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2026-06-16
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2026-06-16
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Tower Semiconductor shares jump on IQE supply deal
Published: 12:59 15 Jun 2026 EDT
Tower Semiconductor (NASDAQ:TSEM) shares surged nearly 9% after the company signed a multi-year indium phosphide epiwafer supply agreement with IQE, targeting the fast-growing AI data center optical connecti
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
Mixture-of-experts (MoE) models have quickly become a foundational component of modern, large-scale AI systems. They are widely adopted because they enable substantially larger model capacity while activating only a subset of parameters for each token, offering an unparalleled approach for scaling performance within a practical compute budget. As model scales continue to grow, the optimization of
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
Joey Frenette
Mon, June 15, 2026 at 9:12 AM PDT 4 min read
META
+5.30%
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Quick Read
Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties.
Zuckerberg's wartime AI approach and MTIA's six-month in
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since how much money is flowing into Nvidia’s pockets for its GPUs. With a likely
2026-06-16
eetimes.com
2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.
2026-06-16
www.houstonchronicle.com
2026-06-16
Houston Chronicle
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2026-06-16
chargedevs.com
2026-06-16
Charged EVs
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Idaho Business Review
2026-06-15
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2026-06-15
The Information
2026-06-15
www.theinformation.com
2026-06-15
The Information
Amazon’s Jassy Raised Concerns About Anthropic Model Before Trump Crackdown
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2026-06-15
www.tikr.com
2026-06-15
TIKR.com
Key Stats for ASML Stock
Price change for ASML stock in last month: 24%
$ASML Share Price as of Jun. 12: $1,864
52-Week High: $1,904
$ASML Stock Price Target: $1,708
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
ASML (ASML) stock is drawing fresh attention after Elon Musk addressed the company’s annual technolog
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.tomshardware.com
2026-06-15
Tom's Hardware
Tech Industry
China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
News
By Luke James published 37 minutes ago
Two suppliers building Nvidia's 800V AI-rack power chips now block each other from key markets.
(Image credit: Getty / Pla2na)
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2026-06-15
tomshardware.com
2026-06-15
Luke James
China's Supreme People's Court on Friday upheld an injunction prohibiting Infineon from selling disputed GaN products in mainland China.
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.gurufocus.com
2026-06-15
GuruFocus
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
ON Semiconductor Shares Climb After Citi Highlights Potential Upside Ahead of Analyst Day (ON)
Fiona Craig
Mon, June 15, 2026 at 7:10 AM PDT 2 min read
ON
+4.41%
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ON Semiconductor (NASDAQ:ON) shares gained 5% on Monday after Citi raised its price target on the chipmaker and placed the stock on its Upside
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
Earnings Anticipation Rises: Social media chatter centers on the upcoming fiscal third-quarter results due June 24, with many noting expectations for robust earnings growth tied to high-bandwidth memory demand from AI applications. Analysts' price targets remain elevated despite recent volatility.
Momentum and Overbought Signals: Observers point to the stock's extended upward trend and record RSI