Semiconductor News & Analysis Feed
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2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Billionaire Money Managers Have Chosen Their Favorite AI Stock (and It's Not Nvidia or Alphabet)
Sean Williams, The Motley Fool
Mon, June 22, 2026 at 4:26 AM PDT 4 min read
NVDA
-0.97%
GOOGL
-4.99%
AMZN
-4.75%
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Trading disclosure
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial int
2026-06-22
www.thinkgeoenergy.com
2026-06-22
ThinkGeoEnergy
www.thinkgeoenergy.com
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2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial intelligence (AI) revolution. Arguably, no companies have been more foundational to the evolution of AI than Nvidia (
NVDA
1.13%
) and Google parent Alphabet (
GOOGL
4.98%
)(
GOOG
5.07%
).
But quarterly Form 13F filings with regulators tell a different story.
2026-06-22
news.google.com
2026-06-22
Investing.com
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
The AI Boom Is Entering A New Phase -- And Nvidia May Not Be The Biggest Winner
Leo Sun, The Motley Fool
Mon, June 22, 2026 at 3:21 AM PDT 3 min read
NVDA
-0.97%
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Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large
2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
HOUSTON, June 22, 2026 (GLOBE NEWSWIRE) --
Fervo Energy
(Nasdaq: FRVO), the global pioneer of next-generation geothermal energy, NVIDIA, and Pacific Northwest National Laboratory (PNNL) today announced an agreement to develop a next-generation digital twin platform for Enhanced Geothermal Systems (EGS) technology, known as EGS-Twin.
EGS-Twin is designed to deliver real-time insight into subsurfa
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large language models (LLMs), and it locks in its customers with its proprietary software.
From fiscal 2022 to fiscal 2026 (which ended this January), Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respe
2026-06-22
www.citybiz.co
2026-06-22
citybiz
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Former Nvidia Leaders’ EverGreen Backs AI Startups Linked to Chipmaker
JUNE 22, 2026
A community of former Nvidia employees has launched EverGreen, a platform for mentoring a
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Cisco expands AI infrastructure collaboration with Equinix and Nvidia
The trio is deploying Cisco's Secure AI Factory across Equinix's global network of over 280 data centers, targeting the gap betwee
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Nvidia claims AI’s water challenge is largely solved with new cooling tech
The chipmaker says its next-gen liquid cooling systems achieve 300x water efficiency, but experts aren't ready to declare victory
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Jun. 22, 2026
Nvidia is making a sweeping claim: the water problem plaguing AI data centers is basically handled. A top executive at the company says its
2026-06-22
www.axios.com
2026-06-22
Axios
www.axios.com
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2026-06-22
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2026-06-22
Yahoo Tech
2026-06-22
www.barrons.com
2026-06-22
Barron's
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2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
16,480 Shares in NVIDIA Corporation $NVDA Purchased by S Harris Financial Group LLC
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
S Harris Financial Group LLC opened a new position in NVIDIA in Q4, buying 16,480 shares valued at about $3.07 million. NVIDIA now makes up roughly 2.9% of the firm’s portfolio.
Wall Street remains broadly bullish on NVIDIA, with analy
2026-06-22
www.techpowerup.com
2026-06-22
TechPowerUp
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2026-06-22
TechPowerUp
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2026-06-22
ir.supermicro.com
2026-06-22
Supermicro
SAN JOSE, Calif. and HAMBURG, Germany, June 22, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVID
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Baidu pushes for full-stack AI capabilities as Nvidia chip access expands
China's search giant is building its own chips, models, and cloud infrastructure while simultaneously gaining access to restri