Semiconductor News & Analysis Feed
200 articles
2026-07-09
www.benzinga.com
2026-07-09
Benzinga
2026-07-08
www.cnbc.com
2026-07-08
CNBC
2026-07-07
tomshardware.com
2026-07-07
Hassam Nasir
LG monitors apparently auto-install an app on your PC when you first connect them, all thanks to the Microsoft Store.
2026-07-06
tomshardware.com
2026-07-06
Andrew E. Freedman
Xbox CEO Asha Sharma announced that Microsoft's gaming division will cut 3,200 jobs throughout FY27 and is spinning out studios but not canceling any games.
2026-07-06
tomshardware.com
2026-07-06
Bruno Ferreira
Wisconsin residents file class-action lawsuit against Microsoft due to data center noise — plaintiffs also mention construction noise and extreme light pollution
2026-07-06
news.google.com
2026-07-06
Insider Monkey
2026-07-05
tomshardware.com
2026-07-05
Hassam Nasir
DOJ claims the group stole over $100 million across various attacks.
2026-07-05
news.google.com
2026-07-05
Yahoo Finance
2026-07-04
news.google.com
2026-07-04
The Motley Fool
2026-07-04
simplywall.st
2026-07-04
simplywall.st
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
www.geekwire.com
2026-07-03
GeekWire
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Microsoft (
MSFT
1.42%
) and Nvidia (
NVDA
+3.74%
) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers.
Both stocks have made investors very wealthy over t
2026-07-02
www.theglobeandmail.com
2026-07-02
The Globe and Mail
Chicago, IL – July 2, 2026 – Today, Zacks Investment Ideas feature highlights JPMorgan JPM, Sandisk Corp. SNDK, Micron Technology MU, Nvidia NVDA, Broadcom AVGO, Advanced Micro Devices AMD, Taiwan Semiconductor TSM, Arista Networks ANET, Meta Platforms META and Microsoft MSFT.
The second quarter of 2026 will likely be remembered as one of the strongest periods for U.S. equities in recent memory.
2026-07-02
www.zacks.com
2026-07-02
Zacks Investment Research
Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft
Zacks Equity Research July 02, 2026
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2026-07-02
tomshardware.com
2026-07-02
Andrew E. Freedman
Microsoft is reportedly testing a feature to digitize physical games going back to the Xbox One with digital copies tied to the owner of the physical disc.
2026-07-01
techafricanews.com
2026-07-01
TechAfrica News
With Claude in Foundry running on NVIDIA GB300 NVL72 systems with NVIDIA Quantum-X800 InfiniBand networking, enterprises can now build and run more powerful agentic systems, including autonomous and specialized sub-agents that can work across business domains to perform advanced tasks.
Now generally available in Microsoft Foundry, Claude on NVIDIA GB300 Blackwell Ultra gives Azure-native enterpri
2026-07-01
tomshardware.com
2026-07-01
Andrew E. Freedman
Microsoft is further pruning its Surface line, with the Surface Laptop Go 3 and Surface Go 4 going out of stock without clear follow-ups.
2026-06-30
digitimes.com
2026-06-30
Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft, and Nintendo all having signaled product price increases as widening supply-demand gaps continue to drive up memory costs.