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35 Reasons I'm Still Short Nvidia
Jun 11, 2026, 9:49 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, AMZN, AMZN:CA, ZAMZ:CA, OPENAI, AMD, AMD:CA, ZAMD:CA, GOOGL, DEEPSEEK
Jeremy Blum
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Nvidia Corporation faces mounting headwinds from an AI
2026-06-11
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2026-06-11
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Canon: Potential Challenger Of ASML's EUV Process
Jun 11, 2026, 7:45 AM ETCanon Inc. (CAJPY) Stock, CAJFF Stock
Gytis Zizys
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Canon is downgraded to hold due to a weak short-term outlook and sluggish growth outside its Imaging segment.
CAJPY’s profitability is pressured by tariffs, cost inflation, and an unfavorable m
2026-06-11
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2026-06-11
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Marvell Technology: Better AI Stock Than Nvidia
Jun 11, 2026, 7:31 AM ETMarvell Technology, Inc. (MRVL) Stock
Bears of Wall Street
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Marvell Technology is evolving into a pivotal AI infrastructure player, with recent earnings, guidance, and strategic moves reinforcing its value proposition.
MRVL's
2026-06-11
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2026-06-11
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2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com
2026-06-11
Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company's Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia's latest B200 platform. The size difference was stark.
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
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Micron's Parabolic Run May Have More Room To Go
Jun 10, 2026, 1:22 PM ETMicron Technology, Inc. (MU) Stock
Cavenagh Research
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Micron's equity story shines as AI-driven demand transforms memory from a commodity to a strategic infrastructure asset.
MU's exposure spans HBM, server DRAM, and SSDs, positi