Semiconductor News & Analysis Feed
6964 articles
2026-06-27
www.gurufocus.com
2026-06-27
GuruFocus
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2026-06-27
eetimes.com
2026-06-27
Silicon photonics has spent years waiting for its moment. According to Lightmatter CEO Nick Harris, that moment has finally arrived.
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Dominari Securities CEO Kyle Wool and Strategic Wealth Partners CEO Mark Tepper analyze the market, including Micron's blowout earnings driving the Nasdaq rally and A.I. infrastructure, on ‘Mornings with Maria.’
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Stocks making big moves this week: Qualcomm, Accenture, 10x Genomics, Seagate, and Lattice Semiconductor
Petr Huřťák
June 26, 2026 2 min read
ACN
+4.74%
TXG
-0.10%
QCOM
-3.12%
STX
-10.38%
LSCC
-6.68%
Explore stocks on Coinbase
Trading disclosure
Check out the companies making headlines this week:
Qualcomm (NASDAQ:QCOM): Wireless chipmaker Qualcomm (NASDAQ:QCOM) fell by 4.7% on Wednesday after a
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
D.A. Davidson technology research head Gil Luria explains why Micron's booming semiconductor business reflects a short-term, zero-sum A.I. trade for megacap tech on ‘Making Money.’
©2026 FOX News Network, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed. All market data delayed 20 minutes.
2026-06-27
www.marketwatch.com
2026-06-27
MarketWatch
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2026-06-27
investorplace.com
2026-06-27
InvestorPlace
Meet Louis Navellier
Missed Out on Micron? My System Can Find the Next Big AI Winner
We’ll dig into Micron’s blowout quarter and how my system is helping find winners from the next phase of the AI boom
By Louis Navellier, Editor, Growth Investor Jun 26, 2026, 4:30 pm EDT
Source: Charles Knowles / Shutterstock.com
Listen to the audio version of this article (generated by AI).
In 1909, Theodore
2026-06-27
www.barrons.com
2026-06-27
Barron's
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2026-06-27
www.macobserver.com
2026-06-27
The Mac Observer
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Broadcom, Micron, AMD, and Other AI Chip Stocks Slumped on Friday. You Can Thank OpenAI and SpaceX.
Danny Vena, CPA, The Motley Fool
June 26, 2026 4 min read
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmaker
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The past few years have been lucrative for semiconductor investors. This has been especially true for chip stocks serving the artificial intelligence (AI) boom. The PHLX Semiconductor Index -- which lists the 30 largest U.S.-listed chipmakers -- has soared 429% (as of this writing) since the adoption of AI began in earnest in early 2023.
At the same time, those same stocks have been fraught with
2026-06-27
news.vt.edu
2026-06-27
Virginia Tech News
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron + One Explosive AI Memory Stock to Buy Before H2 2026
Tirthankar Chakraborty
June 26, 2026 3 min read
MU
-5.49%
SNDK
-14.13%
Explore stocks on Coinbase
Trading disclosure
Memory stocks seem to have broken off from their traditional cyclical behavior, supported by sustained growth in recent years. The artificial intelligence (AI) boom in data-intensive workloads has substantially increased
2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:PLAB
Will SK Hynix’s HBM Re‑Prioritization Shift Change Photronics’ (PLAB) AI Supply Chain Narrative?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Recently, reports that South Korea's SK Hynix is slowing its high‑bandwidth memory expansion to prioritize higher‑margin conventional DRAM unsettled sentiment across the AI‑chip supply chain, affecting r
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027.
The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays a
2026-06-27
techcrunch.com
2026-06-27
TechCrunch
0 seconds of 36 minutes, 3 secondsVolume 90%
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.
OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clea
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated.
Video Muted
Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year.
Qualcomm shares rose 13.3% to 15% in after-hours tr
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
Lee Samaha, The Motley Fool
Fri, June 26, 2026 at 10:35 AM PDT 4 min read
NVDA
+2.63%
Trade NVIDIA on Coinbase
Trading disclosure
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the move
2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro