Semiconductor News & Analysis Feed
5303 articles
2026-06-28
www.trefis.com
2026-06-28
Trefis
The Real Downturn Risk In ON Semiconductor Stock
June 28th, 2026 by Trefis Team
ON
ON Semiconductor
Its history in market shocks reveals a pattern of steep falls. The question is whether you can stomach the ride.
ON Semiconductor (ON) stock fell 23.7% in a single session on June 26, 2026, a sharp reminder of its volatility. The company makes essential semiconductors for the automotive and indust
2026-06-28
www.fxleaders.com
2026-06-28
FXLeaders
Micron Technology (MU) is experiencing an historic run, driven by massive demand for its high-bandwidth memory (HBM) chips in AI infrastructure.
The primary reason for the aggressive rally is extreme optimism ahead of Micron’s Fiscal Q3 Earnings Release on Wednesday, June 24, 2026, after the market closes. Consensus estimates project a massive jump to an EPS of around $19.72 on revenue of $34.52
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Applied Materials (AMAT) – Among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks
Published on June 28, 2026 at 12:10 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 26, Wells Fargo raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $740 from $715. It reiter
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
simplywall.st
2026-06-28
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix Stock In Focus As Memory Shortage Lifts Chip Makers
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
The global memory shortage is reshaping the semiconductor sector, lifting some stocks tied to memory chip supply while putting intense pressure on electronics brands that rely on those components. As Apple and Microsoft raise device prices t
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Published on June 27, 2026 at 3:32 pm by JEFF LEWIS in News
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Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company’
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Jeff Lewis
27 June 2026 2 min read
MU
+0.94%
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating after the company's Q3 earnings beat. DA Dav
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron (MU): The Best AI Stock That Will Make You Rich in 10 Years
Jeff Lewis
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc. (NASDAQ:MU) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years.
On June 25, 2026, DA Davidson raised its price target on Micron Technology, Inc. (NASDAQ:MU) to $2,000 from $1,500 and kept a Buy rating aft
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Where Will Nvidia Stock Be in 2030?
Daniel Sparks, The Motley Fool
June 27, 2026 5 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholders has been enormous. But lately a new worry has surfaced: What if AI spending is near its peak? That question has pushed
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia (
NVDA
+0.38%
) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholders has been enormous. But lately a new worry has surfaced: What if AI spending is near its peak? That question has pushed the stock down about 18% from its mid-May high as of this writing, even as Nvidia's business keeps accelerating.
Given this backdrop, it's a good
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
On Semiconductor (ON) Stock After 25% Weekly Drop Is The Valuation Now Attractive
Bailey Pemberton
June 27, 2026 6 min read
ON
+3.80%
Trade ON on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
If you are trying to work out whether ON Semiconduct
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Dear Future SK Hynix Stock Investors, Mark Your Calendars for July 10
Aditya Raghunath
June 27, 2026 4 min read
000660.KS
-3.38%
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the S
2026-06-28
www.barchart.com
2026-06-28
Barchart.com
AI Infrastructure by FOTOGRIN via Shutterstock
If you have been watching the artificial intelligence trade closely, you already know that memory chips have become one of the most critical bottlenecks in the entire AI supply chain. And no company sits closer to the center of that bottleneck than SK Hynix.
Now, the South Korean chip giant is making a move that could change everything for U.S.-base
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Bank of America Just Gave Applied Materials Stock a New Street-High Price Target
Aanchal Sugandh
June 27, 2026 5 min read
BAC
+1.99%
AMAT
-1.70%
Explore stocks on Coinbase
Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) has found itself in Wall Street's sweet spot after Bank of America Corporation turned even more bullish on the semi
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Technology (MU): 10 Best Future Stocks to Buy and Hold for 10 Years
Maham Fatima
June 27, 2026 2 min read
MU
+0.94%
Trade MU on Coinbase
Trading disclosure
Micron Technology Inc. (NASDAQ:MU) is one of the best future stocks to buy and hold for 10 years. On June 25, Micron reported record financial results for its FQ3 2026, reaching $41.46 billion in revenue and $28.24 billion in GAAP net i
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Is NVIDIA Corporation (NVDA) One of the Best Brain-Computer Interface Stocks to Buy?
Fatima Gulzar
June 27, 2026 2 min read
NVDA
+0.37%
KLSH.PVT
SMH
+2.03%
MU
+0.94%
SNDK
-0.03%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is among the Best Brain-Computer Interface Stocks.
On June 22, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) shares have underperforme