Semiconductor News & Analysis Feed
57 articles
2026-07-11
www.investors.com
2026-07-11
Investor's Business Daily
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
2026-07-08
www.moomoo.com
2026-07-08
Moomoo
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-07-06
news.google.com
2026-07-06
thestreet.com
2026-07-06
news.google.com
2026-07-06
Barron's
2026-07-06
news.google.com
2026-07-06
Barron's
2026-06-30
news.futunn.com
2026-06-30
富途牛牛
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2026-06-30
news.futunn.com
2026-06-30
富途牛牛
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Goldman Sachs resets Micron stock target with a twist
Moz Farooque
Thu, June 25, 2026 at 9:06 AM PDT 5 min read
MU
+16.57%
GS
-0.73%
Explore stocks on Coinbase
Trading disclosure
Micron Technology's (MU) Q3 2026 earnings report landed on June 24, giving the AI trade a badly needed jolt.
Goldman Sachs had cautioned that the positioning was bullish, expectations were high, and the stock's huge run
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman Sachs lifts target on power-chip demand
21.06.2026 - 13:17:45 | ad-hoc-news.de
Infineon stock gets renewed analyst backing as Goldman Sachs raises its price target on the German chipmaker, citing strong demand for power semiconductors and automotive applications. A look at the call, the broader analyst backdrop and the business behind the shares.
I
2026-06-21
www.ad-hoc-news.de
2026-06-21
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman Sachs lifts target on chip demand
21.06.2026 - 08:29:30 | ad-hoc-news.de
Infineon stock gets fresh backing from Wall Street after Goldman Sachs lifts its price target on expectations of robust demand for power and automotive chips. The move comes after a strong year-to-date performance and keeps the DAX semiconductor group in focus.
Infineon, DE000
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet
20.06.2026 - 17:55:47 | boerse-global.de
Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks.
Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Infineon Stock - Goldman lifts target as robotics push and patent win draw attention
20.06.2026 - 10:11:10 | ad-hoc-news.de
Infineon stock is back in the analyst spotlight after Goldman Sachs raised its price target and the chipmaker detailed its humanoid robotics ambitions and a fresh patent victory in GaN power chips. Saturday’s focus: long-term strategy and business mode
2026-06-18
news.google.com
2026-06-18
AD HOC NEWS
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-16
www.marketscreener.com
2026-06-16
marketscreener.com
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2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-13
www.cnbc.com
2026-06-13
CNBC
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2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon’s, Meteoric
Infineon’s Meteoric Rise Puts Goldman’s €88 Bet to the Test as AI Infrastructure Story Matures
13.06.2026 - 07:53:47 | boerse-global.de
Infineon shares double in 2025; Goldman Sachs raises target to €88 on AI power chip demand. High volatility and macro risks loom ahead.
Infineon’s - Infineon’s Meteoric Rise Puts Goldman’s €88 Bet to the Test as AI Infrastructure Story Matur