Semiconductor News & Analysis Feed
21487 articles
2026-06-09
www.msn.com
2026-06-09
MSN
CNBC's Jim Cramer said Nvidia's growing sovereign AI business could help reduce the company's dependence on hyperscalers.
He said governments around the world are investing heavily in domestic AI infrastructure, creating a new source of demand for Nvidia's chips that is less dependent on near-term financial returns.
CNBC's Jim Cramer said Monday that Nvidia's growing business with sovereign natio
2026-06-09
www.hpcwire.com
2026-06-09
HPCwire
Korea’s Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI
SEOUL, South Korea, June 8, 2026 — NVIDIA and SK Telecom have announced that SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory coming online in 2027.
An AI Cloud
2026-06-09
www.cnbc.com
2026-06-09
CNBC
CNBC’s Jim Cramer said Monday that Nvidia’s
growing business with sovereign nations could help ease investor concerns about the company’s dependence on a handful of hyperscale customers.
“Nvidia does not want to be hostage to customers that are trying their best to get off Nvidia,” the “Mad Money” host said. “It wants to try to get everyone to be a customer.”
Investors have started to worry tha
2026-06-09
www.thelec.net
2026-06-09
thelec.net
Samsung Electronics DS Division Head and Vice Chairman Jun Young-hyun holds a press briefing at the Shilla Hotel banquet hall in Seoul's Jangchung-dong district on June 8. (Photo: THE ELEC)
Samsung Electronics expressed confidence in its long-term partnership with Nvidia despite the chip designer's increasingly close relationship with SK hynix.
Jun Young-hyun, vice chairman and head of Samsung E
2026-06-09
news.google.com
2026-06-09
2nm.com.au
2026-06-09
www.thestreet.com
2026-06-09
thestreet.com
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2026-06-09
www.investing.com
2026-06-09
Investing.com
www.investing.com
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2026-06-09
www.asdnews.com
2026-06-09
ASDNews
www.asdnews.com
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2026-06-09
news.bloomberglaw.com
2026-06-09
Bloomberg Law News
Redstone filed a federal lawsuit accusing chip maker Qualcomm of making and selling products that infringe on its patent for a specific method of communication between processor cores in a multi-core processor.
Redstone Logics LLC previously sued Qualcomm Inc. and Qualcomm Technologies Inc., alleging patent infringement for its implementation of ARM’s processor architecture in a September 2024 la
2026-06-09
news.bloomberglaw.com
2026-06-09
Bloomberg Law News
Redstone filed a federal lawsuit accusing chip maker Qualcomm of making and selling products that infringe on its patent for a specific method of communication between processor cores in a multi-core processor.
Redstone Logics LLC previously sued Qualcomm Inc. and Qualcomm Technologies Inc., alleging patent infringement for its implementation of ARM’s processor architecture in a September 2024 la
2026-06-09
www.axios.com
2026-06-09
Axios
www.axios.com
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2026-06-09
www.gurufocus.com
2026-06-09
GuruFocus
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Stock Market Today, June 8: Marvell, Intel, and Micron Lead Tech Stock Rebound
Emma Newbery, The Motley Fool
Mon, June 8, 2026 at 5:23 PM AST 3 min read
MRVL
+9.63%
INTC
+11.19%
MU
+9.87%
^DJI
-0.16%
CL=F
-1.02%
S&P 500 (SNPINDEX:^GSPC) rose 0.30% to 7,405.73 and the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 0.86% to 25,929.66 as tech stocks began to recover from Friday’s rout. The Dow Jones I
2026-06-09
www.msn.com
2026-06-09
MSN
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2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks driven primarily by a broad rebound in semiconductor stocks after a sharp late-week selloff, with Qualcomm participating in the risk-on rotation. Investors also appear to be looking ahead to Qualcomm’s June 24, 2026 Investor Day and its expanding data-center
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
S&P 500 (
^GSPC
+0.30%
) rose 0.30% to 7,405.73 and the Nasdaq Composite (
^IXIC
+0.86%
) climbed 0.86% to 25,929.66 as tech stocks began to recover from Friday’s rout. The Dow Jones Industrial Average (
^DJI
0.16%
) slipped 0.16% to 50,786.01 as cyclicals lagged.
Market movers
Marvell Technology jumped 10% following news of its upcoming S&P 500 inclusion, while artificial intelligence (AI) chip
2026-06-09
www.investors.com
2026-06-09
Investor's Business Daily
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2026-06-09
www.kjzz.org
2026-06-09
KJZZ
www.kjzz.org
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2026-06-09
www.cnbc.com
2026-06-09
CNBC
Apple
on Monday revealed what it’s been working on in artificial intelligence at its annual Worldwide Developers Conference in Cupertino, Calif.
WWDC showed off demos of its redesigned Siri, which can speak back and forth with the user, a major improvement over previous versions of the assistant. In a demo, Siri was able to check concert dates, set a reminder to buy tickets, and even get directi
2026-06-09
www.gurufocus.com
2026-06-09
GuruFocus
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