Semiconductor News & Analysis Feed
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2026-06-05
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2026-06-05
The Motley Fool
Nvidia (
NVDA
+2.08%
) and Broadcom (
AVGO
12.47%
) have become two of the clearest ways to invest in the artificial intelligence (AI) infrastructure build-out. One designs the graphics processing units (GPUs) that train the largest AI models; the other builds custom chips and networking gear for the cloud companies racing to expand their data centers. And both have handed shareholders enormous ga
2026-06-05
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2026-06-05
The Motley Fool
Nvidia continues to deliver excellent financial performance, while the stock price increases only modestly.
Nvidia (
NVDA
+2.08%
) reported an overall fantastic quarter.
*Stock prices used were the afternoon prices of May 28, 2026. The video was published on May 30, 2026.
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2026-06-05
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has once again become the market’s most closely watched reference point for an enduring question: when does a genuine technology boom become dangerously expensive?
TS Lombard analysts drew a direct comparison between Nvidia’s current rise and Cisco Systems (NASDAQ: CSCO) during the dot-com era, as investors continue debating whether the AI buildout can support expectations p
2026-06-05
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2026-06-05
South China Morning Post
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2026-06-05
CNBC
Nvidia
CEO Jensen Huang is being invited to testify before the Senate Banking Committee on June 11 as Sen. Elizabeth Warren, D-Mass., sharpens her focus on the chipmaker's China sales, export controls and role at the center of the global AI boom.
"Appearing as a witness will give you an opportunity to testify about NVIDIA's views on U.S. export control laws and regulations and NVIDIA's business
2026-06-05
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moneymorning.com
2026-06-05
Money Morning
STOCKS
Nvidia Just Authorized an $80 Billion Buyback. Here's What That Signals.
Money Morning Team
June 5, 2026
Nvidia (NVDA) authorized an $80 billion share buyback this week, the largest in the company's history. It also raised its dividend. The stock finished the week up 1.7%, the only member of the Magnificent 7 that closed higher.
That combination of buyback, dividend raise, and relative
2026-06-05
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2026-06-05
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