Semiconductor News & Analysis Feed
10677 articles
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir Shares Jump After Striking Nvidia AI Deal
Nauman Khan
June 29, 2026 1 min read
PLTR
+1.22%
NVDA
-1.79%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose about 4% Monday after the software company unveiled a new artificial intelligence initiative with Nvidia (NASDAQ:NVDA) aimed at helping U.S. government agenc
2026-06-30
thenewstack.io
2026-06-30
The New Stack
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2026-06-30
sourceability.com
2026-06-30
Sourceability
One of the most notable impacts AI has had on the semiconductor supply chain has been the surge in demand for high-bandwidth memory (HBM). As AI infrastructure investments continue to accelerate, memory manufacturers are increasingly prioritizing production for HBM and other high-end memory solutions, creating a ripple effect of line consolidation and dramatic shortages.
These pressures are becom
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir and Nvidia Bring Open AI Models Inside U.S. Government Systems
Renato Neves, CFA
June 29, 2026 1 min read
NVDA
+0.37%
PLTR
+2.51%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose 3.85% intraday after the data analytics company announced a strategic initiative with Nvidia (NASDAQ:NVDA) to deploy Nemotron open
2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-30
tomshardware.com
2026-06-30
Hassam Nasir
Valve has asked Dbrand to stop selling its Portal 2-themed Companion Cube cases for the Steam Machine, since it never asked the company permission to begin with.
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
PC Components GPUs
Legacy Nvidia RTX 3060 12GB returns to retail five years after original launch, priced at $339 — resurrected GPU strategy that Jensen called a 'good idea' apparently comes to fruition
News
By Jeffrey Kampman
Published June 30, 2026
Ampere rides again for almost the same price as RTX 5060s
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-30
tomshardware.com
2026-06-30
Jeffrey Kampman
Ampere rides again for almost the same price as RTX 5060s
2026-06-30
eetimes.com
2026-06-30
RISC-V heavyweights tackle physical AI, edge autonomy and TOPS-per-watt—watch how robots chase their killer app.
2026-06-30
news.google.com
2026-06-30
EE Times
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-29
qz.com
2026-06-29
qz.com
Palantir $PLTR Technologies and Nvidia $NVDA announced a strategic initiative to deliver an intelligent engine for running Nvidia's Nemotron open models in sovereign environments, with a primary focus on U.S. government agencies and critical infrastructure.
Under the partnership, Nvidia's AI platform — including its compute infrastructure, software ecosystem, and Nemotron open models — will be co
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir and Nvidia partner on AI platform for U.S. government
Palantir and Nvidia partner on AI platform for U.S. government · Quartz · Luke Sharrett / Stringer via Getty Images
Colleen Cabili
June 29, 2026 2 min read
PLTR
+2.51%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Palantir Technologies and Nvidia announced a strategic initiative to deliver an intelligent engine for running
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
Three times the current price would put Micron Technology (NASDAQ:MU | MU Price Prediction) somewhere around $3,000 a share. That is a number that sits above every published Wall Street target on the stock. The only way there runs through a memory supercycle that lasts longer and runs hotter than even bulls currently model. Let’s take a look at how Micron could get there, even though Goldman Sachs
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
onsemi’s (NASDAQ: ON) stock price imploded by more than 25% following the unexpected acquisition of Synaptics (NASDAQ: SYNA). The critical detail (the one triggering the sell-off) is what the market got wrong: this isn’t a desperate grab at acquisitional growth, diluting shareholder value for limited gain, but a strategic push into physical AI.
onsemi, already well-positioned as a leading supplie
2026-06-29
www.pcgamer.com
2026-06-29
PC Gamer
Hardware Memory
Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior
News
By Jess Kinghorn
Published June 29, 2026
'No outsider can expand output to undercut them.'
(Image credit: SeongJoon Cho / Bloomberg via Getty Images (left) | JHVEPhoto via Getty Images (middle) | David Paul Morris/Bloomberg via
2026-06-29
www.hpcwire.com
2026-06-29
HPCwire
www.hpcwire.com
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2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
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