Semiconductor News & Analysis Feed
24 articles
2026-07-08
eetimes.com
2026-07-08
The enterprise market is beginning to kick in, SambaNova CEO tells EE Times.
2026-07-07
www.moomoo.com
2026-07-07
Moomoo
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Chicago, IL – July 2, 2026 – Today, Zacks Investment Ideas feature highlights JPMorgan JPM, Sandisk Corp. SNDK, Micron Technology MU, Nvidia NVDA, Broadcom AVGO, Advanced Micro Devices AMD, Taiwan Semiconductor TSM, Arista Networks ANET, Meta Platforms META and Microsoft MSFT.
The second quarter of 2026 will likely be remembered as one of the strongest periods for U.S. equities in recent memory.
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft
Zacks Equity Research July 02, 2026
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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
2026-06-30
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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https://errors.edgesuite.net/18.49102017.1782370772.e6153808
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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