Semiconductor News & Analysis Feed

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United States/Semiconductors/NasdaqGS:NVDA NVIDIA (NVDA) On Cooling Momentum And An AI Narrative That Still Looks Undervalued June 28, 2026 Simply Wall St Advertisement How NVIDIA Stock Has Been Performing Recently NVIDIA (NVDA) has drawn fresh attention after recent trading, with the stock down 1.6% over the past day and 8.6% over the past week. Shares also declined about 9% over the past month.

Broadcom’s Q3 guidance misses expectations by $1.2 billion, plunging over 13% after hours—has the AI narrative “cooled”? 2026.06.04 - 14 minutes ago Share TechFlow Selected TechFlow Selected Broadcom’s Q3 guidance misses expectations by $1.… For the A-share optical module sector, Chen Fuyang’s remarks on AI networking business during the conference call may be more damaging than the overall AI g

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:AMAT Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative? May 23, 2026 Simply Wall St Reviewed by Sasha Jovanovic Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$