Semiconductor News & Analysis Feed

2890 articles
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock Joel South Mon, June 22, 2026 at 9:47 AM PDT 4 min read AMZN +0.57% NVDA -4.13% AMD -5.76% Explore stocks on Coinbase Trading disclosure Quick Read Tepper nearly doubled his Amazon stake to 15% of his portfolio, betting on AWS's 28% YoY revenue growth, which represented its fastest pace in 15 quarters. Tepper cut NVIDIA by 13
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Intel vs Qualcomm: Which AI Stock Is The Better Buy Vandita Jadeja Mon, June 22, 2026 at 9:38 AM PDT 4 min read QCOM -8.01% INTC -6.14% NVDA -4.13% MBLY -4.80% Explore stocks on Coinbase Trading disclosure Quick Read Intel's sixth straight revenue beat featured 22% Data Center and AI growth, while Qualcomm's record $1.3 billion auto quarter offset a 13% handset decline. Intel pours capital into
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Why Backpack Just Tokenized Micron On Solana Two Days Before Its AI Memory Earnings Print Anushka Basu Mon, June 22, 2026 at 9:33 AM PDT 3 min read MU -13.18% SOL-USD -5.36% Trade MU on Coinbase Trading disclosure Backpack Securities launched tokenized Micron stock on Solana ahead of the chipmaker's earnings report on Wednesday. Each Micron token is backed 1:1 by a real Micron share, redeemable
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Micron Stock Jumps 5% on Anthropic AI Deal Ahead of Earnings Lockridge Okoth Mon, June 22, 2026 at 9:19 AM PDT 3 min read MU -13.18% Trade MU on Coinbase Trading disclosure Micron Technology (MU) shares climbed nearly 5% on Monday after the memory maker unveiled a strategic deal with Anthropic covering chip design, long-term supply, and an equity investment in the AI lab. The announcement landed
2026-06-23
finance.yahoo.com 2026-06-23 Yahoo Finance
Are You Looking for a Top Momentum Pick? Why Micron (MU) is a Great Choice Are You Looking for a Top Momentum Pick? Why Micron (MU) is a Great Choice · Zacks Zacks Equity Research Mon, June 22, 2026 at 9:00 AM PDT 4 min read MU -13.18% Trade MU on Coinbase Trading disclosure Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "lon
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Can Micron Technology Stock Turn a $10,000 Investment Into $1 Million? David Jagielski, CPA, The Motley Fool Mon, June 22, 2026 at 8:50 AM PDT 3 min read MU -13.18% NVDA -4.13% Explore stocks on Coinbase Trading disclosure In just the past 12 months, Micron Technology (NASDAQ: MU) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosiv
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Why Micron Stock Keeps Going Up Rich Smith, The Motley Fool Mon, June 22, 2026 at 8:41 AM PDT 3 min read MU -13.77% NVDA -3.82% Explore stocks on Coinbase Trading disclosure Micron (NASDAQ: MU) stock extended its three-day winning streak on Monday, rising 4.5% through 10:40 a.m. ET on a raft of good news for the computer memory stock. This morning, Micron announced it has signed a "strategic" de
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
What Will Be Nvidia’s Stock Price in 2029? Vandita Jadeja Mon, June 22, 2026 at 8:41 AM PDT 4 min read NVDA -4.13% Trade NVIDIA on Coinbase Trading disclosure Quick Read NVDA delivers 92% Data Center revenue growth and a 10-year return of 17,969%, yet shares trade 27% below their 52-week high. Reaching $400 by 2029 requires EPS to double and a 50x multiple, contingent on hyperscaler capex stayin
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Can Qualcomm's QCT Segment Sustain Growth Amid Handset Weakness? Zacks Equity Research Mon, June 22, 2026 at 8:39 AM PDT 3 min read QCOM -8.01% AMD -5.76% NVDA -4.13% Explore stocks on Coinbase Trading disclosure Qualcomm Incorporated QCOM generated $9.08 billion in revenues in the Qualcomm CDMA Technologies (QCT) segment during the second quarter of 2026. Revenues declined 4% year over year. QCT
