Semiconductor News & Analysis Feed
865 articles
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Micron Q3 earnings, new home sales, Fed's preferred inflation data: What to watch this week
Yahoo Finance Video and Josh Lipton
Sun, June 21, 2026 at 1:00 PM PDT
MU
+6.82%
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Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch this week, including Micron (MU) earnings, Cerebras (CBRS) earnings, Carnival (CCL) earnings, home sales
2026-06-22
letsdatascience.com
2026-06-22
Let's Data Science
INFRASTRUCTURE
hbm memory
hyperscalers
semiconductor supply
cloud infrastructure
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers
2 sources
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June 21, 2026
5.2
Relevance Score
Photo: image.cnbcfm.com · rights & takedowns
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Jim Cramer wrote in his Sunday column for CNBC that the AI trade has boosted memory and semiconductor-equipment stocks while putting the major clo
2026-06-22
news.google.com
2026-06-22
Barron's
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
PRODUCTS & TOOLS
nvidia
openclaw
ai agents
enterprise ai
Nvidia Endorses OpenClaw, Advances Agent Blueprints for Enterprise Agents
4 sources
|
June 21, 2026
5.8
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Photo: cdn.thenewstack.io · rights & takedowns
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Nvidia's Nader Khalil spoke with The New Stack about the company's backing of the open-source OpenClaw agent framework and its Agent Toolkit blueprints. Kha
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
FUNDING & BUSINESS
lg
nvidia
ai robotics
partnership
LG Executives Visit Nvidia to Deepen AI and Robotics Ties
4 sources
|
June 21, 2026
6.5
Relevance Score
Photo: newsimg.koreatimes.co.kr · rights & takedowns
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The Korea Times reports that senior executives from LG Group affiliates are scheduled to visit Nvidia headquarters in California on Monday (local time) to negotiate pract
2026-06-21
www.fxempire.com
2026-06-21
FXEmpire
U.S. equities moved higher last week despite a more hawkish message from the Federal Reserve. The Dow Jones Industrial Average closed at 51,564.71, gaining 0.71% for the week. The S&P 500 ended at 7,500.58, up 0.93%, while the Nasdaq Composite advanced 2.43% to close at 26,517.93.
The primary focus this week will be inflation data, particularly the May Personal Consumption Expenditures (PCE) repo
2026-06-21
news.google.com
2026-06-21
Let's Data Science
2026-06-21
letsdatascience.com
2026-06-21
Let's Data Science
FUNDING & BUSINESS
nvidia alumni
venture network
ai infrastructure
startup investing
Ex-Nvidia Leaders Form EverGreen to Back AI Startups
3 sources
|
June 21, 2026
6.2
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Photo: i.insider.com · rights & takedowns
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EverGreen, a global network of NVIDIA alumni formally launched in March 2026, received broader attention after Business Insider profiled the effort in Jun
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
ON Semiconductor (ON) Launches GaNEXUS For AI Data Centers And Robotics
Bailey Pemberton
Sat, June 20, 2026 at 10:07 PM PDT 2 min read
ON
+8.16%
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ON Semiconductor (NasdaqGS:ON) launched its GaNEXUS gallium nitride pow
2026-06-21
digitimes.com
2026-06-21
Taiwan's memory chip designers are heading into a sharply stronger 2026 as rising memory prices and a wave of AI-driven demand push the industry away from consumer electronics and toward higher-value data center and AI applications.
2026-06-21
www.tikr.com
2026-06-21
TIKR.com
Key Stats for Qualcomm Stock
Today’s Performance: 6%
52-Week Range: $122 to $260
Valuation Model Target Price: Around $180
Implied Upside: About 20%
Analyze your favorite stocks like QUALCOMM Incorporated with TIKR (It’s free) >>>
What Happened?
Qualcomm Incorporated stock rose about 6% today, finishing near $226 per share as investors leaned back into chip stocks and grew more optimistic about
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-20
tomshardware.com
2026-06-20
Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
INFRASTRUCTURE
qualcomm
npu
compiler
edge inference
Researcher Uncovers Qualcomm NPU Compiler Internals
1 sources
|
June 20, 2026
6.2
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Photo: datavorous.github.io · rights & takedowns
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Sagnik Bhattacharjee (datavorous) published a June 2026 reverse-engineering analysis of stripped shared-object files from Qualcomm QAIRT v2.46.0.260424, targeting libHtpPrepare.so u
2026-06-20
letsdatascience.com
2026-06-20
Let's Data Science
FUNDING & BUSINESS
micron
semiconductors
ai investing
earnings
Micron Earnings Test AI-Driven Chip Rally Momentum
5 sources
|
June 20, 2026
5.8
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Photo: img.etimg.com · rights & takedowns
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Investors are treating Micron Technology's quarterly report on June 24 as a key test of AI-driven semiconductor demand, Reuters reports. Micron's shares have risen about 298% thi
2026-06-20
digitimes.com
2026-06-20
As AI computing continues to scale, power systems are facing sharper load swings, along with rising requirements for power density and reliability.
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Communications/NasdaqGS:CSCO
Cisco (NasdaqGS:CSCO) Faces A First As Nvidia Passes It In Data Center Switching
June 20, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia has surpassed Cisco in data center Ethernet switching revenue for the first time.
The shift reflects rising demand for AI-focused networking gear across data centers.
The change raises questions about Cisco's po
2026-06-20
boisedev.com
2026-06-20
BoiseDev
boisedev.com
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Privacy
2026-06-19
tomshardware.com
2026-06-19
Jowi Morales
The three Amazon workers claim that they've been intimidated during the Zoom meetings and were being monitored while at work.
2026-06-19
www.tikr.com
2026-06-19
TIKR.com
Key Stats for Qualcomm Stock
Current Price: $226.11 (June 18, 2026 close)
Target Price (Mid): ~$241
Street Target: ~$183
Potential Total Return: ~7%
Annualized IRR: ~2% / year
Earnings Reaction: +15.12% (April 29, 2026)
Max Drawdown (1Y): 33.89% (April 7, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Qual