Semiconductor News & Analysis Feed
6401 articles
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron’s (MU) Memory Boom Is Not Over, But Here’s What Analysts Think Of The Stock Price
Jabran Kundi
June 30, 2026 2 min read
MU
-6.83%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the 10 AI Stocks That Are Surging. On June 15, TD Cowen raised the firm's target price on Micron Technology Inc. (NASDAQ:MU) from $660 to $1500 and maintained a Buy rating on th
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
ASML Holdings (ASML) Is One Of The Top Surging AI Stocks, Here’s What Analysts Make Of It
Jabran Kundi
June 30, 2026 2 min read
ASML.AS
-7.28%
ASML
-3.62%
Trade ASML on Coinbase
Trading disclosure
ASML Holding NV (NASDAQ:ASML) is one of the 10 AI Stocks That Are Surging. During the last few trading sessions, ASML Holding NV (NASDAQ:ASML) has seen positive momentum. On June 15, Bernstein analyst D
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Qualcomm's Tenstorrent Deal Looks Less Likely
Moz Farooque ACCA
June 30, 2026 1 min read
QCOM
-1.44%
Trade QCOM on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) may not be buying Tenstorrent after all.
Tenstorrent CEO Jim Keller reportedly said the AI chip startup has not been in acquisition talks with Qualcomm, denying earlier reports of a possibl
2026-06-30
www.telecomtv.com
2026-06-30
telecomtv.com
DIGITAL PLATFORMS AND SERVICES
Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives
Via Firmus
Jun 30, 2026
Firmus Technologies today announced a strategic compute partnership with NVIDIA running through 2034, anchored by a dedicated 360 MW NVIDIA DSX AI Factory campus in Batam, Indonesia.
The NVIDIA and Firmus partnership provides a new pathway that unlocks access f
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia stock is sagging. Here's what's behind the negative short-term trend.
Brian Sozzi · Executive Editor
June 30, 2026 2 min read
NVDA
-1.08%
^GSPC
-0.64%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia's (NVDA) stock is enduring an early summer swoon.
The insight: Nvidia shares have now underperformed the S&P 500 (^GSPC) for six straight trading days, according to Yahoo Finance AlphaSpace
2026-06-30
seekingalpha.com
2026-06-30
Seeking Alpha
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2026-06-30
tomshardware.com
2026-06-30
Luke James
Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites
2026-06-30
www.investing.com
2026-06-30
Investing.com
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2026-06-30
www.barrons.com
2026-06-30
Barron's
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2026-06-30
news.crunchbase.com
2026-06-30
Crunchbase News
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2026-06-30
tomshardware.com
2026-06-30
Anton Shilov
Meta develops its custom Vistara CXL memory expander to use DDR4 memory with new servers running AMD EPYC 'Turin' processors.
2026-06-30
www.semiconductor-today.com
2026-06-30
Semiconductor Today
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
After Gaining 800% in 1 Year, Wall Street Just Upgraded Micron to "Strong Buy" -- Unanimously. Here's Why.
Matt Frankel, CFP®, The Motley Fool
June 30, 2026 4 min read
MU
-7.84%
NVDA
-1.27%
Explore stocks on Coinbase
Trading disclosure
It's fair to say that investors were skeptical heading into Micron's (NASDAQ: MU) latest earnings report. The stock had already gained more than 700% over the prev
2026-06-30
tomshardware.com
2026-06-30
Bruno Ferreira
HamsterOS fits on just a single 1.44 MB floppy disk, and it's set for a full release this November.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Applied Materials (AMAT) Remains Favored as ASML Emerges as Top Catch-Up Trade
Ghazal Ahmed
June 30, 2026 1 min read
AMAT
-9.84%
ASML.AS
-7.17%
LRCX
-8.67%
KLAC
-8.71%
NVDA
-1.48%
Explore stocks on Coinbase
Trading disclosure
Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
On June 29, Cantor Fitzgerald analyst C.J. Muse raised the
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Micron Technology (MU) Gets Major Price Target Raise as Strategic Contracts Strengthen Outlook
Ghazal Ahmed
June 30, 2026 2 min read
MU
-4.71%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
Micron's growing base of Strategic Customer Agreements (SCAs) has had Wall Street bullish on the
2026-06-30
www.trefis.com
2026-06-30
Trefis
Micron Stock Redefined Its Future, But the Market Isn't Convinced Yet
Management laid out a stunning new growth plan with numbers that would make most companies blush, yet investors are offering little more than polite applause. Here's what they're waiting for.
On Jun 24, 2026, Micron (MU) threw down a gauntlet when it updated its outlook, raising its Q4 2026 revenue guidance by an eye-watering
2026-06-30
www.marketbeat.com
2026-06-30
MarketBeat
Mayflower Financial Advisors LLC Boosts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Mayflower Financial Advisors increased its stake in Taiwan Semiconductor Manufacturing by 33.4% in the first quarter, buying 1,400 more shares and bringing its total to 5,592 shares worth about $1.89 million.
2026-06-30
www.computerworld.com
2026-06-30
Computerworld
Locking down hardware allows AI models — and the data they hold — to be protected from hackers by allowing access only to authorized users, says Dion Harris, Nvidia's senior director of high-performance computing and AI factory solutions
Credit: Shutterstock
There are a variety of security concerns about artificial intelligence (AI), especially when it comes to the behavior of agentic AI. But un