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Semiconductors 8 June 2026 - 17 June 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
June 2026 semiconductor news roundup: U.S. chip controls, SandboxAQ funding and Intel 18A-P

June 2026 semiconductor news roundup: U.S. chip controls, SandboxAQ funding and Intel 18A-P

U.S. officials have held off adding China’s DeepSeek, memory chipmaker ChangXin Memory Technologies and more than 100 other firms to a trade blacklist despite their being flagged as security risks, two people familiar with the matter told Reuters. The delay puts a sharper edge on this week’s semiconductor news: Washington is trying to build more of the chip supply chain at home while keeping advanced technology away from China.
Intel Holds Near Recent Highs After AI Run; Investors Watch Foundry Progress

Intel Holds Near Recent Highs After AI Run; Investors Watch Foundry Progress

Intel Corporation shares were mostly flat in early trade Tuesday, down 0.05% at $127.80, after chip stocks ran up on Monday. That keeps Intel’s market value near $649 billion. Tuesday’s small decline follows a sharp move higher in the group, as memory and data-storage names jumped and the Philadelphia Semiconductor Index set a new high, up more than 4%.
Intel Gains as Chip Shares Recover

Intel Gains as Chip Shares Recover

Intel shares surged Monday, jumping $3.26 to finish at $127.86 as chip stocks and AI names rebounded. INTC saw heavy volume, trading more than 134 million shares and moving between $125.30 and $132.51. The Nasdaq closed 3.07% higher. Philadelphia Semiconductor Index ended the day over 5% up at a record, Reuters reported.
Micron Stock Nears $1,000 Again as AI Memory Rally Faces June 24 Test

Micron Stock Nears $1,000 Again as AI Memory Rally Faces June 24 Test

Micron Technology shares are back within reach of the $1,000 mark after a sharp rebound in chip stocks, with MU closing Thursday at $995.87, up 11.66%, and indicated slightly lower in early Friday premarket trading. The move matters because Micron has become one of the clearest stock-market proxies for the AI memory boom, with its market value around $1.14 trillion and investors now debating whether the rally still has room to run.
Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Chip stocks took another hit Thursday as investors kept tallying up what the AI wave is costing. The PHLX Semiconductor Index, or SOX, dropped 3.57% on Wednesday. Oracle’s numbers, out after the bell, only raised more doubts about how much more cash—debt and equity—will be needed to fund the AI push before chipmakers actually see lasting profits from demand.
Navitas Semiconductor Drops After $500 Million Share Sale Puts Nvidia AI Trade to Test

Navitas Semiconductor Drops After $500 Million Share Sale Puts Nvidia AI Trade to Test

Navitas Semiconductor Corporation shares dropped hard Wednesday. Investors seemed less interested in the AI power-chip pitch and more worried about a possible $500 million stock sale. The company filed for the share sale, raising dilution concerns. NVTS last traded at $20.75, off $2.10, after moving more than 22.9 million shares. The stock hovered just above its low for the day at $20.74.
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap Holdings

NYSE: AER 92/100
#2 BUY

Uber Technologies

NYSE: UBER 90/100
#3 BUY

Taiwan Semiconductor Manufacturing

NYSE: TSM 89/100
#4 ACCUMULATE

dLocal

NASDAQ: DLO 86/100
#5 ACCUMULATE

Tapestry

NYSE: TPR 84/100
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