Semiconductor News & Analysis Feed
1161 articles
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
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Few companies have ever defined a technology shift the wayNvidia(NVDA+0.15%)has defined the rise of artificial intelligence (AI). Its chips sit at the center of nearly every major AI project, and the stock has been one of the market's best performers over the past few years. A run like that keeps one question permanently in the air: at nearly $5 trillion in market value, is there still room for th
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Memory specialist Micron Technology (
MU
1.02%
) is scheduled to report its fiscal third-quarter results on Wednesday, June 24, after the market closes. And expectations heading into the report are about as high as they get. Shares have surged 244% in 2026, crossing a $1 trillion market capitalization along the way -- a milestone only two other memory companies have reached.
That run has been pow
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
-
STOCK ANALYSIS
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Published on June 13, 2026 at 4:56 pm by RICARDO PILLAI in News, Stock Analysis
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Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money’s Substack by Bret Rosenthal. In this article, we will summarize the bulls’ thesis on CDNS. Cadence
2026-06-14
www.benzinga.com
2026-06-14
Benzinga
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2026-06-14
en.sedaily.com
2026-06-14
Seoul Economic Daily
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2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Published on June 13, 2026 at 1:59 pm by FAHEEM TAHIR in News
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With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile,
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Published on June 13, 2026 at 1:13 pm by JEFF LEWIS in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575 and maintained an Overweight rating on t
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
www.insidermonkey.com
2026-06-13
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Published on June 13, 2026 at 11:42 am by FAHAD SALEEM in News
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We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires).
Number of Hedge Funds: 234
Top Pick Of: Philippe Laffont — Coatue Management
Taiwan
2026-06-13
www.aol.com
2026-06-13
AOL.com
3 Semiconductor Stocks to Buy While They Are Down in June
JOEL SOUTH
Sat, June 13, 2026 at 10:30 PM GMT+8
0
Quick Read
NVDA sits 26% below its 52-week high with a $298 consensus target, while AMD locked a 6-gigawatt Instinct GPU deal with Meta.
The PHLX chip index dropped 10% on June 5, its worst single-day loss since March 2020, wiping $1.3 trillion in sector market value.
AVGO fell 22% in one
2026-06-13
www.aol.com
2026-06-13
AOL.com
3 Semiconductor Stocks to Buy While They Are Down in June
JOEL SOUTH
Sat, June 13, 2026 at 10:30 PM GMT+8
0
Quick Read
NVDA sits 26% below its 52-week high with a $298 consensus target, while AMD locked a 6-gigawatt Instinct GPU deal with Meta.
The PHLX chip index dropped 10% on June 5, its worst single-day loss since March 2020, wiping $1.3 trillion in sector market value.
AVGO fell 22% in one
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
3 Semiconductor Stocks to Buy While They Are Down in June
Joel South
Sat, June 13, 2026 at 7:30 AM PDT 5 min read
AVGO
-0.91%
AMD
+4.73%
NVDA
+0.16%
META
-0.26%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA sits 26% below its 52-week high with a $298 consensus target, while AMD locked a 6-gigawatt Instinct GPU deal with Meta.
The PHLX chip index dropped 10% on June 5, its worst s
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower.
Video Muted
The PHLX chip index dropped 10% on June 5, the deepest one-day loss si
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
So far this year, Nvidia (
NVDA
+0.15%
) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally trailing those seen in the Nasdaq.
From a valuation perspective, the world's most valuable company boasts a forward price-to-earnings (P/E) ratio of about 22. Moreover, Nvidia's forward P/E has spent much of 2026 locked in a narrow corridor between roughly 18 and 25.
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
__fail__
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
Nvidia (
NVDA
+0.15%
) has been one of the biggest artificial intelligence (AI) success stories so far. The company provides a crucial tool -- and one of the highest quality -- used in the development of this technology. This is the graphics processing unit (GPU), a chip that powers important tasks such as the training of models.
The company's GPU strengths and its portfolio of related products a
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
SpaceX or Nvidia stock? Here’s where I’ve got my money
Ben McPoland
Sat, 13 June 2026 at 12:15 am GMT-7 4 min read
NVDA
+0.16%
SPCX
+19.22%
GOOGL
+0.53%
MSFT
+0.10%
V
+1.05%
Image source: Getty Images
SpaceX (NASDAQ:SPCX) and Nvidia (NASDAQ:NVDA) are two of the most innovative companies on earth. And after the former went public yesterday (12 June) at a massive valuation, they’re also among the w