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2026-07-02
www.tradingview.com
2026-07-02
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NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
NVIDIA names Nicholas Parker EVP Worldwide Field Operations as Ajay Puri to retire
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NVDA
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NVIDIA appointed Nicholas Parker as Executive Vice President, Worldwide Field Operations, with Ajay K. Puri set to retire upon his successor's start date.
Individual Ajay K. Puri
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft
Zacks Equity Research July 02, 2026
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2026-07-02
qz.com
2026-07-02
qz.com
Nvidia $NVDA announced a revenue-sharing program on Wednesday designed to give AI startups, model builders, and enterprises access to its computing infrastructure without requiring them to finance hardware buildouts themselves.
Revenue from both product sales and cloud operations flows back to Nvidia under the arrangement, as AI cloud companies provide Nvidia-powered services to their end custome
2026-07-02
news.google.com
2026-07-02
Trefis
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
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2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL | AAPL Price Prediction) wants to buy from is not yet on the US entity list, unlike YMTC, which already is.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
Omor Ibne Ehsan
Thu, July 2, 2026 at 6:13 AM PDT 4 min read
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Apple is reportedly targeting Chinese fab CXMT for LPDDR5X memory, threatening Micron's $12 billion mobile segment despite its 85% gross ma
2026-07-02
the-decoder.com
2026-07-02
the-decoder.com
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Nvidia is bankrolling AI startups to loosen Big Tech's grip on its chip business
Maximilian Schreiner
View the LinkedIn Profile of Maximilian Schreiner
Jul 2, 2026
Nvidia is increasingly acting like a central bank for AI startups, actively shaping the compute market. The chip giant is offering young cloud providers swee
2026-07-02
tomshardware.com
2026-07-02
Kunal Khullar
Intel's Arrow Lake Refresh processors remain among the company's strongest desktop offerings, but newly updated pricing makes both CPUs noticeably more expensive than when they debuted in March.
2026-07-02
www.benzinga.com
2026-07-02
Benzinga
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2026-07-02
www.indexbox.io
2026-07-02
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2026-07-02
focustaiwan.tw
2026-07-02
Focus Taiwan
Taipei, July 2 (CNA) The Ministry of Economic Affairs (MOEA) said Thursday it has approved a US$20 billion capital injection by Taiwan Semiconductor Manufacturing Co. (TSMC) into its wholly owned U.S. subsidiary, TSMC Arizona.
The approval was one of nine major domestic and overseas investment projects cleared by the MOEA's Department of Investment Review at a meeting Thursday.
It marked the six
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
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2026-07-02
www.eenewseurope.com
2026-07-02
eeNews Europe
Infineon Technologies has officially opened its Smart Power Fab in Dresden, several months ahead of schedule, marking a major expansion of Europe’s semiconductor manufacturing capacity. The €5 billion facility is described by the company as the world’s largest factory for power semiconductors and analog/mixed-signal technologies and represents the largest single investment in Infineon’s history.
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
tomshardware.com
2026-07-02
Luke James
Altman is understood to have raised the idea with President Donald Trump, Commerce Secretary Howard Lutnick, and Treasury Secretary Scott Bessent.
2026-07-02
www.marketscreener.com
2026-07-02
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2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
Will this solve the AI boom’s power and water bottlenecks?
2026-07-02
www.tomshardware.com
2026-07-02
Tom's Hardware
Tech Industry Data Centers
Startup activates nuclear microreactor live on stage to power an Nvidia RTX Spark desktop PC — firm working with Nvidia to build a 30MW closed loop AI factory that doesn’t use local water
News
By Jowi Morales
Published July 2, 2026
Will this solve the AI boom’s power and water bottlenecks?
(Image credit: Valar Atomics/LinkedIn)
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2026-07-02
pro.thestreet.com
2026-07-02
TheStreet Pro
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MARKET-COMMENTARY
SanDisk Slashed, Micron Mashed; Jobs Day Forecast; And Are You at Your Desk?
Let’s look at the beating taken by memory stocks yesterday, the shot at a September rate cut, jobs day , and how July 4 week used to work for traders.
Stephen Guilfoyle·Jul 2, 2026, 7:55 AM EDT
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