Semiconductor News & Analysis Feed
171 articles
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Wall Street Sees SpaceX Surpassing Nvidia in Long-Term Valuation
Lyle Daly, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
On June 16, just its third day of trading, Space Exploration Technologies (NASDAQ: SPCX), also known as SpaceX, was briefly the fourth-largest company by market cap. Its stock has pulled back since then, but it's
2026-06-29
news.google.com
2026-06-29
The Motley Fool
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Currently, there are only three companies that are worth $3 trillion or more. All of those are actually above $4 trillion in market cap. While Microsoft is technically below a $3 trillion market cap right now, it's usually valued above that threshold when the market isn't in a negative mood like it is right now.
What's more intriguing is examining if Amazon (
AMZN
+0.61%
), Taiwan Semiconductor (
2026-06-28
www.investing.com
2026-06-28
Investing.com
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Is SpaceX Really Worth More Than Micron and AMD Combined? Here's the Unvarnished Truth.
Keith Speights, The Motley Fool
June 28, 2026 5 min read
SPCX
-0.98%
AMD
+6.61%
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Since its historic initial public offering (IPO) on June 12, 2026, the market cap of Space Exploration Technologies (NASDAQ: SPCX), commonly known as SpaceX, has r
2026-06-28
news.google.com
2026-06-28
The Motley Fool
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
2026-06-27
techcrunch.com
2026-06-27
TechCrunch
0 seconds of 36 minutes, 3 secondsVolume 90%
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.
OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clea
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Space Exploration Technologies, better known as SpaceX, may have captured the attention of many investors, but I think several stocks are far better investments today. One of the best may be sitting right under investors' noses.
Although it's the largest company in the world, I think Nvidia (
NVDA
1.73%
) is a far better buy, especially if 2027's artificial intelligence (AI) spending dwarfs 2026'
2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
Video Muted
The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Which Hot Growth Stock Is The Better Buy Right Now: Micron or SpaceX?
Keith Speights, The Motley Fool
Wed, June 24, 2026 at 2:04 AM PDT 4 min read
SPCX
+1.26%
MU
-0.74%
NVDA
+0.40%
Explore stocks on Coinbase
Trading disclosure
When it comes to buzz factor, two companies stand out right now: Micron Technology (NASDAQ: MU) and Space Exploration Technologies (NASDAQ: SPCX). Micron's share price has
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
When it comes to buzz factor, two companies stand out right now: Micron Technology (
MU
0.69%
) and Space Exploration Technologies (
SPCX
+2.06%
). Micron's share price has skyrocketed more than 9x over the past 12 months. SpaceX recently set the record for the biggest initial public offering (IPO) ever, with a market cap of roughly $1.8 trillion right out of the gate.
Both Micron and SpaceX are
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Better Artificial Intelligence (AI) Stock to Buy: SpaceX vs. Nvidia
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 5:47 PM PDT 4 min read
SPCX
-0.17%
NVDA
-0.29%
Explore stocks on Coinbase
Trading disclosure
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX. It may not sound like an AI
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (
SPCX
+0.46%
), better known as SpaceX. It may not sound like an AI investment at first, but it is. Earlier this year, before it went public, SpaceX acquired another of Elon Musk's companies -- xAI, the business behind the Grok generative AI platform and the social media platform X
2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-23
www.barrons.com
2026-06-23
Barron's
__fail__
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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Get this delivered to your inbox, and more info about our products and services.
© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of