Semiconductor News & Analysis Feed
7142 articles
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St
Fri, June 12, 2026 at 3:14 PM PDT 3 min read
NVDA
+0.16%
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NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market,
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
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2026-06-13
developer.nvidia.com
2026-06-13
NVIDIA Developer
AI agents have fundamentally changed the complexity of inference workloads. Until now, the industry has struggled to define a standard for measuring how inference systems perform under these conditions. Artificial Analysis AgentPerf (AA-AgentPerf) offers the industry’s first multi-vendor open benchmarks profiling trajectories that are representative of real-world AI agent coding tasks.
This post
2026-06-13
investorplace.com
2026-06-13
InvestorPlace
How to Hold the Next Nvidia Through the Noise
The biggest gains often come after the scariest pullbacks.
33m ago · By Jeff Remsburg, Editor, Investing Insider
Source: shutterstock.com/Lemonsoup14
Everyone wants to find the next Nvidia – legendary investor Louis Navellier thinks a better question might be: Can you hold it once you do?
In today’s Friday Digest takeover, Louis explains why today
2026-06-13
news.google.com
2026-06-13
Hackster.io
2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
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
2026-06-13
www.investopedia.com
2026-06-13
Investopedia
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2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
What Vistra (VST)'s New Role Powering KKR–Nvidia Helix AI Data Centers Means For Shareholders
Simply Wall St
Fri, June 12, 2026 at 12:12 PM PDT 3 min read
VST
+1.12%
NVDA
+0.16%
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In recent days, KKR announced the launch of Helix Digital Infrastructure, a more than US$10.00 billion AI-focused venture backed by Nvidia and the Kuwait Investment Authority,
2026-06-13
www.upi.com
2026-06-13
upi.com
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2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Tirthankar Chakraborty
Fri, June 12, 2026 at 12:00 PM PDT 3 min read
MU
-1.43%
NVDA
+0.16%
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Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us
2026-06-13
www.tradingview.com
2026-06-13
TradingView
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Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
3 min read
MU
−1.43%
NVDA
+0.16%
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us thus see how both companies per
2026-06-13
www.zacks.com
2026-06-13
Zacks Investment Research
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2026-06-13
www.jonpeddie.com
2026-06-13
Jon Peddie Research
Nvidia is changing how AI can be achieved, bringing the full stack of its AI and graphics technology to Windows PCs through its RTX Spark platform. And this is just the “Spark” that a software company like Adobe has been waiting, enabling it to boost its creative apps including Photoshop, Premiere Pro, and Substance 3D.
Nvidia has changed up the recipe for client computing with the recent introd
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Shares of Intel (NASDAQ:INTC | INTC Price Prediction) are up 8% in midday trading on Friday, June 12, changing hands near $127. That move makes Intel the standout performer among the three mega-cap chip names investors are tracking most closely today.
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Advanced Micro Devices (NASDAQ:AMD) stock is also rallying, up 6% to $518. NVIDIA (NASDAQ:NVDA) stock is little changed near $205, whi
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
David Moadel
Fri, June 12, 2026 at 10:36 AM PDT 4 min read
INTC
+7.12%
AMD
+5.26%
NVDA
+0.05%
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Quick Read
Intel surged 8% Friday to lead chip stocks, outpacing AMD's 6% gain and leaving NVIDIA flat, extending INTC's dominant 217% year-to-date run.
Intel's forward P/E of 1
2026-06-13
www.investing.com
2026-06-13
Investing.com
www.investing.com
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2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) both reported earnings in May, and the contrast says everything about today’s AI hardware market.
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NVIDIA posted a $81.6 billion quarter built on Blackwell dominance. AMD posted $10.25 billion, with the Meta partnership reshaping its data center story. One is the incumbent. The other is the credible challenger finally g
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia vs AMD: The Better AI Stock Is A Better Buy This June
Vandita Jadeja
Fri, June 12, 2026 at 9:53 AM PDT 3 min read
NVDA
+0.18%
AMD
+5.63%
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Trading disclosure
Quick Read
NVDA grows 85% yet trades at only 24x forward earnings, while AMD demands 68x despite slower growth and lower margins.
AMD's 6 GW Meta deployment gives it a flagship hyperscaler commitment, but NVI
2026-06-13
news.google.com
2026-06-13
Healthcare Dive
2026-06-13
news.google.com
2026-06-13
Fierce Healthcare