Semiconductor News & Analysis Feed
7118 articles
2026-06-28
www.theinformation.com
2026-06-28
The Information
How Small Firms Use Claude to Quit Salesforce
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2026-06-28
www.marketwatch.com
2026-06-28
MarketWatch
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2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Software/NasdaqGS:PLTR
NVIDIA Stock Leads 3 AI Profit Makers Investors Should Watch
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI is no longer just a cost line for big tech budgets; it is becoming a profit engine. With global data pointing to solid industrial activity in areas like manufacturing and AI-related investment, investors are increasingly looking for companie
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Wealth Management Partners LLC Sells 10,638 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wealth Management Partners LLC cut its NVIDIA stake by 6.3% in the first quarter, selling 10,638 shares and leaving it with 158,150 shares worth about $27.6 million. NVIDIA remains the firm’s second-largest holding at roughly 7.9% of its po
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp
2026-06-28
aimagazine.com
2026-06-28
AI Magazine
Dell revealed the Dell PowerEdge XE8812 server, which joins the Dell AI Factory with NVIDIA portfolio.
Dell positions the system as designed specifically for organisations handling the most intensive high performance computing (HPC) and AI workloads, equipped with NVIDIA Vera Rubin NVL4 architecture.
With capacity for up to 144 GPUs per rack, the XE8812 could represent what Dell describes as "a
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
2 Nvidia-Owned Stocks Investors Should Buy Now
Will Healy, The Motley Fool
June 28, 2026 5 min read
NVDA
+0.37%
CRWV
+5.77%
INTC
+1.54%
NBIS
-1.21%
NOKIA.HE
-1.25%
Explore stocks on Coinbase
Trading disclosure
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other companies by forming partnerships and buying their stock directly. Such is the case with Intel and Nebius, whose stocks have gained around 480% and 410%, respectively, over the last year.
Fortunately, these are not the only stocks in Nvidia's portfolio. Thanks to key
2026-06-28
uk.finance.yahoo.com
2026-06-28
Yahoo Finance UK
Penguin Solutions (PENG) Becomes NVIDIA AI Factory Specialized Partner
Muhammad Ali Khalid
28 June 2026 2 min read
PENG
+10.15%
NVDA
+0.37%
Penguin Solutions Inc. (NASDAQ:PENG) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers.
On June 23, Penguin Solutions Inc. (NASDAQ:PENG) revealed that the company became an NVIDIA AI Factory Specialized Partner, which
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Penguin Solutions (PENG) Becomes NVIDIA AI Factory Specialized Partner
Muhammad Ali Khalid
June 28, 2026 2 min read
PENG
+10.15%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Penguin Solutions Inc. (NASDAQ:PENG) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers.
On June 23, Penguin Solutions Inc. (NASDAQ:PENG) revealed that the company became
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
Athena Wealth Management LLC Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Athena Wealth Management LLC increased its NVIDIA stake by 214.3% in the first quarter, buying 6,442 additional shares and bringing its total to 9,448 shares valued at about $1.65 million.
NVIDIA’s latest earnings beat expectations, with $1.87
2026-06-28
www.marketbeat.com
2026-06-28
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by AdvisorNet Financial Inc
Written by MarketBeat
June 28, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
AdvisorNet Financial trimmed its NVIDIA stake by 3.3% in the first quarter, selling 4,487 shares and leaving it with 130,947 shares valued at about $22.8 million.
Insider selling has also been notable, including director Stephen C. Neal and director John
2026-06-28
www.trefis.com
2026-06-28
Trefis
NVIDIA Stock Near Crucial Support – Buy Signal?
June 28th, 2026 · by Trefis Team
NVDAYTD+4.6%
SPYYTD+9.5%
QQQYTD+16.1%
Analyze NVDA →
NVIDIA (NVDA) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($182.90 – $202.16), levels from which it has bounced meaningfully before. Since it first started trading, NVIDIA stock received buying interest at this level
2026-06-28
www.gurufocus.com
2026-06-28
GuruFocus
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2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
IREN (NasdaqGS:IREN) Lands Microsoft And Nvidia Deals As AI Data Center Expansion Grows
Bailey Pemberton
June 27, 2026 4 min read
IREN
+13.11%
MSFT
-0.96%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
IREN (NasdaqGS:IREN) has shifted its focus toward building large
2026-06-28
www.telegraphherald.com
2026-06-28
TelegraphHerald.com
The thrill of the (treasure) hunt: Vendor-marke…
2026-06-28
www.nvidia.com
2026-06-28
NVIDIA
Visit your regional NVIDIA website for local content, pricing and where to buy partners specific to your location.
Build AI factories optimized for lowest cost tokens per megawatt
AI-enhanced voice and video for next-level streams, videos, and calls
Architecture for data centers that transform data into intelligence
Build AI factories optimized for lowest cost tokens per megawatt
Leading plat
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA (NVDA) On Cooling Momentum And An AI Narrative That Still Looks Undervalued
June 28, 2026
Simply Wall St
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How NVIDIA Stock Has Been Performing Recently
NVIDIA (NVDA) has drawn fresh attention after recent trading, with the stock down 1.6% over the past day and 8.6% over the past week. Shares also declined about 9% over the past month.
2026-06-28
news.google.com
2026-06-28
The Korea Herald