Semiconductors 7 June 2026

Intel stock gains after BofA upgrade, foundry business in focus

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.

16 June 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

• SMH traded above $646 around midday Monday, after finishing at $619.96 on June 12.• Lam Research, Marvell, Arm, ASML and Kulicke & Soffa extended their gains, building on last week’s chip rally.• Market strength continued as buyers stayed with AI infrastructure names.

15 June 2026

Artificial Intelligence·ETFs·NASDAQ:ARM·NASDAQ:ASML·NASDAQ:KLIC·NASDAQ:LRCX·NASDAQ:MRVL·NASDAQ:MU·NASDAQ:NVDA·Semiconductors·Stock Market

AMD Upgrade, SK Hynix Nasdaq Plan Push AI Chip Makers Higher

NEW YORK, June 13, 2026, 06:55 EDT. AI chip stocks were stronger after a bump from an AMD upgrade and news that SK Hynix is planning a Nasdaq listing, sending the market back to Nvidia’s supply chain.

13 June 2026

Artificial Intelligence·KRX:000660·NASDAQ:AMD·NASDAQ:AVGO·NASDAQ:MRVL·NASDAQ:MU·NASDAQ:NVDA·NYSE:TSM·Semiconductors·Stock Market

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.

12 June 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology

Nvidia Gains as China Move and Chip Demand Put NVDA in Spotlight

Nvidia shares rebounded after a choppy week for chip names, ending Thursday’s session at $204.87, up 2.22%. In early premarket trading Friday, the stock ticked up near $205.45. Nvidia’s market cap stayed close to $5 trillion — Google Finance put it at roughly $4.96 trillion, with the 52-week range marked from $140.86 to $236.54.

12 June 2026

NASDAQ:NVDA·NVIDIA·Semiconductors·Stock Market·Technology

Intel rises after BofA upgrade boosts hopes for foundry business

Intel shares pushed higher Thursday after Bank of America upgraded the stock from Underperform to Buy and raised its price target to $135 from $96. The call follows a selloff in tech names on Wednesday. BofA cited higher confidence in Intel’s server CPU unit and its foundry push, which involves making chips for outside firms.

11 June 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

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.

11 June 2026

Artificial Intelligence·NASDAQ:AVGO·NASDAQ:NVDA·NYSE:ORCL·Semiconductors·Stock Market

Micron Falls Again as AI Memory Trade Faces Issues

Micron Technology fell 4.7% to $891.88 on Wednesday as selling hit AI-linked chipmakers. The stock has traded like a top AI bet this year, but now investors are pushing back on its valuation. Micron has been a big 2026 winner among semiconductor names.

11 June 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology

Intel Drops as Chip Selloff Hits Shares Despite Google AI Bid Hopes

Intel shares slipped Wednesday, with the stock pulled in different directions by a reported Google order and selling in AI chip names. The Google deal could back Intel’s foundry move, but the broader selloff in AI-tied semi stocks weighed. Intel last traded at $107.04, off $0.88, after a volatile day.

11 June 2026

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:INTC·Semiconductors·Stock Market

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.

10 June 2026

NASDAQ:NVTS·Semiconductors·Stock Market

TSMC Shares Slip After Reporting Record May Sales, AI Strains Still in Focus

TSMC posted record monthly revenue on Wednesday, offering the firmest sign yet that sales are strong. Shares dropped anyway. It’s not about demand for AI chips—the market already gets that. Now investors want to know if TSMC can handle the load without pushing too hard on capacity, margins or their patience.

10 June 2026

NYSE:TSM·Semiconductors·Stock Market·Technology

ASML Shares Dip After Terafab Hype Faces EUV Shipping Hurdle

ASML Holding NV slipped in Amsterdam on Wednesday, down 0.44% at €1,501.80. That’s after the stock surged 3.58% Monday and then gave back 0.41% Tuesday. Shares cooled with investors questioning if the fresh Terafab buzz will convert into real orders for ASML’s AI chipmaking equipment.

10 June 2026

AMS:ASML·Semiconductors·Stock Market

Intel Stock’s Google-Fueled Rally Just Hit a Wall as AI Chip Bets Face a Reality Check

Intel shares fell 4.6% to $105.25 in late Tuesday trading, giving back part of Monday’s Google-fueled rally as investors took profits and chip stocks sold off again. The stock opened at $112.59, touched $113.96, then sank as low as $99.47, showing how fast traders were repricing the turnaround story.

9 June 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

Micron Shares Edge Higher Again, But AI Memory Push Still Has a Snag

Micron Technology shares climbed ahead of the U.S. open on Tuesday, adding to gains after last week’s drop in chip stocks. Investors came back to AI-focused memory stocks. Micron traded at $985.04 in premarket, up 3.77%. It closed Monday at $949.28, up nearly 10%. New York regular trading had yet to start at 9:30 a.m. EDT.

9 June 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology

Cerebras Jumps Again After Wall Street Calls Its AI Chip a Rival for Nvidia

Cerebras Systems was set to open higher on Tuesday, building on Monday’s rally. The move came after Wall Street banks started coverage on the fresh AI-chip IPO with upbeat calls. Shares traded at $246.53 premarket, up 3.66%. Cerebras closed Monday at $237.83, up 18.32%.

9 June 2026

NASDAQ:CBRS·Semiconductors·Stock Market·Technology

Marvell Joins S&P 500 But AI Chip Gains Come With a Twist

Marvell Technology traded higher before the U.S. open on Tuesday, building on gains after S&P Dow Jones Indices said it would add the AI infrastructure chipmaker to the S&P 500.

9 June 2026

Artificial Intelligence·NASDAQ:MRVL·Semiconductors·Stock Market·Technology

Cerebras shares jump as Wall Street eyes AI chipmaker’s Nvidia bid

Cerebras Systems Inc. shares surged roughly 20% Monday as the AI chipmaker drew interest in early coverage from Wall Street firms. The stock was last seen at $241.44 at 1:47 p.m. EDT, up from a prior close near $201.01. It earlier hit an intraday high at $247.75.

8 June 2026

NASDAQ:CERE·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

TSMC Chip Bottleneck Turns Into Global Concern

TSMC’s supply pinch is pushing the chip business into new territory. Google is said to have picked Intel for its next batch of in-house AI chips, and Nvidia is testing if Intel can manufacture a separate advanced chip design, according to reports. “AI’s biggest players are racing to diversify a supply chain still heavily concentrated in TSMC,” eMarketer analyst Jacob Bourne said.

8 June 2026

Artificial Intelligence·NYSE:TSM·Semiconductors

SOXL’s 433% Rally in AI Chip Sector Meets Sharp Pullback

Direxion Daily Semiconductor Bull 3X Shares climbed in early U.S. trading Monday, bouncing after last week’s sharp drop. Investors went back into chip names following a snap in the AI trade. The inverse fund, Direxion Daily Semiconductor Bear 3X Shares, fell.

8 June 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:MRVL·NASDAQ:MU·NASDAQ:NVDA·Semiconductors·Stock Market

Marvell Added to S&P 500 After AI Run, Shares Still Drop With Chips

Marvell Technology is joining the S&P 500, but heads into the U.S. market’s long weekend with shares lower. The week saw AI talk boost stocks early on, then a sharp chip-stock drop.

7 June 2026

Artificial Intelligence·NASDAQ:MRVL·Semiconductors·Stock Market·Technology

Semiconductors 7 June 2026 - 16 June 2026