Semiconductor News & Analysis Feed
182 articles
2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-13
tomshardware.com
2026-06-13
Mark Tyson
A watershed moment occurred on the battlefields of Ukraine in 2024 when 10 fully autonomous AI-controlled quadcopter drones were sent to the front lines against Russia with ‘Terminator Mode’ engaged.
2026-06-13
tomshardware.com
2026-06-13
Mark Tyson
A new and unique video streaming solution is pitched as a 'high-performance, real-time ASCII video rendering engine' that can be used to broadcast 'an unblockable video stream.'
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried that some have become overvalued and may not be worth holding. That's sent the share prices of Nvidia (
NVDA
+0.18%
), Broadcom (
AVGO
1.20%
), and Cerebras (
CBRS
6.84%
) lower over the past several weeks.
But does this volatility among semiconductor stocks really mean you should get out of thes
2026-06-12
www.cnbc.com
2026-06-12
CNBC
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2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
Nvidia and Broadcom are competing for computing space in data centers.
Nvidia is growing faster overall.
Nvidia is far cheaper by one valuation metric.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now,
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Is Broadcom Stock Now a Better Buy Than Nvidia?
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 11:25 PM PDT 4 min read
AVGO
-5.12%
NVDA
-3.73%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
Broadcom (NASDAQ: AVGO) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now,
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Broadcom (
AVGO
5.12%
) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now, it's down around 20% from its all-time highs.
Prior to the sell-off, it was pretty clear that Nvidia (
NVDA
3.39%
) was a better buy than Broadcom, but now that there has been a significant price correction
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Citi names Broadcom, Texas Instruments, and Applied Materials top chip picks
Luke Juricic
Wed, June 10, 2026 at 1:36 PM PDT 2 min read
AVGO
+3.62%
TXN
+5.35%
AMAT
+11.19%
^GSPC
+1.75%
Explore stocks on Coinbase
Trading disclosure
Investing.com -- As the semiconductor sector navigates a massive market rally, Wall Street is increasingly looking to separate the core secular winners from short-term c
2026-06-11
au.investing.com
2026-06-11
Investing.com Australia
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2026-06-11
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2026-06-11
Investing.com India
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2026-06-11
ca.investing.com
2026-06-11
Investing.com Canada
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2026-06-11
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2026-06-11
Investing.com UK
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2026-06-11
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2026-06-11
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders.
Video Muted
No single catalyst fully explains the slide. Three overlap
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens
David Moadel
Wed, June 10, 2026 at 8:49 AM PDT 4 min read
AMD
-4.39%
AVGO
-4.84%
NVDA
-2.55%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Broadcom and AMD each fell 4% while NVIDIA slid 3%, as AI guidance disappointment, Fed fears, and looming mega IPOs deepened the chip rout.
Broadcom's Q3 AI revenue outlook of $
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Scott Galloway Says Tesla, Nvidia, Broadcom Could Get Caught In The Crossfire Of The Space X IPO
Daragh Thomas
Wed, June 10, 2026 at 2:45 AM PDT 5 min read
TSLA
-2.81%
NVDA
-2.82%
SPCX
0.00%
ANTH.PVT
AVGO
-4.57%
Explore stocks on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
NYU professor Scott Galloway warns a wa
2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement
Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA
High Alpha Professor
Investing Group
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Summary
Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors.
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