Semiconductor News & Analysis Feed
11307 articles
2026-06-10
www.marketwatch.com
2026-06-10
MarketWatch
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2026-06-10
www.cnbc.com
2026-06-10
CNBC
Investors’ favorite trade is suddenly the one they can’t stop betting against, even as it keeps going lower.
Chip stocks in the VanEck Semiconductor ETF (SMH)
are down on Tuesday. The ETF is now off more than 10% from the record high reached last week, and options traders are betting it will get worse.
Put volume outnumbered call volume by a factor of four as of midday Tuesday, according to dat
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.
Amit Singh
Tue, June 9, 2026 at 11:25 AM PDT 3 min read
NVDA
-3.73%
AMD
-4.86%
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Trading disclosure
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) stock is undervalued despite the company leading the artificial intelligence (AI) hardware boom with its GPUs. While NVDA st
2026-06-10
www.aol.com
2026-06-10
AOL.com
Why Micron Stock Is Sinking Today
KEITH NOONAN, THE MOTLEY FOOL
Wed, June 10, 2026 at 2:10 AM GMT+8
0
Key Points
Chip stocks are getting hit with broad selling action in Tuesday's trading.
Macroeconomic and geopolitical dynamics are factoring into Micron's pullback.
Investors also appear to be nervous about the impact that SpaceX's IPO could have on the stock market.
10 stocks we like better t
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Micron (
MU
5.25%
) stock is getting hit with sell-offs in Tuesday's trading and was down 3.7% as of 1:45 p.m. ET. At the same point in the daily session, the S&P 500 and the Nasdaq Composite were down 0.8% and 1.9%, respectively. Micron stock had been off as much as 10% earlier in trading.
Valuations for artificial intelligence (AI) chip stocks are taking substantial steps back today in a broad
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
BofA Remains Bullish on ASML Holding (ASML) – Here’s Why
Noor Ul Ain Rehman
Tue, June 9, 2026 at 10:24 AM PDT 1 min read
ASML.AS
-0.41%
ASML
-0.19%
Trade ASML on Coinbase
Trading disclosure
ASML Holding N.V. (NASDAQ:ASML) is one of the best NASDAQ stocks to buy and hold for 3 years. BofA lifted the price target on ASML Holding N.V. (NASDAQ:ASML) to EUR 1,921 from EUR 1,710 on June 4 and maintaine
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
Less than 1 min read
SNPS
−2.91%
Strong Q2 results led to raised full-year guidance, with double-digit EDA growth and a rebound in IP expected. AI and Ansys integration are driving ne
2026-06-10
eetimes.com
2026-06-10
Efinix’ exchangeable logic-and-routing technology aims to cut power and die area while enabling memory integration and greater flexibility for AI edge designs.
2026-06-10
www.vingroup.net
2026-06-10
VinGroup
www.vingroup.net
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2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
Federated learning (FL) research often begins with a deceptively simple question: What should we try next? A new aggregation rule, a FedProx coefficient, a server optimizer setting, a SCAFFOLD variant, or a model architecture tweak may all look promising before an experiment starts.
After the run finishes, the harder questions begin: Did the change actually improve the metric? Was the comparison
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
At $280.82, IBM (NYSE:IBM | IBM Price Prediction) is a Hold, with patient buyers waiting for a pullback toward $245. IBM just committed over $10 billion to quantum computing over the next five years, a bet large enough to reshape both the bull and bear case.
Video Muted
IBM operates across four segments: Software (Red Hat, Automation, Data), Consulting, Infrastructure (IBM Z mainframes), and Fin
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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2026-06-10
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2026-06-10
www.indexbox.io
2026-06-10
IndexBox
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2026-06-10
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2026-06-10
Moomoo
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2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.
2026-06-09
www.thehindubusinessline.com
2026-06-09
BusinessLine
AGNIT Semiconductors, an indigenous Gallium Nitride (GaN) semiconductor start-up, has officially opened a new 350-square-foot advanced testing laboratory at the Indian Institute of Science (IISc) in Bengaluru. Financed through a ₹3 crore investment, the facility is designed to enhance domestic semiconductor testing and validation infrastructure, specifically tailored for high-power radio-frequency
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Earnings Analysis
Tech
Micron: Dancing Near The Exit (Downgrade)
Jun 09, 2026, 11:39 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockSOXX, SOXL
Kenio Fontes
2.71K Followers
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Summary
Micron Technology, Inc. is downgraded to a Sell rating due to excessive volatility and stretched expectations post $1 trillion market cap.
Recent pr
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon