Semiconductor News & Analysis Feed
5458 articles
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
www.aol.com
2026-06-15
AOL.com
Buy, Hold, or Sell: Applied Materials Surged Right Back Toward $500 Following a Brutal June Flush. Here’s Where I’d Buy
ALEX SIROIS
Mon, June 15, 2026 at 10:28 PM GMT+8
0
Quick Read
AMAT surged 25% in one week to $567, now trading 9% above the consensus analyst target, with structural support near $460 as the preferred entry.
Free cash flow collapsed 80% year over year while insiders sold 50,000
2026-06-15
www.investing.com
2026-06-15
Investing.com
www.investing.com
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2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
At $567.25, Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) looks extended for fresh capital, with the setup improving meaningfully on any retest of structural support near $460. After a brutal June flush, the stock surged 25.22% in a single week. Chasing that vertical move means paying up for a setup that worked best a week ago.
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Applied is the largest semiconductor equipment
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Buy, Hold, or Sell: Applied Materials Surged Right Back Toward $500 Following a Brutal June Flush. Here’s Where I’d Buy
Alex Sirois
Mon, June 15, 2026 at 7:28 AM PDT 4 min read
AMAT
+3.74%
Trade AMAT on Coinbase
Trading disclosure
Quick Read
AMAT surged 25% in one week to $567, now trading 9% above the consensus analyst target, with structural support near $460 as the preferred entry.
Free cash
2026-06-15
www.schaeffersresearch.com
2026-06-15
Schaeffer's Investment Research
Micron Technology Inc (NASDAQ:MU) is up 9.5% to trade at $1,075.51, enjoying broader tech tailwinds amid several analyst price-target hikes. TD Cowen raised its target to $1,500 from $660, RBC Capital Markets lifted its target to $1,200 from $525, and Aletheia Capital set a Street-high $1,600 target, citing strong AI demand. Investors are also looking ahead to the company's fiscal third-quarter ea
2026-06-15
www.gurufocus.com
2026-06-15
GuruFocus
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2026-06-15
www.gadgets360.com
2026-06-15
Gadgets 360
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2026-06-15
www.gadgets360.com
2026-06-15
Gadgets 360
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2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.msn.com
2026-06-15
MSN
Semiconductor stocks surged Monday, powering the information technology sector (XLK) to the top of the S&P 500 (SP500) sector leaderboard as investors embraced a renewed appetite for growth-oriented assets following news of a peace agreement between the United States and Iran.
The easing of geopolitical tensions helped fuel a broad risk-on rally across Wall Street, with chipmakers emerging as one
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) itself, the supposed only AI trade worth making, returned 42% over the same stretch.
V
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
Jeremy Phillips
Mon, June 15, 2026 at 7:04 AM PDT 6 min read
NVDA
+2.41%
QQQ
+2.79%
^IXIC
+2.51%
005930.KS
+4.50%
TSM
+3.42%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AIQ beat QQQ by 17 points last year, driven by SK Hynix's 211% return and Samsung, both of which are names no US index fund c
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineon, DE0006231004
Power density meets flexibility: Infineon’s CoolGaN IPS family targets compact adapters
15.06.2026 - 15:57:53 | ad-hoc-news.de
Infineon’s CoolGaN IPS integrated power-stage family brings gallium nitride efficiency and higher power density to USB-C chargers and industrial adapters, combining 600 V GaN switches with gate drivers and protection features in a compact package.
2026-06-15
stocktwits.com
2026-06-15
Stocktwits
stocktwits.com
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Nvidia Stock Gets Investors Talking After First Reported Bond Offering In 5 Years – Jim Cramer Raises This Interesting Question About Buyback
Arnab Paul
Mon, June 15, 2026 at 6:46 AM PDT 2 min read
NVDA
+3.56%
Trade NVIDIA on Coinbase
Trading disclosure
The chipmaker is marketing investment-grade bonds with maturities ranging from two to 30 years.
The proceeds will be used for general corporate
2026-06-15
tomshardware.com
2026-06-15
Mark Tyson
GoldenEye Recomp v1.0 has been released, providing 'a native PC port of GoldenEye 007 built by statically recompiling the original game into C++' with no emulation involved.
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Nvidia Targets $20 Billion-Plus Bond Offering in Return to Debt Markets (NVDA)
Fiona Craig
Mon, June 15, 2026 at 6:33 AM PDT 2 min read
NVDA
+2.11%
Trade NVIDIA on Coinbase
Trading disclosure
nvidia sign NEW SIZE ©Adobe Stock Images
Nvidia Corp. (NASDAQ:NVDA) is set to return to the investment-grade bond market for the first time in roughly five years, with plans to raise at least $20 billion thr
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Every retail trader on social media is currently fixated on ASML Holding (NASDAQ:ASML | ASML Price Prediction), the Dutch lithography monopoly whose shares have ripped 138.9% over the past year on Elon Musk’s Terafab buzz and an AI capex narrative that refuses to quit. But here’s what you should actually be watching.
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ASML now trades at 62x trailing earnings with a price-to-sales rati
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 6:25 AM PDT 3 min read
ASML.AS
-0.45%
NVDA
+3.49%
ASML
+2.45%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASM