Semiconductor News & Analysis Feed
6708 articles
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Qualcomm vs. Silicon Motion: Which Semiconductor Stock Wins Now?
Supriyo Bose
Mon, June 8, 2026 at 8:14 AM PDT 6 min read
QCOM
+0.85%
SIMO
+1.74%
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Trading disclosure
Qualcomm Incorporated QCOM and Silicon Motion Technology Corporation SIMO are leading semiconductor firms with exposure to key growth markets such as smartphones, automotive electronics, AI-enabled devices a
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bubble'
Rishabh Mishra
Mon, June 8, 2026 at 8:01 AM PDT 5 min read
MU
+10.35%
^GSPC
+0.53%
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Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Legato Financial Chief Investment Officer (CIO) Ryan Kelly argu
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Intel Surges 12% as Hitachi Pact, Google-NVIDIA Foundry Buzz Fuel an AI Comeback
Justin Sullivan / Getty Images
David Moadel
Mon, June 8, 2026 at 7:59 AM PDT 4 min read
NVDA
+1.42%
INTC
+10.85%
GOOG
-1.85%
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INTC surged 11% to $111, extending a huge run as Intel and Hitachi announced a five-pillar strategic collaboration spanning foundry tool
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Can Synopsys Stock Hit $600 by March 2027?
Vandita Jadeja
Mon, June 8, 2026 at 7:57 AM PDT 4 min read
SNPS
-1.03%
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SNPS is down 1% YTD at $465, despite 42% revenue growth, as Ansys acquisition debt and a Zacks Sell rating weigh on sentiment.
Norges Bank's new $730 million stake and Samsung Foundry's AI design validation on 2nm nodes are live ca
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
Bet_Noire / Getty Images
Alex Sirois
Mon, June 8, 2026 at 7:56 AM PDT 3 min read
MRVL
+12.97%
TSM
+2.82%
NVDA
+1.34%
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Marvell's GAAP net income cratered 81% year over year while 76% of its revenue comes from customers actively building silicon t
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
GOOG
-1.25%
INTC
+11.19%
TSM
+2.80%
NVDA
+1.73%
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Trading disclosure
Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Why Did Micron Stock Bounce Back Today?
Rich Smith, The Motley Fool
Mon, June 8, 2026 at 7:50 AM PDT 3 min read
MU
+9.77%
NVDA
+1.44%
INTC
+11.33%
000660.KS
-7.68%
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Trading disclosure
Micron (NASDAQ: MU) stock got caught in an epic sell-off last week as semiconductor chip stocks lost $1 trillion in market capitalization. Micron crashed 13.5% Friday -- but today it's boun
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia Stock Will Trade at This Price in 2027
NVIDIA Blog / Press
Vandita Jadeja
Mon, June 8, 2026 at 7:27 AM PDT 4 min read
NVDA
+1.88%
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NVDA trades at just 26x forward earnings despite 85% revenue growth and $48.55B in free cash flow generated last quarter.
Jensen Huang's $91B Q2 revenue guidance and $119B in supply commitments confirm AI i
2026-06-08
www.marketscreener.com
2026-06-08
marketscreener.com
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2026-06-08
www.msn.com
2026-06-08
MSN
Nvidia (NVDA) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to source, according to Wedbush.
"We do not recall availability issues this late in an NVDA accelerator cycle since Ampere/Hopper, a result that to us suggests demand is lifting at a more rapid pace than previously expec
2026-06-08
news.google.com
2026-06-08
Data Centre Magazine
2026-06-08
www.blocksandfiles.com
2026-06-08
Blocks & Files
AI/ML
SK Hynix and Nvidia co-developing memory and memory manufacturing tech
Chris Mellor
BLOCKS & FILES EDITOR
Published Mon 8 Jun 2026 // 14:50 UTC
SK Hynix and Nvidia have a multi-year, strategic co-operation agreement to co-develop memory technology for Nvidia GPU servers, edge RTX Spark workstations and Jetson robots, with SK Hynix using Nvidia SW technology for semiconductor factory digita
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush
Jun 08, 2026, 9:44 AM ETNVIDIA Corporation (NVDA) Stock, P StockBy: Brandon Evans, SA News Editor
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Nvidia (NVDA) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to sourc
2026-06-08
www.fierce-network.com
2026-06-08
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SK Telecom plans to use Nvidia's DSX platform for its AI Cloud
By Fierce Network Newsroom Jun 8, 2026 9:41am
SK Telecom Nvidia artificial intelligence (AI) data centers
SK Telecom plans to build a gigawatt-scale AI Cloud
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Are Computer and Technology Stocks Lagging Applied Materials (AMAT) This Year?
Zacks Equity Research
Mon, June 8, 2026 at 6:40 AM PDT 2 min read
AMAT
+8.01%
ATEN
+0.33%
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Trading disclosure
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Applied Materials (AMAT) bee
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Are semiconductor stocks, AI trade in recovery mode after selloff?
Yahoo Finance Video and Julie Hyman
Mon, June 8, 2026 at 6:30 AM PDT
^GSPC
+0.59%
AVGO
+1.74%
000660.KS
-7.68%
NVDA
+0.67%
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Trading disclosure
US stock futures (ES=F, NQ=F, YM=F) attempt to recover from last Friday's sell-off, which saw the Nasdaq Composite (^IXIC) sink by over 4%,
Morning Brief Host Jul
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Micron Rockets 8%, Western Digital Surges 7%, SanDisk Pops 6% in Memory-Stock Snap-Back
David Moadel
Mon, June 8, 2026 at 6:30 AM PDT 4 min read
MU
+6.13%
SNDK
+3.12%
WDC
+1.50%
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Trading disclosure
Quick Read
Micron (MU) rockets 8% and Western Digital (WDC) surges 7%, recovering just a fraction of Friday's brutal 13% AI memory selloff.
Susquehanna's $3,250 SanDisk price
2026-06-08
tomshardware.com
2026-06-08
Luke James
ASML has confirmed that a group of disgruntled workers is pushing back hard against an invitation for Elon Musk to address the equipment maker’s closed annual tech conference.