Semiconductor News & Analysis Feed

2437 articles
2026-06-10
www.fool.com 2026-06-10 The Motley Fool
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caught up in a sell-off triggered by the lackluster guidance that Broadcom ( AVGO 5.00% ) delivered with its quarterly report on June 3, and many top names tumbled sharply. Dips like these aren't unusual, and they can be gre
2026-06-10
247wallst.com 2026-06-10 24/7 Wall St.
Video Muted The artificial intelligence boom has created one of the most dominant technology companies Wall Street has ever seen. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has become the backbone of modern AI infrastructure, growing from a gaming-chip specialist into a company worth trillions of dollars. Its data center revenue exploded from $15 billion in fiscal 2023 to almost $194 billion in
2026-06-10
finance.yahoo.com 2026-06-10 Yahoo Finance
Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It Rich Duprey Wed, June 10, 2026 at 6:55 AM PDT 5 min read NVDA -2.44% CBRS +6.57% INTC -0.93% Explore stocks on Coinbase Trading disclosure Quick Read Frank Bruno argues Nvidia's training-optimized GPU architecture risks the same fate Intel faced when smartphones made PC chips obsolete. Cerebras' wafer-scale processors c
2026-06-10
www.insidermonkey.com 2026-06-10 Insider Monkey
HEDGE FUNDS - 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 SHARE Page 1 of 9 NEXT >> 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.fool.com 2026-06-10 The Motley Fool
Taiwan Semiconductor Manufacturing ( TSM 3.01% ), popularly known as TSMC, is the world's largest semiconductor foundry, specializing in the mass production of chips and circuits designed by fabless companies. TSMC's factories churn out chips for the most important tech companies in the world, including Apple, Sony, Nvidia, Advanced Micro Devices, Qualcomm, and many others. In fact, TSMC notes th
2026-06-10
finance.yahoo.com 2026-06-10 Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Results Strengthened Its Key Role in the AI Trend Soumya Eswaran Wed, June 10, 2026 at 8:09 AM AST 4 min read 2330.TW -2.17% MSTR +0.87% TSM -1.40% Sands Capital Management, LLC released its Q1 2026 investor letter for its "Select Growth Strategy". A copy of the letter is available to download here. Select Growth mainly targets leading U.
2026-06-10
www.fool.com 2026-06-10 The Motley Fool
Nvidia ( NVDA 1.32% ) has long been considered the industry standard for artificial intelligence (AI) computing stocks. Since 2023, it has been an amazing performer and has delivered strong, market-crushing returns for shareholders. However, 2026 hasn't been so kind. Nvidia's stock is up about 12% this year, which isn't a bad return, but it's only beating the S&P 500 ( ^GSPC 0.31% ) by a few perc
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
www.gasworld.com 2026-06-10 gasworld
Lita Shon-Roy of TechInsights AI to push semiconductor market beyond $1 trillion before end of 2026 By Anthony Wright 3 hours ago 1 min read Bookmark The global semiconductor market is expected to exceed $1 trillion in annual revenue before the end of 2026, with artificial intelligence responsible for more than half of that growth, according to Lita Shon-Roy, President of Materials Analysis at Te
2026-06-10
en.clickpetroleoegas.com.br 2026-06-10 CPG Click Petróleo e Gás
3 min of reading 0 comments 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) Follow us on Google News Be the first to react! 0 Like 0 Love 0 Haha 0 Wow 0 Sad 0 Grr Possible investment in Gwangju could place Samsu
2026-06-10
www.reuters.com 2026-06-10 Reuters
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2026-06-10
www.fool.com 2026-06-10 The Motley Fool
Nvidia ( NVDA 2.28% ) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than Nvidia that don't get nearly as much attention as they deserve. Furthermore, Nvidia is also looking out for these companies, and has actually taken a position in them itself. That's a huge vote of confidence, as Nvidia has several
2026-06-10
finance.yahoo.com 2026-06-10 Yahoo Finance
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2026-06-10
www.fool.com 2026-06-10 The Motley Fool
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2026-06-10
seekingalpha.com 2026-06-10 Seeking Alpha
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2026-06-10
news.google.com 2026-06-10 Insider Monkey
2026-06-10
digitimes.com 2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com 2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
2026-06-10
www.investors.com 2026-06-10 Investor's Business Daily
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2026-06-10
www.investing.com 2026-06-10 Investing.com
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