Semiconductor News & Analysis Feed
226 articles
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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NVIDIA Gets the Headlines, But Micron Could Offer More Upside
NVIDIA Gets the Headlines, But Micron Could Offer More Upside
3 min read
NVDA
−2.22%
MU
−3.10%
NVIDIA Corporation NVDA has remained at the center of Wall Street attention in recent sessions as investors continue to track developments in the artificial intelligence (AI) boom. Much of the focus has been on the company’s CE
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
NVIDIA Gets the Headlines, But Micron Could Offer More Upside
Abhinab Dasgupta
Wed, June 10, 2026 at 5:45 AM PDT 4 min read
NVDA
-3.73%
MU
-4.70%
000660.KS
-2.98%
STM
-3.52%
SKM
-8.25%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation NVDA has remained at the center of Wall Street attention in recent sessions as investors continue to track developments in the artificial intelligenc
2026-06-10
www.zacks.com
2026-06-10
Zacks Investment Research
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2026-06-10
www.trefis.com
2026-06-10
Trefis
NVIDIA or GLOBALFOUNDRIES: Which Stock Has More Upside?
June 10th, 2026 by Trefis Team
GFS
GLOBALFOUNDRIES
GLOBALFOUNDRIES fell -11% 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 offers superi
2026-06-10
news.google.com
2026-06-10
InvestorPlace
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.
Amit Singh
Tue, June 9, 2026 at 11:25 AM PDT 3 min read
NVDA
-3.73%
AMD
-4.86%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) stock is undervalued despite the company leading the artificial intelligence (AI) hardware boom with its GPUs. While NVDA st
2026-06-09
www.cnbc.com
2026-06-09
CNBC
In the increasingly competitive AI chip market, there's another startup in production that claims an advantage over Nvidia, the world's most valuable company.
D-Matrix, located three miles away from Nvidia's Silicon Valley headquarters, says its chips can run inference workloads 10 times faster and using five times less energy than a standalone graphics processing unit from the market leader — as
2026-06-09
nebius.com
2026-06-09
Nebius
London, June 9, 2026 — Nebius, the AI cloud company, today announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA’s physical AI development tools and Nebius’s AI cloud infrastructure.
Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on th
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Micron (
MU
+10.15%
) is riding massive AI memory demand, but its Virginia expansion adds a new layer to the story. The company could benefit from high-bandwidth memory growth and long-lifecycle chip demand, yet investors still have to weigh valuation, execution risk, and the danger of overbuilding into a cyclical market.
*Stock prices used were the market prices of June 2, 2026. The video was pu
2026-06-08
www.upi.com
2026-06-08
upi.com
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2026-06-08
eetimes.com
2026-06-08
Spain is emerging as a more influential player in Europe’s next chip debate—through design startups, photonics, quantum technologies, and a growing talent base.
2026-06-07
www.moomoo.com
2026-06-07
Moomoo
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.foreignpolicyjournal.com
2026-06-07
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence era, with its graphics processors powering everything from large language models to cloud-scale data centers worldwide.
The chip giant’s most recent quarterly results underscored just how dominant its position has become, with record revenue of $81.6 billion, up 85% from a year earlier.
Border funding clears Senat
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-05
www.phoronix.com
2026-06-05
Phoronix
More SpacemiT K3 & K1 Support Landing In Upstream Linux 7.2
Written by Michael Larabel in RISC-V on 5 June 2026 at 08:16 AM EDT. 1 Comment
In addition to Apple M3 Device Trees for Linux 7.2, the SpacemiT RISC-V SoCs are seeing some notable Device Tree improvements with this next version of the Linux kernel.
The exciting SpacemiT K3 RVA23 RISC-V SoC is now seeing USB 2.0 support working on the mai
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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