Semiconductor News & Analysis Feed
92 articles
2026-07-09
www.quiverquant.com
2026-07-09
Quiver Quantitative
2026-07-08
www.quiverquant.com
2026-07-08
Quiver Quantitative
2026-07-07
news.google.com
2026-07-07
Quiver Quantitative
2026-07-07
www.quiverquant.com
2026-07-07
Quiver Quantitative
MIGDAL HAEMEK, Israel – July 7, 2026
– Tower Semiconductor (NASDAQ/ TASE: TSEM ), the leading foundry of high value analog semiconductor solutions, will issue its second quarter 2026 earnings release on Tuesday, August 4, 2026. The Company will hold a conference call to discuss its second quarter 2026 financial results and third quarter 2026 guidance on Tuesday, August 4, 2026, at 10:00 a.m. Easte
2026-07-07
news.google.com
2026-07-07
Quiver Quantitative
2026-07-06
news.google.com
2026-07-06
Quiver Quantitative
2026-07-05
news.google.com
2026-07-05
Quiver Quantitative
2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
ASML Holding N.V. (ASML) is up 4.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied mainly to another wave of AI-driven enthusiasm across semiconductor shares, which has been lifting equipment makers alongside memory and chip designers. ASML also continues to benefit from investor confidence that demand for advanced lithography tools wil
2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
Robotics Expansion: Social media chatter highlights NVIDIA's recent hiring push in China for robotics roles tied to its GR00T and Cosmos platforms. Analysts note this move positions the company to deepen its lead in physical AI applications amid growing demand.
Valuation Focus: Discussions center on the stock trading near multi-year lows in forward earnings multiples while revenue growth remains
2026-06-30
www.quiverquant.com
2026-06-30
Quiver Quantitative
WASHINGTON, June 30, 2026 (GLOBE NEWSWIRE) -- In honor of America’s 250 th anniversary, Micron Technology, Inc. (Nasdaq: MU) today announced a $250 million investment to increase long-term savings opportunities for children and families through Trump Accounts (also known as 530A Accounts).
As part of this initiative, the company is launching an employee matching benefit for contributions up to $1
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
Accelerates onsemi’s evolution, building on its strength in power and sensing to become a leading provider of intelligent systems — expanding from AI data centers into Physical AI
Increases onsemi’s total addressable market by $30 billion to $243 billion by 2030
Positions onsemi at the intersection of Power, Sense, Connected Compute and Control — the four pillars of Physical AI — which enable mach
2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
New AI Systems Launched: Social media lit up as Applied Materials unveiled advanced chipmaking equipment designed to boost DRAM and packaging for AI applications. Investors highlighted the company's focus on overcoming the memory wall in high-performance computing. The announcement drove immediate gains in the stock.
Market Rally Ignites: Discussion turned sharply positive amid a broader semicond
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
HOUSTON, June 22, 2026 (GLOBE NEWSWIRE) --
Fervo Energy
(Nasdaq: FRVO), the global pioneer of next-generation geothermal energy, NVIDIA, and Pacific Northwest National Laboratory (PNNL) today announced an agreement to develop a next-generation digital twin platform for Enhanced Geothermal Systems (EGS) technology, known as EGS-Twin.
EGS-Twin is designed to deliver real-time insight into subsurfa
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
May revenue surge sparks optimism: Social media chatter highlights Taiwan Semiconductor's impressive May 2026 revenue of $13.2 billion, marking a 30.1% year-over-year jump, as participants link the gains directly to surging demand for advanced chips in AI applications.
Technical signals fuel momentum: Traders point to continued bullish indicators on daily charts, including a MACD golden cross, wi
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
Earnings anticipation builds: Discussions on social media highlight anticipation around Micron Technology's upcoming quarterly results, with analysts pointing to potential beats on guidance amid robust AI-driven memory demand. Observers note the stock's recent surge and question whether momentum will sustain through the report. Several posts reference elevated price targets from major firms as a s
2026-06-20
www.quiverquant.com
2026-06-20
Quiver Quantitative
AI Component Demand Surges: Social media discussions are centering on Vishay Intertechnology's exposure to high-growth areas like MLCCs used in AI servers, where analysts project more than 100 percent year-over-year expansion in total addressable market.
Semiconductor Setup Builds: Recent posts note the stock forming bases after strong prior moves, with traders watching for breakouts alongside pe
2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Texas Instruments Incorporated (TXN) is up 4.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism about Texas Instruments’ position in power semiconductors for AI and data-center infrastructure, alongside continued follow-through from its strong first-quarter results and upbeat second-quarter outlook. This could also be
2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 4.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to rising expectations for Qualcomm’s June 24, 2026 Investor Day and growing optimism around its push into AI data center chips. This could also be because investors are reacting to a fresh bullish price-target increase and the view that management ma