Semiconductor News & Analysis Feed
5479 articles
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.trefis.com
2026-06-04
Trefis
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Navitas Semiconductor (
NVTS
+19.26%
) stock is posting big gains in Wednesday's trading despite bearish pressures for the broader market. The company's share price was up 22.5% as of 1:30 p.m. ET despite the S&P 500 being down 0.7% and the Nasdaq Composite being down 0.5%.
While rising oil costs and bond yields are weighing on the broader market today, Navitas's valuation is surging thanks to ne
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.quiverquant.com
2026-06-04
Quiver Quantitative
Sector Reaction: Social media participants observed a notable pullback in Applied Optoelectronics shares after NVIDIA leadership suggested extended use of copper in data centers. Analysts on the platform clarified that the remarks addressed supply sequencing rather than a shift away from optics. They pointed to NVIDIA's own investments in related firms as evidence of ongoing commitment to the opti
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-04
www.msn.com
2026-06-04
MSN
Micron Technology stock slumped Monday. Investors were watching for labor action at rival Samsung Electronics that could disrupt memory-chip supplies and further boost prices.
Shares closed down 6% to $681.54 after closing down 6.6% on Friday. It was Micron’s third consecutive trading day down after rising more than 140% this year.
Even with the recent drop, the stock is up more than sevenfold i
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
3.62%
) and Micron Technology (
MU
+1.56%
) have been at the center of the artificial intelligence (AI) infrastructure boom in recent years, as they design and manufacture mission-critical chips that help run AI applications.
Not surprisingly, shares of both companies have delivered stellar returns. Nvidia stock has shot up 492% over the past three years. Micron, on the other hand,
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.forbes.com
2026-06-03
Forbes
Berkshire Hathaway
BRK.B
$472.92
+1.41
(0.30%)
JPMorgan Chase
JPM
$297.47
-3.49
(-1.16%)
Visa
V
$310.24
-7.08
(-2.23%)
Eli Lilly & Co
LLY
$1,084.56
+20.41
(1.92%)
Mastercard
MA
$467.21
-10.47
(-2.19%)
Exxon Mobil
XOM
$153.18
+3.62
(2.42%)
Costco Wholesale Corp
COST
$960.45
+6.18
(0.65%)
Johnson & Johnson
JNJ
$223.33
+0.44
(0.20%)
Procter & Gamble
PG
$141.39
+0.57
(0.41%)
Home Depot
HD
$311.92
+0.4
2026-06-03
www.tradingkey.com
2026-06-03
TradingKey
NVIDIA Corp (NVDA) moved down by 3.36%. The Technology Equipment sector is down by 0.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 0.00%; Marvell Technology Inc (MRVL) up 5.99%; NVIDIA Corp (NVDA) down 3.36%.
The intraday decline in NVIDIA's share price today appears to be influenced by a confluence of factors, primarily refl
2026-06-03
www.msn.com
2026-06-03
MSN
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2026-06-03
www.bitget.com
2026-06-03
Bitget
According to Odaily, the “New Stock God” Serenity stated on platform X that the EU Chips Act 2.0 proposal has been officially released, with photonic technology recognized as a structural component of EU policy. This brings long-term benefits to the photonics industry. The proposal explicitly supports the development of photonic integrated circuits and related technologies, such as building and st
2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.tradingview.com
2026-06-03
TradingView
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2026-06-03
www.tradingview.com
2026-06-03
TradingView
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