Semiconductor News & Analysis Feed

Following NVIDIA's announcement of a $500 billion capital mobilization effort with major Wall Street firms to fund AI data center infrastructure, Neocloud stocks surged. This initiative aims to shift financing off NVIDIA’s balance sheet by treating compute capacity as an investable asset class, with

Following a challenging period, the Neocloud sector rebounded midday on Tuesday, driven by a $500 billion financing initiative led by NVIDIA in partnership with major Wall Street firms. This move aims to mobilize capital for AI data center infrastructure, shifting financing off NVIDIA's balance shee

In July 2026, Galaxy Digital Capital Management GP LLC reduced its stake in Taiwan Semiconductor Manufacturing Company (TSMC) by 22.5%, selling 1,446 shares. Despite this, TSMC remains the fund's 13th-largest holding, accounting for 1.8% of its portfolio. Meanwhile, other major investors such as Van