China and Mexico, shifting central bank policies, and uneven inflation trends across the US, Europe, and emerging markets. In this kind of backdrop, many
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
www.taipeitimes.com
2026-06-29
Taipei Times
Taiwan’s 5,000 largest companies posted a record high in aggregate net profit last year, up more than 11 percent from a year earlier, with contract chipmaker Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) holding on as the country’s most profitable company amid the artificial intelligence (AI) boom, credit information agency CRIF Taiwan (中華徵信所) said on Wednesday.
Strong global demand for AI ap
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Takeaways for Synopsys Stock as of June 2026
Analysts rate Synopsys stock 13 buys, 6 holds, and 1 underperform, with a mean target of $564, implying around 24% upside from the current price of $454.
TIKR’s mid-case model values Synopsys at around $827 by October 2030, implying around 82% total return, or roughly 15% annualized.
Synopsys stock looks undervalued at current levels, with EBITDA ma
2026-06-28
www.reuters.com
2026-06-28
Reuters
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2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Australia's Firmus Technologies strikes AI access deal with Nvidia
FILE PHOTO: Illustration shows NVIDIA logo · Reuters
Scott Murdoch
June 28, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
By Scott Murdoch
SYDNEY, June 29 (Reuters) - Australian AI infrastructure company Firmus Technologies said on Monday it had signed a strategic partnership with Nvidia Corp to help pr
2026-06-28
news.google.com
2026-06-28
How-To Geek
2026-06-28
tomshardware.com
2026-06-28
Mark Tyson
At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Micron smashed expectations, and it couldn't have gone much better for investors who are bullish on memory stocks.
Multiple memory companies are shifting to multiyear contracts with tech giants to secure meaningful revenue visibility.
As companies continue to deliver superb results, it will increase the price of memory chips and reduce the likelihood of a future supply glut.
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