Semiconductor News & Analysis Feed
7060 articles
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%
Trade NVIDIA on Coinbase
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
2026-06-25
www.gurufocus.com
2026-06-25
GuruFocus
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore, and Leonie Kidd in London. Welcome to another edition of CNBC’s Daily Open.
Semiconductor giant Micron has claimed an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But a new challenger has also entered the fray: South Korea’s SK Hy
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more than $1 trillion in chip-stock value in a single session, and the selling has flared up again since. Two of the biggest names caught in it are AI chip leader Nvidia (
NVDA
0.93%
) and its closest challenger, Adv
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Better Buy After the Chip Sell-Off: Nvidia or AMD?
Daniel Sparks, The Motley Fool
Wed, June 24, 2026 at 8:56 PM PDT 5 min read
NVDA
-0.50%
AMD
-0.02%
AVGO
+0.51%
Explore stocks on Coinbase
Trading disclosure
The sell-off in semiconductor stocks has been brutal. An artificial intelligence (AI) chip forecast from Broadcom in early June that was lower than expected set off a rout that erased more th
2026-06-25
www.cnbc.com
2026-06-25
CNBC
Taken from CNBC’s Daily Open, our international markets newsletter — Subscribe today
Hello, this is Hui Jie writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.
It was a blockbuster day for chip stocks. Micron and Qualcomm both surged after delivering upbeat outlooks, with Micron claiming an unlikely crown: Wall Street’s new margin king, ahead of Nvidia and Meta.
But
2026-06-25
www.pcguide.com
2026-06-25
PC Guide
Home > PC & Tech Deals: Prime Day
Nvidia RTX 5060 gaming PC deal drops to ridiculously low price in Prime Day deal for 19% off
For just over $1K, this rig comes with the RTX 5060, Intel Core i5-1440F CPU, 16GB DDR5 and 1TB SSD storage
Aaron Ritchie
LAST UPDATED ON JUNE 25, 2026
PC Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Read More
The
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Nvidia (
NVDA
0.93%
) is the most valuable company in the world, and the only one with a market cap of more than $5 trillion. If you had invested $25,000 in it 10 years ago and held on through the ups and downs that followed, you'd have a stake worth more than $4 million today.
However, the stock has been growing at a more modest pace recently. It's up just 7% this year -- almost precisely as muc
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-25
digitimes.com
2026-06-25
Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g
2026-06-25
digitimes.com
2026-06-25
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone business and challenge Nvidia's dominance — while courting Chinese demand and leaning on manufacturing partner TSMC.
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
digitimes.com
2026-06-25
OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model developers want to design their own chips and broaden a supply chain long dominated by Nvidia.
2026-06-25
digitimes.com
2026-06-25
Nvidia and Amazon Web Services (AWS) are expanding tools that could make it easier for companies worldwide to build and run large-scale AI systems. The changes aim to improve speed, lower costs, and reduce operational complexity across inference, search, and training, which could influence how global enterprises deploy production AI.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
As Micron
customers try and adjust to a new reality of constantly rising memory prices, investors in the company are enjoying historic profit margins.
Alongside its better-than-expected earnings report on Wednesday, Micron disclosed a gross margin, or the profit left after accounting for the cost of goods sold, of 84.9%, up from 74.9% in the prior period and 39% a year earlier.
That’s the highe
2026-06-25
asia.nikkei.com
2026-06-25
Nikkei Asia
CEO says every AI foundational model company in China are customers
Qualcomm CEO Cristiano Amon speaks in front of audience in New York on June 24. (Photo by Yifan Yu)
NEW YORK -- Qualcomm unveiled its data center chip lineup on Wednesday, becoming the latest chipmaker to enter the AI processor race in an attempt to challenge market leader Nvidia.
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Chipmaker Nvidia (
NVDA
0.93%
) stands at the center of the artificial intelligence (AI) infrastructure supercycle. The world's most valuable company supplies essential hardware and software that enables the training, inference, and scaling of ever more sophisticated AI models.
Insatiable demand for the company's Blackwell GPU architecture, record capital spending by the hyperscalers, and the deb