Semiconductor News & Analysis Feed

10644 articles
2026-07-09
www.investors.com 2026-07-09 Investor's Business Daily
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2026-07-09
macdailynews.com 2026-07-09 MacDailyNews
Apple closes in on Nvidia; poised to reclaim world’s most valuable company crown Wednesday, July 8, 2026 1:00 pm 2 Comments News In a dramatic shift in the tech landscape,  Apple is rapidly narrowing the gap with Nvidia in the race for the title of the world’s most valuable company. As of early July 2026, Nvidia holds a slim lead with a market capitalization hovering around $4.7–4.8 trillion, whi
2026-07-09
www.gurufocus.com 2026-07-09 GuruFocus
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2026-07-09
www.proactiveinvestors.com 2026-07-09 Proactive financial news
Tech Hardware & Electrical Equipment Written by: Emily Jarvie Edited by: Angela Harmantas Disclaimer No investment advice About this content Editorial Standards & Policies Share article Nvidia Corp ( NASDAQ:NVDA XETRA:NVD ) View Price & Profile Nvidia backed by Bank of America as analysts see AI leadership supporting further growth Published: 12:55 08 Jul 2026 EDT Nvidia Corp (NASDAQ:NVDA
2026-07-09
www.tomshardware.com 2026-07-09 Tom's Hardware
2026-07-09
finance.yahoo.com 2026-07-09 Yahoo Finance
SK Hynix (KOSE:A000660) Advances AI Memory Work With TetraMem Breakthrough Bailey Pemberton Wed, July 8, 2026 at 9:16 AM PDT 2 min read 000660.KS +9.36% Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. SK hynix (KOSE:A000660) and neuromorphic computing company TetraMem repor
2026-07-08
www.reuters.com 2026-07-08 Reuters
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2026-07-08
tomshardware.com 2026-07-08 Jowi Morales
Claude Code is essentially banned in China, though.
2026-07-08
www.reuters.com 2026-07-08 Reuters
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2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
Revenue and Growth Outlook Affirm Why Taiwan Semiconductor Manufacturing Co. (TSM) is a Top AI Stock on Wall Street’s Radar Neha Gupta Wed, July 8, 2026 at 8:39 AM PDT 1 min read 2330.TW +0.83% TSM -0.28% Trade TSM on Coinbase Trading disclosure Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of the AI stocks on Wall Street's radar. On July 6, Citi reiterated that Taiwan Semiconductor Ma
2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
ASML Holding N.V. (ASML) Price Target Raised by Jefferies on Strong Semiconductor Outlook Neha Gupta July 8, 2026 1 min read ASML.AS -0.41% ASML +0.03% Trade ASML on Coinbase Trading disclosure ASML Holding NV (NASDAQ: ASML) is one of the AI stocks on Wall Street's radar. On July 2, Jefferies reiterated a Buy rating on ASML Holding NV (NASDAQ:ASML) and raised the price target to €1,560 from €1,26
2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
$9.3B Japan Factory Expansion Assert Micron Technology Inc. (MU) as a Top AI Stock on Wall Street Radar Neha Gupta Wed, July 8, 2026 at 8:35 AM PDT 1 min read MU +4.92% Trade MU on Coinbase Trading disclosure Micron Technology Inc. (NASDAQ:MU) is one of the AI stocks on Wall Street's radar. On July 4, Bloomberg reported that Micron has broken ground on the expansion of a factory in Western Japan.
2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
Bank of America Affirms Why NVIDIA Corp. (NVDA) is a Top AI Stock on Wall Street Radar Neha Gupta Wed, July 8, 2026 at 8:35 AM PDT 2 min read NVDA +4.06% BAC +1.88% Explore stocks on Coinbase Trading disclosure NVIDIA Corp. (NASDAQ:NVDA) is a top AI stock on Wall Street's radar. On July 6, Bank of America touted NVIDIA Corp (NASDAQ:NVDA) as one of the stocks poised for a rally after the recent re
2026-07-08
www.bloomberg.com 2026-07-08 Bloomberg
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2026-07-08
wtvbam.com 2026-07-08 WTVB
July 8 (Reuters) – China is planning to allow the country’s top AI companies to buy a limited number of Nvidia’s H200 chips, the Information reported on Wednesday, citing two ​people with direct knowledge of the matter. Chinese officials have ‌told Alibaba, ByteDance and DeepSeek in recent weeks that they may soon receive permission to buy some H200 chips, the report said. Shares of Nvidia rose
2026-07-08
www.datacenterdynamics.com 2026-07-08 Data Center Dynamics
South Korean memory chip giant SK Hynix has announced plans to sell 17.8 million shares in a US IPO, a move that is expected to net the company around $28 billion. In an SEC filing dated July 6, SK Hynix said it would be offering American depositary receipts (ADRs), with each ADR representing a tenth of a common share. ADRs are shares of a foreign company that are traded on US exchanges. – Ben
2026-07-08
tomshardware.com 2026-07-08 Zak Killian
The global AI memory squeeze is pricing cheap phones out of existence and forcing mid-range devices to compromise on hardware.
2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
Penguin Solutions (PENG) Wins Nvidia AI Status And Unveils New ClusterWareAI Tools Bailey Pemberton Wed, July 8, 2026 at 8:12 AM PDT 2 min read PENG +0.76% NVDA +4.06% Explore stocks on Coinbase Trading disclosure Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Penguin Solutions has been awarded Nvidia AI Factory Specialized Part
2026-07-08
www.tradingview.com 2026-07-08 TradingView
News / Zacks / Can 800V AI Power Systems Fuel Navitas' Next Growth Phase? Can 800V AI Power Systems Fuel Navitas' Next Growth Phase? 3 min read NVTS +1.71% Navitas Semiconductor NVTS is positioning itself to benefit from the growing shift toward 800-volt (800V) power architecture in AI data centers. As AI workloads become more power-intensive, hyperscalers are moving to higher-voltage power syste
2026-07-08
www.tradingview.com 2026-07-08 TradingView
News / GuruFocus / Nvidia Valuation Falls to Pre-AI Boom Low Nvidia Valuation Falls to Pre-AI Boom Low Less than 1 min read NVDA +4.06% Nvidia (NVDA, Financials), the semiconductor company best known for AI chips, graphics processors and data-center hardware, is starting to look cheaper after its recent pullback. Shares have dropped about 16% since their May 14 record. The slide has wiped roughl