Semiconductor News & Analysis Feed
2894 articles
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?
Daniel Sparks, The Motley Fool
Fri, June 19, 2026 at 2:37 PM PDT 5 min read
MU
+6.82%
AAPL
-0.34%
NVDA
-0.97%
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For more than a year, the shortage of memory and storage chips has been a one-way windfall. As artificial intelligence (AI) data centers soaked up the wor
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
Adam Hejl
Fri, June 19, 2026 at 1:04 PM PDT 5 min read
ENTG
+2.93%
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Q1 Earnings Highs And Lows: Entegris (NASDAQ:ENTG) Vs The Rest Of The Semiconductor Manufacturing Stocks
As the Q1 earnings season comes to a close, it's time to take stock of this quar
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Micron Gets the Headlines, But Sandisk Could Offer More Upside
Tirthankar Chakraborty
Fri, June 19, 2026 at 12:00 PM PDT 2 min read
NVDA
-0.97%
MU
+6.82%
SNDK
+4.07%
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Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU has delivered returns that have surpassed those of industry behemoths such as NVIDIA Corporation
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own.
Leo Sun, The Motley Fool
Fri, June 19, 2026 at 11:56 AM PDT 3 min read
NVDA
-0.97%
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Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world's leading producer of data center GPUs. Those c
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Everything Could Change for Micron Stock on June 24
Keithen Drury, The Motley Fool
Fri, June 19, 2026 at 11:22 AM PDT 3 min read
MU
+6.82%
NVDA
-0.97%
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Micron Technology (NASDAQ: MU) has been one of the more exciting stocks on the market so far in 2026. Its share price is up over 293% so far, and it may not be done yet. Micron reports earnings on June
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
+5.19%
NVDA
-0.97%
AMD
+2.65%
AAPL
-0.34%
MU
+6.82%
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Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy
AI Demand Boosts Semiconductor Sales: 3 Mutual Funds to Buy · Zacks
Zacks Equity Research
Fri, June 19, 2026 at 9:56 AM PDT 5 min read
CL=F
+0.45%
A surge in oil prices, fueled by the Middle East crisis, has heightened concerns that inflation could rise further. Although the United States and Iran reached a peace deal on Sunday, it is un
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)
Fahad Saleem
Fri, June 19, 2026 at 8:38 AM PDT 2 min read
MU
+6.82%
NVDA
-0.97%
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We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Micron Technology, Inc. (NASDAQ:MU) ranks #1 (see Donald Trump Stock Portfolio: 5 Best AI and Tech
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally
Simply Wall St
Fri, June 19, 2026 at 8:14 AM PDT 3 min read
QCOM
-1.86%
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Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
QUALCOMM (QCOM) is back in focus after a recent stretch of strong share
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We Find Risky
Weixin Lin
Fri, June 19, 2026 at 8:08 AM PDT 3 min read
NXPI
+3.18%
^GSPC
-0.37%
PHIA.AS
+0.77%
QRVO
+3.62%
QCOM
-1.86%
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3 Semiconductor Stocks We Find Risky
Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more pow
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Texas Awards $3.9 Million Semiconductor Grant To Xycarb Expansion In Georgetown
Dallas Express
Fri, June 19, 2026 at 8:00 AM PDT 2 min read
Worker at Schunk Xycarb Technologies Inc. in Georgetown Image by Schunk Xycarbwebsite
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here Is the 1 Dirt-Cheap Semiconductor Titan I Keep Loading Up on Repeat
Alex Sirois
Fri, June 19, 2026 at 7:56 AM PDT 4 min read
2330.TW
+4.15%
NVDA
-0.97%
SOXX
+2.43%
TSM
+1.20%
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TSM trades at 27x forward earnings despite management guiding above 30% revenue growth for 2026 and eight consecutive earnings beats.
SOXX surged 97% year-to-dat
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
Habib Ur Rehman
Fri, June 19, 2026 at 7:34 AM PDT 1 min read
NVDA
-0.97%
SIE.DE
+1.64%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here's How Many Shares of Nvidia You'd Need for $10,000 in Yearly Dividends
Neil Patel, The Motley Fool
Fri, June 19, 2026 at 6:20 AM PDT 2 min read
NVDA
-0.97%
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Trading disclosure
Without a doubt, Nvidia (NASDAQ: NVDA) has been one of the best-performing stocks in the market, as its shares have climbed 1,050% in the past five years (as of June 17). Positioned at the cente
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
3 Semiconductor Stocks We’re Skeptical Of
Petr Huřťák
Fri, June 19, 2026 at 6:08 AM PDT 3 min read
TXN
+2.92%
^GSPC
-0.37%
PLAB
+1.28%
VSH
-0.97%
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3 Semiconductor Stocks We're Skeptical Of
Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it's
2026-06-19
sg.finance.yahoo.com
2026-06-19
Yahoo Finance Singapore
Is Trending Stock QUALCOMM Incorporated (QCOM) a Buy Now?
Zacks Equity Research
Fri, 19 June 2026 at 6:00 am GMT-7 5 min read
QCOM
-1.86%
^GSPC
-0.37%
Qualcomm (QCOM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this chipmaker have returned +6% over the
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
SK Hynix Has a Major Warning for Micron Technology Stock Investors
Harsh Chauhan, The Motley Fool
Fri, June 19, 2026 at 5:43 AM PDT 5 min read
MU
+6.82%
NVDA
-0.97%
000660.KS
-7.30%
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Trading disclosure
Memory chips have been in phenomenal demand over the past three years due to their deployment in artificial intelligence (AI) data center accelerators, such as graphics ca
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)
Fiona Craig
Fri, June 19, 2026 at 5:40 AM PDT 3 min read
MU
+6.82%
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Trading disclosure
Semiconductor ©Adobe Stock Images
Investors Look to Chipmaker for Signals on AI Demand
Investors are closely watching the upcoming earnings report from Micron Technology (NASDAQ:MU), viewing it as an important indicator of whet