Semiconductor News & Analysis Feed
2362 articles
2026-06-22
247wallst.com
2026-06-22
24/7 Wall St.
Michael Burry may have made one of the greatest trades of all time when he bet against the housing market in the wake of the Great Financial Crisis. Still, Dr. Burry isn’t someone to follow into or out of stocks, even if he has been more willing to share his moves and reasons for making them with the general public. Undoubtedly, Dr. Burry’s glorious bets don’t just stop at betting against housing
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Sorry, Dr. Burry. I’d Rather Own Nvidia at a Premium Than Adobe at a Discount
Joey Frenette
Mon, June 22, 2026 at 6:49 AM PDT 4 min read
NVDA
-3.33%
ADBE
+1.44%
SOXX
-7.72%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Burry holds bearish SOXX puts expiring January and is buying Adobe at 8x forward P/E in a classic contrarian value move.
Nvidia at 32x trailing P/E, with Vera Rubin GPU
2026-06-22
seekingalpha.com
2026-06-22
Seeking Alpha
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
BOISE, Idaho, June 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced a strategic agreement with Anthropic that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. The agreement directly links the demands of frontier AI models to how infrastru
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NVIDIA Vera CPU Opens the Way for Agentic Scientific AI at Los Alamos National Laboratory
Mission, Vision and Veritas supercomputers with Vera CPUs to advance materials simulation, scientific AI agents and molecular design.
June 22, 2026 by Chris Porter
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Mission, Vision and Veritas — new Los Alamos National Laboratory (LANL) supercomputers to be built with HPE and NVIDIA — are tapping NV
2026-06-22
blogs.nvidia.com
2026-06-22
NVIDIA Blog
NVIDIA Vera CPU Opens the Way for Agentic Scientific AI at Los Alamos National Laboratory
Mission, Vision and Veritas supercomputers with Vera CPUs to advance materials simulation, scientific AI agents and molecular design.
June 22, 2026 by Chris Porter
0
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Mission, Vision and Veritas — new Los Alamos National Laboratory (LANL) supercomputers to be built with HPE and NVIDIA — are tapping NV
2026-06-22
sg.finance.yahoo.com
2026-06-22
Yahoo Finance Singapore
ON Semiconductor Corporation (ON) is Attracting Investor Attention: Here is What You Should Know
Zacks Equity Research
Mon, 22 June 2026 at 6:00 am GMT-7 5 min read
ON
-10.67%
^GSPC
-1.15%
ON Semiconductor Corp. (ON) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the
2026-06-22
news.google.com
2026-06-22
Business Wire
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron Technology, Inc.
Mon, June 22, 2026 at 6:00 AM PDT 3 min read
MU
-11.82%
Trade MU on Coinbase
Trading disclosure
Micron Technology, Inc.
Collaboration spans memory and storage AI architecture design, su
2026-06-22
sg.finance.yahoo.com
2026-06-22
Yahoo Finance Singapore
This is a paid press release. Contact the press release distributor directly with any enquiries.
The Dell AI Factory with NVIDIA Advances Supercomputing-Class Infrastructure Powering the Next Generation of HPC and AI
Business Wire
Mon, 22 June 2026 at 6:00 am GMT-7 6 min read
DELL
+3.44%
NVDA
-2.89%
Dell PowerEdge XE8812
New Dell PowerEdge server brings next-generation density and efficiency to t
2026-06-22
ca.finance.yahoo.com
2026-06-22
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
Micron Technology, Inc.
Mon, June 22, 2026 at 6:00 a.m. PDT 3 min read
MU
-11.00%
Micron Technology, Inc.
Collaboration spans memory and storage AI architecture design, supply agreement, enterprise AI adoption
2026-06-22
www.thinkgeoenergy.com
2026-06-22
ThinkGeoEnergy
www.thinkgeoenergy.com
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2026-06-22
www.electronicsweekly.com
2026-06-22
Electronics Weekly
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2026-06-22
www.etvbharat.com
2026-06-22
ETV Bharat
ETV Bharat / Technology
AI Powers Trillion-Dollar Semiconductor Boom: Can India Evolve From Design Leader To Manufacturing Giant?
India’s semiconductor ecosystem is booming with AI demand and strong design talent, but faces energy, manufacturing, and market access challenges to become a global hub.
Key gaps include manufacturing, advanced packaging, equipment making, energy infrastructure, and sk
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
www.hpcwire.com
2026-06-22
HPCwire
www.hpcwire.com
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2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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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
evertiq.com
2026-06-22
Evertiq
© Era4
Business | June 22, 2026
Cadence, HPE accelerate digital twin–driven data center modernization
Evertiq
Solution will maximize data center and AI factory profitability while delivering engineering-grade insights to design and operations for more efficient, sustainable, and resilient infrastructure
Cadence has announced an expansion of its collaboration with HPE to accelerate digital twin-dr
2026-06-22
www.marketbeat.com
2026-06-22
MarketBeat
NVIDIA Corporation $NVDA is Hayek Kallen Investment Management's 6th Largest Position
Written by MarketBeat
June 22, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Hayek Kallen Investment Management trimmed its NVIDIA stake by 6.2% in the fourth quarter, but NVDA still represented 4.1% of the fund’s portfolio and remained its 6th largest holding.
Wall Street sentiment remains bullish, with anal