Semiconductor News & Analysis Feed
20345 articles
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
For the first six months of 2026, Nvidia (
NVDA
0.18%
) hasn't led the artificial intelligence (AI) trade. It opened the year at $189.84 on Jan. 2 and closed at around $200 on June 30. That's a roughly 5% gain.
Anyone who invested $10,000 to start the year hasn't seen much progress in their Nvidia investment. Still, there's a market sector that can open up new revenue opportunities and reward pat
2026-07-08
www.reuters.com
2026-07-08
Reuters
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Perplexity says it plans to use Nvidia's new CPU
Stephen Nellis
Tue, July 7, 2026 at 12:03 PM PDT 1 min read
PEAI.PVT
NVDA
-0.25%
INTC
+1.58%
AMD
+5.47%
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Trading disclosure
By Stephen Nellis
SAN FRANCISCO, July 7 (Reuters) - AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market a
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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2026-07-08
coincentral.com
2026-07-08
CoinCentral
2026-07-08
www.ad-hoc-news.de
2026-07-08
AD HOC NEWS
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
spacenews.com
2026-07-08
SpaceNews
PHOENIX, AZ — June 09, 2026 — Spirit Electronics today announced a new managed-access offering that provides aerospace and defense customers with a secure pathway to advanced, U.S.-based semiconductor manufacturing in 28nm CMOS. Through this capability, Spirit supports programs seeking domestic wafer fabrication for custom ASICs and high-reliability integrated circuits, helping customers align mis
2026-07-08
simplywall.st
2026-07-08
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Stock Could Be 7% Stretched Despite Fresh AI Rally News
July 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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QUALCOMM has delivered a 69.9% return over the past three years, yet current checks suggest the stock now sits close to its estimated intrinsic value. This makes the recent volatility in chip stocks more about
2026-07-08
techgenyz.com
2026-07-08
Techgenyz
Apple may be preparing one of its most unusual flagship iPhones yet. According to Tech Ultimatum, the rumored iPhone Air 2 is shaping up to be an ultra-thin premium smartphone that prioritizes sleek design while still retaining several high-end features expected from a flagship device.
As with all early Apple rumors, the information remains unofficial, and the company has not confirmed the exist
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semiconductor Bull 3X Shares ETF (
SOXL
+11.12%
), which crashed 14% this afternoon.
And Samsung is to blame.
Image source: Getty Images.
Korea sends the semi market South
South Korean technology giant Samsung reported Q2 2026 earnings la
2026-07-08
www.zacks.com
2026-07-08
Zacks Investment Research
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2026-07-08
finance.biggo.com
2026-07-08
finance.biggo.com
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why Direxion Daily Semiconductor Bull 3X ETF Just Crashed
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 11:23 AM PDT 3 min read
^IXIC
+1.28%
005930.KS
+0.18%
SOXL
+10.47%
NVDA
-0.14%
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Trading disclosure
It's Tuesday, 1:45 p.m., and do you know where the Nasdaq is?
It's down 0.65% -- but that's not a patch on the damage being done today to the Direxion Daily Semicondu
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Quick Read
Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
www.aol.com
2026-07-08
AOL.com
Synopsys Could Still Be One of the Smartest AI Stocks to Buy in 2026
VANDITA JADEJA
Wed, July 8, 2026 at 2:00 AM GMT+8
0
gorodenkoff / iStock via Getty Images
Quick Read
Despite sliding 16% over the past year, SNPS holds a 90% confidence BUY rating with a $517 price target implying 18% upside.
Q2 FY2026 revenue surged 42% to $2.28 billion, but GAAP profit collapsed under $404 million in Ansys am
2026-07-08
www.marketbeat.com
2026-07-08
MarketBeat
SK Hynix’s Nasdaq Listing Could Reset the AI Memory Trade
Written by Thomas Hughes | Reviewed by Clare Titus
July 7, 2026
KEY POINTS
SK Hynix's Nasdaq listing could raise up to $28 billion and trades at a discount to Micron, offering potential double-digit upside for investors.
Strong institutional backing, dominant HBM market share, and sold-out demand through 2027 support SK Hynix's growth, whil
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Micron Vs. Apple: Why MU Is Still The Better Buy Between These Tech Giants
Alex Sirois
Tue, July 7, 2026 at 11:06 AM PDT 3 min read
MU
+5.44%
AAPL
+0.76%
NVDA
-0.14%
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Trading disclosure
Quick Read
Micron's gross margin exploded to 85% on 346% revenue growth while Apple raised MacBook and iPad prices up to 54% just to protect its margins.
Micron's forward P/E of 7 versus