Semiconductor News & Analysis Feed
6675 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.
Amit Singh
Tue, June 9, 2026 at 11:25 AM PDT 3 min read
NVDA
-3.73%
AMD
-4.86%
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Trading disclosure
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) stock is undervalued despite the company leading the artificial intelligence (AI) hardware boom with its GPUs. While NVDA st
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady
David Moadel
Tue, June 9, 2026 at 10:55 AM PDT 4 min read
SNDK
-0.37%
MU
-5.73%
WDC
-4.16%
SMH
-3.45%
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Trading disclosure
Quick Read
After surging over 200% year to date, Micron dropped 5% and Western Digital fell 4.5% on profit-taking, not a fundamental breakdown.
With the VanEck Semiconductor ETF down
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
BofA Remains Bullish on ASML Holding (ASML) – Here’s Why
Noor Ul Ain Rehman
Tue, June 9, 2026 at 10:24 AM PDT 1 min read
ASML.AS
-0.41%
ASML
-0.19%
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Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the best NASDAQ stocks to buy and hold for 3 years. BofA lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to EUR 1,921 from EUR 1,710 on June 4 and maintaine
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Is NVIDIA (NVDA) One of the Best NASDAQ Stocks to Buy and Hold for 3 Years?
Noor Ul Ain Rehman
Tue, June 9, 2026 at 10:23 AM PDT 1 min read
NVDA
-1.73%
MSFT
-2.09%
2454.TW
+9.95%
DELL
-7.62%
0992.HK
+3.34%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the best NASDAQ stocks to buy and hold for 3 years. Reuters reported on June 1 that NVIDIA Corporation (
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Vertiv Deepens NVIDIA Ties As AI Power And Valuation Questions Grow
Simply Wall St
Tue, June 9, 2026 at 10:10 AM PDT 3 min read
VRT
-4.99%
NVDA
-1.65%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Vertiv Holdings Co (NYSE:VRT) expanded its partnership with N
2026-06-10
eetimes.com
2026-06-10
Efinix’ exchangeable logic-and-routing technology aims to cut power and die area while enabling memory integration and greater flexibility for AI edge designs.
2026-06-10
www.vingroup.net
2026-06-10
VinGroup
www.vingroup.net
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
The S&P 500 Just Added This AI Semiconductor Stock For Index Investors
Bram Berkowitz, The Motley Fool
Tue, June 9, 2026 at 9:43 AM PDT 4 min read
^GSPC
-0.85%
NVDA
-1.66%
MRVL
-10.40%
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Trading disclosure
More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Go Parabolic in June (Hint: It's Not Nvidia)
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 9:31 AM PDT 5 min read
NVDA
-1.97%
MU
-4.31%
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Trading disclosure
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector.
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, June 9, 2026 at 9:13 AM PDT 1 min read
MU
-1.41%
MRVL
-7.61%
000660.KS
+15.91%
SNDK
+0.28%
005930.KS
+8.97%
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Trading disclosure
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also de
2026-06-10
aimagazine.com
2026-06-10
AI Magazine
NVIDIA has released Cosmos 3 – an open world foundation model designed for physical AI applications.
The model uses a mixture-of-transformers architecture that integrates vision reasoning, world generation and action prediction within one system.
According to NVIDIA, Cosmos 3 is the world's first fully open omnimodel and the system can process and create text, images, video, ambient sound and ac
2026-06-09
uk.finance.yahoo.com
2026-06-09
Yahoo Finance UK
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, 9 June 2026 at 9:13 am GMT-7 1 min read
MU
-5.01%
MRVL
-11.04%
000660.KS
+15.91%
SNDK
+0.09%
005930.KS
+8.97%
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also declined after initially opening in green terr
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
What Lit a Fire Under Qualcomm Stock?
Trefis Team
Tue, June 9, 2026 at 8:50 AM PDT 2 min read
QCOM
-5.67%
AVGO
-1.12%
^GSPC
-0.26%
AAPL
-3.64%
TXN
-0.78%
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Trading disclosure
Trefis: QCOM Stock Insights
The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board?
If you blinked, you might have missed it. Between Mar
2026-06-09
www.trefis.com
2026-06-09
Trefis
What Lit a Fire Under Qualcomm Stock?
June 9th, 2026 by Trefis Team
-16.48%
Downside
218
Market
182
Trefis
QCOM
Qualcomm
The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board?
If you blinked, you might have missed it. Between March 10, 2026, and June 8, 2026, shares of Qualcomm (QCOM) quietly staged a monster rally, jumping 61.7%. For
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
Qualcomm
David Moadel
Tue, June 9, 2026 at 8:47 AM PDT 5 min read
MRVL
-11.32%
QCOM
-8.79%
NVDA
-2.36%
AAPL
-3.74%
MSFT
-2.50%
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Trading disclosure
Quick Read
Qualcomm dropped 8% and Marvell Technology fell 10% as ByteDance's custom ASIC deal ignites export-control fears and a secto
2026-06-09
www.thehindubusinessline.com
2026-06-09
BusinessLine
AGNIT Semiconductors, an indigenous Gallium Nitride (GaN) semiconductor start-up, has officially opened a new 350-square-foot advanced testing laboratory at the Indian Institute of Science (IISc) in Bengaluru. Financed through a ₹3 crore investment, the facility is designed to enhance domestic semiconductor testing and validation infrastructure, specifically tailored for high-power radio-frequency
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
Corning (GLW) is a global materials science powerhouse with a 175-year legacy of life-changing invention. The company operates across optical communications, display technologies, specialty materials, automotive, and life sciences. Corning is today one of the most compelling AI infrastructure plays hiding in plain
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
tomshardware.com
2026-06-09
Hassam Nasir
It was likely a parting gift from the company.