Semiconductor News & Analysis Feed
308 articles
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
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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%,
2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
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2026-06-05
www.xtb.com
2026-06-05
XTB.com
Nasdaq 100 (US100) and S&P 500 (US500) futures are down 1.3% and 0.6%, respectively, while Dow Jones Industrial Average (US30) futures are showing greater resilience, slipping just 0.2%. Non-tech sectors are outperforming as investors rotate away from AI and semiconductor-related names.
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2026-06-05
www.xtb.com
2026-06-05
XTB.com
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2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.chartmill.com
2026-06-05
ChartMill
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Micron Technology (NASDAQ:MU) Rises as Affordable Growth Strategy Gains Momentum on Wall Street
By Mill Chart – Last update: Jun 5, 2026
Quotes Stocks Mentioned
Article Mentions:
MU
(936.40 ▼ -5.98%)
A new breed of growth stock is capturing attention on Wall Street, not for sky-high valuations or unproven business models, but for a more grounded approach: afforda
2026-06-05
www.cnbc.com
2026-06-05
CNBC
Asian tech shares on Friday tracked losses in U.S. chip stocks after a downbeat earnings report from Broadcom
sparked a rotation out of artificial intelligence-linked names into more defensive sectors.
The weakness was pronounced in South Korea's chip-heavy market. Samsung Electronics fell nearly 7%, while SK Hynix dropped more than 8%. Other tech-related names also came under pressure, with Sam
2026-06-05
news.google.com
2026-06-05
24/7 Wall St.
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-02
www.barrons.com
2026-06-02
Barron's
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Intel's (
INTC
1.28%
) shares have soared 489%, and Micron Technology (
MU
+2.70%
) stock is up a shocking 869% over the past year. The artificial intelligence spending boom that's currently underway is fueling interest in these stocks, and both could benefit from rising semiconductor demand in the coming years.
But which is the better AI stock to buy right now?
Image source: Getty Images.
Ther
2026-06-02
www.marketwatch.com
2026-06-02
MarketWatch
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2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p