Semiconductor News & Analysis Feed
182 articles
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
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
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
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2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-26
tradersunion.com
2026-06-26
Traders Union
Texas Instruments (TXN) stock is trading at $312.98, reflecting a daily gain of 3.25%. The price is positioned above its key moving averages, highlighting notable strength relative to recent trend levels.
Guyasuta Investment Advisors Inc. has reduced its holdings in Texas Instruments by 19.9% during the first quarter, which may indicate portfolio rebalancing or a changed view on TXN, according to
2026-06-25
www.investing.com
2026-06-25
Investing.com
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Chipmaker Nvidia (
NVDA
0.93%
) stands at the center of the artificial intelligence (AI) infrastructure supercycle. The world's most valuable company supplies essential hardware and software that enables the training, inference, and scaling of ever more sophisticated AI models.
Insatiable demand for the company's Blackwell GPU architecture, record capital spending by the hyperscalers, and the deb
2026-06-24
www.aol.com
2026-06-24
AOL.com
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
VANDITA JADEJA
Wed, June 24, 2026 at 10:59 PM GMT+8
0
wellesenterprises / iStock Editorial via Getty Images
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus IoT gr
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Vandita Jadeja
Wed, June 24, 2026 at 7:59 AM PDT 4 min read
QCOM
-4.82%
Trade QCOM on Coinbase
Trading disclosure
Quick Read
QCOM dropped 8% ahead of Investor Day, but our 12-month price target of $278 signals 36% upside with high conviction.
Automotive revenue hit a record $1.33 billion (+38% YoY) and combined Automotive plus
2026-06-24
www.weex.com
2026-06-24
WEEX
Qualcomm (NASDAQ: QCOM) has done something unusual in 2026: it has rallied past where most of Wall Street thinks it should trade. As of June 23, 2026, QCOM changed hands near $222, yet the consensus 12-month price target sits around $184 — meaning the stock is priced above the average analyst forecast. That inversion is the whole story. QCOM is no longer a sleepy handset-and-royalty name trading a
2026-06-24
www.weex.com
2026-06-24
WEEX
SK Hynix has become the purest large-cap bet on AI memory, and the question most investors are now asking is simple: where does the stock go from here? As of June 23, 2026, SK Hynix (KRX: 000660) traded around ₩2,555,000, down roughly 12% in a single session after reports that Nvidia may trim Rubin output and that SK Hynix is slowing HBM4 capacity expansion. That whiplash is the whole story in min
2026-06-24
www.thestreet.com
2026-06-24
thestreet.com
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2026-06-23
www.tikr.com
2026-06-23
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock: 7%
$MU Share Price as of Jun. 22: $1211
52-Week High: $1214
$MU Stock Price Target: $992
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock is leading the memory sector higher today after two prominent Wall St
2026-06-23
stockinvest.us
2026-06-23
StockInvest.us
stockinvest.us
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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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%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
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
news.google.com
2026-06-22
WEEX
2026-06-22
www.investing.com
2026-06-22
Investing.com
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2026-06-22
www.investing.com
2026-06-22
Investing.com
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