Semiconductor News & Analysis Feed
7161 articles
2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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2026-06-11
www.semafor.com
2026-06-11
Semafor
THE NEWS
Josh Parker has a tough job. As the artificial intelligence boom is greeted by a skeptical America, Nvidia’s head of sustainability wants to educate policymakers and the public about the positive impacts that the technology — and especially data centers — can have on communities.
“I don’t think it’s irrational for people to have anxiety about the future, because AI is so transformative,
2026-06-11
www.businessinsider.com
2026-06-11
Business Insider
Rising memory prices are making AI infrastructure more expensive — and Nvidia's biggest customers could be in for serious sticker shock.
Last month, Meta CEO Mark Zuckerberg and Microsoft CFO Amy Hood cited rising memory costs for chips and data centers as a key factor in their increased AI spending. The surge has helped fuel a boom in memory stocks.
Research firm Bernstein said in a note to inv
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You)
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 1:35 AM PDT 4 min read
NVDA
-3.73%
AMD
-4.86%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
In 2026, some stocks have overtaken Nvidia (NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longt
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
In 2026, some stocks have overtaken Nvidia (
NVDA
3.39%
) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD (
AMD
4.63%
).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in the dust. For longtime Nvidia bulls like myself who have championed Nvidia's stock over AMD's, this is disappointing. However, a change in market sent
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Fosun International Ltd Purchases 3,300 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fosun International Ltd increased its NVIDIA stake by 25.5% in the fourth quarter, buying 3,300 additional shares and bringing its holdings to 16,235 shares valued at about $3.03 million.
Wall Street remains broadly bullish on NVIDIA, with mult
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Convergence Financial LLC Reduces Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Convergence Financial LLC trimmed its NVIDIA stake by 4.9% in the fourth quarter, selling 3,245 shares and leaving it with 62,437 shares valued at about $11.65 million.
NVIDIA’s recent earnings beat expectations, reporting $1.87 EPS on $81.62 billi
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Just Announced a Potential Windfall for Shareholders
Danny Vena, CPA, The Motley Fool
Thu, June 11, 2026 at 12:22 AM PDT 4 min read
NVDA
-3.73%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
There's no question that Nvidia (NASDAQ: NVDA) has been a successful investment for shareholders. The company's graphics processing units (GPUs) still dominate gaming with a 95% share of the
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock's New CPU Story Big Enough to Cover Its China Silence?
As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue surge over the last year, it’s easy to get swept up in the triumphant narrative.
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
There's no question that Nvidia (
NVDA
3.39%
) has been a successful investment for shareholders. The company's graphics processing units (GPUs) still dominate gaming with a 95% share of the market. Nvidia didn't stop there, adapting its processors for all manner of technology, including cryptocurrency, autonomous driving systems, robotics, cloud computing, artificial intelligence (AI), and more.
2026-06-11
www.wsj.com
2026-06-11
WSJ
__fail__
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
Nvidia and Broadcom are competing for computing space in data centers.
Nvidia is growing faster overall.
Nvidia is far cheaper by one valuation metric.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now,
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Is Broadcom Stock Now a Better Buy Than Nvidia?
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 11:25 PM PDT 4 min read
AVGO
-5.12%
NVDA
-3.73%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
Broadcom (NASDAQ: AVGO) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now,
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Broadcom (
AVGO
5.12%
) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now, it's down around 20% from its all-time highs.
Prior to the sell-off, it was pretty clear that Nvidia (
NVDA
3.39%
) was a better buy than Broadcom, but now that there has been a significant price correction
2026-06-11
www.megabites.com.ph
2026-06-11
megabites.com.ph
At Computex 2026, Cadence (Nasdaq: CDNS) announced the industry’s first fully autonomous virtual agentic AI design engineer, extending the ChipStack™ AI Super Agent to Level-5 autonomy. Built on Cadence’s AI-driven electronic design automation (EDA) portfolio with NVIDIA Nemotron models, and secured by NVIDIA OpenShell runtime, the new agentic capabilities enable customers to run dynamic simulatio
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St
Wed, June 10, 2026 at 10:13 PM PDT 3 min read
IREN
-4.63%
NVDA
-3.73%
MSFT
-1.50%
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Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
IREN (NasdaqGS:IREN) has expanded its global data ce
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Software/NasdaqGS:NBIS
Nebius And NVIDIA Physical AI Lab Links Cloud GPUs To Robotics Growth
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nebius Group (NasdaqGS:NBIS) and NVIDIA have launched a Physical AI Living Lab for robotics startups in the UK and Europe.
The six month program offers simulation environments, synthetic data tools, and access to Nebius GPU infrastruct
2026-06-11
siliconangle.com
2026-06-11
SiliconANGLE
Cloud-based artificial intelligence infrastructure startup TensorWave Inc. said today it has closed on a bumper $350 million Series B funding round as it strives to meet demand for an alternative to Nvidia Corp.’s graphics processing units. The round was co-led by Magnetar and AMD Ventures, the venture capital arm of the chipmaker Advanced Micro Devices Inc. Maverick Silicon, Nexus Venture Partner