Semiconductor News & Analysis Feed
7144 articles
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Optical Networking Is AI's Most Overlooked Bottleneck. Here's Why This Nvidia-Backed Company Is the Stock to Own.
Leo Sun, The Motley Fool
Fri, June 19, 2026 at 11:56 AM PDT 3 min read
NVDA
-0.97%
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Trading disclosure
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (NASDAQ: NVDA), the world's leading producer of data center GPUs. Those c
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
Many discussions about the artificial intelligence (AI) market revolve around Nvidia (
NVDA
1.13%
), the world's leading producer of data center GPUs. Those chips, which most of the world's top AI companies use, are still the best picks and shovels for the AI gold rush.
However, the AI market's growth is also generating strong tailwinds for optical networking companies, which manufacture optical
2026-06-20
247wallst.com
2026-06-20
24/7 Wall St.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors are paying across the group cannot all be right at t
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
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NVDA
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AMD
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Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
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2026-06-20
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Nvidia Locks In $25B
Nvidia Locks In $25B
Less than 1 min read
NVDA
−0.97%
Nvidia (NVDA, Financials) is not slowing down. The company raised $25 billion through a large debt offering, with bonds that come due between 2028 and 2056.
For a business already producing huge cash flow, the move may seem surprising at first. But for investors, it looks more like a company giving itse
2026-06-20
www.gurufocus.com
2026-06-20
GuruFocus
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Donald Trump’s Favorite AI Chip Stock in 2026 That Performed Better Than Nvidia (NVDA)
Fahad Saleem
Fri, June 19, 2026 at 8:38 AM PDT 2 min read
MU
+6.82%
NVDA
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We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Micron Technology, Inc. (NASDAQ:MU) ranks #1 (see Donald Trump Stock Portfolio: 5 Best AI and Tech
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
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NVDA
-0.97%
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Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
au.finance.yahoo.com
2026-06-19
Yahoo Finance Australia
Nvidia (NVDA) Down 4% Since Last Earnings Report: Can It Rebound?
Zacks Equity Research
Fri 19 June 2026 at 8:30 am GMT-7 5 min read
NVDA
-0.97%
^GSPC
-0.37%
It has been about a month since the last earnings report for Nvidia (NVDA). Shares have lost about 4% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Nv
2026-06-19
www.theregister.com
2026-06-19
The Register
SYSTEMS
Tensordyne makes a big bet on log math to beat Nvidia
Who needs compute-hungry multiplications when you can just add logarithms
Tobias Mann
Systems editor
32
Published Fri 19 Jun 2026 // 15:30 UTC
AI infrastructure startup Tensordyne has taped out its first commercial accelerator, with fabrication on TSMC's 3nm process already underway.
Developed in collaboration with Juniper Networks
2026-06-19
news.google.com
2026-06-19
The Motley Fool
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
How NVIDIA (NVDA) Is Extending Its AI Infrastructure Reach Into XR and Physical AI
Habib Ur Rehman
Fri, June 19, 2026 at 7:34 AM PDT 1 min read
NVDA
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NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing AI infrastructure stocks to buy. In its fiscal Q1 2027 results, NVIDIA reported revenue of $81.6 billion, up 85% year-over
2026-06-19
www.thestreet.com
2026-06-19
thestreet.com
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2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
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The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technology itself.
Hyperscalers such as Amazon (NASDAQ:AMZN | AMZN Pr
2026-06-19
www.hpcwire.com
2026-06-19
HPCwire
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2026-06-19
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2026-06-19
Euractiv
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2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Here's How Many Shares of Nvidia You'd Need for $10,000 in Yearly Dividends
Neil Patel, The Motley Fool
Fri, June 19, 2026 at 6:20 AM PDT 2 min read
NVDA
-0.97%
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Trading disclosure
Without a doubt, Nvidia (NASDAQ: NVDA) has been one of the best-performing stocks in the market, as its shares have climbed 1,050% in the past five years (as of June 17). Positioned at the cente
2026-06-19
news.google.com
2026-06-19
Yahoo
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Without a doubt, Nvidia (
NVDA
1.13%
) has been one of the best-performing stocks in the market, as its shares have climbed 1,050% in the past five years (as of June 17). Positioned at the center of the artificial intelligence (AI) boom, this business continues to register incredible demand for its powerful data center graphics processing units.
But many investors might not be aware that this AI