Semiconductor News & Analysis Feed
5303 articles
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
There’s Another New Reason to Get Bullish on Nvidia Stock
Ian Cooper
June 27, 2026 3 min read
NVDA
+0.37%
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Nvidia (NVDA), the game-changing backbone of the artificial intelligence boom, is now betting that the next major wave of AI will exist in the Physical AI world by walking, moving, lifting boxes, operating machinery, and working with humans.
www.ba
2026-06-27
sg.finance.yahoo.com
2026-06-27
Yahoo Finance Singapore
Bank of America resets Micron stock price target after earnings
Vuk Zdinjak
27 June 2026 4 min read
BAC
+1.99%
MU
+0.94%
^GSPC
+0.72%
INTC
+1.54%
Micron (MU) stock closed the June 25 trading session up 15.81% at $1,213.56. The stock soared following the release of the third-quarter (Q3) fiscal year 2026 (FY26) earnings report on June 24.
The stock is up 313.14% year-to-date, at the time of writi
2026-06-27
www.insidermonkey.com
2026-06-27
Insider Monkey
HEDGE FUNDS
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NEWS
10 Best Semiconductor Stocks to Buy According to Billionaires
Published on June 27, 2026 at 9:21 am by FATIMA GULZAR in Hedge Funds, News
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In this article, we will discuss: 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC’s Squawk on the Street that limited memor
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Technology (MU) Stock Faces Narratives Test As Net Margin Hits 55.9% In Q3
June 27, 2026
Simply Wall St
Micron Technology (MU) has reported very large numbers in its latest Q3 2026 report, with revenue at about US$41.5 billion, basic EPS of US$25.04, and net income of roughly US$28.2 billion. Trailing 12‑month figures show revenue of about US$90.3 b
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The chip industry is splitting between traditional giants and niche disruptors. Choosing between Intel (
INTC
5.61%
) and Navitas Semiconductor (
NVTS
12.52%
) depends on whether you prefer turnaround potential or specialty growth.
Intel is a legacy titan reinventing itself as a foundry, while Navitas focuses on next-generation power materials like gallium nitride. Investors compare them to decid
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia Owns This Under-the-Radar $20 Stock Poised to Disrupt a $1.8 Trillion Market
James Brumley, The Motley Fool
Sat, June 27, 2026 at 4:43 AM PDT 5 min read
NVDA
-1.39%
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You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, th
2026-06-27
www.thestreet.com
2026-06-27
thestreet.com
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2026-06-27
www.fool.com
2026-06-27
The Motley Fool
You've almost certainly heard the term "smart money," usually in reference to Wall Street's most proven investment managers. This label isn't necessarily limited to money managers, though. Any organization that picks stocks can be "smart" for any number of reasons, including its sheer expertise on a particular topic or industry.
Enter Nvidia (
NVDA
1.39%
). It's clearly a leading expert on artifi
2026-06-27
www.twelfthmagpie.com
2026-06-27
twelfthmagpie.com
Home » Investing Articles » What Micron’s blowout results tell investors about the stock market
WHAT MICRON’S BLOWOUT RESULTS TELL INVESTORS ABOUT THE STOCK MARKET
The stock market seems to have breathed a sigh of relief after Micron’s results this week. But investors aren’t out of the woods yet.
Posted by
Stephen Wright
❯
Published 27 June, 8:16 am BST
MU
Image source: Getty Images
You’re rea
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The beating heart of the artificial intelligence (AI) boom is, without a doubt, Nvidia (
NVDA
1.39%
). The chipmaker's graphics processing units (GPUs) -- the specialized chips that do the heavy math behind AI -- power the data centers that train and run ChatGPT, Claude, and the vast majority of AI models.
It's no surprise, then, that Nvidia has managed a multiyear win streak nearly unmatched in
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Software/NasdaqGS:MSFT
NVIDIA Stock Leads 3 High ROE Picks Backed By Strong Balance Sheets
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Global inflation, shifting central bank policies and uneven consumer trends are pushing many investors to focus on quality first. In this setting, stocks with high return on equity, resilient past performance and solid ba
2026-06-27
www.chosun.com
2026-06-27
조선일보
By Yoo Jane
Published 2026.06.27. 10:23
Updated 2026.06.29. 09:21
On the 26th in the afternoon, the closing price and SK Hynix stock price are displayed in the dealing room of Hana Bank's main branch in Jung-gu, Seoul. /News1
The KOSPI has emerged as a key variable in global stock markets, including the U.S. and Japan. Amid an AI investment boom, Samsung Electronics and SK Hynix have solidified
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Just Nearly Doubled Its Most Important Growth Target, Confirming Its Place as a Key AI Stock
Daniel Sparks, The Motley Fool
June 26, 2026 5 min read
QCOM
-3.12%
NVDA
-1.39%
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Qualcomm (NASDAQ: QCOM) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest c
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Qualcomm (
QCOM
3.04%
) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest case yet. The company nearly doubled its target for non-handset revenue in fiscal 2029, raising the goal to about $40 billion from $22 billion. And for the first time, it put hard numbers behind its data center ambitions, calling
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Micron delivered one of the best quarters of performance I have seen in my many years covering the stock market.
Micron (
MU
5.68%
) reported revenue and profits that beat expectations.
*Stock prices used were the afternoon prices of June 24, 2026. The video was published on June 26, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,0
2026-06-27
simplywall.st
2026-06-27
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK hynix (KOSE:A000660) Stock After 19% Monthly Jump Is There Still Upside
June 27, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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How SK hynix's Recent Run Shapes the Valuation Question
For investors trying to work out whether SK hynix still offers value after its strong share price run, the key question is how the current p
2026-06-27
www.barchart.com
2026-06-27
Barchart.com
3d illustration inflation and deflation graph by Deepadesigns via Shutterstock
AI is no longer just changing technology; it is changing the how we invest, too.
Over the past year, investors have continued to reward companies connected to artificial intelligence, especially those helping build the systems behind it. For income investors seeking AI-related growth, the question is not only which co
2026-06-27
www.barchart.com
2026-06-27
Barchart.com
Semiconductor by Gorodenkoff via Shutterstock
ON Semiconductor (ON) cratered on June 26 after the company signed a definitive agreement to buy San Jose-headquartered edge-AI and connectivity specialist Synaptics (SYNA).
The announcement of this all-stock transaction shaved billions off ON’s market cap and pushed it decisively below its 20-day and 50-day moving averages (MAs), indicating shiftin
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
The $7 Billion Reason ON Semiconductor Stock Is Down Today
Wajeeh Khan
June 26, 2026 2 min read
ON
-3.60%
SYNA
-5.65%
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Trading disclosure
ON Semiconductor (ON) cratered on June 26 after the company signed a definitive agreement to buy San Jose-headquartered edge-AI and connectivity specialist Synaptics (SYNA).
The announcement of this all-stock transaction shaved billi