Semiconductor News & Analysis Feed
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
MarketBeat
Apella Capital LLC Has $24.51 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 30, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Apella Capital LLC increased its NVIDIA stake by 35.7% in the first quarter, adding 36,966 shares to bring its total holdings to 140,544 shares worth about $24.51 million.
NVIDIA reported strong quarterly results, with $1.87 EPS and $81.6
2026-06-30
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2026-06-30
Moomoo
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2026-06-30
Stock Traders Daily
STOCK ANALYSIS
Technical Reactions to GAA Trends in Macro Strategies
June 30, 2026, 05:34 am ET
BY Quantitative Research Desk - Contributor
Editor: Thomas H. Kee Jr. (Follow on LinkedIn)
Key findings for Cambria Global Asset Allocation Etf (NYSE: GAA)
Weak Near-Term Sentiment Could Challenge Long-Term Strength
No clear price positioning signal identified.
Elevated downside risk as no additional lo
2026-06-30
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2026-06-30
GuruFocus
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2026-06-30
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Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED)
Analog Semiconductors Stocks Q1 Results: Benchmarking Universal Display (NASDAQ:OLED)
3 min read
OLED
−0.73%
TXN
−2.98%
ST
−3.40%
MPWR
−4.40%
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Tech Hardware/NasdaqGS:WDC
Nvidia and 2 AI Infrastructure Stocks Backed by Cash Flow Value
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
With central banks weighing their next moves, inflation sending mixed signals, and energy markets reacting to Middle East tensions, many stocks are being priced on headlines rather than on their underlying cash generation. The Undervalue
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Apple Just Raised Prices Because of a Chip Shortage. But the Real Winner Isn't Apple. It's This AI Stock.
Daniel Sparks, The Motley Fool
June 29, 2026 5 min read
AAPL
-0.26%
NVDA
-1.85%
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Trading disclosure
On June 25, Apple (NASDAQ: AAPL) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And th
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
On June 25, Apple (
AAPL
+1.36%
) raised prices on many of its products. For example, the cheapest iPad jumped to $449 from $349 and the entry MacBook rose $100. And the Apple TV, the HomePod, and the Vision Pro got more expensive, too. And the company didn't point to tariffs or a product redesign for the price hike. It blamed memory.
Apple said in a statement to media last week that it has "neve
2026-06-30
uk.finance.yahoo.com
2026-06-30
Yahoo Finance UK
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here’s Why
Faheem Tahir
29 June 2026 2 min read
NVDA
-1.64%
LLY
+2.76%
NTRA
+1.21%
Given its significant hedge fund backing and attractive upside potential, NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising robotics stocks.
NVIDIA (NVDA) Among The Most Promising Robotics Stocks; Here's Why
NVIDIA Corporation (NASDAQ:NVDA) is ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026
Scott Levine, The Motley Fool
June 29, 2026 3 min read
NVDA
-2.01%
NVTS
-10.40%
AVGO
-2.57%
Explore stocks on Coinbase
Trading disclosure
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (NASDAQ: NVDA) and Broadcom have risen about 3% and 5%, r
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Despite the recent tech sell-off, several semiconductor stocks have logged gains this year. Since the start of 2026, Nvidia (
NVDA
+0.38%
) and Broadcom have risen about 3% and 5%, respectively.
One semiconductor specialist, however, has outpaced all of them, and it's a name that many investors probably don't even know.
Image source: Getty Images.
Rubbing shoulders with Nvidia has a funny way o
2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:ALGM
3 Semiconductor Stocks Riding AI Infrastructure Demand and Chip Equipment Growth
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Chip stocks are back in focus as a rebound in the semiconductor sector lines up with renewed interest in dealmaking and broader technology equities. For investors, this combination of improving sentimen
2026-06-30
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2026-06-30
MarketWatch
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www.barchart.com
2026-06-30
Barchart.com
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro Devices (AMD) have surged more than 150% and Intel (INTC) has rallied 256% in 2026, Nvidia stock has gained just 4.4%.
Although Nvidia has significantly underperformed its peers, the st
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.
Sneha Nahata
June 29, 2026 3 min read
NVDA
-1.49%
INTC
-7.61%
AMD
-6.73%
Explore stocks on Coinbase
Trading disclosure
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro D
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?
Shaun Pruitt
June 29, 2026 3 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology MU) delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the artificial intelligence spending boom.
The company posted record fiscal th