Semiconductor News & Analysis Feed
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2026-06-13
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
2 min read
LRCX
+1.18%
AMAT
+2.64%
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
I
2026-06-13
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2026-06-13
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2026-06-13
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2026-06-13
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2026-06-13
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2026-06-13
Yahoo Finance
What Vistra (VST)'s New Role Powering KKR–Nvidia Helix AI Data Centers Means For Shareholders
Simply Wall St
Fri, June 12, 2026 at 12:12 PM PDT 3 min read
VST
+1.12%
NVDA
+0.16%
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Trading disclosure
In recent days, KKR announced the launch of Helix Digital Infrastructure, a more than US$10.00 billion AI-focused venture backed by Nvidia and the Kuwait Investment Authority,
2026-06-13
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2026-06-13
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Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
3 min read
MU
−1.43%
NVDA
+0.16%
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us thus see how both companies per
2026-06-13
qz.com
2026-06-13
qz.com
BUSINESS NEWS
SK Hynix is targeting a U.S. stock market debut as early as August
The South Korean memory chipmaker filed confidentially for a U.S. listing in March and could raise as much as $14 billion
By
Colleen Cabili
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Published Wednesday 10:37 PM
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A U.S. stock market listing
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
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Trading disclosure
As the craze of earnings season draws to a close, here’s a look b
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Shares of Arm (NASDAQ:ARM | ARM Price Prediction) are up 11% in midday trading on Friday, June 12, changing hands near $379. Qualcomm (NASDAQ:QCOM) stock is also rallying, climbing 5% to trade near $213.
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Both moves come after a choppy stretch for the chip-architecture group, with Arm and Qualcomm shares snapping back together. The purest IP peers in electronic design automation trade
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?
David Moadel
Fri, June 12, 2026 at 11:31 AM PDT 5 min read
QCOM
+4.32%
ARM
+11.27%
AMZN
-1.23%
NVDA
+0.16%
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Trading disclosure
Quick Read
ARM surged 11% on $2B+ AGI CPU pipeline demand while QCOM climbed 5% as record automotive revenue of $1.33B highlighted its diversification away from handset
2026-06-13
www.msn.com
2026-06-13
MSN
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks.
The planned listing as early as August comes after a 230% surge in SK Hynix's share
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today.
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Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed near $205, whi
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
David Moadel
Fri, June 12, 2026 at 10:36 AM PDT 4 min read
INTC
+7.12%
AMD
+5.26%
NVDA
+0.05%
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Quick Read
Intel surged 8% Friday to lead chip stocks, outpacing AMD's 6% gain and leaving NVIDIA flat, extending INTC's dominant 217% year-to-date run.
Intel's forward P/E of 1
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
Alex Sirois
Fri, June 12, 2026 at 10:19 AM PDT 4 min read
ASML.AS
+3.40%
NVDA
-0.03%
SOXX
+1.90%
ASML
-1.34%
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Trading disclosure
Quick Read
SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
ASML (NASDAQ:ASML | ASML Price Prediction) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny.
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Tighter central bank liquidity is punishing overextended growth multiples, and ASML now trades at a trailing P/E of 60 with a forward multiple of 48. That is a premium reserve
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Fri, June 12, 2026 at 10:06 AM PDT 4 min read
ORCL
-1.28%
MU
-0.23%
ORCL-PD
-2.80%
NVDA
+0.08%
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Trading disclosure
Quick Read
Oracle dropped 22.1% after a record Q4 while FY27 guidance rose to $90 billion, creating a classic contrarian entry as forward estima