Semiconductor News & Analysis Feed
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2026-06-29
www.hpcwire.com
2026-06-29
HPCwire
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2026-06-29
investinglive.com
2026-06-29
investingLive
Shares of Nvidia and Micron are both trading lower today, putting key technical support levels under pressure.
For Nvidia, the stock opened higher and tested its 100-day moving average at $196.36, reaching a session high of $196.18—just shy of that key resistance level. Buyers leaned and quickly turned into sellers, driving the stock lower toward its 200-day moving average at $190.72. The decline
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Palantir surges 4% on Nvidia sovereign AI pact as software beats semis
Luke Juricic
June 29, 2026 3 min read
PLTR
+2.51%
NVDA
+0.37%
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Investing.com -- Palantir Technologies Inc (NASDAQ:PLTR) is trading up 4.6% at $118.09 on Monday, extending a rebound that began Friday when the stock snapped a seven-session losing streak, after the company announced a
2026-06-29
www.gurufocus.com
2026-06-29
GuruFocus
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2026-06-29
blogs.nvidia.com
2026-06-29
NVIDIA Blog
When Firefly Aerospace’s Blue Ghost Mission 1 landed on the moon in March 2025, the lander downlinked nearly 120 gigabytes of raw data back to Earth — imagery and video captured by onboard cameras that scientists are still processing today.
The company’s next lunar mission, Blue Ghost Mission 2 — targeted for launch in late 2026 — will carry Firefly’s Ocula moon imaging service, marking the first
2026-06-29
247wallst.com
2026-06-29
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock has cooled off this summer, but the 24/7 Wall St. price target says the pullback looks like a setup for further upside. Shares closed at $192.53 on June 26, 2026, down 8.62% on the week, even as Wall Street remains overwhelmingly bullish. Nvidia is the most-owned megacap in the AI build, and our model thinks the recent dip widens the runway for fu
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia Stock Price Prediction: 95% of Analysts Stay Bullish
Vandita Jadeja
June 29, 2026 4 min read
NVDA
+0.37%
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Quick Read
NVDA has shed 9% this month, but 95% of analysts stay bullish with a 12-month target implying 28% upside.
Even NVDA's bear scenario delivers an 11% gain, anchored by Q1 revenue surging 85% year over year to $81.6 billion.
Jensen H
2026-06-29
www.forbes.com
2026-06-29
Forbes
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2026-06-29
www.aol.com
2026-06-29
AOL.com
Nvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?
HARSH CHAUHAN, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Nvidia's Vera Rubin processors could significantly increase the company's revenue and earnings once they launch this year.
Nvidia's stronger earnings growth and valuation suggest the stock could stage a bull run in the second half.
10 s
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NN Shares Soar After Winning New NVIDIA AI Data Centre Contracts (NNBR)
Fiona Craig
June 29, 2026 2 min read
NNBR
+6.02%
NVDA
+0.37%
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Servers in a data centre ©Shutterstock
NN, Inc. (NASDAQ:NNBR) shares surged 68% on Monday after the precision engineering company announced a series of new multi-year contract awards to supply liquid cooling components for
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
It has been a frustrating year for Nvidia (
NVDA
+0.38%
) investors, as the tech giant's shares have barely delivered any gains so far in 2026. The PHLX Semiconductor Sector index, for comparison, has registered remarkable gains of 79% this year.
However, it is difficult to justify Nvidia's underperformance in the first half of 2026. The company is on track to deliver better results this fiscal y
2026-06-29
qz.com
2026-06-29
qz.com
Firmus Technologies announced a strategic compute partnership with Nvidia $NVDA running through 2034, anchored by a 360-megawatt AI factory campus in Batam, Indonesia. The facility will house up to 170,000 Nvidia AI accelerator chips and is set to go live in the first quarter of 2027, the company said.
The Batam campus is being developed with Singapore-headquartered DayOne and will serve AI-nativ
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia and Firmus to build 170,000-GPU data center in Indonesia
Nvidia and Firmus to build 170,000-GPU data center in Indonesia · Quartz · SOPA Images / Getty Images
Colleen Cabili
June 29, 2026 2 min read
NVDA
+0.37%
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Firmus Technologies announced a strategic compute partnership with Nvidia running through 2034, anchored by a 360-megawatt AI factory cam
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia, Micron, and Broadcom hold the stock market's fate in the palm of their hands
Brian Sozzi · Executive Editor
June 29, 2026 1 min read
MU
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NVDA
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+1.82%
^GSPC
+0.72%
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Trading disclosure
Micron (MU) and Nvidia (NVDA) best deliver come earnings day, or else.
Quick insight: Goldman Sachs strategist Ben Snider estimated that AI infrastruct
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
Trefis Team
June 29, 2026 5 min read
MU
+0.94%
NVDA
+0.37%
MSFT
-0.96%
GOOGL
+1.82%
AMZN
+0.61%
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Trading disclosure
Image by u_8t3emw1yia from Pixabay
Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn't.
The AI infrastru
2026-06-29
www.trefis.com
2026-06-29
Trefis
Why Chinese AI Models Should Worry Nvidia, Micron Stock Investors
June 29th, 2026 · by Trefis Team
NVDAYTD+5.0%
SPYYTD+10.5%
QQQYTD+17.8%
Analyze NVDA →
Chinese models are quietly challenging the $600B+ AI infrastructure supercycle. Markets have glossed over it, but they probably shouldn’t.
The AI infrastructure buildout has been one of the most aggressive capital deployment cycles in tech histo
2026-06-29
www.barrons.com
2026-06-29
Barron's
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2026-06-29
www.cnbc.com
2026-06-29
CNBC
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2026-06-29
Techloy
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Nvidia vs Huawei: How China's AI Chip Market Went From 95% to Almost Nothing
U.S. export controls handed Huawei China's AI chip market, and Nvidia's own CEO now says the company is effectively foreclosed from competing there.
Jun 29, 2026
by Ogbonda Chivumnovu
Nvidia once had 95% market share of AI chips in China. B