Semiconductor News & Analysis Feed
11235 articles
2026-06-12
stockstory.org
2026-06-12
StockStory
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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AMD and Qualcomm Shares Are Soaring, What You Need To Know
AMD and Qualcomm Shares Are Soaring, What You Need To Know
2 min read
AMD
+7.97%
QCOM
+6.15%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor sto
2026-06-12
www.tradingview.com
2026-06-12
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Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
2 min read
PENG
+9.93%
ON
+5.26%
PLAB
+7.33%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressur
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
AI's land‑grab era is giving way to hard questions about costs, pricing power, and semiconductor cyclicality. Discover why rising model prices, tighter supply chains, and shifting unit economics may reshape the winners and losers in this space by watching the video below.
*This video was published on May 29, 2026.
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
China-Latin America relations
China
Nvidia denies Latin America role in chip smuggling as US-China AI rivalry reaches Brazil
Suspicious bulk orders from unfamiliar countries are screened out, Nvidia’s regional chief says, as Chinese capital courts Brazil
6-MIN READ
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Igor Patrickin Rio de Janeiro
Published: 2:09am, 12 Jun 2026Updated: 2:17am, 12 Jun 2026
Nvi
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
NVIDIA Partnerships Deepen AI Infrastructure Role From Data Centers To Healthcare
Simply Wall St
Thu, 11 June 2026 at 11:06 am GMT-7 5 min read
NVDA
+2.22%
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
NVIDIA (NasdaqGS:NVDA) has launched Helix Digital Infrastructure, a $10b-backed joint venture with KKR and others to build AI data cen
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Key Points
Oracle beat earnings last night, but also announced plans to raise another $20 billion in cash.
Oracle needs cash to build AI data centers full of AI chips.
ASML makes the machines that manufacturer those chips.
10 stocks we like better than ASML ›
ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle(NYSE: ORCL) for the good news.
O
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why ASML Holding Stock Popped Today
Rich Smith, The Motley Fool
Thu, June 11, 2026 at 10:54 AM PDT 2 min read
ORCL
-8.53%
ASML
+9.53%
NVDA
+2.22%
Explore stocks on Coinbase
Trading disclosure
ASML (NASDAQ: ASML) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (NYSE: ORCL) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 b
2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 13:40 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
ASML (
ASML
+9.76%
) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (
ORCL
8.53%
) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 billion in quarterly sales -- both numbers higher than analysts had expected. More important to ASML investors, though, is what Oracle revealed about its plans.
Image source: Getty Images.
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Should You Buy Taiwan Semiconductor Manufacturing Company (TSM)?
Ramish Cheema
Thu, June 11, 2026 at 10:30 AM PDT 2 min read
TSM
+2.10%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is arguably one o
2026-06-12
www.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
Call
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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Privacy
2026-06-12
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2026-06-12
Benzinga
2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
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2026-06-12
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2026-06-12
upi.com
2026-06-12
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2026-06-12
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Nvidia Deepens Microsoft AI Alliance
Nvidia Deepens Microsoft AI Alliance
Less than 1 min read
NVDA
+1.04%
MSFT
−2.30%
NVIDIA (NVDA, Financials) is adding to its long-running work with Microsoft as more companies look for practical ways to use AI.
The latest effort connects Nvidia's chips and software with Microsoft's Azure cloud, Windows devices and business data tools. In si