Semiconductor News & Analysis Feed
7125 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
Omor Ibne Ehsan
Mon, June 22, 2026 at 10:35 AM PDT 4 min read
2330.TW
-0.80%
NVDA
-4.13%
AVGO
-3.06%
AMD
-5.76%
TSM
-6.69%
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Chase Coleman lifted Tiger Global's TSM stake 49% to $1.04 billion, while Druckenmiller, Tepper, and Loeb all added posit
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
www.geekwire.com
2026-06-23
GeekWire
Building a ‘digital twin’ 10,000 feet underground: PNNL, Nvidia and Fervo team up on geothermal AI
Sustainability: News about the rapidly growing climate tech sector and other areas of innovation to protect our planet. SEE MORE
BY LISA STIFFLER on Jun 22, 2026 at 10:27 am
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Fervo Energy’s Cape Station geothermal energy plant in Utah should start producing power this year. (Fervo Photo)
Th
2026-06-23
arizonadigitalfreepress.com
2026-06-23
Arizona Digital Free Press
Nvidia said on Monday it would raise $25 billion through a U.S. bond issuance, as it taps the debt market to increase liquidity for the first time since 2021.
The debt financing was more than initially planned, Reuters had reported earlier on Monday, citing two sources.
Investor demand for the bond sale hit $85 billion, one of the sources familiar with the matter said, declining to be named as t
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
Joel South
Mon, June 22, 2026 at 9:47 AM PDT 4 min read
AMZN
+0.57%
NVDA
-4.13%
AMD
-5.76%
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Tepper nearly doubled his Amazon stake to 15% of his portfolio, betting on AWS's 28% YoY revenue growth, which represented its fastest pace in 15 quarters.
Tepper cut NVIDIA by 13
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and the math of the rebalance is what
2026-06-23
gizmodo.com
2026-06-23
Gizmodo
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2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
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2026-06-23
www.mercurynews.com
2026-06-23
The Mercury News
BREAKING NEWS
Supreme Court kills suit claiming Cisco’s technology helped China persecute Falun Gong members
BUSINESS
News
Nvidia seeks to make humanoid AI robots safer around humans
Nvidia Corp. is working to make humanoid robots safer around people, arguing that they’ll need to handle split-second decisions before they can be trusted to work closely with humans
By BLOOMBERG | wordpress@medianews
2026-06-23
developer.nvidia.com
2026-06-23
NVIDIA Developer
The NVIDIA CUDA Core Compute Libraries (CCCL) provides delightful and efficient abstractions for CUDA developers in C++ and Python. It features:
Parallel algorithms – Host-launched algorithms including sort, scan and reduce that remove the need to write custom kernels for common operations
Cooperative algorithms – Device-side algorithms such as block-wide or warp-wide reductions or scans that si
2026-06-22
qz.com
2026-06-22
qz.com
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
What Will Be Nvidia’s Stock Price in 2029?
Vandita Jadeja
Mon, June 22, 2026 at 8:41 AM PDT 4 min read
NVDA
-4.13%
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NVDA delivers 92% Data Center revenue growth and a 10-year return of 17,969%, yet shares trade 27% below their 52-week high.
Reaching $400 by 2029 requires EPS to double and a 50x multiple, contingent on hyperscaler capex stayin
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sits at the center of what CEO Jensen Huang calls “the buildout of AI factories, the largest infrastructure expansion in human history.”
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Data Center revenue hit $75.25 billion in Q1 FY27, up 92% year over year. Yet shares are up just 13.11% year to date and trading at $210.69. Can NVIDIA reach $400 per share by 2029? The path exists, but i
2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
tech.yahoo.com
2026-06-22
Yahoo Tech
TechAI
Nvidia debuts AI humanoid software
Axios
Nathan Bomey
Add us on Google
UpdatedMon, June 22, 2026 at 11:24 PM GMT+8
Humanoid robots are on display at the booth of Nvidia during the 4th Supply Chain Expo in China on Monday. Photo: Johannes Neudecker/picture alliance via Getty Images
Nvidia's vision for humanoid robots is becoming increasingly clear as the AI giant rolls out what it calls a "
2026-06-22
developer.nvidia.com
2026-06-22
NVIDIA Developer
When AlphaFold2 revolutionized drug discovery in 2020, its success relied entirely on the roughly 170,000 protein structures collected by scientists since 1971 and preserved in the Protein Data Bank. Measured data is the backbone for all AI models and workflows that process data as it’s created, act on what matters in real time, and analyzes data for deep insights. With the current rise of modern
2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia tops Ethernet data center switch charts by revenue as sales soar
IDC labels Spectrum-X ‘the preferred network interconnect for large-scale AI training’
June 22, 2026 By Ben Wodecki Have your say
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– Sebastian Moss
Nvidia continues its meteoric networking march with a new report suggesting it’s now the number one vendor in the Ethernet switching
2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia backs AI networking switch silicon startup Upscale in $190M raise
Upscale founding reaches $2 billion following Series A-1 extension
June 22, 2026 By Ben Wodecki Have your say
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– Upscale AI
Upscale AI, the startup developing AI-focused networking switch silicon, has raised $190 million to fuel its efforts.
The Series A-1 round was led by India
2026-06-22
www.therobotreport.com
2026-06-22
The Robot Report
www.therobotreport.com
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2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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