Semiconductor News & Analysis Feed
22632 articles
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today.
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Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed near $205, whi
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
ASML (NASDAQ:ASML | ASML Price Prediction) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny.
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Tighter central bank liquidity is punishing overextended growth multiples, and ASML now trades at a trailing P/E of 60 with a forward multiple of 48. That is a premium reserve
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
Alex Sirois
Fri, June 12, 2026 at 10:19 AM PDT 4 min read
ASML.AS
+3.40%
NVDA
-0.03%
SOXX
+1.90%
ASML
-1.34%
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SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain
2026-06-13
news.google.com
2026-06-13
CNBC
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Fri, June 12, 2026 at 10:06 AM PDT 4 min read
ORCL
-1.28%
MU
-0.23%
ORCL-PD
-2.80%
NVDA
+0.08%
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Oracle dropped 22.1% after a record Q4 while FY27 guidance rose to $90 billion, creating a classic contrarian entry as forward estima
2026-06-13
news.google.com
2026-06-13
24/7 Wall St.
2026-06-13
www.investing.com
2026-06-13
Investing.com
www.investing.com
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2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Goldman Sachs lifts price target on AI-chip tailwinds
12.06.2026 - 19:02:14 | ad-hoc-news.de
Goldman Sachs has raised its Infineon Technologies price target to 88 euros and reiterated its Buy rating, citing stronger growth prospects from AI-related chips, while the stock trades in the high-70s euro range on Xetra.
Infineon, DE000
2026-06-13
www.allaboutcircuits.com
2026-06-13
All About Circuits
www.allaboutcircuits.com
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2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market.
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NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally g
2026-06-13
www.cleanroomtechnology.com
2026-06-13
Cleanroom Technology
SpaceX has completed the largest stock market debut in history, raising $75bn and achieving a valuation of approximately $1.77 trillion, a move that has intensified attention on the future infrastructure needed to support AI, satellite communications and space-based manufacturing.
The company, founded by Elon Musk, priced its shares at $135 each and sold more than 555 million shares in a public o
2026-06-13
news.google.com
2026-06-13
Healthcare Dive
2026-06-13
news.google.com
2026-06-13
Fierce Healthcare
2026-06-13
www.msn.com
2026-06-13
MSN
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks.
The planned listing as early as August comes after a 230% surge in SK Hynix's share
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Siemens, Builds
Siemens Builds Out Three Growth Engines: SiC Data Center Chips, Defence Software, and Digital Locomotives
12.06.2026 - 18:24:52 | boerse-global.de
Siemens partners with Infineon on SiC circuit breakers for AI data centers, launches defence production centre, and transforms trains into software platforms, driving growth.
Siemens - Siemens Builds Out Three Growth Engines: SiC Data
2026-06-13
news.google.com
2026-06-13
citybiz
2026-06-13
www.tomshardware.com
2026-06-13
Tom's Hardware
PC Components CPUs
Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August
News
By Luke James published 4 hours ago
Chinese cloud firms are reportedly testing more than 300 Vera servers overseas.
(Image credit: Getty / Patrick T Fallon)
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2026-06-13
tomshardware.com
2026-06-13
Luke James
Nvidia has told Chinese clients that its Arm-based Vera server CPUs could be available as soon as August.
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
Is Alpha and Omega Semiconductor Limited (AOSL) A Good Stock To Buy Now?
Ricardo Pillai
Fri, 12 June 2026 at 9:17 am GMT-7 3 min read
AOSL
+3.78%
Is AOSL a good stock to buy? We came across a bullish thesis on Alpha and Omega Semiconductor Limited on r/AsymmetricStocks by Fluffy-Pineapple-143. In this article, we will summarize the bulls’ thesis on AOSL. Alpha and Omega Semiconductor Limited's sh
2026-06-13
www.cnbc.com
2026-06-13
CNBC
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