Semiconductor News & Analysis Feed
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2026-06-10
www.investing.com
2026-06-10
Investing.com
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Is Marvell the Next Micron?
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 12:10 PM PDT 4 min read
MU
-3.14%
MRVL
-9.05%
000660.KS
+15.91%
005930.KS
+8.97%
NVDA
-0.60%
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Trading disclosure
The artificial intelligence (AI) revolution has boosted several semiconductor players into the realm of trillion-dollar giants. Most recently, Micron Technology (NASDAQ: MU) and it
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
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2026-06-10
news.bloomberglaw.com
2026-06-10
Bloomberg Law News
A group of big tech companies convinced a federal judge to split up authors’ copyright lawsuit accusing them of pirating books to build artificial intelligence models.
The authors’ allegation that Anthropic PBC, Google LLC, Apple Inc., Nvidia Corp., Perplexity AI Inc., and xAI Corp. used the same library of pirated books to infringe isn’t sufficient to lump all of the companies into one lawsuit,
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
The artificial intelligence (AI) revolution has boosted several semiconductor players into the realm of trillion-dollar giants. Most recently, Micron Technology (
MU
5.57%
) and its South Korean peers, SK Hynix and Samsung, have joined that exclusive club (though SK Hynix has already slipped back out of it).
Investors who were paying attention to Micron's explosive run understand the pattern: A s
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning Apple, we were paying 4 times earnings. When we bought Amazon for AWS, we were getting it for f
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
Converting a quantized checkpoint into an NVIDIA TensorRT engine bridges the gap between model optimization and production deployment, enabling faster inference, higher throughput, and more efficient GPU utilization at scale.
In a previous post, we produced a high-quality FP8-quantized Contrastive Language-Image Pretraining (CLIP) checkpoint with NVIDIA TensorRT Model Optimizer.
This post picks
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-10
hothardware.com
2026-06-10
HotHardware
Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order
by Zak Killian — Tuesday, June 09, 2026, 02:45 PM EDT
Comments
Intel's foundry ambitions may have just received their biggest validation yet. According to a report from The Information, Google has placed an order with Intel to manufacture more than three million Tensor Processing Units (TPUs) in 2028 after months of testin
2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
www.marketwatch.com
2026-06-10
MarketWatch
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2026-06-10
www.cnbc.com
2026-06-10
CNBC
Investors’ favorite trade is suddenly the one they can’t stop betting against, even as it keeps going lower.
Chip stocks in the VanEck Semiconductor ETF (SMH)
are down on Tuesday. The ETF is now off more than 10% from the record high reached last week, and options traders are betting it will get worse.
Put volume outnumbered call volume by a factor of four as of midday Tuesday, according to dat
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.
Amit Singh
Tue, June 9, 2026 at 11:25 AM PDT 3 min read
NVDA
-3.73%
AMD
-4.86%
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Trading disclosure
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) stock is undervalued despite the company leading the artificial intelligence (AI) hardware boom with its GPUs. While NVDA st
2026-06-10
www.aol.com
2026-06-10
AOL.com
Why Micron Stock Is Sinking Today
KEITH NOONAN, THE MOTLEY FOOL
Wed, June 10, 2026 at 2:10 AM GMT+8
0
Key Points
Chip stocks are getting hit with broad selling action in Tuesday's trading.
Macroeconomic and geopolitical dynamics are factoring into Micron's pullback.
Investors also appear to be nervous about the impact that SpaceX's IPO could have on the stock market.
10 stocks we like better t
2026-06-10
kraneshares.com
2026-06-10
KraneShares
kraneshares.com
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2026-06-10
communityimpact.com
2026-06-10
Community Impact | News
The University of Texas at Austin will be the south node of a national workforce development program to connect job seekers with educational opportunities and employers in the semiconductor industry.
What you need to know
The university announced its selection to lead part of a national effort to expand the semiconductor workforce June 9 at the Texas Advanced Computing Center on the university's
2026-06-10
www.inc.com
2026-06-10
inc.com
__fail__
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Micron (
MU
5.25%
) stock is getting hit with sell-offs in Tuesday's trading and was down 3.7% as of 1:45 p.m. ET. At the same point in the daily session, the S&P 500 and the Nasdaq Composite were down 0.8% and 1.9%, respectively. Micron stock had been off as much as 10% earlier in trading.
Valuations for artificial intelligence (AI) chip stocks are taking substantial steps back today in a broad
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 6%, and Western Digital (NASDAQ:WDC) stock is off 5%. Yet, SanDisk (NASDAQ:SNDK) shares are holding firm (comparatively speaking) as they trade flat on the session.
Video Muted
The backdrop is a broad chip se
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady
David Moadel
Tue, June 9, 2026 at 10:55 AM PDT 4 min read
SNDK
-0.37%
MU
-5.73%
WDC
-4.16%
SMH
-3.45%
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Trading disclosure
Quick Read
After surging over 200% year to date, Micron dropped 5% and Western Digital fell 4.5% on profit-taking, not a fundamental breakdown.
With the VanEck Semiconductor ETF down