Semiconductor News & Analysis Feed
5444 articles
2026-06-18
futurumgroup.com
2026-06-18
The Futurum Group
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2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia has invested in many artificial intelligence (AI)-focused companies lately, and neocloud provider Nebius Group (
NBIS
+5.91%
) is one of them.
In March this year, Nvidia announced that it will invest $2 billion in Nebius to help accelerate the build-out of data centers and AI factories. Nebius specializes in designing and building dedicated AI and high-performance computing (HPC) data cent
2026-06-18
www.databricks.com
2026-06-18
Databricks
Expanding the collaboration to bring NVIDIA GPUs, the new Vera CPU, and agentic AI tooling into the Databricks platform.
NVIDIA accelerated computing powers some of the most demanding AI workloads on Databricks, from large-scale training, fine-tuning, and inference to industry-specific AI solutions. Today at Data + AI Summit, we're highlighting how NVIDIA AI infrastructure lies at the center of n
2026-06-18
decrypt.co
2026-06-18
Decrypt
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2026-06-18
www.tradingview.com
2026-06-18
TradingView
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GuruFocus
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Citi Has a New Micron Stock Target for 2027
Citi Has a New Micron Stock Target for 2027
Less than 1 min read
MU
+2.20%
Micron Technology
MU
received a higher price target from Citi, which lifted its forecast to $1,200 from $840 while maintaining a Buy rating on the memory-chip maker.
Citi said Micron could benefit from stronger-than-anticipated pricing trends across memory m
2026-06-18
news.alphastreet.com
2026-06-18
AlphaStreet
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Analysis
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ASML (ASML) Has an EUV-and-Service Engine Bigger Than an AI-Capex Proxy
ANALYSIS
ASML (ASML) Has an EUV-and-Service Engine Bigger Than an AI-Capex Proxy
$ASML
June 17, 2026
5 min read
X
in
f
ASML Holding N.V. (ASML) is easy to flatten into a single trade: if investors feel good about AI data-center spending, they feel good about ASML, and if wafer-fab budgets wobble, the stock i
2026-06-18
www.gurufocus.com
2026-06-18
GuruFocus
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2026-06-18
eetimes.com
2026-06-18
This paper provides an over view of the Melexis solutions for Zero latency high precision motor control and end of shaft position and torque sensing. A family of magnetic and inductive products for every joint type in a robot, from humanoid to Cobots, from legs to fingers.
2026-06-18
www.investors.com
2026-06-18
Investor's Business Daily
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2026-06-18
www.investors.com
2026-06-18
Investor's Business Daily
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2026-06-18
247wallst.com
2026-06-18
24/7 Wall St.
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2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
Home
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ACM Research: Advanced Packaging Just Getting Started, Keep Holding Your Gains
Jun 17, 2026, 12:39 PM ETACM Research, Inc. (ACMR) Stock
Gytis Zizys
4.48K Followers
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Summary
ACM Research, Inc. delivered strong Q1 results, with 34% y/y revenue growth and significant outperformance in ECP and Furnace segments.
Gross margins rebounded sequentially to
2026-06-18
tomshardware.com
2026-06-18
Jowi Morales
The U.S. is apparently avoiding an escalation and prioritizing stability by keeping DeepSeek, CXMT, and other Chinese companies from the Entity List, at least for now.
2026-06-17
www.moomoo.com
2026-06-17
Moomoo
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2026-06-17
news.google.com
2026-06-17
the-decoder.com
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
ASML Holding N.V. (ASML) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can expand EUV tool output more than previously modeled, improving the company’s medium-term revenue and margin runway. That theme has been reinforced by a wave of higher sell-side price targets and by ASML’s own strong 2026
2026-06-17
tomshardware.com
2026-06-17
Etiido Uko
The device mimics the brain's ability to selectively forget
2026-06-17
techxplore.com
2026-06-17
Tech Xplore
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2026-06-17
news.google.com
2026-06-17
GlobeNewswire
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia Stock’s Biggest Threat Now Costs $1,499 and Fits on a Desk?
Ananda Banerjee
Wed, June 17, 2026 at 6:51 AM PDT 5 min read
NVDA
-0.46%
AMD
+3.24%
Explore stocks on Coinbase
Trading disclosure
A viral post claiming a $1,499 desktop could break Nvidia's AI empire is racing across X.
The market is not waiting to judge it. Money is already leaving Nvidia stock. And that money could be flowing i