Semiconductor News & Analysis Feed
7114 articles
2026-06-30
www.barchart.com
2026-06-30
Barchart.com
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro Devices (AMD) have surged more than 150% and Intel (INTC) has rallied 256% in 2026, Nvidia stock has gained just 4.4%.
Although Nvidia has significantly underperformed its peers, the st
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
In recent years, Nvidia (
NVDA
+0.38%
) has been the hot growth stock that the market has been rallying around, determining the overall path forward. And as it has done well, so too has the S&P 500. The stock has been a lightning rod for growth investors, attracting plenty of investment dollars.
More recently, however, another big name in tech has been rising prominently, and that's Micron Techno
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Smart Money is Leaving Nvidia for This AI Chip Stock
Ananda Banerjee
June 29, 2026 5 min read
NVDA
+0.37%
MU
+0.94%
Explore stocks on Coinbase
Trading disclosure
Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up.
That single fa
2026-06-30
247wallst.com
2026-06-30
24/7 Wall St.
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls.
Video Muted
The move ex
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
David Moadel
June 29, 2026 4 min read
SMCI
-0.11%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Taiwan raided Super Micro Computer's (SMCI) offices over alleged NVIDIA (NVDAD) AI chip smuggling to China, driving SMCI shares down 8% and extending a brutal 37% monthly slide.
Prosecutors alle
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
Over the last five years, Nvidia (
NVDA
+0.38%
) has been the quintessential millionaire-maker stock -- returning roughly 950% compared to the S&P 500's relatively modest gain of 74%. The company's powerful graphics processing units (GPUs) are the workhorses of the generative artificial intelligence (AI) industry. And its advantages in scale and technology have helped it stay ahead of the competit
2026-06-30
www.tradingkey.com
2026-06-30
TradingKey
Cerebras Systems shares surged over 19% on June 29, Eastern Time, following a strategic stake increase by Cathie Wood. Despite a 40% post-IPO decline driven by concerns over narrowing gross margins and negative operating guidance, institutional sentiment remains bullish. Analysts from Morgan Stanley, UBS, and Citi maintain "Buy" ratings, citing high upside potential. Cerebras’s unique wafer-scale
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
www.theglobeandmail.com
2026-06-30
The Globe and Mail
Key Points
Nvidia shares look like a great bargain right now.
AMD may be getting too expensive to invest in.
10 stocks we like better than Advanced Micro Devices ›
If you asked me which stock would have a better 2026, Nvidia(NASDAQ: NVDA) or Advanced Micro Devices(NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
AMD Stock Is Crushing Nvidia's in 2026. Will That Continue?
Keithen Drury, The Motley Fool
June 29, 2026 4 min read
NVDA
+0.37%
AMD
+6.61%
Explore stocks on Coinbase
Trading disclosure
If you asked me which stock would have a better 2026, Nvidia (NASDAQ: NVDA) or Advanced Micro Devices (NASDAQ: AMD), I would have said Nvidia without hesitation. If the only thing you had to look at were business r
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
If you asked me which stock would have a better 2026, Nvidia (
NVDA
+0.38%
) or Advanced Micro Devices (
AMD
+6.74%
), I would have said Nvidia without hesitation. If the only thing you had to look at were business results, you'd likely come to the same conclusion as my projection.
However, the market is in love with AMD's stock, and it has trounced Nvidia's year-to-date performance. Since the st
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir Shares Jump After Striking Nvidia AI Deal
Nauman Khan
June 29, 2026 1 min read
PLTR
+1.22%
NVDA
-1.79%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose about 4% Monday after the software company unveiled a new artificial intelligence initiative with Nvidia (NASDAQ:NVDA) aimed at helping U.S. government agenc
2026-06-30
thenewstack.io
2026-06-30
The New Stack
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Palantir and Nvidia Bring Open AI Models Inside U.S. Government Systems
Renato Neves, CFA
June 29, 2026 1 min read
NVDA
+0.37%
PLTR
+2.51%
Explore stocks on Coinbase
Trading disclosure
This article first appeared on GuruFocus.
Palantir Technologies (NASDAQ:PLTR) rose 3.85% intraday after the data analytics company announced a strategic initiative with Nvidia (NASDAQ:NVDA) to deploy Nemotron open
2026-06-30
www.cnbc.com
2026-06-30
CNBC
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2026-06-30
tomshardware.com
2026-06-30
Jeffrey Kampman
Ampere rides again for almost the same price as RTX 5060s
2026-06-30
www.tomshardware.com
2026-06-30
Tom's Hardware
PC Components GPUs
Legacy Nvidia RTX 3060 12GB returns to retail five years after original launch, priced at $339 — resurrected GPU strategy that Jensen called a 'good idea' apparently comes to fruition
News
By Jeffrey Kampman
Published June 30, 2026
Ampere rides again for almost the same price as RTX 5060s
When you purchase through links on our site, we may earn an affiliate commission. Here’s
2026-06-29
qz.com
2026-06-29
qz.com
Palantir $PLTR Technologies and Nvidia $NVDA announced a strategic initiative to deliver an intelligent engine for running Nvidia's Nemotron open models in sovereign environments, with a primary focus on U.S. government agencies and critical infrastructure.
Under the partnership, Nvidia's AI platform — including its compute infrastructure, software ecosystem, and Nemotron open models — will be co
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir and Nvidia partner on AI platform for U.S. government
Palantir and Nvidia partner on AI platform for U.S. government · Quartz · Luke Sharrett / Stringer via Getty Images
Colleen Cabili
June 29, 2026 2 min read
PLTR
+2.51%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Palantir Technologies and Nvidia announced a strategic initiative to deliver an intelligent engine for running
2026-06-29
www.hpcwire.com
2026-06-29
HPCwire
www.hpcwire.com
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