Semiconductor News & Analysis Feed
7166 articles
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
Holding only NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has been the easiest trade in markets for the better part of three years. The case is hard to argue with: a $5.06 trillion market cap built on a near monopoly in AI accelerators, 85.23% revenue growth last quarter, and a CEO calling the AI buildout “the largest infrastructure expansion in human history.” But NVIDIA the stock and NVIDIA the
2026-06-17
tomshardware.com
2026-06-17
Anton Shilov
Nvidia may be ahead of AMD and Intel with PCIe Gen6-supporting platform for client PCs due to its client agentic AI ambitions, and that roadmap has suppliers like Silicon Motion paying attention.
2026-06-17
www.datacenterdynamics.com
2026-06-17
Data Center Dynamics
Australia's Sharon AI is making moves to build out its AI capacity.
This week has seen the AI cloud company sign a six-year AI infrastructure agreement with Nvidia, and a 600PB agreement with Vast Data for its AI Operating System.
– James Manning via LinkedIn
The agreement with Nvidia will see the two deploying 72MW of AI data center capacity in Australia, using the Nvidia DSX AI factory design
2026-06-17
www.benzinga.com
2026-06-17
Benzinga
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Marvell Technology (NasdaqGS:MRVL) Gets Nvidia Backing And A $2 Billion Investment
Bailey Pemberton
Wed, June 17, 2026 at 2:11 AM PDT 4 min read
MRVL
+4.33%
NVDA
+0.00%
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Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Nvidia CEO Jensen Huang recently highlighted Marvell Technology
2026-06-17
www.nknews.org
2026-06-17
NK News
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North Korea relies on older Nvidia graphics cards and Qualcomm chips to apply artificial intelligence (A
2026-06-17
www.bloomberg.com
2026-06-17
Bloomberg.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Is SpaceX Starting an Nvidia-Style Run?
Adria Cimino, The Motley Fool
Wed, June 17, 2026 at 1:15 AM PDT 5 min read
SPCX
-2.31%
NVDA
-0.11%
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Trading disclosure
Space Exploration Technologies (NASDAQ: SPCX) blasted off on its market debut on Friday, climbing 19%, then advanced by an additional 19% on its second trading day. All of this has brought SpaceX to a market cap of
2026-06-17
www.nvidia.com
2026-06-17
NVIDIA
Visit your regional NVIDIA website for local content, pricing, and where to buy partners specific to your country.
Build AI factories optimized for lowest cost tokens per megawatt
AI-enhanced voice and video for next-level streams, videos, and calls
Architecture for data centers that transform data into intelligence
Build AI factories optimized for lowest cost tokens per megawatt
Leading plat
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Space Exploration Technologies (
SPCX
+4.36%
) blasted off on its market debut on Friday, climbing 19%, then advanced by an additional 19% on its second trading day. All of this has brought SpaceX to a market cap of $2.5 trillion, placing it among the world's largest tech companies.
The SpaceX IPO was the biggest ever, as the company raised $75 billion. But the operation just became even bigger.
2026-06-17
www.zacks.com
2026-06-17
Zacks Investment Research
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
The Zacks Analyst Blog Highlights Advanced Micro Devices, Intel, Arm Holdings, NVIDIA and QUALCOMM
The Zacks Analyst Blog Highlights Advanced Micro Devices, Intel, Arm Holdings, NVIDIA and QUALCOMM · Zacks
Zacks Equity Research
Wed, June 17, 2026 at 12:46 AM PDT 7 min read
AMD
+3.22%
INTC
+3.52%
NVDA
-0.49%
QCOM
+1.73%
ARM
+6.54%
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Trading disclosure
For Immediate Release
2026-06-17
www.eenewseurope.com
2026-06-17
eeNews Europe
Hewlett Packard Enterprise (HPE) has unveiled a major expansion of its AI portfolio aimed at helping enterprises move agentic AI from experimentation into full-scale production. Announced at HPE Discover 2026 in Las Vegas, the new offerings enhance the HPE AI Factory with NVIDIA and introduce new capabilities focused on security, governance, scalability, and AI sovereignty.
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Microsoft (
MSFT
1.43%
) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shri
2026-06-17
www.hpcwire.com
2026-06-17
HPCwire
www.hpcwire.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Prediction: This Could Be Nvidia's Stock Price By the End of 2027
Danny Vena, CPA, The Motley Fool
Tue, June 16, 2026 at 11:48 PM PDT 5 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
Since the dawn of artificial intelligence (AI) in early 2023, Nvidia (NASDAQ: NVDA) has emerged as the de facto poster child for the space. The company's graphics processing units (GPUs), which were
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron (
MU
5.50%
) and Nvidia (
NVDA
2.16%
), two of the biggest winners of the AI build-out thus far?
Collapse
NASDAQ: NVDA
Nvidia
Today's Change
(-2.16%)
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
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2026-06-17
www.scmp.com
2026-06-17
South China Morning Post
Artificial intelligence
TechTech Trends
Can Chinese silicon replace Nvidia? Here are 5 AI models trained on local chips
A growing number of Chinese AI labs are experimenting with shifting earlier model training phases onto domestic chips
3-MIN READ
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Make SCMP preferred on Google
Xinmei Shen
Published: 2:30pm, 17 Jun 2026
Chinese artificial intelligence models have become increasingly co
2026-06-17
news.google.com
2026-06-17
TweakTown