Semiconductor News & Analysis Feed
22560 articles
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.aol.com
2026-06-21
AOL.com
The Best Semiconductor ETF to Buy With $1,000 Right Now
DAVID DIERKING, THE MOTLEY FOOL
Sun, June 21, 2026 at 1:20 AM GMT+8
0
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Big tech companies, including Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle, are committing hundreds of billions of dollars to capital expenditures in 2026. Most of it will go toward artificial intelligence (AI) infrastructure, with semiconductor chips a big part of that.
If you want a single ETF to capture that trend, the VanEck Semiconductor ETF (
SMH
+1.37%
) is the one to own. Year
2026-06-21
gizmodo.com
2026-06-21
Gizmodo
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2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
__fail__
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
__fail__
2026-06-21
www.ksl.com
2026-06-21
KSL.com
KEY TAKEAWAYS
Micron's earnings report on June 24 will help gauge AI-driven chip demand.
Investors seek signs of AI rally sustainability amid high stock valuations.
AI spending is projected to exceed $700 billion this year, boosting tech stocks.
NEW YORK — Investors are seeking signs that the U.S. stock market rally fueled by artificial intelligence has more life left in it, and the upcoming Mic
2026-06-21
news.google.com
2026-06-21
TradingKey
2026-06-21
www.manilatimes.net
2026-06-21
The Manila Times
THE government will fast-track projects and incentives that offer “a powerful draw” to semiconductor and artificial intelligence (AI) companies to invest in the Philippines, Malacañang said.
In his remarks during a visit to Texas Instruments facility in Clark, Pampanga on Friday, Executive Secretary Ralph Recto said the President has attached “a high national priority” to drawing these high-impac
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon’s, Infrastructure
Infineon’s Infrastructure Rally Faces a Reality Check as Goldman Trims Its Bet
20.06.2026 - 17:55:47 | boerse-global.de
Infineon's AI infrastructure pivot fuels 113% stock surge; Goldman Sachs cut stake below 5% after a one-day flip, signaling caution amid stretched valuations and macro risks.
Infineon’s - Infineon’s Infrastructure Rally Faces a Reality Check as Goldma
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Texas Instruments Inc (TXN) moved up by 6.95%. The Technology Equipment sector is up by 5.07%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The substantial upward movement in Texas Instruments shares is primarily driven by a dramatic shift in market perceptio
2026-06-20
mezha.net
2026-06-20
mezha.net
Wall Street awaits Micron report as investors test AI chip rally
Saturday, 20 June 2026, 18:09
Markets brace for Micron’s quarterly results, which will reveal whether AI-driven data center spending can sustain the semiconductor rally.
As reported by Reuters
Wall Street is gearing up for a new week: investors are looking for signals whether the stock market rally, fueled by AI spending, still ha
2026-06-20
www.tipranks.com
2026-06-20
TipRanks
www.tipranks.com
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2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
Infineon, DE0006231004
Why Infineon’s XENSIV TLE4999I3 linear Hall sensor is built for fail-safe steering
20.06.2026 - 16:58:33 | ad-hoc-news.de
Infineon’s XENSIV TLE4999I3 linear Hall sensor aims at one of the toughest jobs in the car: precise, redundant position sensing for electric power steering and other ASIL D systems. What the tiny chip promises in safety and where the limits lie.
Infineo