Semiconductor News & Analysis Feed
7119 articles
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron's Explosive Earnings Report: The 1 Mind-Boggling Number You Won't Want to Miss. (Hint: It Beats Nvidia.)
Adria Cimino, The Motley Fool
June 27, 2026 5 min read
MU
-5.49%
NVDA
-1.39%
AMZN
+0.40%
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Micron Technology (NASDAQ: MU) has wowed investors once again with an earnings report showing explosive growth. The company, like tech giants such as Nv
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Micron Technology (
MU
5.68%
) has wowed investors once again with an earnings report showing explosive growth. The company, like tech giants such as Nvidia and Amazon, is playing a key role in the artificial intelligence (AI) revolution, and we have seen this very clearly quarter after quarter.
While Nvidia offers chips that power AI, and cloud providers like Amazon offer capacity for workloads,
2026-06-27
www.marketbeat.com
2026-06-27
MarketBeat
Generate Investment Management Ltd Increases Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 27, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Generate Investment Management Ltd boosted its NVIDIA stake by 62.5% in the first quarter, adding 533,125 shares to bring its total to 1,385,889 shares worth about $241.7 million. NVIDIA is now the fund’s largest holding, making up rough
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The beating heart of the artificial intelligence (AI) boom is, without a doubt, Nvidia (
NVDA
1.39%
). The chipmaker's graphics processing units (GPUs) -- the specialized chips that do the heavy math behind AI -- power the data centers that train and run ChatGPT, Claude, and the vast majority of AI models.
It's no surprise, then, that Nvidia has managed a multiyear win streak nearly unmatched in
2026-06-27
fortune.com
2026-06-27
Fortune
Qualcomm has long been known primarily as the maker of smartphone chips, but since taking the reins five years ago, CEO Cristiano Amon has worked to change that and equip the company for the tough but lucrative AI chip wars. Since 2021, Qualcomm has reinvented itself to become a major player in newer areas such as tech for cars—including driver-assistance and connected-vehicle systems±—and chips t
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Is Nvidia's (
NVDA
1.39%
) incredible run finally over? Since the company released its latest earnings report -- for the first quarter of its fiscal year 2027, ending April 26 -- on May 20, the stock has been trending south. Nvidia's market cap recently dipped below $5 trillion, after peaking at above $5.5 trillion earlier this year. However, despite the market's skepticism, there remain excellent
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia's Market Cap Just Fell Below $5 Trillion. Here's Why It's a Buying Opportunity
Prosper Junior Bakiny, The Motley Fool
June 26, 2026 4 min read
NVDA
-1.39%
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Trading disclosure
Is Nvidia's (NASDAQ: NVDA) incredible run finally over? Since the company released its latest earnings report -- for the first quarter of its fiscal year 2027, ending April 26 -- on May 20, the
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Software/NasdaqGS:MSFT
NVIDIA Stock Leads 3 High ROE Picks Backed By Strong Balance Sheets
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Global inflation, shifting central bank policies and uneven consumer trends are pushing many investors to focus on quality first. In this setting, stocks with high return on equity, resilient past performance and solid ba
2026-06-27
hackaday.com
2026-06-27
Hackaday
NVIDIA’S NEW AI SERVERS RUN ON HOTUB COOLANT AND DON’T NEED EVAPORATORS
82 Comments
by: Tyler August
June 26, 2026
When people start ranting about AI, you can be sure a few things are going to come up during the two-minutes hate: job loss, higher power bills, the neverending tide of low-effort slop, and wasting precious freshwater. Well, NVIDIA wants to take away that last one, beacause the
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
__fail__
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Shares of chipmaker Nvidia (
NVDA
1.39%
) have been the purest way to bet on the artificial intelligence (AI) boom. So when one of its largest customers shows up with a chip of its own, investors pay attention.
On June 24, OpenAI and Broadcom (
AVGO
2.47%
) pulled the wrapper off Jalapeño, OpenAI's first custom AI chip. Designed by the maker of ChatGPT and built with Broadcom, it's the first piec
2026-06-27
www.barchart.com
2026-06-27
Barchart.com
3d illustration inflation and deflation graph by Deepadesigns via Shutterstock
AI is no longer just changing technology; it is changing the how we invest, too.
Over the past year, investors have continued to reward companies connected to artificial intelligence, especially those helping build the systems behind it. For income investors seeking AI-related growth, the question is not only which co
2026-06-27
www.thestreet.com
2026-06-27
thestreet.com
__fail__
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia (NVDA) Launches BioNeMo Toolkit As Life Sciences Groups Rush To Integrate It
Bailey Pemberton
Fri, June 26, 2026 at 12:07 PM PDT 2 min read
NVDA
+2.63%
Trade NVIDIA on Coinbase
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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
NVIDIA (NasdaqGS:NVDA)
2026-06-27
marketwise.com
2026-06-27
MarketWise
marketwise.com
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2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the movement toward a new generation of 800-volt direct current (VDC) data centers set to launch in 2027.
The change in architecture will have ramifications for AI data center infrastructure companies and, according to Barclays a
2026-06-27
techcrunch.com
2026-06-27
TechCrunch
0 seconds of 36 minutes, 3 secondsVolume 90%
Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending.
OpenAI just shared its plans to spice things up with Jalapeño, its custom inference chip built with Broadcom, joining Google, Apple, and SpaceX in a growing list of companies building their way out of single-supplier risk. The goal is less of a clea
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
Lee Samaha, The Motley Fool
Fri, June 26, 2026 at 10:35 AM PDT 4 min read
NVDA
+2.63%
Trade NVIDIA on Coinbase
Trading disclosure
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the move
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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GuruFocus
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Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Less than 1 min read
GOOG
+0.58%
AAPL
+2.70%
NVDA
+2.63%
MSFT
+1.21%
Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and other major technology stocks have come under pressure in recent weeks as investors weigh the costs of massive arti
2026-06-27
www.cnbc.com
2026-06-27
CNBC
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