Semiconductor News & Analysis Feed
513 articles
2026-06-19
ca.finance.yahoo.com
2026-06-19
Yahoo! Finance Canada
Investors see Micron earnings as pulse check of AI rally momentum
FILE PHOTO: The Wall St entrance to the NYSE is seen in New York · Reuters
Laura Matthews
Fri, June 19, 2026 at 3:02 a.m. PDT 3 min read
MU
+6.82%
By Laura Matthews
NEW YORK, June 19 (Reuters) - Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Investors see Micron earnings as pulse check of AI rally momentum
Laura Matthews
Fri, June 19, 2026 at 3:02 AM PDT 3 min read
MU
+6.82%
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By Laura Matthews
NEW YORK, June 19 (Reuters) - Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Micron Technology earnings will chec
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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Investors see Micron earnings as pulse check of AI rally momentum
Investors see Micron earnings as pulse check of AI rally momentum
Refinitiv2 min read
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2026-06-19
www.fool.com
2026-06-19
The Motley Fool
For years, Amazon (
AMZN
3.94%
) has designed its own artificial intelligence (AI) chips and kept them to itself, renting out the computing power through Amazon Web Services (AWS) rather than selling the chips themselves. A new report, however, suggests that this could be changing. Bloomberg reported that Amazon is in talks to sell its custom Trainium accelerators for use inside other companies' d
2026-06-19
seekingalpha.com
2026-06-19
Seeking Alpha
__fail__
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
+3.08%
) has dominated the artificial intelligence (AI) revolution through its industry-leading suite of graphics processing units (GPUs) -- powerful parallel processors that were ideal for handling the computational complex workloads of training AI models. But the recent unveiling of the company's Vera central processing unit (CPU) platform signals a strategic broadening of its ambi
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
11 Words From Nvidia CFO Colette Kress That Should Have AMD and Intel Investors Worried
Adam Spatacco, The Motley Fool
Thu, June 18, 2026 at 6:40 AM PDT 5 min read
NVDA
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AMD
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INTC
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Nvidia (NASDAQ: NVDA) has dominated the artificial intelligence (AI) revolution through its industry-leading suite of graphics processing units (GPUs) --
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Just Raised $25 Billion in Debt. Here's What That Really Tells Investors
Daniel Sparks, The Motley Fool
Wed, June 17, 2026 at 4:52 PM PDT 4 min read
NVDA
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On June 15, Nvidia (NASDAQ: NVDA) priced a $25 billion sale of senior notes -- its biggest bond offering to date and its first trip to the debt market since 2021. The deal spans seven tra
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
On June 15, Nvidia (
NVDA
1.38%
) priced a $25 billion sale of senior notes -- its biggest bond offering to date and its first trip to the debt market since 2021. The deal spans seven tranches maturing between two and 30 years, with annual interest rates running from about 4.25% on the shortest notes to about 5.6% on the longest.
So why would a company like this borrow at all?
The short answer i
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
A shifting capital structure is a underappreciate catalyst for stock price appreciation.
Nvidia (
NVDA
1.38%
) is tapping the debt market to raise an estimated $20 billion.
*Stock prices used were the afternoon prices of June 15, 2026. The video was published on June 17, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to bu
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 3.51%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
The upward movement of Cadence Design Systems was primarily fueled by robust secular trends in the Ele
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Synopsys Inc (SNPS) moved up by 5.41%. The Software & IT Services sector is down by 0.91%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 2.05%; Meta Platforms Inc (META) down 3.31%; Alphabet Inc Class A (GOOGL) down 1.98%.
Synopsys experienced a strong upward move today, propelled by key product announcements and ongoing momentum in the
2026-06-17
news.google.com
2026-06-17
Quiver Quantitative
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
ASML Holding N.V. (ASML) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can expand EUV tool output more than previously modeled, improving the company’s medium-term revenue and margin runway. That theme has been reinforced by a wave of higher sell-side price targets and by ASML’s own strong 2026
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Oracle Has Fantastic News for Nvidia Stock Investors
Harsh Chauhan, The Motley Fool
Wed, June 17, 2026 at 6:53 AM PDT 4 min read
ORCL
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NVDA
-1.33%
INTC
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Oracle (NYSE: ORCL), one of the biggest players in the artificial intelligence (AI) hardware ecosystem, released its fiscal 2026 results (for the year ended May 31) on June 10.
The reacti
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Oracle (
ORCL
0.62%
), one of the biggest players in the artificial intelligence (AI) hardware ecosystem, released its fiscal 2026 results (for the year ended May 31) on June 10.
The reaction to the company's financial results wasn't great, as concerns about its fast-growing capital expenditures and mounting debt to finance the build-out of new data centers led investors to press the panic button
2026-06-17
www.foreignpolicyjournal.com
2026-06-17
foreignpolicyjournal.com
Nvidia CEO Jensen Huang has publicly dismissed the growing fear that agentic AI will destroy major software companies, offering a bullish outlook for the broader industry.
Speaking at Computex, an international information technology show held in Taiwan, Huang addressed claims that AI would render established software businesses obsolete.
Man who cut down village Christmas tree escapes jail sent
2026-06-17
news.google.com
2026-06-17
Proactive Investors
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Microsoft (
MSFT
1.43%
) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shri
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 3:00 PM PDT 3 min read
ON
-6.08%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
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ON Semiconductor Corp. (ON) closed at $118.2