Semiconductor News & Analysis Feed
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2026-06-16
www.msn.com
2026-06-16
MSN
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2026-06-16
stocksdownunder.com
2026-06-16
Stocks Down Under
KEY POINTS
Micron makes a special memory chip (HBM) that AI computers need, and it is sold out for all of 2026.
The stock jumped about 11% on Monday to a record high near US$1,089, up more than 700% in a year, making it roughly a US$1.2 trillion company.
Experts strongly disagree: some see it rising to US$1,750, while others see it falling sharply from here.
The next big test is the company’s ear
2026-06-16
www.cnbc.com
2026-06-16
CNBC
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership
Sheryar Siddiq
Mon, June 15, 2026 at 1:30 AM PDT 2 min read
CDNS
+0.32%
NVDA
+0.16%
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Trading disclosure
Cadence Design Systems Inc. (NASDAQ:CDNS) ranks among the best 5G stocks to buy right now. On June 9, Stifel maintained its Buy rating on Cadence Design Systems Inc. (NASDAQ:CDNS)
2026-06-15
uk.finance.yahoo.com
2026-06-15
Yahoo Finance UK
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership
Sheryar Siddiq
Mon, 15 June 2026 at 1:30 am GMT-7 2 min read
CDNS
+0.32%
NVDA
+0.16%
Cadence Design Systems Inc. (NASDAQ:CDNS) ranks among the best 5G stocks to buy right now. On June 9, Stifel maintained its Buy rating on Cadence Design Systems Inc. (NASDAQ:CDNS) and increased its price target from $395 to $
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Published on June 15, 2026 at 1:16 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks.
On June 11, Barclays raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $590 from $500. It reiterat
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
Vardah Gill
Sun, June 14, 2026 at 10:16 PM PDT 2 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins' 10 Dividend Stock Picks.
Applied Materials (AMAT) Gets Higher Price Targets from Barclays and Cantor Fitzgerald
On
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Published on June 13, 2026 at 1:13 pm by JEFF LEWIS in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575 and maintained an Overweight rating on t
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Jeff Lewis
Sat, June 13, 2026 at 10:13 AM PDT 2 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm's price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Goldman Sachs lifts price target on AI-chip tailwinds
12.06.2026 - 19:02:14 | ad-hoc-news.de
Goldman Sachs has raised its Infineon Technologies price target to 88 euros and reiterated its Buy rating, citing stronger growth prospects from AI-related chips, while the stock trades in the high-70s euro range on Xetra.
Infineon, DE000
2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
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2026-06-12
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Jen-Hsun Huan NVIDIA's Founder, President and CEO by jamesonwu1972 via Shutterstock
Analysts keep raising their Nvidia Inc (NVDA) FY 2027 revenue forecasts and their NVDA price targets. This implies that free cash flow (FCF) will be higher than expected. NVDA stock could be worth $330, +61% higher. This is based on conservative FCF margin and FCF yield assumptions.
NVDA closed at $204.87 on Thur
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why 1 Veteran Analyst Firm Hiked Its Qualcomm Stock Price Target for 2026
Financial Data by Mer_Studio via Shutterstock
Nauman Khan
Thu, June 11, 2026 at 11:22 AM PDT 5 min read
QCOM
+6.15%
GOOGL
+0.39%
AMZN
+1.47%
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Trading disclosure
Qualcomm (QCOM) is a big player in wireless chips and mobile technology. For a few months now, the company has been in the spotlight as ch