Semiconductor News & Analysis Feed

583 articles
2026-06-09
seekingalpha.com 2026-06-09 Seeking Alpha
Home Tech  Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA High Alpha Professor Investing Group Follow 5 Share Save Play (16min) Comments Summary Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors. AV
2026-06-09
www.benzinga.com 2026-06-09 Benzinga
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2026-06-09
finance.yahoo.com 2026-06-09 Yahoo Finance
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2026-06-09
seekingalpha.com 2026-06-09 Seeking Alpha
Home Earnings Analysis Tech  Micron: Buckle Up For What Is About To Happen Jun 08, 2026, 12:58 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock Julia Ostian 6.48K Followers Follow 5 Share Save Play (11min) Comments (20) Summary Micron Technology, Inc. offers explosive upside but is now highly sensitive to market sentiment, making it riskier and more volatile than before. MU's re
2026-06-08
www.benzinga.com 2026-06-08 Benzinga
Unfortunately your device has been prevented from accessing our system because of security concerns. If you believe you are reaching this message in error please contact Benzinga Support at 1-877-440-9464 or email support@benzinga.com and please provide the ID number 47.253.216.184 to support.
2026-06-08
www.foreignpolicyjournal.com 2026-06-08 foreignpolicyjournal.com
Primax Electronics has announced a next-generation AI conference solution platform powered by Qualcomm’s (NASDAQ: QCOM) Dragonwing Edge AI processors, marking a notable expansion into enterprise workplace infrastructure. The new system is designed to deliver AI-driven audio and video collaboration capabilities specifically tailored for hybrid meeting rooms and enterprise workplaces. Veterans bra
2026-06-08
www.benzinga.com 2026-06-08 Benzinga
Micron Technology Inc. (NASDAQ:MU) stock rebounded in premarket trading Monday after a sharp selloff at the end of last week, as improving risk appetite lifted growth-oriented technology stocks. The memory chipmaker’s shares rose about 4% before the opening bell, with Nasdaq futures advancing 0.80% and S&P 500 futures gaining 0.35%, signaling renewed demand for higher-beta names. Trending Now Jo
2026-06-08
seekingalpha.com 2026-06-08 Seeking Alpha
Home Tech  ASML: Three Risks The Market Is Completely Ignoring Jun 08, 2026, 4:50 AM ETASML Holding N.V. (ASML) Stock, ASML:CA Stock, ASMLF Stock The Quality Growth Investor 149 Followers Follow 5 Share Save Play (12min) Comments Summary ASML Holding NV remains a dominant, high-quality growth monopoly in semiconductor lithography, but its current valuation is excessively rich. ASML trades at ~54x
2026-06-08
seekingalpha.com 2026-06-08 Seeking Alpha
Home Communication Services Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market Jun 08, 2026, 3:49 AM ETAlphabet Inc. (GOOGL) Stock, NVDA Stock, GOOG:CA Stock, GOOG Stock, NVDA:CA Stock Beth Kindig Investing Group Leader Follow 5 Share Save Play (21min) Comments Summary Google announced that it will begin selling TPUs to select third-party data center operators, marking the company'
2026-06-08
seekingalpha.com 2026-06-08 Seeking Alpha
Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen Huang Jun 08, 2026, 2:51 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockQQQ, SMH, XLK , VGT, IGPT, SOXX, ROBO, ARKQ, BOTZ, AIEQ, AIQ, ARTY, THNQ, WTAI, CHAT By: Manshi Mamtora, CFA Copy Link Save Play (2min) Comments (2) Jensen Huang, CEO of Nvidia (NVDA) said the recent selloff in U.S. semiconductor stocks should be viewed in
2026-06-08
stockhouse.com 2026-06-08 Stockhouse
Drones, Batteries, Hydrogen: HPQ Silicon Ignites the Tech Turbo Not all stocks took a beating last week. The technology stock HPQ Silicon was a notable exception. And for good reason! The innovative company is evolving from a traditional materials company into a technology firm addressing several critical areas of future energy and industrial value creation. At the heart of its strategy are silic
2026-06-08
news.financial 2026-06-08 news.financial
June 8th, 2026 | 07:10 CEST 7.5% NASDAQ WEEKLY CORRECTION: INFINEON, AMD, HPQ SILICON, AND SIEMENS ENERGY IN THE SPOTLIGHT SILICON BATTERIES HYDROGEN CHIPS RENEWABLEENERGY Photo credits: Pixabay After 14 months of the NASDAQ's steep rise of over 100%, investors celebrated the new era of AI data centers and the associated chip boom. Adding to the general euphoria was the closure of the Strai
2026-06-08
news.google.com 2026-06-08 foreignpolicyjournal.com
2026-06-08
www.foreignpolicyjournal.com 2026-06-08 foreignpolicyjournal.com
A sweeping sell-off struck artificial intelligence stocks on Friday, erasing recent gains as a stronger-than-expected jobs report rattled investor confidence across the tech sector. Nvidia (NASDAQ: NVDA) dropped 6% on the day, while Intel (NASDAQ: INTC) fell 11% as markets digested the implications of a labor market running hotter than anticipated. Trump on Rising Cost of Basketball Games Ticket
2026-06-07
seekingalpha.com 2026-06-07 Seeking Alpha
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2026-06-07
tomshardware.com 2026-06-07 Luke James
ASML closed Wednesday, June 3rd, as the most valuable company in European history, reaching a market cap of $668 billion.
2026-06-07
www.benzinga.com 2026-06-07 Benzinga
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2026-06-07
seekingalpha.com 2026-06-07 Seeking Alpha
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2026-06-07
www.foreignpolicyjournal.com 2026-06-07 foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence era, with its graphics processors powering everything from large language models to cloud-scale data centers worldwide. The chip giant’s most recent quarterly results underscored just how dominant its position has become, with record revenue of $81.6 billion, up 85% from a year earlier. Border funding clears Senat
2026-06-06
news.google.com 2026-06-06 foreignpolicyjournal.com