Semiconductor News & Analysis Feed

This article analyzes Amazon.com's (AMZN) recent attention due to its increased investment in NVIDIA GPUs. The company plans to deploy 2 million additional NVIDIA GPUs through 2027 and 2028, marking a long-term strategic move in AI infrastructure. Despite strong stock performance—17.55% monthly retu

The 3x leveraged semiconductor ETF SOXL recently surpassed the combined trading volume of Apple and Amazon, signaling intense speculative interest in the semiconductor sector. On June 5, SOXL traded between 104 and 108 million shares, significantly exceeding its typical range of 55 to 77 million sha

Nvidia has been one of the top-performing stocks in the market over the past three-and-a-half years, and this trend is expected to continue over the next three years. The primary driver behind its performance is the ongoing AI infrastructure build-out, which industry experts anticipate will persist