Semiconductor News & Analysis Feed
2902 articles
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
2330.TW
+2.67%
DX-Y.NYB
+0.06%
TSM
+0.68%
Trade TSM on Coinbase
Trading disclosure
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most pr
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners With South Korea’s LG Group On Humanoid Robots And Data Centers
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) carries a profit margin of 62.97% and net income of $120.07 billion (FY26), securing its place on our list of the most profitable blue chip stocks to bu
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Cantor Fitzgerald Raises its Price Target on Applied Materials (AMAT)
Jeff Lewis
Sat, June 13, 2026 at 10:13 AM PDT 2 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In.
On June 10, 2026, Cantor Fitzgerald raised the firm's price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Fahad Saleem
Sat, June 13, 2026 at 8:42 AM PDT 2 min read
TSM
+0.68%
NVDA
+0.16%
AMD
+4.73%
QCOM
+4.32%
AVGO
-0.91%
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Trading disclosure
We just covered the
Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires)
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Should You Look for the “Next Nvidia” — or Just Buy the Real Thing?
Rich Duprey
Sat, June 13, 2026 at 8:25 AM PDT 4 min read
NVDA
+0.16%
AMD
+4.73%
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Trading disclosure
Quick Read
AMD has surged 138% year-to-date versus Nvidia's 10% gain, yet Nvidia remains the dominant GPU supplier powering hyperscaler AI infrastructure spending.
Nvidia's forward P/E of roughly 21 sits
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI
Larry Ramer
Sat, June 13, 2026 at 8:00 AM PDT 3 min read
INTC
-8.45%
CDNS
-1.69%
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Trading disclosure
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
3 Semiconductor Stocks to Buy While They Are Down in June
Joel South
Sat, June 13, 2026 at 7:30 AM PDT 5 min read
AVGO
-0.91%
AMD
+4.73%
NVDA
+0.16%
META
-0.26%
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Trading disclosure
Quick Read
NVDA sits 26% below its 52-week high with a $298 consensus target, while AMD locked a 6-gigawatt Instinct GPU deal with Meta.
The PHLX chip index dropped 10% on June 5, its worst s
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.
Oleksandr Pylypenko
Sat, June 13, 2026 at 7:00 AM PDT 5 min read
NVDA
+0.16%
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Trading disclosure
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered ma
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia Stock Just Did Something for the First Time in More Than 5 Years. Here's What History Says Happens Next.
Adam Spatacco, The Motley Fool
Sat, June 13, 2026 at 6:15 AM PDT 4 min read
NVDA
+0.16%
^GSPC
+0.50%
^IXIC
+0.31%
Trade NVIDIA on Coinbase
Trading disclosure
So far this year, Nvidia (NASDAQ: NVDA) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
ASML’s Mistral AI Stake Adds New Angle To Hotly Valued Shares
Simply Wall St
Sat, June 13, 2026 at 5:11 AM PDT 3 min read
ASML
-1.89%
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Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
ASML Holding (ENXTAM:ASML) has become the largest shareholder in French AI start
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
LITE
+3.59%
NVDA
+0.16%
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Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Says This Will Be the Next $1 Trillion Company
Keithen Drury, The Motley Fool
Sat, June 13, 2026 at 4:05 AM PDT 3 min read
NVDA
+0.16%
MRVL
-0.36%
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Trading disclosure
Nvidia (NASDAQ: NVDA) CEO Jensen Huang isn't shy about telling investors what stocks to buy. He is well-connected in the chip industry and knows which companies have great products a
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
SharonAI NVIDIA Deal Reshapes Australian AI Cloud Capacity And Economics
Simply Wall St
Sat, June 13, 2026 at 1:07 AM PDT 3 min read
NVDA
+0.16%
SHAZ
-12.85%
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Trading disclosure
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
SharonAI Holdings (NasdaqCM:SHAZ) has entered into a six year AI infrastructure
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
Micron stock is down 9% from its highs. Should I buy the dip?
Edward Sheldon, CFA
Sat, 13 June 2026 at 12:33 am GMT-7 3 min read
MU
-1.43%
Image source: Getty Images.
After a massive move higher over the last year (around 750%), Micron (NASDAQ: MU) stock has pulled back recently. As I write this on Friday (12 June), it’s about 9% below its highs.
Should I buy the dip and add the stock to my ISA?
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
SpaceX or Nvidia stock? Here’s where I’ve got my money
Ben McPoland
Sat, 13 June 2026 at 12:15 am GMT-7 4 min read
NVDA
+0.16%
SPCX
+19.22%
GOOGL
+0.53%
MSFT
+0.10%
V
+1.05%
Image source: Getty Images
SpaceX (NASDAQ:SPCX) and Nvidia (NASDAQ:NVDA) are two of the most innovative companies on earth. And after the former went public yesterday (12 June) at a massive valuation, they’re also among the w
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
POET Technologies (POET) Rides Market Leaders’ Semiconductor Optimism, Climbs 11%
Angelica Ballesteros
Fri, June 12, 2026 at 11:58 PM PDT 2 min read
POET
+11.38%
BAC
+1.56%
NVDA
+0.16%
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Trading disclosure
POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks That Absolutely Exploded Higher.
POET Technologies saw its share prices jump by 11.38 percent on Friday to
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 PM PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
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Trading disclosure
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑marke
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Entegris EUV Deal Eases Patent Risk But Valuation Stays Stretched
Simply Wall St
Fri, June 12, 2026 at 8:10 PM PDT 2 min read
ENTG
+3.86%
Trade ENTG on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Entegris (NasdaqGS:ENTG), JSR and Inpria entered into a cross licensing agreem
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Kayode Omotosho
Fri, June 12, 2026 at 5:05 PM PDT 2 min read
LRCX
+1.18%
INTC
+6.51%
AMAT
+2.64%
Explore stocks on Coinbase
Trading disclosure
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned m
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Ichor Holdings (ICHR) Stock Valuation After Sector-Driven Semiconductor Equipment Rally
Simply Wall St
Fri, June 12, 2026 at 4:16 PM PDT 3 min read
ICHR
+3.28%
Trade Ichor on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Ichor Holdings (ICHR) has been drawing attention after