Semiconductor News & Analysis Feed
5303 articles
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Earnings Beat: Social media discussions centered on Micron Technology's recent quarterly results that exceeded expectations, with observers noting robust demand for high-bandwidth memory driven by AI applications. Many highlighted the company's raised outlook amid persistent supply constraints in the sector. The stock experienced an initial rally followed by some profit-taking in subsequent sessio
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Q3 Results Proved That the Stars Are Aligned for Micron Stock
Pathikrit Bose
June 28, 2026 7 min read
MU
+0.94%
GOOGL
+1.82%
NVDA
+0.37%
SPCX
-0.98%
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Trading disclosure
In different points of the market, investors find their new favorites. While in recent years it has been Nvidia (NVDA) or Alphabet (GOOGL) (GOOG), the wider AI trade has anointed a new darling: Micron (MU
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $626.84
Target Price (Mid): ~$760
Street Target: ~$550
Potential Total Return: ~21%
Annualized IRR: ~4.5% / year
Earnings Reaction: -0.89% (May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials (AMAT) just did something its shareholder
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
ASML (ENXTAM:ASML) Stock Is Getting A New Label In The AI Chip Race
Bailey Pemberton
28 June 2026 4 min read
ASML.AS
-0.37%
ASML
+3.15%
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ASML Holding is being widely described as the "New OPEC" of chips, reflecting its central role in supplying critical lithography tools for advanced
2026-06-28
ktar.com
2026-06-28
KTAR News 92.3 FM
ARIZONA NEWS
Onsemi to acquire Synaptics in $7B all-stock deal to expand AI chip portfolio
Jun 28, 2026, 5:01 AM | Updated: 3:48 pm
0 seconds of 0 secondsVolume 0%
BY GARY J. BOULANGER/SILICON VALLEY BUSINESS JOURNAL
Scottsdale-based ON Semiconductor Corp., which operates as Onsemi, has agreed to acquire San Jose-based Synaptics Inc. in an all-stock deal with an enterprise value of $7 bi
2026-06-28
news.google.com
2026-06-28
Yahoo Finance
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for ON Semiconductor Stock
Price change for ON Semiconductor stock: -24%
$ON Share Price as of Jun. 26: $91
52-Week High: $135
$ON Stock Price Target: $114
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
ON Semiconductor (ON) stock is having its worst day since March 2020. The sharp drop came after the c
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Western Digital (WDC) Stock Rallies As Micron’s $100 Billion AI Deals Lift Storage Demand
Bailey Pemberton
June 28, 2026 3 min read
WDC
+7.14%
MU
+0.94%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Micron reported strong AI memory results and secured multi year AI memory contracts worth a
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Texas Instruments Stock
Current Price: $285.43
Target Price (Mid): ~$520
Street Target: ~$295
Potential Total Return: ~80%
Annualized IRR: ~14% / year
Earnings Reaction: 19.43% (April 22, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Texas Instruments (TXN) just got punished for something it
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Software/NasdaqGS:PLTR
NVIDIA Stock Leads 3 AI Profit Makers Investors Should Watch
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI is no longer just a cost line for big tech budgets; it is becoming a profit engine. With global data pointing to solid industrial activity in areas like manufacturing and AI-related investment, investors are increasingly looking for companie
2026-06-28
news.futunn.com
2026-06-28
富途牛牛
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2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Pictet Asset Management Holding SA Trims Stock Position in Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pictet Asset Management cut its Cadence Design Systems stake by 18.3% in the first quarter, selling 279,759 shares and leaving it with 1,247,222 shares valued at about $346.6 million.
Insiders also sold stock: CEO Anirudh Dev
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Takeaways for Micron Stock
Revenue reached $41.46 billion in Q3 FY2026, a 346% increase year-over-year.
Gross margins expanded to 85% in Q3 FY2026, up from 45% in Q3 FY2025.
Operating income hit $33.32 billion in Q3 FY2026, with operating margins reaching 80%.
If you’ve been watching memory stocks and want to understand what Micron’s income statement reveals about the valuation gap, TIKR has
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
2 Nvidia-Owned Stocks Investors Should Buy Now
Will Healy, The Motley Fool
June 28, 2026 5 min read
NVDA
+0.37%
CRWV
+5.77%
INTC
+1.54%
NBIS
-1.21%
NOKIA.HE
-1.25%
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Trading disclosure
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock directly. Such is the case with Intel and Nebius, whose stocks have gained around 480% and 410%, respectively, over the last year.
Fortunately, these are not the only stocks in Nvidia's portfolio. Thanks to key
2026-06-28
www.trefis.com
2026-06-28
Trefis
NVIDIA Stock Near Crucial Support – Buy Signal?
June 28th, 2026 · by Trefis Team
NVDAYTD+4.6%
SPYYTD+9.5%
QQQYTD+16.1%
Analyze NVDA →
NVIDIA (NVDA) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($182.90 – $202.16), levels from which it has bounced meaningfully before. Since it first started trading, NVIDIA stock received buying interest at this level