Semiconductor News & Analysis Feed
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2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
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%
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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
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
tomshardware.com
2026-06-15
Luke James
China's Supreme People's Court on Friday upheld an injunction prohibiting Infineon from selling disputed GaN products in mainland China.
2026-06-15
www.tomshardware.com
2026-06-15
Tom's Hardware
Tech Industry
China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
News
By Luke James published 37 minutes ago
Two suppliers building Nvidia's 800V AI-rack power chips now block each other from key markets.
(Image credit: Getty / Pla2na)
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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.ad-hoc-news.de
2026-06-15
AD HOC NEWS
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Less than 1 min read
MU
+9.66%
NVDA
+2.92%
AMD
+7.86%
INTC
+3.10%
AI chip stocks climbed on Monday after a preliminary U.S.-Iran peace deal lifted market sentiment and eased worries about a wider energy shock.
Mic
2026-06-15
www.gadgets360.com
2026-06-15
Gadgets 360
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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
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
ON Semiconductor Shares Climb After Citi Highlights Potential Upside Ahead of Analyst Day (ON)
Fiona Craig
Mon, June 15, 2026 at 7:10 AM PDT 2 min read
ON
+4.41%
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chip semiconductor pcb 4 NEW SIZE ©Adobe Stock Images
ON Semiconductor (NASDAQ:ON) shares gained 5% on Monday after Citi raised its price target on the chipmaker and placed the stock on its Upside
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%
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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.quiverquant.com
2026-06-15
Quiver Quantitative
Earnings Anticipation Rises: Social media chatter centers on the upcoming fiscal third-quarter results due June 24, with many noting expectations for robust earnings growth tied to high-bandwidth memory demand from AI applications. Analysts' price targets remain elevated despite recent volatility.
Momentum and Overbought Signals: Observers point to the stock's extended upward trend and record RSI
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
AI Memory Bottleneck: This Sizzling ETF Lets You Buy Micron, Sandisk, SK Hynix, and Samsung for Less Than $100
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 6:53 AM PDT 4 min read
MU
+8.83%
SNDK
+5.69%
000660.KS
+6.42%
005930.KS
+4.50%
NVDA
+2.53%
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Trading disclosure
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastru