Semiconductor News & Analysis Feed

1161 articles
2026-06-13
www.twelfthmagpie.com 2026-06-13 twelfthmagpie.com
Home » Investing Articles » SpaceX or Nvidia stock? Here’s where I’ve got my money SPACEX OR NVIDIA STOCK? HERE’S WHERE I’VE GOT MY MONEY This writer is excited about the commercial potential of both SpaceX and Nvidia. But which stock does he prefer right now? Posted by Ben McPoland ❯ Published 13 June, 8:15 am BST NVDA SPCX Image source: Getty Images You’re reading a free article with opinion
2026-06-13
digitimes.com 2026-06-13
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reutersreported, citing three people familiar with the matter.
2026-06-13
digitimes.com 2026-06-13
Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.
2026-06-13
digitimes.com 2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
www.fool.com 2026-06-13 The Motley Fool
Explore the exciting world of ASML ( ASML 1.70% ) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of April 29, 2026. The video was published on June 12, 2026.
2026-06-13
www.fool.com 2026-06-13 The Motley Fool
Navitas Semiconductor ( NVTS +5.31% ) stock posted a day of strong gains in Friday's trading, rising 5.3% in the session. Meanwhile, the S&P 500 closed out the day up 0.5%, and the Nasdaq Composite was up 0.6%. The stock market enjoyed broadly positive momentum in today's session, and the recent SpaceX initial public offering (IPO) likely played a role in the bullish backdrop. Navitas stock is no
2026-06-13
www.msn.com 2026-06-13 MSN
WASHINGTON – President Donald Trump took action June 11 to restore commercial fishing within three of America's marine national monuments in the Pacific Ocean, rolling back protections for areas that are considered pristine ocean ecosystems. The White House said the move, reported first by USA TODAY ahead of Trump's action, is aimed at boosting the U.S. fishing industry and lowering seafood price
2026-06-13
www.fool.com 2026-06-13 The Motley Fool
On June 3, Micron Technologies ( MU 0.14% ) hit an all-time high of $1,079. The move capped off months of explosive gains as investors started pivoting away from chipmakers like Nvidia in favor of the memory hardware producers poised to benefit from the changing dynamics of artificial intelligence (AI) infrastructure demand. While graphics processing units (GPUs) are still important, data center
2026-06-13
news.google.com 2026-06-13 Healthcare Dive
2026-06-12
www.chosun.com 2026-06-12 조선일보
By Seongmin K Published 2026.06.13. 00:44 Samsung Electronics Hwaseong Campus foundry. /Courtesy of Samsung Electronics Samsung Electronics’ foundry business (semiconductor contract manufacturing) is approaching profitability as it secures more orders. The Information, a U.S. IT-focused media outlet, reported on the 11th (local time) that Google is considering producing components for its next-g
2026-06-12
tomshardware.com 2026-06-12 Mark Tyson
AMD’s Radeon RX 9070 XT graphics card has finally penetrated the Steam Survey video card results table, going straight in at position 25.
2026-06-12
news.google.com 2026-06-12 The Motley Fool
2026-06-12
finance.yahoo.com 2026-06-12 Yahoo Finance
NVIDIA (NVDA): A Key Part of Harvard University AI Stock Picks Fahad Saleem Fri, June 12, 2026 at 7:13 AM PDT 2 min read NVDA +0.01% Trade NVIDIA on Coinbase Trading disclosure We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #7 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $129,717,150 Nvidia (NASDAQ:N
2026-06-12
www.insidermonkey.com 2026-06-12 Insider Monkey
NEWS Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM) Published on June 12, 2026 at 9:55 am by FAHAD SALEEM in News SHARE We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $232,102,708 Taiwan Semiconductor (NYSE:TSM) is the biggest hol
2026-06-12
www.investing.com 2026-06-12 Investing.com
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2026-06-12
www.scmp.com 2026-06-12 South China Morning Post
Semiconductors Tech China’s Nvidia challenger MetaX eyes Hong Kong share sale to fund AI ambitions Shanghai-listed AI chipmaker plans H-share sale to fund next-generation GPU development, supply-chain investment and global expansion 2-MIN READ 0 Listen Make SCMP preferred on Google Wency Chenin Shanghai Published: 9:44pm, 12 Jun 2026 MetaX, a Shanghai-based graphics processing unit (GPU) design
2026-06-12
www.fool.com 2026-06-12 The Motley Fool
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried that some have become overvalued and may not be worth holding. That's sent the share prices of Nvidia ( NVDA +0.18% ), Broadcom ( AVGO 1.20% ), and Cerebras ( CBRS 6.84% ) lower over the past several weeks. But does this volatility among semiconductor stocks really mean you should get out of thes
2026-06-12
www.fool.com 2026-06-12 The Motley Fool
If you had the foresight to invest in Micron ( MU +11.48% ) and Sandisk ( SNDK +14.50% ) stock during this time last year, you look like a genius right now. Micron is up about 700%, while Sandisk is up more than 3,800%. Those are monster returns in a short time frame, and would thrill any investor. But that doesn't matter anymore. What really matters is if these two can continue their run. Image
2026-06-12
stockstory.org 2026-06-12 StockStory
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2026-06-12
finance.yahoo.com 2026-06-12 Yahoo Finance
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down 2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down Adam Hejl Fri, June 12, 2026 at 3:21 AM PDT 3 min read TER +9.73% ^GSPC +1.75% AMAT +11.19% MU +11.66% Explore stocks on Coinbase Trading disclosure Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which