Semiconductor News & Analysis Feed
7001 articles
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
David Moadel
Wed, July 1, 2026 at 10:57 AM PDT 4 min read
PLTR
+1.38%
PANW
-5.73%
NVDA
+0.71%
CRWD
-2.39%
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PLTR stock jumped 9% after announcing its NVIDIA sovereign-AI partnership, while PANW stock climbed 4%, though PLTR still trades down 28.5% year to date.
Crowd
2026-07-02
cryptonews.net
2026-07-02
CryptoNews.net
South Korean memory chipmaker SK Hynix has filed a registration statement with the US Securities and Exchange Commission for a Nasdaq listing that could raise as much as $29.4 billion.
The company plans to list its American Depositary Shares on the Nasdaq Global Select Market under the ticker SKHY. The offering could include up to 17.79 million newly issued common shares, representing about 2.5%
2026-07-02
developer.nvidia.com
2026-07-02
NVIDIA Developer
Reinforcement learning (RL) is central to aligning language models, from reinforcement learning with human feedback (RLHF) within AI assistants to newer reinforcement learning with verifiable rewards (RLVR) workflows for reasoning and agent tasks.
RL is now becoming a practical technique for specialized AI where enterprises need more accurate agents for domain-specific workflows. Open models pro
2026-07-02
securitytoday.com
2026-07-02
Security Today
The biometrics company added advanced GPUs to boost model training and expand cloud computing resources.
A biometrics and deep learning company has acquired advanced graphics processors to expand its artificial intelligence research and enterprise capabilities.
Neurotechnology integrated NVIDIA Blackwell Ultra B300 accelerators into its existing infrastructure to handle large-scale data processi
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
+0.71%
META
+2.55%
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NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is down 13% in June and 7.55% over the past month, sitting at $194.97 while the company is printing the strongest fundamentals it has ever produced. That ga
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-01
futurumgroup.com
2026-07-01
The Futurum Group
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models.
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NVIDIA closed Q1 FY2027 on May 20, 2026, and Broadcom followed with Q2 FY2026 on June 3, 2026. One sells branded GPUs to everyone. The other designs custom silicon for a handful of hyperscal
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Broadcom vs Nvidia: The $100B AI Race and One Winner
Vandita Jadeja
Wed, July 1, 2026 at 8:32 AM PDT 3 min read
AVGO
-0.83%
NVDA
+0.71%
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NVDA's Data Center revenue hit $75B while AVGO's custom AI silicon surged 143%, reflecting two radically different paths to AI dominance.
Trading at 22x forward vs AVGO's 32x, NVDA offers the cheaper valua
2026-07-01
videocardz.com
2026-07-01
VideoCardz.com
videocardz.com
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Missed Out on Nvidia? This AI Energy Stock Might Be the Next Big Winner.
Courtney Carlsen, The Motley Fool
Wed, July 1, 2026 at 8:22 AM PDT 3 min read
NVDA
+0.71%
FLNC
-9.09%
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Trading disclosure
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hy
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hyperscalers are facing bottlenecks in power and equipment and are scrambling to secure reliable energy.
One company making headlines in recent weeks for its partnership with Nvidia to power next-generation AI factories is
2026-07-01
observer.com
2026-07-01
observer.com
There is a particular kind of confidence that comes from being able to say no toNvidia. Late last year, the chipmaker—whose market capitalization now exceeds the GDP of most nations—offeredHugging Facea $500 million investment at a $7 billion valuation, a sum larger than everything the company had raised since its founding in 2016. Hugging Face passed. The official line, as reported by theFinancia
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
blockonomi.com
2026-07-01
Blockonomi
blockonomi.com
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2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-07-01
247wallst.com
2026-07-01
24/7 Wall St.
NVIDIA’s (NASDAQ:NVDA | NVDA Price Prediction) market cap slipped beneath the $5 trillion mark this month, and the stock has given back roughly a tenth of its value in 30 days. After a parabolic spring, the AI bellwether is taking a breath. Our model reads that breath as a buying opportunity.
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NVDA stock trades at $192.53, with a market cap of $4.663 trillion. Our 24/7 Wall St. price
2026-07-01
www.securitysales.com
2026-07-01
Security Sales & Integration
SAN MATEO, Calif. — Artificial intelligence-powered physical security and operations provider Verkada, today announces a collaboration with NVIDIA to “accelerate the development and deployment of physical AI across the built environment.”
NVIDIA also joins as a new investor in Verkada, following a strategic investment from Alphabet’s CapitalG at the end of last year.
Verkada is “applying AI to