Semiconductor News & Analysis Feed
7210 articles
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia CEO Jensen Huang Just Declared War on Intel, AMD, and Qualcomm -- and the PC Market Will Never Be the Same
Keith Speights, The Motley Fool
Tue, June 9, 2026 at 1:05 AM PDT 4 min read
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It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced t
2026-06-09
www.thestreet.com
2026-06-09
thestreet.com
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced the first PC -- the Kenbak-1 -- in 1971. It might also take a while to digest the ramifications of Nvidia (
NVDA
+1.70%
) CEO Jensen Huang's proclamation a few days ago, "The PC is being reinvented."
What we can know now, though, is that Huang declared war on Intel (
INTC
+11.11%
), A
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA And Two Quiet AI Beneficiaries Of The OpenAI IPO
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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OpenAI’s confidential IPO filing, at a reported $852b valuation and paired with an employee share tender, is sharpening attention on listed companies tied to AI. You do not need to chase private deals to have exposure to this t
2026-06-09
simplywall.st
2026-06-09
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United States/Construction/NYSE:AGX
NVIDIA And Two Cash Rich Compounders With Solid Fundamentals
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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With inflation worries, higher-for-longer interest rate expectations and energy-driven cost pressures back in focus, many investors are looking for companies that can stand on their own financial feet. Solid balance sheets, high
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Google's 4-Pronged AI Strategy Could Help it Leapfrog Nvidia to Become the World's Most Valuable Company
Danny Vena, CPA, The Motley Fool
Tue, June 9, 2026 at 12:15 AM PDT 5 min read
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When it comes to artificial intelligence (AI), it seems there's Nvidia (NASDAQ: NVDA), and then there's everyone else. The company's
2026-06-09
www.astutegroup.com
2026-06-09
Astute Group
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2026-06-09
nebius.com
2026-06-09
Nebius
London, June 9, 2026 — Nebius, the AI cloud company, today announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA’s physical AI development tools and Nebius’s AI cloud infrastructure.
Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on th
2026-06-09
whtc.com
2026-06-09
WHTC
By Aditya Soni and Anhata Rooprai
June 8 (Reuters) – Nvidia’s entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, analysts said.
At the Computex trade show in Taiwan, the chipmaker pitched a future where laptops run large AI models locally and act as personal dig
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-09
www.koreaherald.com
2026-06-09
The Korea Herald
Jensen Huang joins NC founder Kim Taek-jin at Seoul gamer event, as decades-old gaming partnership expands into AI, robotics
NC founder and co-CEO Kim Taek-jin (left) and Nvidia CEO Jensen Huang take part in NC's Aion 2 gamer event at a PC gaming cafe in Seoul on Sunday. (NC)
NC’s 25-year partnership with Nvidia took center stage during Jensen Huang’s recent visit to Seoul, highlighting how Kore
2026-06-09
sg.finance.yahoo.com
2026-06-09
Yahoo Finance Singapore
Intel stock makes eye-popping move on Google, Nvidia news
Peace Longe
Mon, 8 June 2026 at 9:37 pm GMT-7 4 min read
GOOG
+1.08%
INTC
-0.44%
NVDA
-0.81%
Intel spent the second half of last week, between June 4 and 5, getting hammered alongside the rest of the chip sector.
Then things changed on Monday, June 8.
Shares of Intel (INTC) jumped about 13% to roughly $112 in early trading, one of the st
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nokia’s AI Pivot Draws €1b NVIDIA Backing And Shifts Investor Focus
Simply Wall St
Mon, June 8, 2026 at 9:33 PM PDT 4 min read
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Nokia Oyj (HLSE:NOKIA) has outlined a transformation into an
2026-06-09
www.digitimes.com
2026-06-09
digitimes
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
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2026-06-09
www.trendforce.com
2026-06-09
TrendForce
[News] Samsung, NVIDIA Deepen Ties as Talks Reportedly Expand to HBM5 Next Year and Next-Gen Groq Chips
2026-06-09 Semiconductors editor
News
Please note that this article cites information from The Chosun Daily, Seoul Economic Daily, ZDNet, Yonhap News, Newspim, and Dealsite.
Following Jensen Huang’s high-profile meetings with SK hynix during his South Korea visit, Samsung Electronics V
2026-06-09
www.msn.com
2026-06-09
MSN
Key Points
History has been commonplace in recent weeks, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all hitting new highs.
The Iran war is wreaking havoc on prices, with trailing 12-month inflation rising from a reported 2.4% in February to an estimated 4.18% in May.
The Cleveland Fed's Inflation Nowcasting tool estimates a modest decline in inflation for June -- but t
2026-06-09
www.digitimes.com
2026-06-09
digitimes
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in...
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
On Monday, Amazon (
AMZN
0.26%
) handed an old-line glassmaker one of its biggest endorsements yet in the AI build-out. The cloud and e-commerce giant announced a multiyear, multibillion-dollar agreement to buy the optical fiber and connectivity that will wire its expanding U.S. data centers from Corning (
GLW
+5.61%
) -- a deal expected to create 1,000 manufacturing jobs at the company's North Ca
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
NVIDIA Korea Deals Tie AI Factories Memory Supply To Growth Story
Simply Wall St
Mon, June 8, 2026 at 11:16 PM AST 4 min read
NVDA
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000660.KS
+10.63%
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NVIDIA (NasdaqGS:NVDA) has entered multi-year agreeme