Semiconductor News & Analysis Feed
4503 articles
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago.
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ORCL stock is now up just 2.3% from year-ago prices, and it may not be long until it’s in the red. That’s a major sh
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Omor Ibne Ehsan
Thu, June 11, 2026 at 8:38 AM PDT 5 min read
MU
+11.66%
ORCL
-8.53%
NVDA
+2.22%
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Quick Read
Oracle stock has been plunging due to Wall Street souring on excessive spending
On the other hand, Micron is not leaning into the euphoria and is taking conser
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
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Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
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2026-06-11
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2026-06-11
Stocktwits
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2026-06-11
tomshardware.com
2026-06-11
Luke James
Meta has finished separating its operations from Manus, the Chinese-founded agentic AI startup it acquired for roughly $2 billion in December.
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Bechtel Megafab Deal Tests AI Memory Growth And Cash Discipline
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology selected Bechtel as its engineering, procurement, and construction partner for the first phase of its new memory chip megafab in Clay, New York.
The project is described as the largest private investment in New Y
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA South Korea Alliances Highlight Shift To Full Stack And Physical AI
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) announced new multi year alliances in South Korea focused on next generation AI infrastructure and physical AI systems.
The company is partnering with SK hynix on advanced memory supply
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron New York Megafab With Bechtel Reshapes AI Memory Supply Story
Simply Wall St
Thu, June 11, 2026 at 7:11 AM PDT 5 min read
MU
+2.38%
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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
Micron Technology (NasdaqGS:MU) has selected Be
2026-06-11
www.connectmoney.com
2026-06-11
connectmoney.com
Latest News
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June 11, 2026
By: Joe Palmisano
KKR, NVIDIA, Kuwait Launch $10B AI Infrastructure Platform
A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center,
2026-06-11
www.quiverquant.com
2026-06-11
Quiver Quantitative
Semiconductor Rally Sparks Buzz: Social media users are noting Applied Materials' strong performance amid broader sector gains, with the stock climbing over 6% in recent trading. Analysts' bullish price targets, including 650 dollars from one firm, are generating excitement about potential valuation shifts.
Singapore Expansion Draws Attention: Discussions highlight the company's new facilities in
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
ccianet.org
2026-06-11
CCIA
Bottom Line Up Front
Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction.
When you tax something, you get less of it.
Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.
A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Applied Materials (AMAT) Is One Of the Best High-Bandwidth Memory Stocks To Buy
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
AMAT
+7.22%
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Evercore ISI analyst Mark Lipacis reiterated a Buy rati
2026-06-11
blogs.nvidia.com
2026-06-11
NVIDIA Blog
Save Big and Play Bigger: GeForce NOW Summer Sale Brings Major Membership Savings
Level up with the best value in gaming, ‘Guild Wars’ and rewards, plus eight new games this week.
June 11, 2026 by GeForce NOW Community
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The GeForce NOW summer sale kicked off today with limited-time savings of up to $70 off a 12-month membership, making now the perfect time to upgrade to get the best of t
2026-06-11
www.roboticstomorrow.com
2026-06-11
Robotics Tomorrow
As a leading supplier of NVIDIA RTX PRO™ 6000 Blackwell Series, PNY empowers organizations to meet the demands of modern AI workflows, from rapid prototyping to scalable deployment.
Unleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Article from | PNY
06/11/26, 05:54 AM | Industrial Robotics, Factory Automation | PNY | Agentic AI, a
2026-06-11
www.roboticstomorrow.com
2026-06-11
Robotics Tomorrow
As a leading supplier of NVIDIA RTX PRO™ 6000 Blackwell Series, PNY empowers organizations to meet the demands of modern AI workflows, from rapid prototyping to scalable deployment.
Unleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Article from | PNY
06/11/26, 05:54 AM | Industrial Robotics, Factory Automation | PNY | Agentic AI, a
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Teams Up With Abridge to Build AI Model for Healthcare Applications (NVDA)
Fiona Craig
Thu, June 11, 2026 at 5:36 AM PDT 2 min read
ABRI.PVT
NVDA
+0.82%
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nvidia screen NEW SIZE ©Shutterstock
Nvidia (NASDAQ:NVDA) has entered into a partnership with Abridge to develop a specialised artificial intelligence model tailored for healthcare use cases, acc