Semiconductor News & Analysis Feed
7056 articles
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Micron’s Jaw-Dropping Earnings Show It Is Leaving Nvidia Behind in the AI Boom
Rich Duprey
Thu, June 25, 2026 at 4:44 AM PDT 5 min read
NVDA
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MU
-0.31%
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Quick Read
Micron's Q3 2026 earnings crushed estimates with $41.5B in revenue and $25 EPS, sending shares 18% higher in pre-market trading.
Micron generated $28B in profits last quarter, far exc
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
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Artificial intelligence has created a handful of corporate winners, but one company has towered above the rest. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) became the face of the AI revolution as demand for its chips exploded, pushing its market value to roughly $4.8 trillion. Even after a pullback of nearly 16% from its all-time high, most investors still view Nvidia as one of the s
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) finds itself in an enviable but challenging position. Due to its $4.9 trillion market cap, growth investors seeking gains of tenfold or more are now more likely to seek smaller companies that could increase by such multiples without reaching record sizes.
Fortunately, that high market cap, along with Nvidia's growth and valuation, could attract a new group of investors who w
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nvidia Should Be on Your Buy List if You Are This Type of Investor
Will Healy, The Motley Fool
Thu, June 25, 2026 at 3:32 AM PDT 3 min read
NVDA
-0.50%
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Trading disclosure
Nvidia (NASDAQ: NVDA) finds itself in an enviable but challenging position. Due to its $4.9 trillion market cap, growth investors seeking gains of tenfold or more are now more likely to seek smaller comp
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.forbes.com
2026-06-25
Forbes
INNOVATION
AI
Whoever Wins AI Will Count Transformers, Not Nvidia Chips
ByRobert J. Szczerba,
Contributor.
Robert J. Szczerba is a tech CEO covering AI, robotics and automation
Follow Author
Jun 25, 2026, 06:15am EDT
Summary
The US AI buildout faces a critical bottleneck: not chips, but power infrastructure. Half of planned 2026 data centers are stalled due to shortages of transformers, switc
2026-06-25
www.inc.com
2026-06-25
inc.com
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2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
The Zacks Analyst Blog Highlights Micron and NVIDIA
Zacks Equity Research
Thu, June 25, 2026 at 2:04 AM PDT 4 min read
MU
-0.31%
NVDA
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For Immediate Release
Chicago, IL – June 25, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacti
2026-06-25
www.businessinsider.com
2026-06-25
Business Insider
For the first time, the company became the top vendor by revenue in data center Ethernet switches — the networking gear that helps connect AI chips inside data centers, according to market research firm IDC.
This market is growing fast because cloud giants and other large businesses are pouring hundreds of billions into building out AI data centers. IDC research vice president Paul Nicholson call
2026-06-25
global.morningstar.com
2026-06-25
Morningstar
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Is NVIDIA (NVDA) One of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years?
Bob Karr
Thu, June 25, 2026 at 1:18 AM PDT 1 min read
NVDA
-0.50%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, the company announced that a record 35 NVIDIA AI HPC supercomputers are in d
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Will Nvidia Continue to Dominate in AI? This One Number Offers a Strikingly Clear Answer.
Adria Cimino, The Motley Fool
Thu, June 25, 2026 at 12:15 AM PDT 5 min read
NVDA
-0.50%
INTC
-0.48%
AMD
-0.02%
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Trading disclosure
Nvidia (NASDAQ: NVDA) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the tr
2026-06-25
www.ft.com
2026-06-25
Financial Times
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2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) has built an artificial intelligence (AI) empire, offering graphics processing units (GPUs) that power essential tasks like the training of AI models and providing a wide range of related products and services. All of this has sent earnings soaring in recent years -- and the stock price has followed.
Customers flock to Nvidia for these top AI products, and the company has co
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nvidia (NVDA) CPUs to Power Supercomputers at the Los Alamos National Laboratory
Catherine Talavera
Wed, June 24, 2026 at 11:24 PM PDT 2 min read
NVDA
-0.50%
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Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. NVIDIA's stock has surged 35.25% in the past year and 5.93% year-to-date. Based on 67 analyst ratings compi
2026-06-25
www.news-medical.net
2026-06-25
News-Medical
From Benchling
Jun 25 2026
Reviewed
NVIDIA today announced NVIDIA BioNeMo Agent Toolkit, which provides domain-specific tools and skills for the agentic life sciences era.
Image Credit: NVIDIA
Including more than a decade’s worth of NVIDIA life sciences libraries, tools and open models, the toolkit enables AI agents, scientists and labs to work together by gathering evidence, reasoning across f
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
NVIDIA (NVDA) in Spotlight for Facilitating France’s AI Advancement Efforts
Muhammad Ali Khalid
Wed, June 24, 2026 at 11:01 PM PDT 2 min read
NVDA
-0.50%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 best robotics and automation stocks to invest in.
On June 17, NVIDIA Corp. (NASDAQ:NVDA) shared developments around the continued expansion of France's arti