Semiconductor News & Analysis Feed
7131 articles
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Arwa LLC Invests $986,000 in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arwa LLC disclosed a new position in NVIDIA during the fourth quarter, buying 5,287 shares valued at about $986,000.
NVIDIA reported a strong latest quarter, with EPS of $1.87 and revenue of $81.61 billion, both ahead of Wall Street expectations and up sharply from
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Is NVIDIA’s Record US$25 Billion AI Bond Deal Altering The Investment Case For NVDA?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
NVIDIA recently completed a record US$25.00 billion multi‑tranche bond sale, its largest to date, to refinance existing notes and fund AI data center and infrastructure expansion tied to growing demand from hypersca
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.aol.com
2026-06-21
AOL.com
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 21, 2026 at 10:33 AM GMT+8
0
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 b
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
Daniel Sparks, The Motley Fool
Sat, June 20, 2026 at 7:33 PM PDT 5 min read
NVDA
-0.97%
SPCX
-16.43%
ORCL
-5.00%
AMZN
-4.75%
Explore stocks on Coinbase
Trading disclosure
Wall Street has found a new way to bet on artificial intelligence (AI): lending money to the companies building it. Over the past fe
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
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2026-06-21
medium.com
2026-06-21
Medium
Member-only story
Getting Started With NVIDIA DGX Spark: Unboxing, First Boot, Dashboard, and Running Gemma Locally
A hands-on first-day setup guide for NVIDIA DGX Spark, from cables and first boot to running a Gemma model with Ollama and watching GPU utilization spike in the DGX Dashboard.
Adnan Masood, PhD.
Follow
16 min read
·
2 days ago
2
TL;DR: Just got my NVIDIA DGX Spark and wanted to se
2026-06-21
investorplace.com
2026-06-21
InvestorPlace
Why Settle for Nvidia When This AI Stock Has 1,000% Upside?
1d ago · By sdesimoni and Thomas Yeung
Source: shutterstock.com/ex_artist
Listen to the audio version of this article (generated by AI).
Tom Yeung here.
Last week, InvestorPlace Senior Analyst Eric Fry highlighted how one of his latest picks now has even more upside than Nvidia Corp. (NVDA). Though Nvidia still has room to grow, sma
2026-06-21
www.hackster.io
2026-06-21
Hackster.io
The AntSDR T510 AI Puts an AMD RFSoC and an NVIDIA Jetson on One Board
The MicroPhase AntSDR T510 AI combines an AMD RFSoC and an NVIDIA Jetson on one board that crushes latency in next-gen wireless development.
Nick Bild
Follow
2 days ago • HW101
The AntSDR T510 AI (📷: MicroPhase Technology)
Modern wireless research requires a collection of specialized hardware working together. One device captu
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
This Company Could Become the Nvidia of AI Inference
Lee Samaha, The Motley Fool
Sat, June 20, 2026 at 2:20 PM PDT 4 min read
ON
+8.16%
NVDA
-0.97%
Explore stocks on Coinbase
Trading disclosure
It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come.
That said, the nat
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
It's no secret that spending related to artificial intelligence (AI) continues to exceed expectations, and based on hyperscalers' spending plans, it's likely to do so for years to come.
That said, the nature of AI spending will shift, with inference spending set to surpass that for data center infrastructure in a few years. That's why a stock like power semiconductor company ON Semiconductor (
ON
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Software/NasdaqGS:NBIS
Nebius Group (NBIS) Launches £1.7b UK AI Buildout With Nvidia Robotics Lab
June 21, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nebius Group (NasdaqGS:NBIS) announced a £1.7b UK AI infrastructure expansion, including three advanced data centers.
The company is partnering with NVIDIA to create a Physical AI Living Lab for European robotics startups.
The ini
2026-06-21
videocardz.com
2026-06-21
VideoCardz.com
videocardz.com
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2026-06-21
wccftech.com
2026-06-21
Wccftech
The latest update brings NVIDIA's AI upscaling technology to the open-source NVK driver stack, improving the gaming experience on Linux.
The open-source NVIDIA NVK Vulkan driver has taken a major step forward on Linux as developers merge initial support for NVIDIA's DLSS technology into Mesa 26.2. This enables AI-powered upscaling in compatible Vulkan games running on Linux operating systems.
Fo
2026-06-21
memeburn.com
2026-06-21
Memeburn
TL;DR
Amazon may sell Trainium chips directly outside AWS.
Trainium has reached a $20 billion annual revenue run rate.
OpenAI, Anthropic, and Uber have made major Trainium commitments.
Amazon claims Trainium3 can match Nvidia Blackwell at lower cost.
Google’s external TPU push signals a wider shift toward custom AI chips.
Nvidia still leads the AI accelerator market, but hyperscaler silicon is ga
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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