Semiconductor News & Analysis Feed
7183 articles
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0a25e038cbdd6af
Performance and Security by Cloudflare
Privacy
2026-06-12
www.msn.com
2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Prediction: Nvidia Set to Hit $250 on This Date
Vandita Jadeja
Thu, June 11, 2026 at 9:41 AM PDT 4 min read
NVDA
+2.22%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA posted $81.6B in revenue with 85% growth yet trades at $208, requiring a 20% gain to reach $250 by early 2027.
Wall Street's 58 buy ratings target $298, but a conservative model pegs $256 as base case, citing mega-cap
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered the kind of quarter that should have sent shares to new highs. Revenue of $81.6 billion grew 85.2% year over year, Data Center clocked $75.2 billion at 92% growth, and Jensen Huang told investors “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.”
Video Muted
Yet
2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
__fail__
2026-06-12
news.google.com
2026-06-12
upi.com
2026-06-12
www.barrons.com
2026-06-12
Barron's
__fail__
2026-06-12
www.tradingview.com
2026-06-12
TradingView
News
/
GuruFocus
/
Nvidia Deepens Microsoft AI Alliance
Nvidia Deepens Microsoft AI Alliance
Less than 1 min read
NVDA
+1.04%
MSFT
−2.30%
NVIDIA (NVDA, Financials) is adding to its long-running work with Microsoft as more companies look for practical ways to use AI.
The latest effort connects Nvidia's chips and software with Microsoft's Azure cloud, Windows devices and business data tools. In si
2026-06-11
news.google.com
2026-06-11
PC Guide
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall?
Rich Duprey
Thu, June 11, 2026 at 8:44 AM PDT 4 min read
NVDA
+0.74%
SPCX
0.00%
AMD
+3.25%
AVGO
+2.04%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Nvidia has dropped roughly 15% from its $236 all-time high, sitting just 5% away from official bear market territory at $189.
The SpaceX IPO is pull
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Video Muted
The market has entered an unusual phase where investors are no longer rewarding every company tied to artificial intelligence. Instead, capital is becoming more selective. High-profile opportunities are competing directly for investor dollars, valuations are facing greater scrutiny, and even market leaders are being forced to prove they deserve premium status.
That shift is now show
2026-06-11
letsdatascience.com
2026-06-11
Let's Data Science
FUNDING & BUSINESS
nvidia
ai infrastructure
earnings
datacenter
Nvidia Reports Strong AI-driven Revenue and Guidance
1 sources
|
June 11, 2026
8.0
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
Hide
Seeking Alpha reports that Nvidia posted Q1 revenues up 85% year-over-year to $81.6B, with gross margins at 75%, driven by robust demand for AI infrastructure. The a
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
Home
Stock Ideas
Long Ideas
Tech
NVIDIA: The AI Story Just Got Even Bigger
Jun 11, 2026, 11:30 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA Stock
Dhierin Bechai
Investing Group Leader
Follow
5
Share
Save
Play
(12min)
Comments
Summary
Nvidia remains a Strong Buy as AI demand accelerates and the company’s earnings and guidance surpass expectations.
NVDA’s new reporting structure und
2026-06-11
www.blocksandfiles.com
2026-06-11
Blocks & Files
Hitachi Vantara and David Chapa graphic.
High-end Hitachi Vantara arrays and Nvidia AI support
Chris Mellor
BLOCKS & FILES EDITOR
Published Thu 11 Jun 2026 // 15:44 UTC
The storage world of AI training and inferencing is dominated by scale-out, mid-range file and object storage systems supporting Nvidia GPU Direct, KV Caches and its STX architecture to keep GPUs processing token data. Yet large a
2026-06-11
www.tradingview.com
2026-06-11
TradingView
News
/
Invezz
/
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
3 min read
NVDA
+0.61%
AMD
+3.57%
INTC
+5.55%
Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmaker
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
wpde.com
2026-06-11
WPDE
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA South Korea Alliances Highlight Shift To Full Stack And Physical AI
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Share
Copy Link
NVIDIA (NasdaqGS:NVDA) announced new multi year alliances in South Korea focused on next generation AI infrastructure and physical AI systems.
The company is partnering with SK hynix on advanced memory supply
2026-06-11
www.pymnts.com
2026-06-11
PYMNTS.com
__fail__
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron Got a Major Vote of Confidence From Nvidia’s Jensen Huang on AI Returns. I Still Wouldn’t Chase MU Stock Here.
Image of Jensen Huang by jamesonwu1972 via Shutterstock
Ebube Jones
Thu, June 11, 2026 at 7:30 AM PDT 5 min read
MU
+11.66%
NVDA
+2.22%
Explore stocks on Coinbase
Trading disclosure
Few endorsements carry more weight than a nod from Nvidia (NVDA), CEO Jensen Huang. Speaking in Tai