Semiconductor News & Analysis Feed
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
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2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
2026-07-06
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2026-07-06
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2026-07-06
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2026-07-06
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2026-07-04
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2026-07-04
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2026-07-04
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock
Joey Frenette
Fri, July 3, 2026 at 7:53 AM PDT 4 min read
PLTR
-1.60%
NVDA
+3.65%
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Palantir shares surged 18% in a week as investors rotate from semis into AI software.
A new deal using Nvidia's Nemotron to build government AI models squeezes short sellers an
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if you’re short or are hanging onto bearish put options. Dr. Michael Burry recently announced that he’d covered half of his short position around a week ago, a move that’s proved incredibly well-timed. As investors pile back into the AI
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Electrical/NasdaqGS:FLNC
Is Fluence Energy’s (FLNC) Nvidia AI Pivot Reframing Its Core Investment Narrative After Index Removal?
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Fluence Energy was removed from several Russell value indexes, shortly after announcing Smartstack 10 MWh and a new role supporting Nvidia’s next-generation AI facto
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
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2026-07-02
www.aa.com.tr
2026-07-02
Anadolu Ajansı
Singapore authorities have seized a luxury home worth 55 million Singapore dollars ($42.5 million) as part of an investigation into an alleged scheme involving the illegal trade of servers containing export-controlled AI chips made by Nvidia.
Police said Wednesday the property was allegedly purchased using proceeds from the scheme, with about 38 million Singapore dollars of the purchase price bel
2026-07-02
tomshardware.com
2026-07-02
Jowi Morales
The individuals were charged with fraud and money laundering for breaking U.S. export controls, even though they do not legally apply in Singapore.
2026-07-02
www.bbc.com
2026-07-02
BBC
Singapore seizes $42m mansion over Nvidia chip smuggling
6 days ago
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Osmond Chia
Business reporter
Screenshot from Google Maps
The house is located in an upmarket area of Singapore
Police in Singapore have seized a multi-million dollar luxury home that was allegedly bought using proceeds from smuggling Nvidia artificial intelligence (AI) chips.
The property l
2026-07-01
news.google.com
2026-07-01
Memeburn
2026-06-30
qz.com
2026-06-30
qz.com
Taiwan's Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday as part of an expanded investigation into the alleged smuggling of Nvidia $NVDA +1.25% AI chips to China, with the number of people under investigation growing from three to nine.
Huang Sheng, the Keelung head prosecutor, told AFP that Monday's operation spanned 12 locations —
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls.
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The move ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
David Moadel
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
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Taiwan raided Super Micro Computer's (SMCI) offices over alleged NVIDIA (NVDAD) AI chip smuggling to China, driving SMCI shares down 8% and extending a brutal 37% monthly slide.
Prosecutors alle