Semiconductor News & Analysis Feed
242 articles
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
www.msn.com
2026-06-15
MSN
Semiconductor stocks surged Monday, powering the information technology sector (XLK) to the top of the S&P 500 (SP500) sector leaderboard as investors embraced a renewed appetite for growth-oriented assets following news of a peace agreement between the United States and Iran.
The easing of geopolitical tensions helped fuel a broad risk-on rally across Wall Street, with chipmakers emerging as one
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
sg.finance.yahoo.com
2026-06-15
Yahoo Finance Singapore
Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
Kashvi Chandgothia
Mon, 15 June 2026 at 5:49 am GMT-7 5 min read
MU
+9.25%
AMKR
+2.55%
Amkor Technology AMKR and Micron Technology MU are emerging as key beneficiaries of the accelerating AI infrastructure buildout. As AI workloads become increasingly compute-intensive, demand is rising not only for advanced memory solutions but al
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy?
4 min read
MU
+8.29%
AMKR
+1.72%
Amkor Technology AMKR and Micron Technology MU are emerging as key beneficiaries of the accelerating AI infrastructure buildout. As AI workloads become increasingly compute-intensive, demand is rising not only for advan
2026-06-15
www.zacks.com
2026-06-15
Zacks Investment Research
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2026-06-15
www.investing.com
2026-06-15
Investing.com
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2026-06-15
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2026-06-15
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2026-06-15
www.investingdaily.com
2026-06-15
Investing Daily -
A Smarter Way to Bet on a Reversal in Semiconductor Stocks
By JIM PEARCE • June 15, 2026 • STOCKS TO WATCH
Printable PDF
Editor’s Note: In January 2025, Jim Pearce closed Personal Finance’s NVIDIA position after a 975% gain in 28 months. His reasoning then: “the combined market cap of AI stocks far exceeds the total addressable market for AI over the remainder of this decade. There isn’t any r
2026-06-15
www.benzinga.com
2026-06-15
Benzinga
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2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
1 Semiconductor Stock Worth Your Attention and 2 We Brush Off
Adam Hejl
Mon, June 15, 2026 at 1:44 AM PDT 4 min read
LSCC
+1.17%
^GSPC
+0.50%
KLIC
+1.17%
MRVL
-0.36%
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1 Semiconductor Stock Worth Your Attention and 2 We Brush Off
Semiconductors are the picks and shovels of modern technology. Compute-intensive AI workloads are also priming them for the n
2026-06-15
stockstory.org
2026-06-15
StockStory
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2026-06-15
www.investing.com
2026-06-15
Investing.com
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2026-06-15
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2026-06-15
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2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Tech Hardware/NasdaqGS:STX
If AI Trade Flows Surge These Semiconductor Stocks Could Surprise
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global trade is picking up again, with AI hardware, semiconductors, and advanced electronics right at the center of that shift. For investors, this news event is a cue to look closely at companies that sit along these supply chains, fr
2026-06-14
seekingalpha.com
2026-06-14
Seeking Alpha
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ON Semiconductor: Growth Recovery Underway With Margin Expansion
Jun 14, 2026, 2:21 AM ETON Semiconductor Corporation (ON) Stock
Khaveen Investments
8.36K Followers
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Revenue growth is recovering, led by AI data center momentum and stabilization in automotive and industrial segments, though automotive faces competiti
2026-06-14
www.techradar.com
2026-06-14
TechRadar
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Semiconductor stocks just had their worst week since 2020 — but it wasn't all their fault
News
By Rahim Amir published 49 minutes ago
AI giveth and AI taketh a trillion dollars away?
(Image credit: Wang Gang/China News Service via Getty Images)
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Semiconductor stoc
2026-06-13
www.aol.com
2026-06-13
AOL.com
3 Semiconductor Stocks to Buy While They Are Down in June
JOEL SOUTH
Sat, June 13, 2026 at 10:30 PM GMT+8
0
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 single-day loss since March 2020, wiping $1.3 trillion in sector market value.
AVGO fell 22% in one
2026-06-13
www.aol.com
2026-06-13
AOL.com
3 Semiconductor Stocks to Buy While They Are Down in June
JOEL SOUTH
Sat, June 13, 2026 at 10:30 PM GMT+8
0
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 single-day loss since March 2020, wiping $1.3 trillion in sector market value.
AVGO fell 22% in one
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