Semiconductor News & Analysis Feed
2026 articles
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
Local governments demand more time to study how they can manage the impacts of huge data center projects.
2026-06-16
www.tradingkey.com
2026-06-16
TradingKey
Texas Instruments Inc (TXN) moved up by 3.85%. The Technology Equipment sector is up by 3.71%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 9.52%; NVIDIA Corp (NVDA) up 3.49%; SanDisk Corporation (SNDK) up 6.20%.
Texas Instruments shares experienced significant upward movement today, driven by a confluence of positive company-specifi
2026-06-16
wccftech.com
2026-06-16
Wccftech
The datacenter segment is preparing for the first wave of next-gen 800V HDVC systems that will power NVIDIA & Google infrastructure this year.
As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current
2026-06-16
news.google.com
2026-06-16
Las Vegas Review-Journal
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since how much money is flowing into Nvidia’s pockets for its GPUs. With a likely
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
Joey Frenette
Mon, June 15, 2026 at 9:12 AM PDT 4 min read
META
+5.30%
Trade META on Coinbase
Trading disclosure
Quick Read
Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties.
Zuckerberg's wartime AI approach and MTIA's six-month in
2026-06-16
www.aol.com
2026-06-16
AOL.com
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
ALEX SIROIS
Updated Mon, June 15, 2026 at 11:48 PM GMT+8
0
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASML burned $3 billion in free cash flow in Q1 2026 while trading at 62x earnings with
2026-06-15
www.ft.com
2026-06-15
Financial Times
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Artificial Intelligence (AI) Is Moving Beyond Data Centers. 1 Semiconductor Stock to Buy Hand Over Fist Before It Skyrockets Thanks to a Massive Opportunity (Hint: It's Not Nvidia)
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 8:07 AM PDT 6 min read
NVDA
-2.37%
INTC
-8.45%
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Trading disclosure
The artificial intelligence (AI) trade has thus far been largely restric
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
news.bgov.com
2026-06-15
Bloomberg Government News
President Donald Trump’s approval for Nvidia to sell chips to some customers in China has potentially derailed a major AI smuggling prosecution nearing trial after the judge ordered the Justice Department to disclose internal White House communications.
In an unusual decision, a Houston federal judge earlier in June directed federal prosecutors to provide the defense nonpublic presidential materi
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.gurufocus.com
2026-06-15
GuruFocus
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2026-06-15
www.investing.com
2026-06-15
Investing.com
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2026-06-15
www.gadgets360.com
2026-06-15
Gadgets 360
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget Buying Nvidia. This Overlooked ETF Beat the Nasdaq by Owning the AI Stocks You Can’t
Jeremy Phillips
Mon, June 15, 2026 at 7:04 AM PDT 6 min read
NVDA
+2.41%
QQQ
+2.79%
^IXIC
+2.51%
005930.KS
+4.50%
TSM
+3.42%
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Trading disclosure
Quick Read
AIQ beat QQQ by 17 points last year, driven by SK Hynix's 211% return and Samsung, both of which are names no US index fund c
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Here is a fact that will annoy anyone who has been told NVIDIA is the only way to play artificial intelligence. Over the past year, the Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) returned 52%, while the Invesco QQQ Trust (NASDAQ:QQQ) returned 35%. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) itself, the supposed only AI trade worth making, returned 42% over the same stretch.
V
2026-06-15
tomshardware.com
2026-06-15
Mark Tyson
GoldenEye Recomp v1.0 has been released, providing 'a native PC port of GoldenEye 007 built by statically recompiling the original game into C++' with no emulation involved.
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 6:25 AM PDT 3 min read
ASML.AS
-0.45%
NVDA
+3.49%
ASML
+2.45%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASM
2026-06-15
247wallst.com
2026-06-15
24/7 Wall St.
Every retail trader on social media is currently fixated on ASML Holding (NASDAQ:ASML | ASML Price Prediction), the Dutch lithography monopoly whose shares have ripped 138.9% over the past year on Elon Musk’s Terafab buzz and an AI capex narrative that refuses to quit. But here’s what you should actually be watching.
Video Muted
ASML now trades at 62x trailing earnings with a price-to-sales rati