Semiconductor News & Analysis Feed
7208 articles
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Barcharts
AMD (AMD) stock has been one of the top performers in 2026. Shares have surged more than 130% year-to-date (YTD), significantly outperforming rival Nvidia (NVDA), whose stock has gained about 13% over the same period.
The rally reflects growing investor confidence in AMD's position within the artificial intelligence (AI) ecosystem. Demand for the company's Instinct GPUs continues to ac
2026-06-09
www.moomoo.com
2026-06-09
Moomoo
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2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
news.google.com
2026-06-09
Morningstar
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Shares of chip designer Marvell Technology (
MRVL
0.92%
) jumped by a whopping 33% on June 2, and Nvidia CEO Jensen Huang was the reason behind this massive surge.
According to Huang, Marvell will join the trillion-dollar market cap club. That seems like an ambitious statement at first, given that Marvell currently has a market cap of almost $230 billion. However, a closer look at the problem tha
2026-06-09
news.google.com
2026-06-09
Yahoo Finance
2026-06-09
aimagazine.com
2026-06-09
AI Magazine
NVIDIA and South Korean manufacturer, SK Hynix, have announced a multi-year partnership to co‑develop next‑generation memory, align long‑term supply and accelerate semiconductor design and manufacturing for AI factories.
The agreement supports supply for advanced memory, reflecting extended development cycles, sophisticated fabrication and capital investment needs as AI demand scales worldwide.
2026-06-09
www.cnbc.com
2026-06-09
CNBC
In the increasingly competitive AI chip market, there's another startup in production that claims an advantage over Nvidia, the world's most valuable company.
D-Matrix, located three miles away from Nvidia's Silicon Valley headquarters, says its chips can run inference workloads 10 times faster and using five times less energy than a standalone graphics processing unit from the market leader — as
2026-06-09
www.cnbc.com
2026-06-09
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-06-09
www.cnbc.com
2026-06-09
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Forget Nvidia and SpaceX. This 150-Year-Old Indiana Company Could Become the World’s Largest in 5 Years
gorodenkoff / iStock via Getty Images
Rich Duprey
Tue, June 9, 2026 at 8:10 AM AST 6 min read
NVDA
+0.66%
LLY
+0.77%
Quick Read
Jordi Visser argues Eli Lilly's AI infrastructure, proprietary metabolic data, and GLP-1 drugs could make it the world's largest company within 5 years.
Lilly's 150 y
2026-06-09
www.telecomtv.com
2026-06-09
telecomtv.com
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2026-06-09
www.barrons.com
2026-06-09
Barron's
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2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
South Korea's SK Telecom is partnering with Nvidia on a "gigawatt-scale" AI cloud platform in the country.
This will see SK Telecom deploy AI factories in the country based on the Nvidia DSX platform, with the first set to come online in 2027.
– Nvidia
The Nvidia DSX is a full-stack reference architecture including software, hardware, and operations. The AI cloud platform will provide compute f
2026-06-09
qz.com
2026-06-09
qz.com
POLITICS & GOVERNMENT
Jensen Huang turned down a Senate request to testify on Nvidia's China chip sales
Warren said Huang should have time to answer questions from Congress if he could attend a Mar-a-Lago dinner and fly to meet President Xi
By
Cris Tolomia
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Harun Ozalp / Anadolu
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
The Zacks Analyst Blog Highlights SMH, QQQ, SPY, AIQ, EWY, SPY, NVIDIA and Microsoft
Zacks Equity Research
Tue, June 9, 2026 at 4:23 AM PDT 7 min read
SPY
+0.23%
NVDA
+1.73%
MSFT
-1.18%
SMH
+5.00%
QQQ
+1.56%
Explore stocks on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 9, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equit
2026-06-09
www.barrons.com
2026-06-09
Barron's
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2026-06-09
au.finance.yahoo.com
2026-06-09
Yahoo Finance Australia
Nvidia CEO sends strong message to stock market investors
Hillary Remy
Tue 9 June 2026 at 4:03 am GMT-7 6 min read
NVDA
+1.73%
^KS11
+8.18%
000660.KS
+15.91%
Jensen Huang was in Seoul on June 8, meeting South Korean business leaders, when the question about the selloff came. US tech shares had dropped Friday on concerns over a possible interest rate hike. South Korea's Kospi Index was tumbling th
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
A $10,000 stake in GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) at the start of 2026 is worth about $11,266 as of the June 8 close, a 12.66% year-to-date gain that still beats the 8.4% return on the SPDR S&P 500 ETF over the same stretch. The same $10,000 a year ago is worth roughly $17,286 today, a 72.86% one-year return. Those are the honest numbers as of this week. The headline framing of
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement
Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA
High Alpha Professor
Investing Group
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Summary
Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors.
AV