Semiconductor News & Analysis Feed
22161 articles
2026-06-25
news.google.com
2026-06-25
Business Wire
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
QCOM
-3.29%
NVDA
-0.50%
MSFT
-2.27%
META
-0.81%
Explore stocks on Coinbase
Trading disclosure
Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-25
news.google.com
2026-06-25
Business Wire
2026-06-25
www.servethehome.com
2026-06-25
ServeTheHome
AIServerServer CPUs
Qualcomm Investor Day 2026 Data Center Announcements CPUs, AI Accelerators, and More
By Patrick Kennedy -
June 24, 2026
0
Qualcomm Investor Day 2026 Cover Large
I am here in New York City for Qualcomm Investor Day 2026 (thanks to Qualcomm for covering my travel). This is the event Qualcomm has been talking about as its venue for re-launching its data center offerings. Earlier
2026-06-25
seekingalpha.com
2026-06-25
Seeking Alpha
On the Move
Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers
Jun 24, 2026, 3:20 PM ETQUALCOMM Incorporated (QCOM) Stock, META Stock, MSFT StockBy: Brandon Evans, SA News Editor
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Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI i
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI demand. South Kor
2026-06-25
www.juve-patent.com
2026-06-25
JUVE Patent
Munich Regional Court issued several judgments in favour of Infineon against Chinese semiconductor manufacturer Innoscience and its European distributors. The rulings, based on a German patent and a related utility model, mark the second and third victories for Infineon in its ongoing campaign to defend its gallium nitride portfolio in Germany.
The 21st Civil Chamber of Munich Regional Court, und
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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Why Marvell Technology (MRVL) Shares Are Trading Lower Today
Why Marvell Technology (MRVL) Shares Are Trading Lower Today
2 min read
MRVL
−0.84%
MU
−0.31%
KOSPI
+3.26%
What Happened?
Shares of networking chips designer Marvell Technology
MRVL
fell 4.1% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capi
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
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Stock Story
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Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
Vishay Intertechnology and Himax Shares Plummet, What You Need To Know
3 min read
VSH
−5.72%
HIMX
−6.23%
MU
−0.31%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish re
2026-06-25
www.tradingview.com
2026-06-25
TradingView
News
/
Stock Story
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onsemi and Semtech Shares Are Falling, What You Need To Know
onsemi and Semtech Shares Are Falling, What You Need To Know
3 min read
ON
−1.13%
SMTC
−2.94%
SOX
−0.18%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate
2026-06-25
news.google.com
2026-06-25
TradingView
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
markets.chroniclejournal.com
2026-06-25
The Chronicle-Journal
Why Qualcomm (QCOM) Shares Are Falling Today
By:
StockStory
June 24, 2026 at 15:15 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ: QCOM) fell 4.7% in the afternoon session after a leverage-driven rout in South Korean chipmakers, r
2026-06-25
www.financialcontent.com
2026-06-25
FinancialContent
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI d
2026-06-25
boisedev.com
2026-06-25
BoiseDev
boisedev.com
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2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Published on June 24, 2026 at 3:03 pm by RAMISH CHEEMA in News
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We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a major position in Appaloosa Management’
2026-06-25
www.techtarget.com
2026-06-25
TechTarget
NATALI_MIS/ISTOCK VIA GETTY IMAG
NATALI_MIS/ISTOCK VIA GETTY IMAG
NEWS
Cadence captures $100M to expand RPM platform, AI agents
The company's remote patient monitoring platform leverages AI agents to monitor vital signs, identify risks and offer lifestyle support for patients with chronic diseases.
By
Anuja Vaidya, Senior Editor
Published: 24 Jun 2026
Remote patient monitoring company Cadence h
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron Technology, Inc. (MU) Is One Of Billionaire David Tepper’s Top AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:03 PM PDT 2 min read
MU
-0.31%
Trade MU on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Micron Technology, Inc. (NASDAQ:MU) is one of the long-term stock picks.
Memory giant Micron Technology, Inc. (NASDAQ:MU) is a maj
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
QUALCOMM Inc. (QCOM) Is One Of Billionaire David Tepper’s Oldest AI Stocks
Ramish Cheema
Wed, June 24, 2026 at 12:01 PM PDT 2 min read
QCOM
-3.29%
Trade QCOM on Coinbase
Trading disclosure
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the long-term stock picks.
Appaloosa Management has held QUALCOMM Inc. (NASDAQ:QCOM)'s shares
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Qualcomm
on Wednesday revealed a central processing unit for data centers called Dragonfly C1000, and said that Meta
would use it when it starts production in 2028.
The chipmaker said that the new data center CPU was built for agentic AI and focuses on offering computing performance without using too much power.
The announcement, made at a Qualcomm presentation to investors, is another sign th