Semiconductor News & Analysis Feed
7118 articles
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)
Fahad Saleem
Fri, June 19, 2026 at 8:38 AM PDT 2 min read
MU
+6.82%
NVDA
-0.97%
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Trading disclosure
We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Micron Technology, Inc. (NASDAQ:MU) ranks #1 (see Donald Trump Stock Portfolio: 5 Best AI and Tech
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
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Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
www.theregister.com
2026-06-19
The Register
SYSTEMS
Tensordyne makes a big bet on log math to beat Nvidia
Who needs compute-hungry multiplications when you can just add logarithms
Tobias Mann
Systems editor
32
Published Fri 19 Jun 2026 // 15:30 UTC
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, with fabrication on TSMC's 3nm process already underway.
Developed in collaboration with Juniper Networks
2026-06-19
news.google.com
2026-06-19
The Motley Fool
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
Habib Ur Rehman
Fri, June 19, 2026 at 7:34 AM PDT 1 min read
NVDA
-0.97%
SIE.DE
+1.64%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over
2026-06-19
www.thestreet.com
2026-06-19
thestreet.com
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2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technology itself.
Hyperscalers such as Amazon (NASDAQ:AMZN | AMZN Pr
2026-06-19
www.hpcwire.com
2026-06-19
HPCwire
www.hpcwire.com
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2026-06-19
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2026-06-19
Euractiv
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here's How Many Shares of Nvidia You'd Need for $10,000 in Yearly Dividends
Neil Patel, The Motley Fool
Fri, June 19, 2026 at 6:20 AM PDT 2 min read
NVDA
-0.97%
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Trading disclosure
Without a doubt, Nvidia (NASDAQ: NVDA) has been one of the best-performing stocks in the market, as its shares have climbed 1,050% in the past five years (as of June 17). Positioned at the cente
2026-06-19
news.google.com
2026-06-19
Yahoo
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Without a doubt, Nvidia (
NVDA
1.13%
) has been one of the best-performing stocks in the market, as its shares have climbed 1,050% in the past five years (as of June 17). Positioned at the center of the artificial intelligence (AI) boom, this business continues to register incredible demand for its powerful data center graphics processing units.
But many investors might not be aware that this AI
2026-06-19
www.thefpsreview.com
2026-06-19
The FPS Review
AMD Radeon RX 9070 GRE vs NVIDIA GeForce RTX 5070 Performance Review
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June 19, 2026
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Table of Contents:
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2026-06-19
news.google.com
2026-06-19
The Next Platform
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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Google Takes Aim at Nvidia
Google Takes Aim at Nvidia
Less than 1 min read
GOOG
−5.08%
Alphabet Inc. (GOOG, Financials) is getting more aggressive in the AI chip race. Google is reportedly using a Nvidia-style strategy to grow demand for its Tensor Processing Units, or TPUs. Instead of just offering chips, Google is pairing hardware with cloud services, software tools and custo
2026-06-19
www.11alive.com
2026-06-19
11Alive.com
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2026-06-19
www.insidermonkey.com
2026-06-19
Insider Monkey
NEWS
Nvidia (NVDA) Announces Artificial Intelligence Partnerships with 6 Major South Korean Companies
Published on June 19, 2026 at 8:19 am by MUHAMMAD ALI KHALID in News
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NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds.
On June 8, following a four-day visit to South Korea, Nvidia Corp.’s (NASDAQ:NVDA) Chief Executive O
2026-06-19
uk.finance.yahoo.com
2026-06-19
Yahoo Finance UK
JP Morgan says investors should buy this S&P 500 chip stock while it’s down (it’s not Nvidia)
Edward Sheldon, CFA
Fri, 19 June 2026 at 5:09 am GMT-7 3 min read
AVGO
-4.67%
GOOGL
-4.99%
^GSPC
-0.37%
NVDA
-0.97%
Image source: Getty Images
While the S&P 500 is currently near all-time highs, chip stock Broadcom (NASDAQ: AVGO) isn’t. In recent weeks, it has fallen almost 20%.
Analysts at JP Morgan se