Semiconductor News & Analysis Feed
6554 articles
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Applied Materials (AMAT) Stock Valuation Check After Powerful 1-Year Run
Simply Wall St
Fri, June 12, 2026 at 12:11 PM PDT 3 min read
AMAT
+2.64%
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Applied Materials stock snapshot
Applied Materials (AMAT) has drawn f
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Tirthankar Chakraborty
Fri, June 12, 2026 at 12:00 PM PDT 3 min read
MU
-1.43%
NVDA
+0.16%
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Trading disclosure
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us
2026-06-13
www.indexbox.io
2026-06-13
IndexBox
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2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
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As the craze of earnings season draws to a close, here’s a look b
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?
David Moadel
Fri, June 12, 2026 at 11:31 AM PDT 5 min read
QCOM
+4.32%
ARM
+11.27%
AMZN
-1.23%
NVDA
+0.16%
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Quick Read
ARM surged 11% on $2B+ AGI CPU pipeline demand while QCOM climbed 5% as record automotive revenue of $1.33B highlighted its diversification away from handset
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Is Micron Stock a Buy at $1,000?
Will Ebiefung, The Motley Fool
Fri, June 12, 2026 at 11:20 AM PDT 4 min read
MU
-1.43%
NVDA
+0.16%
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Trading disclosure
On June 3, Micron Technologies (NASDAQ: MU) 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 prod
2026-06-13
www.trefis.com
2026-06-13
Trefis
Micron Stock And The Supply-Demand Tightrope
June 12th, 2026 by Trefis Team
-64.56%
Downside
996
Market
353
Trefis
MU
Micron Technology
Behind the company’s record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.
After a run of +774.6% over the last 12 months, it’s clear that investors in Micron Techn
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
David Moadel
Fri, June 12, 2026 at 10:36 AM PDT 4 min read
INTC
+7.12%
AMD
+5.26%
NVDA
+0.05%
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Intel surged 8% Friday to lead chip stocks, outpacing AMD's 6% gain and leaving NVIDIA flat, extending INTC's dominant 217% year-to-date run.
Intel's forward P/E of 1
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
Alex Sirois
Fri, June 12, 2026 at 10:19 AM PDT 4 min read
ASML.AS
+3.40%
NVDA
-0.03%
SOXX
+1.90%
ASML
-1.34%
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SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain
2026-06-13
news.google.com
2026-06-13
CNBC
2026-06-13
news.google.com
2026-06-13
24/7 Wall St.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Fri, June 12, 2026 at 10:06 AM PDT 4 min read
ORCL
-1.28%
MU
-0.23%
ORCL-PD
-2.80%
NVDA
+0.08%
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Trading disclosure
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Oracle dropped 22.1% after a record Q4 while FY27 guidance rose to $90 billion, creating a classic contrarian entry as forward estima
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Goldman Sachs lifts price target on AI-chip tailwinds
12.06.2026 - 19:02:14 | ad-hoc-news.de
Goldman Sachs has raised its Infineon Technologies price target to 88 euros and reiterated its Buy rating, citing stronger growth prospects from AI-related chips, while the stock trades in the high-70s euro range on Xetra.
Infineon, DE000
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia vs AMD: The Better AI Stock Is A Better Buy This June
Vandita Jadeja
Fri, June 12, 2026 at 9:53 AM PDT 3 min read
NVDA
+0.18%
AMD
+5.63%
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Trading disclosure
Quick Read
NVDA grows 85% yet trades at only 24x forward earnings, while AMD demands 68x despite slower growth and lower margins.
AMD's 6 GW Meta deployment gives it a flagship hyperscaler commitment, but NVI
2026-06-13
news.google.com
2026-06-13
Fierce Healthcare
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
Is Alpha and Omega Semiconductor Limited (AOSL) A Good Stock To Buy Now?
Ricardo Pillai
Fri, 12 June 2026 at 9:17 am GMT-7 3 min read
AOSL
+3.78%
Is AOSL a good stock to buy? We came across a bullish thesis on Alpha and Omega Semiconductor Limited on r/AsymmetricStocks by Fluffy-Pineapple-143. In this article, we will summarize the bulls’ thesis on AOSL. Alpha and Omega Semiconductor Limited's sh
2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
Trade MU on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Micron Technology (MU) has been back in the spotlig
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Ams, Osram
Ams Osram Secures Board Continuity and a 133% Year-to-Date Gain as Infineon Sensor Deal Nears Antitrust Verdict
12.06.2026 - 18:09:03 | boerse-global.de
Stock surges 133% YTD after board re-election; focus shifts to Bundeskartellamt decision on €570M Infineon sale, critical for deleveraging and turnaround credibility.
Ams - Ams Osram Secures Board Continuity and a 133% Year-to-Date Ga
2026-06-13
www.taipeitimes.com
2026-06-13
Taipei Times
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