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195 articles
Trending Companies
NVIDIA147 TSMC59 SK Hynix53 Samsung45 Micron Technology43 Micron34 Infineon31 Samsung Electronics28 Microsoft28 SK hynix25 Intel22 AMD22 Apple21 SanDisk20 Google18
Trending Technologies
EUV137 3nm113 AI50 HBM47 AI chips46 DRAM41 GPU39 NAND flash24 memory chips20 AI infrastructure18 advanced packaging17 semiconductor13 HBM49 AI data center9 data centers9
2026-07-08
Nvidia (NVDA) Expands AI Reach With Palantir Verkada And Life Sciences Partnerships - simplywall.st
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simplywall.st 2026-07-08 simplywall.st
2026-07-08
QUALCOMM (QCOM) Stock Could Be 7% Stretched Despite Fresh AI Rally News - simplywall.st
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simplywall.st 2026-07-08 simplywall.st
2026-07-07
Nvidia: The Outlier In AI Remains A Buy (NASDAQ:NVDA) - Seeking Alpha
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seekingalpha.com 2026-07-07 Seeking Alpha
2026-07-07
How SK Hynix Can Save the AI Rally—or Send Tech Stocks Tumbling Again - Barron's
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www.barrons.com 2026-07-07 Barron's
2026-07-07
Nvidia rivals get a rare break in AI race - thestreet.com
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www.thestreet.com 2026-07-07 thestreet.com
2026-07-07
Hedge fund run by ex-OpenAI researcher bets on SK Hynix’s US IPO - Financial Times
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www.ft.com 2026-07-07 Financial Times
2026-07-07
How Open Models Are Driving AI Research - NVIDIA Blog
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news.google.com 2026-07-07 NVIDIA Blog
2026-07-07
How Open Models Are Driving AI Research - NVIDIA Blog
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news.google.com 2026-07-07 NVIDIA Blog
2026-07-06
Highflying hedge fund run by former OpenAI researcher will be cornerstone investor in SK Hynix U.S. listing - MarketWatch
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news.google.com 2026-07-06 MarketWatch
2026-07-06
Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand - Yahoo Finance
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news.google.com 2026-07-06 Yahoo Finance
2026-07-06
Nvidia's Next AI Rack Just Slipped a Year and Wall Street Noticed - Startup Fortune
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news.google.com 2026-07-06 Startup Fortune
2026-07-06
Nvidia next-gen 'Kyber' AI rack delayed to 2028 on manufacturing snags: report (NVDA:NASDAQ) - Seeking Alpha
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news.google.com 2026-07-06 Seeking Alpha
2026-07-06
Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says - CNBC
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news.google.com 2026-07-06 CNBC
2026-07-06
Meta's AI cloud idea underscores a search for returns, not an AI retreat
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digitimes.com 2026-07-06
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow
2026-07-05
Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand - Yahoo Finance
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news.google.com 2026-07-05 Yahoo Finance
2026-07-05
Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand - Bloomberg.com
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news.google.com 2026-07-05 Bloomberg.com
2026-07-03
Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030 - digitimes
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www.digitimes.com 2026-07-03 digitimes
2026-07-02
South Korean AI Rout Drags Emerging Stocks to Three-Week Low - Bloomberg.com
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news.google.com 2026-07-02 Bloomberg.com
2026-07-02
Samsung Chases TSMC With Quantum Computing-Powered Chipmaking as AI Reshapes the Most Critical Step in Fabrication - Wccftech
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wccftech.com 2026-07-02 Wccftech
Korean chip manufacturing giant Samsung is developing simulation technologies for lithography that rely on quantum computing and artificial intelligence, suggests a report from the Korean press. The technology will be used to run simulations of the first stage of the chip manufacturing process, and Samsung will also rely on artificial intelligence to streamline the process. Through the technology,
Semiconductor ManufacturingQuantum ComputingArtificial IntelligenceChip FabricationLithographyTSMCSamsungAI Chips
2026-07-01
Broadcom vs Nvidia: The $100B AI Race and One Winner - Yahoo Finance
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finance.yahoo.com 2026-07-01 Yahoo Finance
Broadcom vs Nvidia: The $100B AI Race and One Winner Vandita Jadeja Wed, July 1, 2026 at 8:32 AM PDT 3 min read AVGO -0.83% NVDA +0.71% Explore stocks on Coinbase Trading disclosure Quick Read NVDA's Data Center revenue hit $75B while AVGO's custom AI silicon surged 143%, reflecting two radically different paths to AI dominance. Trading at 22x forward vs AVGO's 32x, NVDA offers the cheaper valua
Semiconductor IndustryAI ChipsNVIDIABroadcomAI ComputingCustom SiliconGPUData Center