Semiconductor News & Analysis Feed
513 articles
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Software/NasdaqGS:PLTR
NVIDIA Stock Leads 3 AI Profit Makers Investors Should Watch
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI is no longer just a cost line for big tech budgets; it is becoming a profit engine. With global data pointing to solid industrial activity in areas like manufacturing and AI-related investment, investors are increasingly looking for companie
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
2 Nvidia-Owned Stocks Investors Should Buy Now
Will Healy, The Motley Fool
June 28, 2026 5 min read
NVDA
+0.37%
CRWV
+5.77%
INTC
+1.54%
NBIS
-1.21%
NOKIA.HE
-1.25%
Explore stocks on Coinbase
Trading disclosure
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock directly. Such is the case with Intel and Nebius, whose stocks have gained around 480% and 410%, respectively, over the last year.
Fortunately, these are not the only stocks in Nvidia's portfolio. Thanks to key
2026-06-28
www.benzinga.com
2026-06-28
Benzinga
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2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Dear Future SK Hynix Stock Investors, Mark Your Calendars for July 10
Aditya Raghunath
June 27, 2026 4 min read
000660.KS
-3.38%
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the S
2026-06-28
www.barchart.com
2026-06-28
Barchart.com
AI Infrastructure by FOTOGRIN via Shutterstock
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the South Korean chip giant is making a move that could change everything for U.S.-base
2026-06-27
www.twelfthmagpie.com
2026-06-27
twelfthmagpie.com
Home » Investing Articles » What Micron’s blowout results tell investors about the stock market
WHAT MICRON’S BLOWOUT RESULTS TELL INVESTORS ABOUT THE STOCK MARKET
The stock market seems to have breathed a sigh of relief after Micron’s results this week. But investors aren’t out of the woods yet.
Posted by
Stephen Wright
❯
Published 27 June, 8:16 am BST
MU
Image source: Getty Images
You’re rea
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Micron delivered one of the best quarters of performance I have seen in my many years covering the stock market.
Micron (
MU
5.68%
) reported revenue and profits that beat expectations.
*Stock prices used were the afternoon prices of June 24, 2026. The video was published on June 26, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,0
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
__fail__
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Shares of chipmaker Nvidia (
NVDA
1.39%
) have been the purest way to bet on the artificial intelligence (AI) boom. So when one of its largest customers shows up with a chip of its own, investors pay attention.
On June 24, OpenAI and Broadcom (
AVGO
2.47%
) pulled the wrapper off Jalapeño, OpenAI's first custom AI chip. Designed by the maker of ChatGPT and built with Broadcom, it's the first piec
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors · Zacks
Zacks Equity Research
26 June 2026 3 min read
TXN
-1.79%
^GSPC
+0.00%
^DJI
+1.14%
Texas Instruments (TXN) closed at $285.43 in the latest trading session, marking a -8.46% move from the prior day. This change lagged the S&P 500
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors
Texas Instruments (TXN) Declines More Than Market: Some Information for Investors · Zacks
Zacks Equity Research
June 26, 2026 3 min read
TXN
+3.56%
^GSPC
+0.72%
^DJI
+0.29%
Trade TXN on Coinbase
Trading disclosure
Texas Instruments (TXN) closed at $285.43 in the latest trading session, marking a -8.46% move from the
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
ASML (ASML) Declines More Than Market: Some Information for Investors
ASML (ASML) Declines More Than Market: Some Information for Investors · Zacks
Zacks Equity Research
26 June 2026 3 min read
ASML.AS
+3.59%
^GSPC
+0.00%
^DJI
+1.14%
^IXIC
-0.80%
ASML
-4.00%
ASML (ASML) ended the recent trading session at $1,794.62, demonstrating a -2.53% change from the preceding day's closing price. The stock f
2026-06-27
www.gurufocus.com
2026-06-27
GuruFocus
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2026-06-27
www.gurufocus.com
2026-06-27
GuruFocus
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2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
Qualcomm Inc (QCOM) moved down by 5.12%. The Technology Equipment sector is down by 2.75%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 5.76%; SanDisk Corporation (SNDK) down 9.55%; NVIDIA Corp (NVDA) down 1.07%.
Qualcomm's stock experienced significant downward volatility on Friday, reflecting a "sell-the-news" reaction followin
2026-06-27
www.marketwatch.com
2026-06-27
MarketWatch
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