Semiconductor News & Analysis Feed
427 articles
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
The turnaround in Intel's foundry business appears to be working, including a reported chipmaking agreement with Apple.
Taiwan Semiconductor still produces more than 90% of the world's most advanced chips.
Demand for leading-edge manufacturing capacity is running well ahead of supply.
10 stocks we like better than Intel ›
Intel(NASDAQ: INTC) is having a moment. The stock spiked to
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Nvidia’s CEO claims Marvell can become a trillion-dollar company.
Its growth is accelerating as more companies upgrade their data center infrastructure.
10 stocks we like better than Marvell Technology ›
In early June, Nvidia(NASDAQ: NVDA) CEO Jensen Huang predicted that Marvell Technology(NASDAQ: MRVL), which has a market cap of $272 billion, would become the "next trillion-dollar
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
SpaceX and Nvidia have both seen their stock prices soar -- but over different periods of time.
SpaceX recently completed the world’s biggest IPO.
10 stocks we like better than Space Exploration Technologies ›
Space Exploration Technologies(NASDAQ: SPCX), better known as SpaceX, and Nvidia (NASDAQ: NVDA) have a few things in common. They operate in the area of artificial intelligenc
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia makes the computer chips that power artificial intelligence.
The chipmaker is doing well right now, but competition is fierce, and technology is changing rapidly.
This healthcare company is an industry leader, and every new product it sells comes with an annuity-like income stream.
10 stocks we like better than Intuitive Surgical ›
Nvidia(NASDAQ: NVDA) is at the forefront of
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory specialist has been a key beneficiary of hyperscalers' insatiable demand for high-bandwidth memory and DRAM solutions.
While history suggests Micron stock could be due for a pullback, AI-driven tailwinds could refute the old narrative of memory stocks.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(NASDAQ: MU) have rocketed past $1,000, prop
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Micron(NASDAQ: MU) is scheduled to report quarterly financial results with significant implications for stock market investors.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
*Stock prices used were the afternoon prices of June 18, 2026. The video was published on June 20, 2
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Micron(NASDAQ: MU) is scheduled to report quarterly financial results with significant implications for stock market investors.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »
*Stock prices used were the afternoon prices of June 18, 2026. The video was published on June 20, 2
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory shortage that's driving stunning growth in Micron's revenue and earnings won't be easing any time soon.
Analysts are becoming bullish about its earnings growth prospects.
The chipmaker's ability to sustain solid long-term earnings growth and its valuation suggest it will continue to skyrocket.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory shortage that's driving stunning growth in Micron's revenue and earnings won't be easing any time soon.
Analysts are becoming bullish about its earnings growth prospects.
The chipmaker's ability to sustain solid long-term earnings growth and its valuation suggest it will continue to skyrocket.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The memory shortage that's driving stunning growth in Micron's revenue and earnings won't be easing any time soon.
Analysts are becoming bullish about its earnings growth prospects.
The chipmaker's ability to sustain solid long-term earnings growth and its valuation suggest it will continue to skyrocket.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology(
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is a market cap-weighted portfolio of the largest U.S.-listed chip stocks.
SMH's biggest competitors use selection strategies that give more emphasis to the sector's smaller companies.
As long as the megacap names are leading, SMH remains the better way to invest in the semiconductor sector.
10 stocks we like better than VanEck ETF Trust - VanEck S