Semiconductor News & Analysis Feed
67 articles
2026-06-15
news.google.com
2026-06-15
TradingView
2026-06-15
www.schaeffersresearch.com
2026-06-15
Schaeffer's Investment Research
Micron Technology Inc (NASDAQ:MU) is up 9.5% to trade at $1,075.51, enjoying broader tech tailwinds amid several analyst price-target hikes. TD Cowen raised its target to $1,500 from $660, RBC Capital Markets lifted its target to $1,200 from $525, and Aletheia Capital set a Street-high $1,600 target, citing strong AI demand. Investors are also looking ahead to the company's fiscal third-quarter ea
2026-06-15
www.msn.com
2026-06-15
MSN
Micron Technology stock was rising sharply early Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips.
Micron shares were up 8.1% at $1,060.99 in the premarket with markets cheered by the prospect of a U.S.-Iran peace deal.
Shares are volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forw
2026-06-15
www.barrons.com
2026-06-15
Barron's
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2026-06-12
www.tikr.com
2026-06-12
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $548.71
TIKR Mid-Case Target: ~$533
TIKR High-Case Target: ~$928 | Total Return: ~87% | IRR: ~8%/year
Street Mean Target: ~$513
Earnings Reaction: -0.89% (reported 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, Inc. (AMAT) gain
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-11
stockstotrade.com
2026-06-11
StocksToTrade
Intel Corporation stocks have been trading up by 11.15 percent following upbeat chip demand forecasts and strong AI data-center momentum.
Key Takeaways Traders Need To Know
Shares ripped 10–12% after reports that Alphabet/Google and Nvidia tapped Intel as a backup manufacturer for advanced processors amid TSMC capacity constraints.
Wells Fargo lifted its INTC price target to $110 from $85, pointi
2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-05
www.timothysykes.com
2026-06-05
timothysykes.com
Rigetti Computing Inc. stocks have been trading up by 3.47 percent after upbeat coverage of its quantum computing progress.
Live Update At 14:33:04 EDT: On Thursday, June 04, 2026 Rigetti Computing Inc. stock [NASDAQ: RGTI] is trending up by 3.47%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
RGTI has been trading like a rollercoas
2026-06-04
focustaiwan.tw
2026-06-04
Focus Taiwan
Taipei, June 4 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) Chairman and CEO C.C. Wei (魏哲家) said Thursday the chipmaker delivered a record year in 2025, with its stock more than doubling and cash dividends growing over 30 percent, while expressing confidence that booming demand for artificial intelligence will sustain growth in the years ahead.
Speaking at TSMC's annual shareholders' meeti
2026-06-04
www.barrons.com
2026-06-04
Barron's
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2026-06-02
news.google.com
2026-06-02
Barron's
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) shares have climbed approximately 35.5% in the month since the company’s last earnings report, outpacing the S&P 500 over the same period.
The strong share price performance follows a second-quarter fiscal 2026 earnings report that delivered a mixed but broadly resilient set of results across Qualcomm’s key business segments.
Turkish police use tear gas to break into CHP
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Shares of Micron Technology (
MU
+19.54%
) climbed to record highs on Tuesday, following bullish analyst remarks.
Image source: The Motley Fool.
AI needs enormous amounts of memory
The booming demand for artificial intelligence (AI)-powered applications has created a shortage of ultra-fast memory chips required to process the massive amounts of data needed for AI model training and inference.
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.chosun.com
2026-05-27
조선일보
By Kwak Chang-yeol
Published 2026.05.27. 09:29
Updated 2026.05.27. 10:19
On May 27, 2026, the KOSPI, which breaks through 8,400 for the first time during trading, is displayed on the status board at Hana Bank's dealing room in Jung-gu, Seoul. On this day, the KOSPI starts at 8,242.12, up 194.61 points (2.42%) from the previous day. /News1
The KOSPI surged over 4% immediately after opening on the
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 38 minutes ago
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Updated 32 minutes ago
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Shares
2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 23 minutes ago
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Bloomberg / Getty Images
Shares of Micron $MU +14.28% Tec