Semiconductor News & Analysis Feed
5362 articles
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
AI-related stocks have been on a roll not just in the United States, but globally. With the shortfall of memory chips globally, the South Korean markets surged to record highs. This rally was driven by technology giants like Samsung Electronics (SMSN.L.EB) and SK Hynix. The ferocity of the rally can be judged by the fact that SK Hynix stock has retur
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
NVIDIA Endorsement Fuels Buzz: Social media conversations center on Nebius following praise from NVIDIA's CEO at a recent industry event, underscoring the company's swift transition to AI-focused cloud operations and gigawatt-scale infrastructure.
Growth Projections Dominate: Participants point to Nebius's token optimization platform as a key differentiator, with forecasts suggesting substantial
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Microns, HBM
Micron's HBM Capacity Is Sold Out Through 2026 — Now the Stock Faces a Fed-Week Gauntlet
14.06.2026 - 18:32:07 | boerse-global.de
Micron sold all 2026 HBM chips, but stock with 745% gain faces Fed rate decision on June 17 and fiscal Q3 earnings on June 24. Key support at 800 euros.
Microns - Micron's HBM Capacity Is Sold Out Through 2026 — Now the Stock Faces a Fed-Week Gauntlet 14.
2026-06-14
ts2.tech
2026-06-14
TechStock²
14 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:NVDA·NVIDIA·STOCK MARKET
2 MINS READ
NVIDIA STOCK HOLDS NEAR $5 TRILLION AS CHINA VERA CHIP PUSH AND AI BENCHMARK PUT NVDA IN FOCUS
BY MATEUSZ KACZMAREK
New York, June 14, 2026, 11:03 EDT
Nvidia ended Friday at $205.19, up 0.16%, leaving its market value at about $5.0 trillion and its price-to-earnings ratio near 31, a valuation measure comparing sha
2026-06-14
www.barchart.com
2026-06-14
Barchart.com
Workplace with tablet pc showing latest news and a cup of coffee on a wooden work table by ra2 studio via Shutterstock
Shares of electronic design automation Cadence Design Systems (CDNS) found themselves back in the spotlight on June 8 after the company announced an expanded partnership with Intel (INTW) Foundry that could help shape the next generation of chip technology. The new multi-year col
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Why Wall Street Loves Cadence Design Systems Stock Here
Anushka Mukherji
Sun, June 14, 2026 at 8:15 AM PDT 6 min read
CDNS
+0.32%
INTC
+6.51%
INTW
+13.08%
$SPX
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Trading disclosure
Workplace with tablet pc showing latest news and a cup of coffee on a wooden work table by ra2 studio via Shutterstock
Shares of electronic design automation Cadence Design Systems (CDNS) found
2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Micron Stock is Now Close to Fair Value, But Shorting 2-Week Puts Yield 7.0%
Mark R. Hake, CFA
Sun, June 14, 2026 at 6:30 AM PDT 4 min read
MU
-1.43%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) stock is now close to fair value, as analysts have been raising their revenue forecasts and price targets. One of the best
2026-06-14
www.barchart.com
2026-06-14
Barchart.com
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) stock is now close to fair value, as analysts have been raising their revenue forecasts and price targets. One of the best plays now is to sell short out-of-the-money puts, given their very high premiums. For example, short 2 weeks out MU puts with 5% below today's price yield 7.0%.
MU closed down 1.4% on Frida
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Tech Hardware/NasdaqGS:STX
If AI Trade Flows Surge These Semiconductor Stocks Could Surprise
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global trade is picking up again, with AI hardware, semiconductors, and advanced electronics right at the center of that shift. For investors, this news event is a cue to look closely at companies that sit along these supply chains, fr
2026-06-14
uk.finance.yahoo.com
2026-06-14
Yahoo Finance UK
Wolfe Research Raises PT on Micron Technology (MU) Stock
Bob Karr
Sun, 14 June 2026 at 4:15 am GMT-7 1 min read
MU
-1.43%
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Bargain Stocks to Buy in June. On June 11, Wolfe Research lifted its price objective on the company’s stock to $1,250 from $550 and maintained an “Outperform” rating. The firm lifted its memory model to demonstrate increas
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Wolfe Research Raises PT on Micron Technology (MU) Stock
Bob Karr
Sun, June 14, 2026 at 4:15 AM PDT 1 min read
MU
-1.43%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Bargain Stocks to Buy in June. On June 11, Wolfe Research lifted its price objective on the company's stock to $1,250 from $550 and maintained an "Outperform" rating. The firm lifted
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Giverny Capital Inc. Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Giverny Capital Inc. nearly doubled its stake in Taiwan Semiconductor Manufacturing, increasing holdings by 96.9% in the fourth quarter to 16,069 shares valued at about $4.84 million.
Wall Street sentiment on TSM remains
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
LRT Capital Management LLC Decreases Stock Position in Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
LRT Capital Management cut its Texas Instruments stake by 54.7% in the fourth quarter, selling 8,283 shares and leaving it with 6,851 shares worth about $1.19 million.
Analysts are mixed on TXN: recent calls ranged from “market
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Avid Wealth Partners LLC Grows Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Avid Wealth Partners LLC increased its NVIDIA stake by 43.6% in the fourth quarter, buying 3,631 additional shares and bringing its total holdings to 11,967 shares worth about $2.23 million.
Insider selling continued at NVIDIA, with Director Mar
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Decreased by Analog Century Management LP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Analog Century Management LP trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.8% during the 4th quarter, according to the company in its most recent Form 13F filing w
2026-06-14
simplywall.st
2026-06-14
simplywall.st
Germany/Semiconductors/XTRA:IFX
Infineon Technologies (XTRA:IFX) Stock After China GaN Sales Ban A Fresh Look At Valuation
June 14, 2026
Simply Wall St
Infineon Technologies (XTRA:IFX) is under fresh scrutiny after China’s Supreme People’s Court upheld a sales injunction on its Gallium Nitride products in mainland China, ending a key patent dispute with Innoscience.
See our latest analysis for I
2026-06-14
seekingalpha.com
2026-06-14
Seeking Alpha
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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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Summary
Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competiti