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Prediction: Micron Stock Will Reach $1,200 on This Date Vandita Jadeja Mon, June 22, 2026 at 8:35 AM PDT 4 min read MU -13.18% NVDA -4.13% Explore stocks on Coinbase Trading disclosure Quick Read MU has surged 833% in one year, but our 90%-confidence SELL target of $750 implies a sharp reversal ahead. Q3 EPS guidance of $19.15 collapses Micron's forward P/E to just 11x, giving bulls a credible m
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Micron announces new Anthropic partnership ahead of Q3 earnings Yahoo Finance Video Mon, June 22, 2026 at 8:20 AM PDT MU -13.85% ANTH.PVT Trade MU on Coinbase Trading disclosure Memory chipmaker Micron Technology (MU) announced a new AI infrastructure partnership with private developer Anthropic (ANTH.PVT). Yahoo Finance Tech Editor Dan Howley weighs in on this headline while outlining Wall Stre
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Nvidia-backed Reflection lands SpaceX compute deal Madison Mills Mon, June 22, 2026 at 8:05 AM PDT 2 min read NVDA -4.13% SPCX +0.98% GOOGL -0.98% Explore stocks on Coinbase Trading disclosure Illustration: Sarah Grillo/Axios. Stock: Getty Images Reflection — an Nvidia-backed open-source AI startup — signed a major compute agreement with SpaceXAI, securing immediate access to chips and hardware f
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Micron stock surges to new high amid AI memory trade boom, Anthropic deal Ines Ferré · Senior Business Reporter Updated Mon, June 22, 2026 at 1:54 PM PDT 1 min read MU -12.76% ANTH.PVT SNDK -13.71% WDC -8.73% 000660.KS -12.47% Explore stocks on Coinbase Trading disclosure What happened: Micron Technology (MU) stock surged 6% to close at a fresh record on Monday ahead of the memory chipmaker's hig
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now? Maharathi Basu Mon, June 22, 2026 at 7:45 AM PDT 5 min read NVTS -9.70% AAOI -13.89% Explore stocks on Coinbase Trading disclosure Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. Vadzo Imaging Introduces Falcon-821CRH Onsemi AR0821 M12 Autofocus Camera with 4K HDR Imaging for Fundus Camera OEMs Vadzo Imaging Mon, June 22, 2026 at 7:30 AM PDT 14 min read The Falcon-821CRH is an 8MP Color Rolling Shutter USB 3.2 Gen 1 Camera with VCM Autofocus, built on the Onsemi AR0821 sensor.
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade David Moadel Mon, June 22, 2026 at 7:28 AM PDT 4 min read NVDA -3.31% DELL +2.61% SMCI -5.67% SMCIP -4.87% Explore stocks on Coinbase Trading disclosure Quick Read SMCI surged 11% and DELL rose 5% after NVIDIA named both as global system builders for its new Vera Rubin NVL4 racks at ISC 2026. NVIDIA's
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. Semiconductor Intellectual Property (IP) Market worth $18.64 billion by 2032 - Exclusive Report by MarketsandMarkets™ PR Newswire Mon, June 22, 2026 at 7:15 AM PDT 7 min read DELRAY BEACH, Fla., June 22, 2026 /PRNewswire/ -- According to MarketsandMarkets™, the Semiconductor Intellectual Property (IP)
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
OpenAI in Talks to Lease 10 GW Data Center in Ohio, Nvidia (NVDA) To Play an Important Role – Reuters Talha Qureshi Mon, June 22, 2026 at 7:12 AM PDT 2 min read NVDA -3.32% 9984.T -10.09% Trade NVIDIA on Coinbase Trading disclosure ​NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on our list of Best Data Center Stocks That Are Cheaper Than the S&P 500. On June 9, Reuters reported that OpenAI is in tal
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount Joey Frenette Mon, June 22, 2026 at 6:49 AM PDT 4 min read NVDA -3.33% ADBE +1.44% SOXX -7.72% Explore stocks on Coinbase Trading disclosure Quick Read Burry holds bearish SOXX puts expiring January and is buying Adobe at 8x forward P/E in a classic contrarian value move. Nvidia at 32x trailing P/E, with Vera Rubin GPU
2026-06-22
finance.yahoo.com 2026-06-22 Yahoo Finance
Wall Street Analysts See Micron (MU) as a Buy: Should You Invest? Zacks Equity Research Mon, June 22, 2026 at 6:30 AM PDT 4 min read MU -12.88% Trade MU on Coinbase Trading disclosure Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side