Semiconductor News & Analysis Feed
5312 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
Joel South
Mon, June 22, 2026 at 9:47 AM PDT 4 min read
AMZN
+0.57%
NVDA
-4.13%
AMD
-5.76%
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Tepper nearly doubled his Amazon stake to 15% of his portfolio, betting on AWS's 28% YoY revenue growth, which represented its fastest pace in 15 quarters.
Tepper cut NVIDIA by 13
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and the math of the rebalance is what
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
Intel (NASDAQ: INTC | INTC Price Prediction) and Qualcomm (NASDAQ: QCOM) both just delivered earnings that tell very different stories about how to win in AI silicon. Intel posted a sixth straight revenue beat while absorbing a $4.07 billion Mobileye charge. Qualcomm landed its fourth consecutive EPS beat with handset weakness offset by record auto.
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Foundry Momentum Carries Intel. Car
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Intel vs Qualcomm: Which AI Stock Is The Better Buy
Vandita Jadeja
Mon, June 22, 2026 at 9:38 AM PDT 4 min read
QCOM
-8.01%
INTC
-6.14%
NVDA
-4.13%
MBLY
-4.80%
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Intel's sixth straight revenue beat featured 22% Data Center and AI growth, while Qualcomm's record $1.3 billion auto quarter offset a 13% handset decline.
Intel pours capital into
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Stock Jumps 5% on Anthropic AI Deal Ahead of Earnings
Lockridge Okoth
Mon, June 22, 2026 at 9:19 AM PDT 3 min read
MU
-13.18%
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Micron Technology (MU) shares climbed nearly 5% on Monday after the memory maker unveiled a strategic deal with Anthropic covering chip design, long-term supply, and an equity investment in the AI lab.
The announcement landed
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Can Micron Technology Stock Turn a $10,000 Investment Into $1 Million?
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 8:50 AM PDT 3 min read
MU
-13.18%
NVDA
-4.13%
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In just the past 12 months, Micron Technology (NASDAQ: MU) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosiv
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
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2026-06-22
news.google.com
2026-06-22
The Motley Fool
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Why Micron Stock Keeps Going Up
Rich Smith, The Motley Fool
Mon, June 22, 2026 at 8:41 AM PDT 3 min read
MU
-13.77%
NVDA
-3.82%
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Micron (NASDAQ: MU) stock extended its three-day winning streak on Monday, rising 4.5% through 10:40 a.m. ET on a raft of good news for the computer memory stock.
This morning, Micron announced it has signed a "strategic" de
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
What Will Be Nvidia’s Stock Price in 2029?
Vandita Jadeja
Mon, June 22, 2026 at 8:41 AM PDT 4 min read
NVDA
-4.13%
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NVDA delivers 92% Data Center revenue growth and a 10-year return of 17,969%, yet shares trade 27% below their 52-week high.
Reaching $400 by 2029 requires EPS to double and a 50x multiple, contingent on hyperscaler capex stayin
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of what CEO Jensen Huang calls “the buildout of AI factories, the largest infrastructure expansion in human history.”
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Data Center revenue hit $75.25 billion in Q1 FY27, up 92% year over year. Yet shares are up just 13.11% year to date and trading at $210.69. Can NVIDIA reach $400 per share by 2029? The path exists, but i
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
In just the past 12 months, Micron Technology (
MU
13.08%
) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosive growth that has captivated investors. Entering trading this week, its valuation was approaching $1.3 trillion, making it one of the most valuable companies in the world.
The tech stock has already made many investors ric
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Prediction: Micron Stock Will Reach $1,200 on This Date
Vandita Jadeja
Mon, June 22, 2026 at 8:35 AM PDT 4 min read
MU
-13.18%
NVDA
-4.13%
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MU has surged 833% in one year, but our 90%-confidence SELL target of $750 implies a sharp reversal ahead.
Q3 EPS guidance of $19.15 collapses Micron's forward P/E to just 11x, giving bulls a credible m
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Micron Technology (NASDAQ:MU | MU Price Prediction) has gone vertical in 2026, and the question on every shareholder’s mind is whether $1,200 is the next obvious stop. Our proprietary model says the path there is real but narrow, and it has a specific date attached.
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The 24/7 Wall St. price target for Micron in our bull case scenario peaks at $1,218.95 on January 21, 2027. That is the
2026-06-22
eciks.org
2026-06-22
eciks.org
Micron stock surges ahead of earnings, up 800% in 12 months
Published on 22 June 2026 at 10:50 am •
Written by Chris Martin
• ★★★★★ • Reading duration : 2 minutes · read 260 times
© Micron stock surges ahead of earnings, up 800% in 12 months
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Micron Technology stock surged 800% in the past 12 months, driven by unprecedented demand for memory chips in artificial-intelligence syste
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal
Ines Ferré · Senior Business Reporter
Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read
MU
-12.76%
ANTH.PVT
SNDK
-13.71%
WDC
-8.73%
000660.KS
-12.47%
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What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
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2026-06-22
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AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
4 min read
NVTS
−9.70%
AAOI
−13.89%
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artificial intelli
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
Maharathi Basu
Mon, June 22, 2026 at 7:45 AM PDT 5 min read
NVTS
-9.70%
AAOI
-13.89%
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Trading disclosure
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi