Semiconductor News & Analysis Feed
242 articles
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Semiconductor leaders are coming into June 2026 with a fresh dent in the chart after a spring run that pushed valuations to uncomfortable levels. The trigger was Broadcom’s Q3 AI revenue guide, which came in at $16 billion versus analyst expectations near $17.2 billion and dragged the entire AI chip complex lower.
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The PHLX chip index dropped 10% on June 5, the deepest one-day loss si
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Semiconductor close up by Yosi Azwan via iStock
Valued at a market cap of $45.8 billion, ON Semiconductor Corporation (ON) is a leading supplier of intelligent power and sensing technologies used across automotive, industrial, cloud infrastructure, and consumer applications. Headquartered in Scottsdale, Arizona, the company specializes in semiconductor solutions that enable energy-efficient and h
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
Navitas Semiconductor (
NVTS
+5.31%
) stock posted a day of strong gains in Friday's trading, rising 5.3% in the session. Meanwhile, the S&P 500 closed out the day up 0.5%, and the Nasdaq Composite was up 0.6%.
The stock market enjoyed broadly positive momentum in today's session, and the recent SpaceX initial public offering (IPO) likely played a role in the bullish backdrop. Navitas stock is no
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Why Navitas Semiconductor Stock Soared Today
Keith Noonan, The Motley Fool
Fri, June 12, 2026 at 2:58 PM PDT 3 min read
NVTS
+5.31%
^GSPC
+0.50%
NVDA
+0.16%
SPCX
+19.22%
^IXIC
+0.31%
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Trading disclosure
Navitas Semiconductor (NASDAQ: NVTS) stock posted a day of strong gains in Friday's trading, rising 5.3% in the session. Meanwhile, the S&P 500 closed out the day up 0.5%
2026-06-13
www.investing.com
2026-06-13
Investing.com
www.investing.com
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2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
The Philadelphia Semiconductor Index ($SOX) hit an all-time high of 13,998.14 on June 3, then quickly dropped 9.58% in one session, its sharpest fall in a while. The selloff followed Broadcom's (AVGO) Q2 earnings report. Even though revenue jumped 48% year-over-year (YoY) to $22.2 billion, investors were not impre
2026-06-12
stockstory.org
2026-06-12
StockStory
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2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Adam Hejl
Fri, 12 June 2026 at 3:21 am GMT-7 3 min read
TER
+9.73%
^GSPC
+1.75%
AMAT
+11.19%
MU
+11.66%
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
Adam Hejl
Fri, June 12, 2026 at 3:21 AM PDT 3 min read
TER
+9.73%
^GSPC
+1.75%
AMAT
+11.19%
MU
+11.66%
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Trading disclosure
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Semiconductor stocks were routed last Friday, June 5, with the sector losing a whopping $1.4 trillion in market cap in a single day. The PHLX Semiconductor Sector index shed more than 10% of its value in a single session, driven by a stronger-than-expected jobs report that has led to an increase in the odds of the Federal Reserve raising interest rates this year.
Not surprisingly, major semicondu
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
Trade MU on Coinbase
Trading disclosure
Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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For further inform
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.foxbusiness.com
2026-06-11
Fox Business
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings amid a market pullback in artificial intelligence and semiconductor stocks on 'The Claman Countdown.'
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings and the broader AI market. Schoenfeld addresses the semiconductor sector’s recent pullback, calling it a healthy correction
2026-06-10
www.aol.com
2026-06-10
AOL.com
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
GEOFFREY SEILER, THE MOTLEY FOOL
Wed, June 10, 2026 at 10:37 PM GMT+8
0
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stock
2026-06-10
www.theglobeandmail.com
2026-06-10
The Globe and Mail
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stocks we like better than Nvidia ›
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go strai
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 7:37 AM PDT 5 min read
NVDA
-3.73%
AVGO
-5.12%
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Trading disclosure
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caug