Semiconductor News & Analysis Feed
2902 articles
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St
Fri, June 12, 2026 at 3:14 PM PDT 3 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market,
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Why Navitas Semiconductor Stock Soared Today
Keith Noonan, The Motley Fool
Fri, June 12, 2026 at 2:58 PM PDT 3 min read
NVTS
+5.31%
^GSPC
+0.50%
NVDA
+0.16%
SPCX
+19.22%
^IXIC
+0.31%
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Trading disclosure
Navitas Semiconductor (NASDAQ: NVTS) stock posted a day of strong gains in Friday's trading, rising 5.3% in the session. Meanwhile, the S&P 500 closed out the day up 0.5%
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
What Vistra (VST)'s New Role Powering KKR–Nvidia Helix AI Data Centers Means For Shareholders
Simply Wall St
Fri, June 12, 2026 at 12:12 PM PDT 3 min read
VST
+1.12%
NVDA
+0.16%
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Trading disclosure
In recent days, KKR announced the launch of Helix Digital Infrastructure, a more than US$10.00 billion AI-focused venture backed by Nvidia and the Kuwait Investment Authority,
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Applied Materials (AMAT) Stock Valuation Check After Powerful 1-Year Run
Simply Wall St
Fri, June 12, 2026 at 12:11 PM PDT 3 min read
AMAT
+2.64%
Trade AMAT 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.
Applied Materials stock snapshot
Applied Materials (AMAT) has drawn f
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Tirthankar Chakraborty
Fri, June 12, 2026 at 12:00 PM PDT 3 min read
MU
-1.43%
NVDA
+0.16%
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Trading disclosure
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
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Trading disclosure
As the craze of earnings season draws to a close, here’s a look b
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?
David Moadel
Fri, June 12, 2026 at 11:31 AM PDT 5 min read
QCOM
+4.32%
ARM
+11.27%
AMZN
-1.23%
NVDA
+0.16%
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Trading disclosure
Quick Read
ARM surged 11% on $2B+ AGI CPU pipeline demand while QCOM climbed 5% as record automotive revenue of $1.33B highlighted its diversification away from handset
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Is Micron Stock a Buy at $1,000?
Will Ebiefung, The Motley Fool
Fri, June 12, 2026 at 11:20 AM PDT 4 min read
MU
-1.43%
NVDA
+0.16%
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Trading disclosure
On June 3, Micron Technologies (NASDAQ: MU) hit an all-time high of $1,079. The move capped off months of explosive gains as investors started pivoting away from chipmakers like Nvidia in favor of the memory hardware prod
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
David Moadel
Fri, June 12, 2026 at 10:36 AM PDT 4 min read
INTC
+7.12%
AMD
+5.26%
NVDA
+0.05%
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Trading disclosure
Quick Read
Intel surged 8% Friday to lead chip stocks, outpacing AMD's 6% gain and leaving NVIDIA flat, extending INTC's dominant 217% year-to-date run.
Intel's forward P/E of 1
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
Alex Sirois
Fri, June 12, 2026 at 10:19 AM PDT 4 min read
ASML.AS
+3.40%
NVDA
-0.03%
SOXX
+1.90%
ASML
-1.34%
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Trading disclosure
Quick Read
SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Fri, June 12, 2026 at 10:06 AM PDT 4 min read
ORCL
-1.28%
MU
-0.23%
ORCL-PD
-2.80%
NVDA
+0.08%
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Trading disclosure
Quick Read
Oracle dropped 22.1% after a record Q4 while FY27 guidance rose to $90 billion, creating a classic contrarian entry as forward estima
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia vs AMD: The Better AI Stock Is A Better Buy This June
Vandita Jadeja
Fri, June 12, 2026 at 9:53 AM PDT 3 min read
NVDA
+0.18%
AMD
+5.63%
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Trading disclosure
Quick Read
NVDA grows 85% yet trades at only 24x forward earnings, while AMD demands 68x despite slower growth and lower margins.
AMD's 6 GW Meta deployment gives it a flagship hyperscaler commitment, but NVI
2026-06-13
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
Is Alpha and Omega Semiconductor Limited (AOSL) A Good Stock To Buy Now?
Ricardo Pillai
Fri, 12 June 2026 at 9:17 am GMT-7 3 min read
AOSL
+3.78%
Is AOSL a good stock to buy? We came across a bullish thesis on Alpha and Omega Semiconductor Limited on r/AsymmetricStocks by Fluffy-Pineapple-143. In this article, we will summarize the bulls’ thesis on AOSL. Alpha and Omega Semiconductor Limited's sh
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
Trade MU 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.
Micron Technology (MU) has been back in the spotlig
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply
Jeff Lewis
Fri, June 12, 2026 at 8:37 AM PDT 2 min read
TSM
+0.57%
NVDA
-0.18%
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Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the
7 Best Compounder Stocks to Buy Now.
On June 4, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) CEO C.C. Wei sai
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Jim Cramer on NVIDIA: “It Is Being Slaughtered Like Everything Else”
Syeda Seirut Javed
Fri, June 12, 2026 at 7:45 AM PDT 2 min read
NVDA
-0.03%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer noted that the company stands to benefit from the upcoming IPOs.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA (NVDA): A Key Part of Harvard University AI Stock Picks
Fahad Saleem
Fri, June 12, 2026 at 7:13 AM PDT 2 min read
NVDA
+0.01%
Trade NVIDIA on Coinbase
Trading disclosure
We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #7 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $129,717,150
Nvidia (NASDAQ:N
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
SK Hynix to opt for Nasdaq for planned US listing, sources say
Reuters Videos
Fri, 12 June 2026 at 7:03 am GMT-7
000660.KS
+2.33%
NVDA
+0.02%
^IXIC
0.00%
MSFT
-0.76%
GOOG
+0.86%
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The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush
Tony Dong, MSc, CETF
Fri, June 12, 2026 at 6:57 AM PDT 10 min read
MU
+0.13%
ARM
+10.92%
TXN
+1.18%
NVDA
+0.18%
AVGO
-1.25%
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