Semiconductor News & Analysis Feed
73 articles
2026-06-15
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2026-06-15
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NEWS
As Demand Continues To Grow, Nvidia (NVDA) Has 46% Upside According To Analysts
Published on June 15, 2026 at 4:38 am by JABRAN KUNDI in News
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Nvidia Corporation (NASDAQ:NVDA) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. According to CNN’s compilation of analyst price targets, Nvidia Corporation (NASDAQ:NVDA) stock has a median target price of $300, which ref
2026-06-15
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2026-06-15
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NEWS
Qualcomm (QCOM) Expands Into AI Infrastructure Through SLB Collaboration and ByteDance Chip Agreement
Published on June 15, 2026 at 4:30 am by SHERYAR SIDDIQ in News
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QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy right now. On June 9, SLB announced an agreement with QUALCOMM Incorporated (NASDAQ:QCOM) to collaborate on cutting-edge AI solutions for energy ind
2026-06-15
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2026-06-15
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NEWS
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Published on June 15, 2026 at 1:16 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks.
On June 11, Barclays raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $590 from $500. It reiterat
2026-06-15
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2026-06-15
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NEWS
Published on June 14, 2026 at 3:05 pm by RAMISH CHEEMA in News
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We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
Chip manufacturing giant Intel Corporation (NASDAQ:INTC) is one of the hottest stocks on the market in 2026. The shares are up by 168% year-to-date as
2026-06-14
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2026-06-14
Insider Monkey
NEWS
Wells Fargo Sees Greater Upside in Qualcomm (QCOM) Ahead of Investor Day
Published on June 14, 2026 at 12:23 am by VARDAH GILL in News
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QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best S&P 500 Dividend Stocks to Buy Right Now.
Wells Fargo raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $230 from $160 on June 12. It reiterated an Equal Weight r
2026-06-14
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2026-06-14
Insider Monkey
NEWS
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STOCK ANALYSIS
Is Cadence Design Systems, Inc. (CDNS) A Good Stock To Buy Now?
Published on June 13, 2026 at 4:56 pm by RICARDO PILLAI in News, Stock Analysis
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Is CDNS a good stock to buy? We came across a bullish thesis on Cadence Design Systems, Inc. on ARMR Report Be The Smart Money’s Substack by Bret Rosenthal. In this article, we will summarize the bulls’ thesis on CDNS. Cadence
2026-06-14
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2026-06-14
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NEWS
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Published on June 13, 2026 at 1:59 pm by FAHEEM TAHIR in News
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With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile,
2026-06-14
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2026-06-14
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NEWS
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Published on June 13, 2026 at 1:13 pm by JEFF LEWIS in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575 and maintained an Overweight rating on t
2026-06-13
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2026-06-13
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NEWS
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Published on June 13, 2026 at 11:42 am by FAHAD SALEEM in News
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We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires).
Number of Hedge Funds: 234
Top Pick Of: Philippe Laffont — Coatue Management
Taiwan
2026-06-12
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2026-06-12
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NEWS
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Published on June 12, 2026 at 9:55 am by FAHAD SALEEM in News
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We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hol
2026-06-11
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2026-06-11
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HEDGE FUND INVESTOR LETTERS
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NEWS
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Published on June 11, 2026 at 11:23 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy
2026-06-11
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2026-06-11
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NEWS
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques a
2026-06-11
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2026-06-11
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NEWS
Citi’s Price Target On Synopsys (SNPS) Stock Still Carries Considerable Upside
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Synopsys, Inc. (NASDAQ:SNPS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Synopsys makes the advanced software necessary for designing and testing high-bandwidth memory-heavy AI chips. Anal
2026-06-10
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2026-06-10
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HEDGE FUNDS
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NEWS
Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market
Published on June 10, 2026 at 9:44 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. The host of CNBC’s Mad Money said on Monday that a growing lis
2026-06-10
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2026-06-10
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2026-06-08
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2026-06-08
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NEWS
NVIDIA Corporation (NVDA) is a Cheap Robotics Stock to buy as the Vera CPU Tops on Autonomous Functions
Published on June 8, 2026 at 8:01 am by ABDUL RAHMAN in News
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NVIDIA Corporation (NASDAQ:NVDA) is one of the cheap robotics stocks to buy right now. On May 26, NVIDIA Corporation (NASDAQ:NVDA) reported that its Vera CPU met the new CPU requirements for an artificial intelligence facto
2026-06-08
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2026-06-08
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