Semiconductor News & Analysis Feed
7120 articles
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Since Nvidia (
NVDA
1.64%
) started its monster rise at the beginning of 2023, there have been countless investors who proclaimed the stock to be in a bubble. Time and time again, those investors were proven wrong.
There may be a handful of people who are still saying Nvidia is in a bubble right now, although I'd argue that the opposite is true: I think it's undervalued.
I think investors are un
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Nvidia once explored a $100B chip deal with OpenAI. Now OpenAI is building its own chips from scratch
Joseph Zeballos-Roig
Fri, June 26, 2026 at 3:00 AM PDT 5 min read
NVDA
-1.59%
AVGO
-0.83%
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Trading disclosure
OpenAI is now a chipmaker. That could cause headaches for Nvidia, another major chipmaking firm that cultivated close ties with OpenAI as a top chip supplier.
O
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.86%
) had a market capitalization of $360 billion at the beginning of 2023, which was right before the artificial intelligence (AI) boom started gathering momentum. The company has since sold millions of its graphics processing units (GPUs) for data centers, which are the primary chips used in AI training and inference workloads, propelling its market cap to $4.8 trillion.
But des
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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Nvidia: The Next Dividend Aristocrat?
Jun 26, 2026, 5:00 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockTXN, IBM
Steven Cress, Quant Team
SA Quant Strategist
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Summary
Following its recent 2,400% dividend payout increase, Nvidia's stock is mirroring the early lifecycles of legacy tech giants that evolved from volatile tech growth companies
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA (NVDA), AWS (AMZN) Partner to Boost Production-Scale AI with Blackwell-Powered Instances
Maham Fatima
Fri, June 26, 2026 at 1:04 AM PDT 1 min read
NVDA
-1.59%
AMZN
-3.14%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks for beginners to buy now. On June 23, NVIDIA and AWS partnered to simplify production-scale AI by enhancing compute
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Semiconductor chip export restrictions to China have cost Nvidia (
NVDA
1.86%
) billions in revenue. In a recent interview, CEO Jensen Huang admitted that Nvidia's chip market share in China has been wiped out. Speaking about Nvidia's share of the artificial intelligence (AI) chip market, Huang said, "Nvidia had ... 90-some-odd percent of the world's market share. Today in China, we have now dropp
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron Beats Meta in Market Cap: Can It Catch Nvidia Next?
Darryn Pollock
Thu, June 25, 2026 at 10:59 PM PDT 3 min read
MU
+0.79%
NVDA
+2.63%
META
+0.12%
TSLA
+2.13%
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Trading disclosure
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla's market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% y
2026-06-26
beincrypto.com
2026-06-26
BeInCrypto
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla’s market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% year over year to $41.5 billion.
The result sent shares up 18.4% to $1,236, giving Micron a market capitalization of $1.398 trillion. Meta sat at $1.392 trillion. Tesla held just above at $1.4 trillion. It was the
2026-06-26
tech-insider.org
2026-06-26
tech-insider.org
Nvidia RTX Spark: 1-Petaflop Chip Hits Intel, AMD [2026]
NADIA DUBOISJUNE 26, 2026HARDWARE
Nadia Dubois
June 26, 2026
15 min read
Nvidia just declared open war on the Windows PC processor market. At its Computex 2026 keynote in Taipei on June 1, the company unveiled the Nvidia RTX Spark Superchip — an Arm-based system-on-chip that fuses a 20-core CPU with a Blackwell RTX GPU and up to 128GB of un
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Is Nvidia Stock So Cheap? This Is the Only Plausible Answer
Jeremy Bowman, The Motley Fool
Thu, June 25, 2026 at 6:50 PM PDT 5 min read
NVDA
-1.59%
MU
+15.81%
SNDK
+21.53%
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Trading disclosure
For much of the AI boom, Nvidia (NASDAQ: NVDA) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed t
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
For much of the AI boom, Nvidia (
NVDA
1.86%
) has been the stock market darling.
The stock started soaring shortly after the release of ChatGPT in Nov. 2022 as it was primed to benefit from demand for its GPUs, which are used for AI training.
Since then, the stock has gained more than 1,000%, and Nvidia has become the most valuable company in the world, with a market cap of nearly $5 trillion.
2026-06-26
eu.36kr.com
2026-06-26
36 Kr
Earning 26,400 yuan net per second, more profitable than NVIDIA, do you believe in "the light"?
爱范儿
2026-06-26 08:23
Micron is full, and global phone makers are falling.
The memory chip industry has long been infamous for the "pork cycle."
When production capacity is tight, the prices of DRAM and NAND skyrocket, prompting manufacturers to expand production. Once the new production capacity is re
2026-06-26
wccftech.com
2026-06-26
Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs.
CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In
2026-06-26
www.digitaltoday.co.kr
2026-06-26
디지털투데이
AI & Enterprise
China AI server chip market sees domestic share near 80 percent, narrowing Nvidia's footing
AI Summary
Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Blowout Earnings Could Be Great News for Nvidia Investors
Daniel Sparks, The Motley Fool
Thu, June 25, 2026 at 4:03 PM PDT 4 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (NASDAQ: MU) just posted a quarter big enough to do exactly that -- and the read-through ma
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (
MU
+14.50%
) just posted a quarter big enough to do exactly that -- and the read-through may matter most for investors in Nvidia (
NVDA
1.86%
), whose artificial intelligence (AI) accelerators are built around the very memory Micron is scrambling to supply.
Micron's stock jumped about 16% as of this
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Companies want an alternative to Nvidia's data center technology.
Hyperscalers are increasingly investing in proprietary chip technology.
*Stock prices used were the afternoon prices of June 23, 2026. The video was published on June 25, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of the
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
Latest Business & Market News
Nvidia CEO sends serious wake up call to all Americans
Jensen Huang had something specific to say at Nvidia’s stockholder meeting. It was not about chips
Jun 25, 2026 5:45 PM EDT
By Hillary Remy
Markets, Tech, Personal Finance Writer
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