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2026-06-10
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2026-06-10
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2026-06-10
www.insidermonkey.com
2026-06-10
Insider Monkey
HEDGE FUNDS
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NEWS
Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market
Published on June 10, 2026 at 9:44 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. The host of CNBC’s Mad Money said on Monday that a growing lis
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
cepa.org
2026-06-10
Center for European Policy Analysis (CEPA)
The European Commission’s new Digital Sovereignty package proposes a Chips Act 2.0 that would pour taxpayer money into a sovereign artificial intelligence chip factory. A wise strategy would instead build on Europe’s existing semiconductor strengths and boost the continent’s AI appetite.
Europe’s first Chips Act, from 2022, aimed to increase the EU’s global market share to 20% by 2030, up from
2026-06-10
news.google.com
2026-06-10
Business Wire
2026-06-10
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2026-06-10
Investing.com
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
SLB & Qualcomm Team Up to Advance Edge AI in the Energy Sector
Zacks Equity Research
Wed, June 10, 2026 at 8:24 AM AST 2 min read
QCOM
-4.64%
VIST
+2.27%
YPF
+2.44%
EC
+2.96%
SLB
+0.47%
SLB N.V. SLB has announced a memorandum of understanding (MoU) with Qualcomm Technologies to develop edge artificial intelligence (AI) solutions for the energy industry, combining Qualcomm’s low-power edge computi
2026-06-10
www.networkworld.com
2026-06-10
Network World
The reported deal would add financing to an already expanding OpenAI-Nvidia infrastructure partnership.
Credit: Vitor Miranda / Shutterstock
OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia.
The campus could cost at least $500 billion to build at current prices for chips,
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
NVIDIA South Korea AI Factories Highlight Growth Ambition And Valuation Tension
Simply Wall St
Wed, June 10, 2026 at 5:07 AM PDT 3 min read
NVDA
-1.27%
SKM
-6.07%
000660.KS
-7.54%
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2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
Features
By Anton Shilov published 4 hours ago
TSMC kicks off unprecedented capacity expansion plan.
(Image credit: Getty Images / Jimmy Beunardeau)
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Newslette
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagship Ark Innovation ETF (
ARKK
1.07%
) has had mixed results, up 49% over the past year but down 8.7% on average over the last five, as of the end of April.
Nonetheless, when she makes moves, it tends to be notable. Recently, she has been trimming her stake in Advance
2026-06-10
news.google.com
2026-06-10
Lavender Hotel
2026-06-10
en.clickpetroleoegas.com.br
2026-06-10
CPG Click Petróleo e Gás
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Samsung eyes strategic chip factory in South Korea and could shake up the global AI landscape with advancements in HBM memories and advanced packaging.
Written by
Caio Aviz
Published on
10/06/2026 at 08:11
Artificial Intelligence (AI)
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Possible investment in Gwangju could place Samsu
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Ark Investment's Cathie Wood Just Sold AMD Shares and Bought Nvidia. Is That the Right Move for Investors?
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 3:49 AM PDT 4 min read
NVDA
-2.35%
AMD
-3.20%
ARKK
-0.73%
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Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagsh
2026-06-10
www.moomoo.com
2026-06-10
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
智通财经APP获悉，光大证券发布研报称，玻璃基板凭借其优异特性，逐步成为新一代先进封装介质。当前TGV玻璃基板正处于从实验室基础研究向量产工程化跨越的历史性节点，且呈国外进度领先、国内加速追赶态势。建议紧盯下游客户验证与量产线建
2026-06-10
www.bisinfotech.com
2026-06-10
Bisinfotech
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2026-06-10
www.digitimes.com
2026-06-10
digitimes
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and...
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How Record Margins, AI Demand Visibility and Singapore Expansion At Applied Materials (AMAT) Has Changed Its Investment Story
Simply Wall St
Tue, June 9, 2026 at 11:16 PM PDT 3 min read
AMAT
+1.30%
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In recent days, Applied Materials reported record quarterly revenue and its highest gross margin in more than two decades, raised its semiconductor equipment g