Semiconductor News & Analysis Feed
10645 articles
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Alphabet's Artificial Intelligence (AI) Spending Spree Is Great News for Nvidia
Prosper Junior Bakiny, The Motley Fool
Wed, July 8, 2026 at 2:20 PM PDT 3 min read
GOOGL
+1.99%
NVDA
+4.06%
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Trading disclosure
Last month, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) announced an $80 billion equity capital raise. The company made it clear that it was doing so to fund its aggress
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
Last month, Alphabet (
GOOG
+1.90%
) (
GOOGL
+2.04%
) announced an $80 billion equity capital raise. The company made it clear that it was doing so to fund its aggressive spending on artificial intelligence (AI). While we can debate whether that's good for the company -- with some investors arguing that the massive spending won't pay off and will only squeeze its profits and margins -- there is on
2026-07-09
news.google.com
2026-07-09
Investor's Business Daily
2026-07-09
www.marketwatch.com
2026-07-09
MarketWatch
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2026-07-09
www.theregister.com
2026-07-09
The Register
AI AND ML
Intel-backed AI chip startup SambaNova breathes new life into aging Nvidia GPUs in latest benchmarks
Third-party testing shows heterogeneous compute platform combining H200s and SN50 RDUs churning out 763 tok/s in MiniMax M2.7
Tobias Mann
SYSTEMS EDITOR
1
Published Wed 08 Jul 2026 // 20:19 UTC
Intel's big bet on SambaNova appears to be paying off in a big way. This week, the AI chip
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Broadcom stock jumps on Apple AI chip deal, while Nvidia's relative stock price drops
Yahoo Finance Video
Wed, July 8, 2026 at 1:04 PM PDT
NVDA
+4.06%
AVGO
+1.32%
CL=F
+0.92%
AAPL
-0.77%
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Trading disclosure
Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO)
2026-07-09
www.koreajoongangdaily.com
2026-07-09
Korea JoongAng Daily
News Team
News
Team
2026-07-09
aibusiness.com
2026-07-09
AI Business
The move is seen as supporting accessibility and deployment for physical AI and also boosting Nvidia’s already strong presence in the field.
Nvidia and Hugging Face entered into a new collaboration for open source robotics, integrating the chipmaker’s models onto LeRobot, Hugging Face’s open source library for physical AI developers.
Under the deal, unveiled on July 6, the companies added Nvidia
2026-07-09
kalkinemedia.com
2026-07-09
Kalkine Media
Broadcom (NASDAQ:AVGO) AI Deals Reshape Global Chip Market Today
NASDAQ COMPOSITE
AVGO
5 min read | July 08, 2026 12:20 PM PDT | By Anmol Khazanchi
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2026-07-09
www.marketwatch.com
2026-07-09
MarketWatch
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Susquehanna Raises Price Target on Applied Materials, Inc. (AMAT)
Fatima Gulzar
Wed, July 8, 2026 at 11:48 AM PDT 1 min read
AMAT
+3.53%
EL.PA
-0.55%
META
+0.66%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026.
On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Material
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
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2026-07-09
www.benzinga.com
2026-07-09
Benzinga
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2026-07-09
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2026-07-09
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Qualcomm AI Factory Bet Comes as the Semiconductor Pendulum Swings
Ethan Feller
Wed, July 8, 2026 at 11:07 AM PDT 14 min read
QCOM
-3.20%
MU
+4.92%
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Trading disclosure
Since the start of the AI boom in 2023, there have been several moments where the narrative around the buildout and long-term potential of this emerging technology has swung sharply from exuberance to doub
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Nvidia Rises on China and AI Partnership Buzz
Moz Farooque ACCA
Wed, July 8, 2026 at 10:55 AM PDT 1 min read
NVDA
+4.06%
INTC
+4.50%
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Trading disclosure
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) rose Wednesday after reports said the AI chip leader is partnering with rivals on server systems and may regain limited access to China demand.
The Informa
2026-07-09
fortune.com
2026-07-09
Fortune
Atilla Tinic spent three decades in the telecommunications sector, but it was his most-recent role in the field—serving as chief information officer at EchoStar—that inspired his next gig as CIO at semiconductor company Qualcomm.
During Tinic’s time at EchoStar, the satellite internet provider had grand ambitions to become the U.S.’s fourth major carrier under its Dish brand, a diversification pl
2026-07-09
www.zacks.com
2026-07-09
Zacks Investment Research
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2026-07-09
eetimes.com
2026-07-09
Quantum hackers won’t wait: White House orders PQC by 2030, forcing contractors and tech firms to move now.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Marvell (MRVL) Is Down 22.6% After NVIDIA’s $2 Billion AI Bet And Index Exit - What's Changed
Sasha Jovanovic
Wed, July 8, 2026 at 10:11 AM PDT 3 min read
MRVL
+2.26%
NVDA
+4.06%
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Trading disclosure
In late June 2026, Marvell Technology announced an expanded AI infrastructure partnership with NVIDIA, including NVLink ecosystem integration and a US$2.00 billion strategic