Semiconductor News & Analysis Feed
11123 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.techpowerup.com
2026-06-15
TechPowerUp
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2026-06-15
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2026-06-15
Bloomberg Government News
President Donald Trump’s approval for Nvidia to sell chips to some customers in China has potentially derailed a major AI smuggling prosecution nearing trial after the judge ordered the Justice Department to disclose internal White House communications.
In an unusual decision, a Houston federal judge earlier in June directed federal prosecutors to provide the defense nonpublic presidential materi
2026-06-15
news.bloomberglaw.com
2026-06-15
Bloomberg Law News
President Donald Trump’s approval for Nvidia to sell chips to some customers in China has potentially derailed a major AI smuggling prosecution nearing trial after the judge ordered the Justice Department to disclose internal White House communications.
In an unusual decision, a Houston federal judge earlier in June directed federal prosecutors to provide the defense nonpublic presidential materi
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
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2026-06-15
GuruFocus
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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
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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
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2026-06-15
www.investing.com
2026-06-15
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.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
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.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.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
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
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
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