Semiconductor News & Analysis Feed
7283 articles
2026-06-03
developer.nvidia.com
2026-06-03
NVIDIA Developer
AI agents are changing how you interact with your PC. Creators, developers, and AI enthusiasts are already using these agents extensively to assist with day-to-day tasks such as coding, video editing, and content management.
NVIDIA and Microsoft are teaming up to enable the next generation of developers to build on-device agents on the Windows platform, with easier setup, native security, and in
2026-06-03
www.barchart.com
2026-06-03
Barchart
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2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.barrons.com
2026-06-03
Barron's
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
qz.com
2026-06-03
qz.com
A.I.
Adobe is rebuilding Photoshop and Premiere to run on NVIDIA's new AI superchip
The companies say the overhaul will deliver up to 2x faster AI and graphics performance across creative workflows
By
Cris Tolomia
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Published 11 hours ago
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NurPhoto / Getty Images
Adobe $ADBE is rearchitecting Photoshop an
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
2026-06-03
stockstory.org
2026-06-03
StockStory
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2026-06-03
gvwire.com
2026-06-03
GV Wire
NVIDIA and Microsoft on Saturday unveiled a new generation of Windows computers designed to run artificial intelligence agents directly on users’ devices, marking what the companies described as a major shift in personal computing.
The new platform, called RTX Spark, is built around a custom NVIDIA superchip that delivers up to one petaflop of AI computing performance and as much as 128 gigabytes
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Aptiv PLC (APTV) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to Aptiv’s June 1, 2026 announcement of an expanded collaboration with NVIDIA aimed at turning Jetson platforms into commercially supported, production-ready edge AI offerings with long-term software and security support. The gain may also reflect momentum after
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
Marvell Technology MRVL shares jumped in premarket trade on Tuesday after Nvidia chief executive Jensen Huang said the chip designer could be the next semiconductor company to reach a $1 trillion valuation, tying the call to rising demand for AI infrastructure.
The comments came during Computex in Taipei, where Huang appeared with Marvell chief executive Matt Murphy.
Huang said the industry is s
2026-06-03
www.forbes.com
2026-06-03
Forbes
MONEY
INVESTING
Nvidia’s Vera CPU Signals A Bigger Threat To Intel And AMD
ByJon Markman,
Contributor.
Analyzing tech stocks through the prism of cultural change.
Follow Author
Jun 02, 2026, 12:26pm EDTJun 02, 2026, 01:27pm EDT
0
Summary
Nvidia's recent chip announcements in Taipei are poised to fundamentally reshape AI server economics, impacting Intel and AMD significantly. While the RTX Sp
2026-06-03
www.economist.com
2026-06-03
The Economist
www.economist.com
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2026-06-03
www.marketbeat.com
2026-06-03
MarketBeat
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
tomshardware.com
2026-06-03
Andrew E. Freedman
At Microsoft Build, the company debuted its Surface RTX Spark Dev Box, a system for developers to come up with new AI applications.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) recently reported yet another round of amazing quarterly growth. Still riding the artificial intelligence (AI) adoption wave, its Q1 top line improved to $81.6 billion, up 85% year over year.
Lost in all the bullish noise, however, is that Nvidia isn't just an AI hardware company. Although data centers now account for more than 90% of its revenue, it still operates another d