Semiconductor News & Analysis Feed

2 articles
2026-09-02
www.cnbc.com 2026-09-02
On Wednesday, several major technology companies drew analyst attention, with NVIDIA at the forefront. While the article mentions Apple, Tesla, Dell, SpaceX, and DraftKings, the focus is on the semiconductor and AI sectors. NVIDIA, as a leading GPU manufacturer, plays a critical role in AI training
2026-07-31
www.benzinga.com 2026-07-31
Prominent hedge fund manager Michael Burry has expanded his short positions against semiconductor giants NVIDIA and Micron Technology, reflecting his cautious outlook on current tech stock valuations and semiconductor industry growth prospects. This strategic move demonstrates Burry's sophisticated