Semiconductor News & Analysis Feed

Oracle (NYSE: ORCL), one of the largest players in the artificial intelligence hardware ecosystem, reported its fiscal 2026 results for the year ended May 31 on June 10. Investor reaction to the results was cautious, with concerns mounting over rapidly expanding capital expenditures and rising debt tied to new data center construction. Starmer leadership uncertainty ‘perhaps influencing’ indyref

5-star analyst revisits Nvidia stock on peculiar GPU demand situation Moz Farooque Wed, June 10, 2026 at 9:37 AM PDT 4 min read NVDA -2.91% Trade NVIDIA on Coinbase Trading disclosure Nvidia (NVDA) has spent most of the AI boom dealing with "good" problems, chief among them that its most important chips remain very hard to get. According to TheFly, Wedbush analyst Matt Bryson just revisited Nvid

__fail__

Nvidia (NVDA) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to source, according to Wedbush. "We do not recall availability issues this late in an NVDA accelerator cycle since Ampere/Hopper, a result that to us suggests demand is lifting at a more rapid pace than previously expec

Nvidia GPU demand stays strong as Blackwell becomes more difficult to acquire: Wedbush Jun 08, 2026, 9:44 AM ETNVIDIA Corporation (NVDA) Stock, P StockBy: Brandon Evans, SA News Editor Copy Link Save Comment (1) Nvidia (NVDA) continues to see elevated demand for its Grace Blackwell systems, including the GB300 and the B300, as several customers indicated these are becoming more difficult to sourc

PRODUCTS & TOOLS nvidia gpus supply chain Nvidia GPU Demand Remains Strong as Blackwell Tightens 1 sources | June 8, 2026 7.2 Relevance Score Photo: static.seekingalpha.com · rights & takedowns Per Wedbush, Nvidia demand for `Grace Blackwell` GPUs is straining supply as memory tightens. `Grace Blackwell` GPUs have become more difficult to acquire, per Wedbush. Scoring Rationale High-demand Nvid

__fail__

__fail__