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Micron Technology: Buy Ahead Of Earnings (Preview)
Jun 15, 2026, 2:45 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Nova Capital
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Micron Technology, Inc. remains a Buy as memory chip bottlenecks and robust pricing drive strong earnings momentum, with no near-term cycle downturn in sigh
2026-06-15
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2026-06-15
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-14
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2026-06-14
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Lattice Semiconductor Transitioning To A Strong Upcycle
Jun 14, 2026, 8:03 AM ETLattice Semiconductor Corporation (LSCC) Stock
Michael Del Monte
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Lattice Semiconductor is positioned for a major cyclical upswing, driven by surging data center FPGA demand and agentic AI adoption.
The AMI acquisition br
2026-06-14
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2026-06-14
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ON Semiconductor: Growth Recovery Underway With Margin Expansion
Jun 14, 2026, 2:21 AM ETON Semiconductor Corporation (ON) Stock
Khaveen Investments
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Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competiti
2026-06-13
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2026-06-13
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Why I'm Still Holding Every Micron Share
Jun 13, 2026, 9:00 AM ETMicron Technology, Inc. (MU) Stock, ZMIC:CA Stock, MU:CA Stock
Pythia Research
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Micron guided Q3 revenue to $33.5 billion and 81% gross margins while customers receive only 50%-66% of demand.
The first five-year Strategic Customer Ag
2026-06-13
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2026-06-13
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ASML: The Rally May Be Overdone
Jun 12, 2026, 6:23 PM ETASML Holding N.V. (ASML) Stock, ASMLF Stock, ASML:CA StockTSLA, TSLA:CA, ZTSL:CA
, SPCX, INTC, INTC:CA, ZINT:CA, SMH
Jonathan Weber
Investing Group
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ASML Holding N.V. is a clear beneficiary of the AI-driven semiconductor boom, with strong demand for its lithography machines.
Despite r
2026-06-13
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2026-06-12
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Nvidia: Nobody Is Pricing This In
Jun 12, 2026, 9:04 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA Stock
Bohdan Kucheriavyi
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Nvidia Corporation remains a compelling buy as new growth catalysts and robust Q1 results reinforce the bullish thesis despite recent share price weakness.
N
2026-06-12
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Nvidia pitches new Vera CPUs to Chinese clients, orders set for August: Reuters
Jun 12, 2026, 3:12 AM ETNVIDIA Corporation (NVDA) StockBy: Arundhati Sarkar, SA News Editor
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Nvidia (NVDA) told clients in China that they can start placing orders for its new Vera central processors, which may be available as soon as August, Reuters reported, citing sources.
One ma