Semiconductor News & Analysis Feed
20 articles
2026-08-19
www.foxbusiness.com
2026-08-19
2026-08-13
tomshardware.com
2026-08-13
Oracle is planning further layoffs this month, with some teams facing double-digit reductions, according to Business Insider, citing internal documents and people familiar with the plans. The company aims to reduce payroll ahead of its second fiscal quarter, which begins on September 1. This move ex
2026-08-12
247wallst.com
2026-08-12
The recent divergence in tech stock performance is largely driven by NVIDIA's (NVDA) $500 billion infrastructure fund initiative, aimed at supporting 'neocloud' AI infrastructure partners. Nebius Group (NBIS) has emerged as a key beneficiary, with its stock rising 3.71% to around $190.94, while Orac
2026-08-12
finance.yahoo.com
2026-08-12
On August 11, 2026, NVIDIA announced a massive $500 billion 'neocloud' infrastructure investment initiative, triggering significant market reactions among related stocks. The plan aims to fund smaller AI cloud infrastructure companies, with Nebius emerging as a key beneficiary. Nebius shares surged
2026-08-05
finance.yahoo.com
2026-08-05
2026-08-05
2026-08-03
2026-07-28
news.google.com
2026-07-28
2026-07-22
2026-07-21
www.cnbc.com
2026-07-21
On Tuesday, several tech giants drew significant analyst attention, with NVIDIA at the forefront. As a leading AI chipmaker, NVIDIA's continuous breakthroughs in artificial intelligence and data centers have solidified its market position. Additionally, SpaceX, Tesla, and Meta (formerly Facebook) re
2026-07-16
sg.finance.yahoo.com
2026-07-16
2026-07-02
www.trefis.com
2026-07-02
This article from the Trefis team provides an in-depth analysis of Oracle and Cadence's performance and prospects in the AI wave. While Cadence is gaining attention for its AI chip design tools and recent stock surge, Oracle's massive backlog and clear guidance present a stronger forward-looking cas
2026-06-25
247wallst.com
2026-06-25
Over the past decade, retail investors have followed a simple playbook: buying the dip in mega-cap tech stocks. However, recent trends show a shift, with investors selling stocks like NVIDIA, Microsoft, and Oracle to fund investments in SpaceX. This shift is linked to the SpaceX IPO, which triggered
2026-06-23
blogs.oracle.com
2026-06-23
Oracle Cloud Infrastructure (OCI) has successfully achieved the NVIDIA GB200 NVL72 exemplar cloud platform, marking a significant advancement in cloud computing and AI computing. This collaboration demonstrates the deep integration between cloud service providers and semiconductor manufacturers in h
2026-06-23
tomshardware.com
2026-06-23
Oracle reduced its global workforce by 21,000 employees—about 13% of its staff—during the 2026 fiscal year, driven primarily by AI adoption and automation replacing numerous roles. The company disclosed these cuts in its annual regulatory filing, noting that AI deployment has led to, and may continu
2026-06-23
www.cnbc.com
2026-06-23
CNBC reports significant stock price movements among companies such as IBM, Qualcomm, Oracle, and Energy Fuels before the market opens. These fluctuations reflect investor sentiment toward corporate performance and sectoral outlooks, particularly in the technology industry. IBM's volatility may be l
2026-06-21
www.theglobeandmail.com
2026-06-21
Amid the AI boom, major tech companies are launching a wave of financing activities. NVIDIA's recent $25 billion bond sale attracted over $85 billion in orders, far exceeding expectations. Oracle plans to raise up to $50 billion this year, while Amazon has borrowed over $80 billion since early 2025,
2026-06-21
www.theglobeandmail.com
2026-06-21
Amid the AI boom, major tech companies are aggressively issuing bonds to fund their AI expansion. NVIDIA's recent $25 billion bond sale attracted over $85 billion in orders, highlighting strong market confidence. Oracle plans to raise up to $50 billion this year, while Amazon has borrowed over $80 b
2026-06-21
www.theglobeandmail.com
2026-06-21
Amid the AI boom, major tech companies are launching a wave of massive financing activities. NVIDIA's recent $25 billion bond offering attracted over $85 billion in orders, far exceeding initial expectations. Oracle plans to raise up to $50 billion this year, while Amazon has borrowed more than $80
2026-06-21
finance.yahoo.com
2026-06-21
Amid the AI boom, major tech companies such as NVIDIA, Oracle, and Amazon are raising billions through bond issuance to fund AI infrastructure investments. NVIDIA's recent $25 billion bond offering attracted over $85 billion in orders, while Oracle plans to raise up to $50 billion this year. SpaceX