Semiconductor News & Analysis Feed
5449 articles
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
2026-06-17
www.mitsloanme.com
2026-06-17
MIT Sloan Management Review Middle East
Nvidia's Jensen Huang Wants a New Social Contract for AI
As concerns over jobs and inequality grow, the chief of the $5T AI company calls for a societal shift to fully realize AI's potential.
MITSloan ME Editorial
38 minutes ago
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Nvidia's Jensen Huang Wants a New Social Contract for AI
OpenAI's Cash Burn
2026-06-17
chargedevs.com
2026-06-17
Charged EVs
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2026-06-17
www.tradingview.com
2026-06-17
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
www.tradingview.com
2026-06-17
TradingView
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TradingView
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $529.82, Implies 7% Downside
Less than 1 min read
AMAT
+7.61%
According to estimates from 33 analysts, Applied Materials, Inc. stock's average price target has risen from $526.48 to $529.82, with forecasts ranging from $425 to
2026-06-17
tomshardware.com
2026-06-17
Zak Killian
We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
www.cnbc.com
2026-06-17
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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2026-06-17
tomshardware.com
2026-06-17
Mark Tyson
Nvidia showcases agentic robots that can teach themselves high-precision and dexterous tasks - like PC building - in the real world.
2026-06-17
www.forbes.com
2026-06-17
Forbes
INNOVATION
ENTERPRISE TECH
As Agentic AI Reshapes Computing, Could It Reshape Qualcomm?
ByKarl Freund,
Contributor.
Founder and Principal Analyst, Cambrian-AI Research LLC
Follow Author
Jun 17, 2026, 08:00am EDT
Summary
The rise of Agentic AI, capable of setting goals and executing multi-step tasks, is fundamentally altering AI infrastructure requirements. Unlike traditional generative AI, th
2026-06-17
seekingalpha.com
2026-06-17
Seeking Alpha
Micron's price target boosted to $1,500 at Deutsche Bank; Citi also ups PT
Jun 17, 2026, 9:56 AM ETMicron Technology, Inc. (MU) StockBy: Ravikash Bakolia, SA News Editor
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Deutsche Bank raised Micron Technology's (MU) price target to $1,500 from $1,000, a 50% increase, citing AI-driven DRAM demand and pricing tailwinds.
The firm kept its Buy rati
2026-06-17
datacentremagazine.com
2026-06-17
Data Centre Magazine
Hewlett Packard Enterprise (HPE) has become the first vendor to achieve NVIDIA-Certified Storage validation for an object-based platform, with the HPE Alletra Storage MP X10000 earning Foundation-level certification.
The certification confirms that NVIDIA has validated and benchmarked the system's performance under loads of up to 128 GPUs, completed functional tests for enterprise-grade availabi
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion market cap built on a near monopoly in AI accelerators, 85.23% revenue growth last quarter, and a CEO calling the AI buildout “the largest infrastructure expansion in human history.” But NVIDIA the stock and NVIDIA the
2026-06-17
www.trefis.com
2026-06-17
Trefis
Micron Technology Stock On A Winning Streak: Time To Get In Or Book Profits?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
Micron Technology (MU) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But
2026-06-17
www.trefis.com
2026-06-17
Trefis
Can You Stomach the Plunge in Micron Stock?
June 17th, 2026 by Trefis Team
-65.43%
Downside
1021
Market
353
Trefis
MU
Micron Technology
This AI darling has a history of deep, prolonged drawdowns when the market turns. The risk you carry is real.
Micron Technology (MU) stock fell 6.2% on June 16th, 2026, a sharp pullback for a semiconductor name that has been on a historic run. The company makes