Semiconductor News & Analysis Feed
6311 articles
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
At midday, the S&P 500 (
^GSPC
+0.26%
) inched up 0.07% to 7,585.26, the Nasdaq Composite (
^IXIC
+0.42%
) rose 0.23% to 27,034.50 on artificial intelligence (AI) strength. The Dow Jones Industrial Average (
^DJI
+0.09%
) slipped 0.24% to 50,912.06 as oil-linked cyclicals lagged.
Market movers
Nvidia jumped more than 4% this morning, after unveiling a new AI-focused PC chip. The news helped push
2026-06-02
www.thestandard.com.hk
2026-06-02
The Standard (HK)
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2026-06-02
telecomlead.com
2026-06-02
TelecomLead
Global Smartphone Shipments Set for Record 13.9% Decline as Memory Chip Shortage Hits Budget Market
June 1, 2026
The global smartphone industry is facing its sharpest annual contraction on record, with shipments expected to fall 13.9 percent to 1.08 billion units in 2026, according to the latest forecast from Counterpoint Research.
Smartphones under $99
The revised outlook is worse than Counte
2026-06-02
www.digitalfoundry.net
2026-06-02
Digital Foundry
NewsNvidiaPC
Nvidia reveals RTX Spark N1/N1X "superchip" at Computex, with Gaming Performance Equivalent to RTX 5070 Laptop
The world's biggest company takes on AMD, Intel, Qualcomm and Apple in the PC space.
by William Judd
7 hours ago
Share:
Nvidia has officially unveiled its rumoured N1 and N1X chips at Computex under the RTX Spark brand, bringing a chipset to rival Apple, Intel, Qualcomm an
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
On June 01, 2026, NVIDIA's announcement at the Taipei International Computer Show regarding its new PC processor has significantly altered the chip market landscape, leading to sharp declines in the stock prices of traditional chip giants. Qualcomm Inc QCOM +5.17%
81
experienced a pre-market drop of 9.5%, as investors reacted to NVIDIA's entry into the market with its RTX Spark chip, which poses
2026-06-02
www.investors.com
2026-06-02
Investor's Business Daily
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2026-06-02
www.msn.com
2026-06-02
MSN
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2026-06-02
www.investors.com
2026-06-02
Investor's Business Daily
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2026-06-02
www.msn.com
2026-06-02
MSN
AI PC debut: Nvidia launches RTX Spark, an Arm-based CPU-GPU chip for Windows laptops and desktops, promising powerful AI, creative and gaming capabilities.
Industry challenge: The move positions Nvidia against Apple, Intel, AMD and Qualcomm in the premium PC market, with major OEM partners on board.
Autumn rollout: Over 30 laptops and 10 desktops with RTX Spark are expected from September 2026,
2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
news.google.com
2026-06-01
24/7 Wall St.
2026-06-01
www.proactiveinvestors.com
2026-06-01
Proactive financial news
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2026-06-01
ca.finance.yahoo.com
2026-06-01
Yahoo! Finance Canada
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
__fail__
2026-06-01
pro.thestreet.com
2026-06-01
TheStreet Pro
HOME>TRADE-IDEAS
TRADE-IDEAS
New AMD Price Target After Nvidia ‘Superchip’ Threatens Key Business
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Stephen Guilfoyle·Jun 1, 2026, 11:05 AM EDT
COMMENTS
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