Semiconductor News & Analysis Feed
303 articles
2026-06-14
www.barchart.com
2026-06-14
Barchart.com
Workplace with tablet pc showing latest news and a cup of coffee on a wooden work table by ra2 studio via Shutterstock
Shares of electronic design automation Cadence Design Systems (CDNS) found themselves back in the spotlight on June 8 after the company announced an expanded partnership with Intel (INTW) Foundry that could help shape the next generation of chip technology. The new multi-year col
2026-06-12
www.thestreet.com
2026-06-12
thestreet.com
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Wall Street Bullish on Nvidia (NVDA), Is It a Good Stock to Buy?
Talha Qureshi
Fri, June 12, 2026 at 6:08 AM PDT 2 min read
NVDA
-0.19%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Good Stocks to Invest in Now. Wall Street remains bullish on NVIDIA Corporation (NASDAQ:NVDA) despite around 3% decline over the past few days. The decline stems from inves
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Micron Technology (
MU
+11.48%
) and Intel (
INTC
+9.34%
) are popular with investors right now because the artificial intelligence (AI) boom represents a significant growth opportunity for both companies. The stocks have added 228% and 192%, respectively, this year. Yet, certain Wall Street analysts think Micron and Intel are wildly overvalued.
William Kerwin at Morningstar has given Micron a ta
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Susquehanna analyst Mehdi Hosseini recently slapped a $1,750 price target on Micron (NASDAQ:MU | MU Price Prediction). The stock is trading at below $900, which means the call implies the shares would have to roughly double from here. The number is conspicuous enough that we should treat it as a high-end outlier rather than a Street base case. The 3-month analyst consensus target sits at $939, whi
2026-06-11
news.google.com
2026-06-11
Yahoo Finance
2026-06-10
news.google.com
2026-06-10
CNBC
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-09
www.aol.com
2026-06-09
AOL.com
AI Juggernauts Nvidia, Palantir, Micron, and Broadcom Are Sending Shockwaves Through Wall Street With This Nearly $13 Billion Warning
SEAN WILLIAMS, THE MOTLEY FOOL
Tue, June 9, 2026 at 5:26 PM GMT+8
0
Key Points
AI is the largest addressable opportunity in decades, and it's sent shares of Nvidia, Palantir Technologies, Micron Technology, and Broadcom soaring over the trailing three years.
Insid
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
__fail__
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Investors have been waiting decades for the next technological leap forward to rival what the internet did for corporate America and Wall Street. With an estimated $15.7 trillion global addressable market by 2030, artificial intelligence (AI) has answered the call.
The foundational companies behind the rise of AI have seen their shares skyrocket. Since the start of 2023, Nvidia (
NVDA
+1.70%
), P
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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2026-06-08
www.insidermonkey.com
2026-06-08
Insider Monkey
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2026-06-08
www.insidermonkey.com
2026-06-08
Insider Monkey
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2026-06-06
www.cnbc.com
2026-06-06
CNBC
It’s been one of the wildest stock markets on record lately but you wouldn’t have known it looking at the Cboe Volatility Index
. Friday’s sell-off just made things a lot clearer.
The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100
, spurred one of the most successful ETF launches in history, and birthed dozens of ey
2026-06-06
www.cnbc.com
2026-06-06
CNBC
It’s been one of the wildest stock markets on record lately but you wouldn’t have known it looking at the Cboe Volatility Index
. Friday’s sell-off just made things a lot clearer.
The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100
, spurred one of the most successful ETF launches in history, and birthed dozens of ey
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
__fail__
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia (
NVDA
5.79%
) has been one of the best-performing stocks in the artificial intelligence (AI) era, which isn't surprising, as its chips have been instrumental in the training of large language models (LLMs) over the years.
An investment of $1,000 made in Nvidia stock three years ago is now worth more than $5,400. The good news for Nvidia investors is that its growth continues to accelerate
2026-06-06
www.msn.com
2026-06-06
MSN
Quick Read
SNPS trades 24% below its 52-week high while 42% revenue growth and an emerging agentic AI catalyst go largely unrecognized by Wall Street.
Ansys loaded $10B in debt onto SNPS and crushed GAAP net income 95%, but a forward P/E of 35 versus trailing 114 signals expected earnings normalization.
A September 30 Investor Day, an $11.4B backlog, and 17 of 25 analysts rating SNPS a Buy make th
2026-06-06
www.aol.com
2026-06-06
AOL.com
This AI Chip Design Stock Is 24% Below Its High While Revenue Grew 42%. Wall Street Is Focused on the Wrong Number
ALEX SIROIS
Sat, June 6, 2026 at 12:35 AM GMT+8
0
Pure Storage
Quick Read
SNPS trades 24% below its 52-week high while 42% revenue growth and an emerging agentic AI catalyst go largely unrecognized by Wall Street.
Ansys loaded $10B in debt onto SNPS and crushed GAAP net income 95%,