Semiconductor News & Analysis Feed
225 articles
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
FUNDING & BUSINESS
nvidia alumni
venture network
ai infrastructure
startup investing
Ex-Nvidia Leaders Form EverGreen to Back AI Startups
3 sources
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June 21, 2026
6.2
Relevance Score
Photo: i.insider.com · rights & takedowns
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EverGreen, a global network of NVIDIA alumni formally launched in March 2026, received broader attention after Business Insider profiled the effort in Jun
2026-06-21
investorplace.com
2026-06-21
InvestorPlace
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?
1d ago · By sdesimoni and Thomas Yeung
Source: shutterstock.com/ex_artist
Listen to the audio version of this article (generated by AI).
Tom Yeung here.
Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, sma
2026-06-20
ca.finance.yahoo.com
2026-06-20
Yahoo! Finance Canada
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 p.m. PDT 3 min read
MU
+6.82%
SNDK
+4.07%
NVDA
-0.97%
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation NVDA over the past year. The company recent
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 PM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
SNDK
+4.07%
Explore stocks on Coinbase
Trading disclosure
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation
2026-06-20
www.zacks.com
2026-06-20
Zacks Investment Research
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2026-06-19
www.hpcwire.com
2026-06-19
HPCwire
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2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?
The primary thesis is that NVIDIA is the sole-source enabler of the AI industrial revolution. The adoption of its next-generation 'Blackwell' and 'Rubin' platform
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
news.google.com
2026-06-18
simplywall.st
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
www.tradingview.com
2026-06-18
TradingView
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Zacks
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Micron & Another AI Memory Stock to Buy Now for Big Upside
Micron & Another AI Memory Stock to Buy Now for Big Upside
2 min read
MU
+2.20%
STX
+3.37%
For quite some time, Micron Technology MU and Seagate Technology Holdings plc STX have been benefiting from the artificial intelligence (AI) boom, as rising data needs fuel demand for memory and storage solutions.
Both stocks have de
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
ASML Holding N.V. (ASML) is up 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can expand EUV tool output more than previously modeled, improving the company’s medium-term revenue and margin runway. That theme has been reinforced by a wave of higher sell-side price targets and by ASML’s own strong 2026
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
Shares hard to believe that shares of memory darling Micron (NASDAQ:MU | MU Price Prediction) still have any gas left in the tank after an explosive run that saw a 223% gain year to date or 590% in the last two years. It’s been a parabolic rise, but the terrain has gotten a little bit rougher since June began. When it comes to buying the dip, it’s harder to do when such a dip of 5-10% is barely vi
2026-06-17
www.tradingview.com
2026-06-17
TradingView
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TradingView
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ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
ASML Holding N.V. - New York Registry Shares Stock 12‑Month Price Target Raised to $1853.04, Implies 3% Upside
Less than 1 min read
ASML
+3.68%
According to estimates from 11 analysts, ASML Holding N.V. - New York Registry Shares stock's average price target has risen
2026-06-17
www.tradingview.com
2026-06-17
TradingView
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GuruFocus
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Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Less than 1 min read
MU
−6.18%
Micron Technology
MU
looked set to extend its run after another record close and a fresh wave of Wall Street optimism around memory-chip demand tied to artificial intelligence.
Shares were closed on Monday at $1,087.99, a new hi
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
You Missed Micron’s 811% Run — but There’s Still 40% More Upside, According to Wall Street
Rich Duprey
Tue, June 16, 2026 at 8:56 AM PDT 4 min read
MU
-6.18%
NVDA
-2.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Micron's 811% run doesn't signal the end, as TD Cowen, Cantor Fitzgerald, and Susquehanna all see significant upside remaining, with price targets ranging from $1,500 to $1
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Video Muted
The AI boom has created a small group of companies that sit at the center of an enormous spending wave. Most investors immediately think of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) when they hear that story. Yet memory chips have quietly become just as critical to AI infrastructure as GPUs.
Every AI server requires massive amounts of DRAM and high-bandwidth memory (HBM), and sup
2026-06-16
news.google.com
2026-06-16
Stock Titan
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know · Zacks
Zacks Equity Research
Mon, June 15, 2026 at 2:50 PM PDT 3 min read
CDNS
-1.69%
Trade CDNS on Coinbase
Trading disclosure
In the latest trading session, Cadence Design Systems (CDNS) closed at $394.45, marking a +2.47% m