Semiconductor News & Analysis Feed
8101 articles
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Ams, Osram’s
Ams Osram’s 136% Year-to-Date Rally Hinges on Infineon’s Antitrust Go-Ahead and Debt Halving Target
13.06.2026 - 18:46:42 | boerse-global.de
Ams Osram AGM reaffirms confidence; stock up 136% in 2026. Infineon antitrust ruling pending for €570M sale, set to slash debt. Solid Q1 revenue.
Ams - Ams Osram’s 136% Year-to-Date Rally Hinges on Infineon’s Antitrust Go-Ahead and Debt Halving
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Video Muted
The artificial intelligence boom has created a familiar pattern on Wall Street. Investors spend years chasing the market’s biggest winner, then spend the next few years searching for whatever comes next.
That search is happening right now with Nvidia (NASDAQ:NVD | NVDA Price PredictionA). After becoming one of the most successful investments in stock market history, Nvidia’s recent p
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Should You Look for the “Next Nvidia” — or Just Buy the Real Thing?
Rich Duprey
Sat, June 13, 2026 at 8:25 AM PDT 4 min read
NVDA
+0.16%
AMD
+4.73%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AMD has surged 138% year-to-date versus Nvidia's 10% gain, yet Nvidia remains the dominant GPU supplier powering hyperscaler AI infrastructure spending.
Nvidia's forward P/E of roughly 21 sits
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal, Intel will utilize Cadence's AI agents and its Design IP products to enhance “Intel’s next-generation process technologies, beginning with Intel 14A.” The agreement provides evidence that my pre
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Cadence Deal With Intel Backs Bullish Thesis on Cadence’s Agentic AI
Larry Ramer
Sat, June 13, 2026 at 8:00 AM PDT 3 min read
INTC
-8.45%
CDNS
-1.69%
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Trading disclosure
Ai chip by Quality Stock Arts via Shutterstock
Cadence (CDNS) recently announced that it had expanded its collaboration with Intel's (INTC) chip-manufacturing unit, known as Intel Foundry. Under the deal
2026-06-13
tomshardware.com
2026-06-13
Kunal Khullar
Powered by the Ryzen AI Max+ 395 processor and 128GB of unified memory, AMD's developer kit arrives as a direct competitor to Nvidia's DGX Spark, which recently saw a price increase to $4,699.
2026-06-13
easternherald.com
2026-06-13
The Eastern Herald
NVIDIA Lists RTX Pro 6000 Blackwell at $13,250 — the Official Price Is 73% Above What Early Buyers Paid
The card that once preordered for under $8,000 now carries an official price tag of $13,250 — and what changed isn't the GPU, it's the market NVIDIA is targeting.
BY TECHNOLOGY DESK
JUNE 13, 2026
The NVIDIA RTX Pro 6000 Blackwell Workstation Edition, now officially listed at $13,250. [Image Sou
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
tomshardware.com
2026-06-13
Luke James
Netgear filed counterclaims against TP-Link in federal court in Delaware on June 11, accusing its larger rival of false advertising under the Lanham Act.
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia Stock Just Did Something for the First Time in More Than 5 Years. Here's What History Says Happens Next.
Adam Spatacco, The Motley Fool
Sat, June 13, 2026 at 6:15 AM PDT 4 min read
NVDA
+0.16%
^GSPC
+0.50%
^IXIC
+0.31%
Trade NVIDIA on Coinbase
Trading disclosure
So far this year, Nvidia (NASDAQ: NVDA) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
So far this year, Nvidia (
NVDA
+0.15%
) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally trailing those seen in the Nasdaq.
From a valuation perspective, the world's most valuable company boasts a forward price-to-earnings (P/E) ratio of about 22. Moreover, Nvidia's forward P/E has spent much of 2026 locked in a narrow corridor between roughly 18 and 25.
2026-06-13
tomshardware.com
2026-06-13
Zhiye Liu
Nvidia now sells the RTX Pro 6000 Blackwell graphics cards for $13,250, while partner offerings start at $11,359.99.
2026-06-13
www.tomshardware.com
2026-06-13
Tom's Hardware
PC Components GPUs
Nvidia raises RTX Pro 6000 Blackwell GPU pricing to $13,250 — 55% increase over MSRP in a year's time
News
By Zhiye Liu published 24 minutes ago
Blackwell Pro continues to go up in value amid the AI boom.
(Image credit: Nvidia)
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No graphics card i
2026-06-13
tomshardware.com
2026-06-13
Luke James
Anthropic disabled its two most capable AI models, Claude Fable 5 and Claude Mythos 5, for every customer worldwide on Friday.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
LITE
+3.59%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi
2026-06-13
tomshardware.com
2026-06-13
Mark Tyson
A watershed moment occurred on the battlefields of Ukraine in 2024 when 10 fully autonomous AI-controlled quadcopter drones were sent to the front lines against Russia with ‘Terminator Mode’ engaged.