Semiconductor News & Analysis Feed
1158 articles
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Nvidia (
NVDA
+0.15%
) has proven itself to be an excellent investment in recent years -- it's soared 1,000% over the past five. The artificial intelligence (AI) chip giant has been among the first companies to monetize its AI investments in a big way. This is because Nvidia's chips are an essential tool for customers throughout their AI path -- from the training of models to the actual use of the
2026-06-15
news.google.com
2026-06-15
The Motley Fool
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
As Demand Continues To Grow, Nvidia (NVDA) Has 46% Upside According To Analysts
Published on June 15, 2026 at 4:38 am by JABRAN KUNDI in News
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Nvidia Corporation (NASDAQ:NVDA) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. According to CNN’s compilation of analyst price targets, Nvidia Corporation (NASDAQ:NVDA) stock has a median target price of $300, which ref
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Published on June 15, 2026 at 4:30 am by SHERYAR SIDDIQ in News
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QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on cutting-edge AI solutions for energy ind
2026-06-15
www.benzinga.com
2026-06-15
Benzinga
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2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Published on June 15, 2026 at 1:16 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks.
On June 11, Barclays raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $590 from $500. It reiterat
2026-06-15
www.trendforce.com
2026-06-15
TrendForce
[News] SK hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key Customers
2026-06-15 Semiconductors editor
News
Please note that this article cites information from Newsis, The Chosun Daily and Yonhap News.
Samsung announced the start of HBM4E sampling in late May and later unveiled an HBM5 mock-up for the first time at COMPUTEX 2026. Against this backdr
2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% increase over the prior year. The majority of that spending will help these companies meet semiconductor demand.
There are two primary exchange-traded funds (ETFs) that compete in this sector: the VanEck Semiconductor ETF (
SMH
+1.71%
) and the iShares Semicon
2026-06-15
news.google.com
2026-06-15
The Motley Fool
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Published on June 14, 2026 at 3:05 pm by RAMISH CHEEMA in News
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We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
Chip manufacturing giant Intel Corporation (NASDAQ:INTC) is one of the hottest stocks on the market in 2026. The shares are up by 168% year-to-date as
2026-06-15
uk.finance.yahoo.com
2026-06-15
Yahoo Finance UK
Jim Cramer Asserts NVIDIA (NVDA), Not SpaceX, Is The “Key” To The Market
Ramish Cheema
Sun, 14 June 2026 at 12:08 pm GMT-7 1 min read
NVDA
+0.16%
SPCX
+19.22%
We recently published
Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 40% over the
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Jim Cramer Asserts NVIDIA (NVDA), Not SpaceX, Is The “Key” To The Market
Ramish Cheema
Sun, June 14, 2026 at 12:08 PM PDT 1 min read
NVDA
+0.16%
SPCX
+19.22%
Explore stocks on Coinbase
Trading disclosure
We recently published
Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
NVIDIA Corporation
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
In the weeks ahead of its June 12 initial public offering, SpaceX racked up a couple of big deals to rent out parts of its data center capacity; one with artificial intelligence (AI) start-up Anthropic and one with Alphabet-owned Google. Both agreements will help SpaceX offset its AI infrastructure costs with recurring revenue streams.
In the background, however, these deals highlighted the AI in
2026-06-14
fortune.com
2026-06-14
Fortune
Recent tech layoffs would initially appear to indicate the great labor shift from human workers to AI may already be happening.
Meta announced in a memo earlier this year it plans to lay off 10% of its workforce, about 8,000 employees, as well as scrap plans to hire for 6,000 open positions. It’s part of an effort to “run the company more efficiently and to allow us to offset the other investmen
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
State attorneys general have opened a broad investigation into OpenAI, subpoenaing documents on ads, user retention, data handling, minors, health data, model behavior, and safety policies.
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Nvidia (
NVDA
+0.16%
) and Micron Technology (
MU
1.02%
) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the development and performance of this hot technology: compute power, and memory and storage.
Nvidia is the compute expert, designing the fastest graphics processing units (GPUs) around, while Micron
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Companies have been making memory and storage solutions for decades, but it was artificial intelligence (AI) that recently woke up the sleepy sector. That's allowing specialized memory and storage providers like Micron Technology, Samsung Electronics, and SK Hynix to cash in.
Unfortunately for investors, owning those companies isn't the most straightforward. It costs nearly $1,000 to own a full s
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Wells Fargo Sees Greater Upside in Qualcomm (QCOM) Ahead of Investor Day
Published on June 14, 2026 at 12:23 am by VARDAH GILL in News
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QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best S&P 500 Dividend Stocks to Buy Right Now.
Wells Fargo raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $230 from $160 on June 12. It reiterated an Equal Weight r