Semiconductor News & Analysis Feed
22027 articles
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A concept image of space_ Image by Canities via Shutterstock_
AI infrastructure construction fever is turning semiconductor equipment companies into the market's most successful players, and few have benefited from that trend as much as Applied Materials (AMAT). AMAT stock hit new highs after the investment bank KeyBanc Capital Markets hiked its price target to $750, and then Sesquania followed u
2026-07-04
www.xtb.com
2026-07-04
XTB.com
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2026-07-04
www.investing.com
2026-07-04
Investing.com
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2026-07-04
www.winchesterstar.com
2026-07-04
The Winchester Star
ADVERTORIAL
Quankang launches UES140 Series 140W GaN power adapters for medical and ITE applications
Jul 3, 2026
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Quankang announced the launch of the new UES140 Series desktop medical power supply adapters, including the UES140AZ-SPC and UES140BZ-SPC models. Designed for medical devices, laboratory instruments, and advanc
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Micron & 2 Profitable Stocks to Buy in July for Explosive Upside
Micron & 2 Profitable Stocks to Buy in July for Explosive Upside · Zacks
Tirthankar Chakraborty
Fri, July 3, 2026 at 12:00 PM PDT 3 min read
MU
+1.11%
CRDO
+4.99%
SNX
+4.14%
Explore stocks on Coinbase
Trading disclosure
July trading has begun on a mixed note, but it has traditionally been one of the strongest months for U.S. equitie
2026-07-04
www.storagereview.com
2026-07-04
StorageReview.com
NVIDIA Quietly Makes Omniverse Free for Production Use
by Brian Beeler on July 3, 2026
AI ◇ Enterprise
NVIDIA has dropped the subscription requirement for Omniverse. The platform is now free for development, production, and redistribution, with no NVIDIA AI Enterprise subscription required. For a product that carried a $4,500-per-GPU-per-year list price under NVIDIA AI Enterprise, and whose Nuc
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Alphabet's AI-driven gains will last longer than Micron's.
Micron is growing at warp speed.
Micron's stock appears cheaper on a forward earnings basis.
10 stocks we like better than Micron Technology ›
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies like Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) tha
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You)
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 11:51 AM PDT 5 min read
GOOGL
-1.39%
MU
+1.11%
NVDA
+3.65%
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Trading disclosure
In the artificial intelligence (AI) investing sector, there are several ways to play the trend. You can invest in legacy tech companies li
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
__fail__
2026-07-04
finance.biggo.com
2026-07-04
finance.biggo.com
Samsung Electronics (005930) has entered final-stage negotiations with Anthropic, the developer of generative AI model Claude, to produce next-generation AI semiconductors. If the deal is finalized, adding another marquee customer alongside Tesla, Nvidia, and Apple, it would signal a full turnaround for Samsung's foundry business, which has struggled in recent years.
2026-07-04
www.zacks.com
2026-07-04
Zacks Investment Research
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2026-07-04
www.insidermonkey.com
2026-07-04
Insider Monkey
NEWS
-
STOCK ANALYSIS
Is Onto Innovation Inc. (ONTO) A Good Stock To Buy Now?
Published on July 3, 2026 at 2:25 pm by RICARDO PILLAI in News, Stock Analysis
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Is ONTO a good stock to buy? We came across a bullish thesis on Onto Innovation Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on ONTO. Onto Innovation Inc.’s share was trading at $351.36 as o
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Nvidia (
NVDA
+3.74%
), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software.
Nvidia still has a bright future, but it's already the world's largest company with a market cap of $4.7 trillion. So if yo
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
Cadence Design Systems, US12541W1027
Cadence Design Systems highlights its role in electronic design automation. Chip design demand supports the long-term story
Veröffentlicht: 03.07.2026 um 20:13 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Cadence Design Systems is a key player in electronic design automation for semiconductor and systems companies. The
2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike.
Video Muted
NVIDIA sells the compute platform. Micron sells the memory that feeds it. With $10,000 to allocate, the question is whether you want the ecosystem owner or the picks-and-shovels sup
2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
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2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
Camtek sells the cameras and measuring tools that let chipmakers confirm advanced packages are built correctly, and that job has become mission-critical as the industry stacks memory and logic together to feed AI accelerators. The Israeli inspection specialist is now flagging demand that management describes in terms it rarely uses.
Video Muted
An unprecedented order book
Camtek (NASDAQ:CAMT | C
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Stocks making big moves this week: IPG Photonics, Micron, CarGurus, Qualcomm, and Qualys
Adam Hejl
Fri, July 3, 2026 at 10:38 AM PDT 2 min read
MU
+1.11%
IPGP
+5.88%
CARG
-2.09%
QCOM
+1.96%
QLYS
-2.55%
Explore stocks on Coinbase
Trading disclosure
Check out the companies making headlines this week:
IPG Photonics (NASDAQ:IPGP): Fiber laser manufacturer IPG Photonics (NASDAQ:IPGP) rose by 5.3% on
2026-07-04
www.ad-hoc-news.de
2026-07-04
Ad-hoc-news.de
ANSYS Inc., US0357101090
ANSYS Inc. highlights its simulation software strength as a digital engineering leader
Veröffentlicht: 03.07.2026 um 19:14 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
ANSYS Inc. is a key player in engineering simulation software, supporting complex product development across industries from aerospace to semiconductors. The compan