Semiconductor News & Analysis Feed
23 articles
2026-07-07
www.moomoo.com
2026-07-07
Moomoo
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
2026-06-30
www.odaily.news
2026-06-30
odaily.news
2026-06-30
www.odaily.news
2026-06-30
odaily.news
J.P. Morgan applies first principles reasoning to deduce the complete power supply chain for AI data centers. The core conclusion: The AI power semiconductor market will be approximately $2.7 billion in 2025, surging to $19.2 billion by 2028, representing a three-year compound annual growth rate (CAGR) of 82%. A larger variable is the revolution of the 800V high-voltage DC architecture, which repl
2026-06-29
news.google.com
2026-06-29
Zacks Investment Research
2026-06-27
www.foreignpolicyjournal.com
2026-06-27
foreignpolicyjournal.com
Zacks Research Daily has highlighted 16 major stocks in its latest research output, with JPMorgan Chase & Co. (NYSE: JPM), Novartis AG (NYSE: NVS), and Qualcomm Inc. (NASDAQ: QCOM) among the featured names.
JPMorgan shares have gained 2.7% over the past six months, trailing the Zacks Financial – Investment Bank industry’s gain of 5.8% over the same period.
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Top Stock Reports for JPMorgan, Novartis & Qualcomm
Top Stock Reports for JPMorgan, Novartis & Qualcomm · Zacks
Mark Vickery
Thu, June 25, 2026 at 1:33 PM PDT 8 min read
QCOM
+3.84%
NOVN.SW
+1.34%
GNE
-3.28%
ICCC
+1.02%
GPC
+2.04%
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Trading disclosure
Thursday, June 25, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research
2026-06-25
www.marketscreener.com
2026-06-25
marketscreener.com
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2026-06-21
uk.finance.yahoo.com
2026-06-21
Yahoo Finance UK
JPMorgan Sees Growing Fragility in Semiconductor Sector as Positioning Reaches Extremes
Fiona Craig
Sun, 21 June 2026 at 6:00 am GMT-7 1 min read
JPM
+1.92%
Semiconductor ©Adobe Stock Images
JPMorgan believes the semiconductor sector is becoming increasingly vulnerable to bouts of sharp volatility as investor positioning reaches elevated levels and valuations continue to stretch.
In a research n
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
JPMorgan Warns Crowded Semiconductor Trade Faces Rising Risk of Sharp Selloffs
Fiona Craig
Sun, June 21, 2026 at 6:00 AM PDT 2 min read
JPM
+1.92%
Trade JPM on Coinbase
Trading disclosure
Semiconductor ©Adobe Stock Images
JPMorgan's quantitative strategists have cautioned that mounting volatility and heavy investor positioning in semiconductor stocks are increasing the likelihood of abrupt market
2026-06-12
news.google.com
2026-06-12
Investopedia
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
JPMorgan Expects Ambitious Data Center Targets From Qualcomm (QCOM)
Vardah Gill
Mon, June 8, 2026 at 11:58 PM AST 2 min read
JPM
-0.40%
QCOM
+0.85%
With a net profit margin of 22.31%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Most Profitable Dividend Stocks to Invest In Now.
JPMorgan Expects Ambitious Data Center Targets From Qualcomm (QCOM)
On June 5, JPMorgan raised its pr
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
JPMorgan Sees Qualcomm (QCOM) Investor Day as Potential AI Growth Catalyst
Ghazal Ahmed
Mon, June 8, 2026 at 9:09 AM AST 1 min read
JPM
+0.42%
QCOM
+1.86%
MSFT
-0.89%
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the
14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More.
On June 5, JPMorgan added a positive catalyst watch on Qualcomm and said that it’s sticking with its ne
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-24
www.thestreet.com
2026-05-24
thestreet.com
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2026-05-20
www.marketbeat.com
2026-05-20
MarketBeat
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2026-05-20
finance.yahoo.com
2026-05-20
Yahoo Finance
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2026-05-16
www.ad-hoc-news.de
2026-05-16
AD HOC NEWS
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