Semiconductor News & Analysis Feed
887 articles
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, the U.S. Commerce Department announced new regulations aimed at restricting Chinese companies from acquiring advanced AI semiconductors, including products from NVIDIA Corp NVDA. This regulatory change is significant for the semiconductor industry and could impact NVIDIA's operations and market position.
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
ca.finance.yahoo.com
2026-05-31
Yahoo! Finance Canada
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2026-05-31
www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 31, 2026, NVIDIA Corp NVDA announced its entry into the personal computer market with the unveiling of its first Windows PCs powered by its own chips. This significant move is expected to reshape the PC landscape as major manufacturers, including Microsoft and Dell, prepare to release these innovative devices shortly. The announcement coincides with NVIDIA CEO Jensen Huang's keynote at COMP
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 30, 2026, reports emerged that NVIDIA NVDA and Microsoft (MSFT) are set to unveil their first Windows PCs featuring NVIDIA chips as the main processors. These computers are expected to be part of Microsoft's Surface brand, alongside offerings from other manufacturers such as Dell (DELL).
This collaboration marks a significant step for Microsoft, which has been striving to adopt more energy
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.moomoo.com
2026-05-31
Moomoo
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.benzinga.com
2026-05-30
Benzinga
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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