Semiconductor News & Analysis Feed
21130 articles
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU | MU Price Prediction) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was far larger. Batni
2026-07-08
www.indexbox.io
2026-07-08
IndexBox
2026-07-08
www.quiverquant.com
2026-07-08
Quiver Quantitative
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
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
ASML Holding (
ASML
+2.01%
) holding stock dropped 4.6% through 3 p.m. ET Tuesday -- not through any fault of its own, though.
It dropped because of Samsung.
Image source: ASML.
Wall Street loves ASML
The contrary is more accurate. This morning, ASML stock actually won a price target hike when Morgan Stanley analyst Lee Simpson raised his estimated value of the stock 10% to 1,830 Euros ($2,091
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Why ASML Stock Dropped Today
Rich Smith, The Motley Fool
Tue, July 7, 2026 at 12:36 PM PDT 2 min read
ASML.AS
+4.83%
NVDA
-0.46%
005930.KS
+0.18%
Trade NVIDIA on Coinbase
Trading disclosure
ASML Holding (NASDAQ: ASML) holding stock dropped 4.6% through 3 p.m. ET Tuesday -- not through any fault of its own, though.
It dropped because of Samsung.
Missed Nvidia in 2009? This Rare Signal Is Flashin
2026-07-08
www.foreignpolicyjournal.com
2026-07-08
foreignpolicyjournal.com
SK Hynix Inc. (KRX: 000660) kicked off its formal US listing marketing process on Monday, as the South Korean memory chipmaker moves to capitalize on surging investor appetite for AI-driven semiconductor stocks.
The company is seeking to sell American depositary receipts representing approximately 17.79 million common shares, according to a filing with the US Securities and Exchange Commission.
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia and AMD Face China Chip Pressure
Moz Farooque ACCA
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.19%
AMD
+5.53%
0700.HK
-1.92%
BABA
+1.94%
688256.SS
+8.59%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) face growing pressure in China as local companies shift more AI chip spending toward domestic supp
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46%
Khac Phu Nguyen
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.15%
0700.HK
-1.92%
BABA
+1.99%
688041.SS
+5.97%
688256.SS
+8.59%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could face growing pressur
2026-07-08
www.syracuse.com
2026-07-08
Syracuse.com
__fail__
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
2026-07-08
finance.biggo.com
2026-07-08
finance.biggo.com
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.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