Semiconductor News & Analysis Feed
79 articles
2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
IREN (NASDAQ: IREN) is repositioning itself as a large-scale artificial intelligence data center builder and operator, moving well beyond its origins in cryptocurrency infrastructure.
The company has signed new long-term infrastructure contracts with both Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA), placing it at the center of surging global demand for AI compute capacity.
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2026-06-27
www.foreignpolicyjournal.com
2026-06-27
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Zacks Research Daily has highlighted 16 major stocks in its latest research output, with JPMorgan Chase & Co. (NYSE: JPM), Novartis AG (NYSE: NVS), and Qualcomm Inc. (NASDAQ: QCOM) among the featured names.
JPMorgan shares have gained 2.7% over the past six months, trailing the Zacks Financial – Investment Bank industry’s gain of 5.8% over the same period.
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The
2026-06-26
www.foreignpolicyjournal.com
2026-06-26
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Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-25
www.foreignpolicyjournal.com
2026-06-25
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Qualcomm (NASDAQ: QCOM) is making an aggressive push into the AI data center market, unveiling a broad range of new products including AI accelerators, CPUs, memory technology, and software.
The company has already secured deals with major customers, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), with Meta signing a multigeneration agreement to deploy Qualcomm’s new Dragonfly C1000 C
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
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Piper Sandler upgraded semiconductor design software maker Synopsys (NASDAQ: SNPS) to Overweight from Neutral, raising its price target to $550 from $450.
The brokerage cited improving prospects for Synopsys’ intellectual property business as Intel’s foundry ambitions continue to gain meaningful traction in the market.
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Sentiment around Intel’s 18A-P and future
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on.
The tech-heavy Nasdaq Composite fell approximately 2% on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session.
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Nvidia and Alphabet, two of th
2026-06-22
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2026-06-22
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Nvidia has committed a direct $2 billion investment into Nebius Group (NASDAQ: NBIS), backing the company’s ambitions to scale AI data center infrastructure across its global neocloud network.
The capital injection positions Nebius as a significant player in high-performance AI computing, with the company planning to deploy Nvidia hardware and software throughout its expanding data center footpri
2026-06-21
www.foreignpolicyjournal.com
2026-06-21
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has attracted renewed investor attention following a sustained period of share price strength across short and longer-term horizons.
The stock has posted an 11.65% return over the past 30 days, a 74.06% gain over the past 90 days, and a one-year total shareholder return of 52.57%.
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That combination of short and medium-term momentum has d
2026-06-20
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2026-06-20
foreignpolicyjournal.com
2026-06-20
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2026-06-20
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Commerce Secretary Howard Lutnick has raised concerns directly with senior leaders at ASML Holding NV (AMS: ASML) that one of the company’s most advanced machines may have entered China in violation of US-led export restrictions, Bloomberg reported.
In a series of recent meetings, Lutnick told ASML executives that he was concerned about the company’s extreme ultraviolet lithography, or EUV, machi
2026-06-19
www.foreignpolicyjournal.com
2026-06-19
foreignpolicyjournal.com
Nuvoton Technology Corporation has announced a collaboration with Qualcomm Technologies, Inc. (NASDAQ: QCOM) to strengthen its system-on-chip business for tethered extended reality glass applications.
The partnership combines Nuvoton’s low-power, XR-optimized SoCs with Qualcomm’s Snapdragon XR platforms to accelerate development and improve overall system performance.
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2026-06-19
www.foreignpolicyjournal.com
2026-06-19
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Kazakhstan is committing up to $10 billion to develop its Data Center Valley project, marking one of the most ambitious technology infrastructure bets in Central Asian history.
The initiative is backed by Nvidia (NASDAQ: NVDA), signaling strong interest from global semiconductor and AI hardware leaders in the region’s growing digital ambitions.
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An initial 125-
2026-06-18
www.foreignpolicyjournal.com
2026-06-18
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D-Wave Quantum (NYSE: QBTS) has seen its stock climb 35% since securing a significant $100 million investment linked to the federal CHIPS Act funding initiative.
The surge has drawn considerable attention from retail and institutional investors alike, particularly after the company’s backing was highlighted through congressional stock tracking tools.
Sir Keir Starmer meets with Guy Parmelin at t
2026-06-18
www.foreignpolicyjournal.com
2026-06-18
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Oracle (NYSE: ORCL), one of the largest players in the artificial intelligence hardware ecosystem, reported its fiscal 2026 results for the year ended May 31 on June 10.
Investor reaction to the results was cautious, with concerns mounting over rapidly expanding capital expenditures and rising debt tied to new data center construction.
Starmer leadership uncertainty ‘perhaps influencing’ indyref
2026-06-17
www.foreignpolicyjournal.com
2026-06-17
foreignpolicyjournal.com
Nvidia CEO Jensen Huang has publicly dismissed the growing fear that agentic AI will destroy major software companies, offering a bullish outlook for the broader industry.
Speaking at Computex, an international information technology show held in Taiwan, Huang addressed claims that AI would render established software businesses obsolete.
Man who cut down village Christmas tree escapes jail sent
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is reportedly in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8 billion and $10 billion, according to Reuters.
The potential acquisition would mark a significant strategic expansion for Qualcomm, pushing the chipmaker beyond its traditional mobile processor and connectivity chip stronghold.
Trump plans massive July 4 celebration, ICE age
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Massive capital expenditure commitments from the world’s largest tech companies are fueling unprecedented demand for semiconductors and the ETFs that track them.
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle have collectively committed to spending nearly $700 billion on capital expenditures in 2026, representing an 81% increase over the prior year.
Fleeing father leaves 4-year-old behi
2026-06-13
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2026-06-13
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NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-10
www.foreignpolicyjournal.com
2026-06-10
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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
2026-06-08
www.foreignpolicyjournal.com
2026-06-08
foreignpolicyjournal.com
Primax Electronics has announced a next-generation AI conference solution platform powered by Qualcomm’s (NASDAQ: QCOM) Dragonwing Edge AI processors, marking a notable expansion into enterprise workplace infrastructure.
The new system is designed to deliver AI-driven audio and video collaboration capabilities specifically tailored for hybrid meeting rooms and enterprise workplaces.
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