Semiconductor News & Analysis Feed
23108 articles
2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
2026-06-10
www.theglobeandmail.com
2026-06-10
The Globe and Mail
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stocks we like better than Nvidia ›
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go strai
2026-06-10
www.forbes.com
2026-06-10
Forbes
Berkshire Hathaway
BRK.B
$489.86
+2.09
(0.43%)
JPMorgan Chase
JPM
$311.40
-1.30
(-0.41%)
Visa
V
$322.41
-2.64
(-0.81%)
Eli Lilly & Co
LLY
$1,154.90
+10.22
(0.89%)
Mastercard
MA
$489.81
-5.43
(-1.10%)
Exxon Mobil
XOM
$151.29
+2.38
(1.60%)
Costco Wholesale Corp
COST
$975.68
+7.09
(0.73%)
Johnson & Johnson
JNJ
$239.94
+2.94
(1.24%)
Procter & Gamble
PG
$149.72
+1.05
(0.71%)
Home Depot
HD
$322.85
+1.51
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 7:37 AM PDT 5 min read
NVDA
-3.73%
AVGO
-5.12%
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Trading disclosure
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caug
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Selects Bechtel for New York Semiconductor Project as U.S. Manufacturing Expansion Moves Forward (MU)
Fiona Craig
Wed, June 10, 2026 at 10:36 AM AST 3 min read
MU
-1.83%
chip semiconductor pcb 2 NEW SIZE ©Jon Sullivan
The appointment of Bechtel advances construction of Micron's planned New York memory manufacturing complex, a project expected to become the largest semiconductor facility in
2026-06-10
www.cnbc.com
2026-06-10
CNBC
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2026-06-10
www.forbes.com
2026-06-10
Forbes
INNOVATION
CLOUD
Nvidia Buys Kumo AI To Take Foundation Models To Enterprise Data
ByJanakiram MSV,
Senior Contributor.
I cover emerging technologies with a focus on infrastructure and AI
Follow Author
Jun 10, 2026, 10:31am EDT
0
Nvidia HQ
NVIDIA
Nvidia has acquired Kumo AI, a four-year-old startup that builds foundation models for making predictions from business data, Fortune reported on Jun
2026-06-10
markets.businessinsider.com
2026-06-10
markets.businessinsider.com
Geneva, Switzerland , June 10, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced that its CEO Carlos Moreira, will moderate the high-profile panel “Quantum Semiconductors – Scaling from Lab to Fab” at the Global Semiconductor A
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caught up in a sell-off triggered by the lackluster guidance that Broadcom (
AVGO
5.00%
) delivered with its quarterly report on June 3, and many top names tumbled sharply.
Dips like these aren't unusual, and they can be gre
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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Zacks
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KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?
KLAC Stock Hits 52-Week High, Up 46% in 3 Months: Buy, Hold or Sell?
4 min read
KLAC
+0.62%
KLA Corporation KLAC is trading near a fresh 52-week high, signaling growing investor conviction in the company’s execution and its critical role in the AI-driven semiconductor equipment cycle. The stock recently touched a
2026-06-10
news.google.com
2026-06-10
24/7 Wall St.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk
Rich Duprey
Wed, June 10, 2026 at 7:17 AM PDT 4 min read
MU
-2.23%
SNDK
+2.74%
000660.KS
-7.54%
NVDA
-2.49%
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Trading disclosure
Quick Read
Musk argues the U.S. has zero high-volume memory fabs, and that delayed projects won't reach production until sometime between 2028 and 2030, leaving AI demand s
2026-06-10
www.barrons.com
2026-06-10
Barron's
__fail__
2026-06-10
autonews.gasgoo.com
2026-06-10
Gasgoo
Home
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News
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Cockpit-Driving Fusion, Qualcomm Unveils Another Major Move
Qualcomm
Cockpit-Driving Fusion, Qualcomm Unveils Another Major Move
Edited by Taylor From Gasgoo
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June 10 , 2026 22:06 BJT
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Gasgoo Munich-In Wuxi this June, cockpit-driving fusion took center stage at the 2026 Qualcomm Automotive Technology and Cooperation Summit. The Snapdragon 8775 has entere
2026-06-10
quantumzeitgeist.com
2026-06-10
Quantum Zeitgeist
ARTIFICIAL INTELLIGENCE, HIGH PERFORMANCE COMPUTING
NextSilicon Productizes Arbel RISC-V Core Into 64-Core Enterprise Processor
June 10, 2026
BY IVY DELANEY
NextSilicon is expanding beyond acceleration, announcing plans to productize its Arbel RISC-V core into 64-core and 128-core enterprise processors designed for artificial intelligence and high-performance computing. Originally conceived as th
2026-06-10
www.insidermonkey.com
2026-06-10
Insider Monkey
HEDGE FUNDS
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NEWS
Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market
Published on June 10, 2026 at 9:44 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. The host of CNBC’s Mad Money said on Monday that a growing lis
2026-06-10
www.foreignpolicyjournal.com
2026-06-10
foreignpolicyjournal.com
Nebius Group (NASDAQ: NBIS) shares climbed more than 5% on Tuesday after the AI cloud company unveiled a new Physical AI Living Lab developed in partnership with NVIDIA (NASDAQ: NVDA).
The initiative marks a significant expansion of the existing relationship between the two companies, targeting the fast-growing market for AI-driven robotics applications across the UK and Europe.
Iran launches re
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle