Semiconductor News & Analysis Feed
18 articles
2026-08-23
2026-08-23
2026-08-22
2026-08-21
2026-08-21
2026-08-21
finance.yahoo.com
2026-08-21
2026-07-23
finance.yahoo.com
2026-07-23
Despite strong quarterly results that have consistently surpassed expectations, NVIDIA's stock has only gained 10.9% despite its massive scale, indicating high investor expectations that go beyond short-term performance. As AI demand remains robust, potential slowdowns in hyperscale cloud spending c
2026-07-23
www.tradingview.com
2026-07-23
Despite consistently exceeding quarterly expectations, NVIDIA's stock has only gained 10.9%, indicating high investor expectations that go beyond current performance. With strong demand for its AI chips, NVIDIA faces headwinds from increasing competition, especially from AMD, and geopolitical constr
2026-07-20
www.benzinga.com
2026-07-20
2026-07-20
news.google.com
2026-07-20
2026-07-19
2026-07-16
2026-06-30
simplywall.st
2026-06-30
This article from Simply Wall St focuses on identifying undervalued technology stocks based on cash flow value amid a complex macroeconomic environment and market volatility. It highlights three companies—Western Digital, Space Exploration Technologies (SpaceX), and Super Micro Computer—that demonst
2026-06-22
ts2.tech
2026-06-22
As artificial intelligence (AI) continues to expand, power infrastructure has emerged as a key bottleneck constraining growth in the sector. Recently, stocks related to AI infrastructure—particularly those focused on power and energy—have outpaced chipmakers like NVIDIA. Companies such as GE Vernova
2026-06-01
www.techtimes.com
2026-06-01
In the surge of AI infrastructure development, optical component maker Lumentum and semiconductor equipment giant Applied Materials have outperformed industry leader Nvidia, with year-to-date gains of 121% and 67%, respectively, compared to Nvidia's 12% rise. This divergence reflects the strong dema
2026-05-30
mshale.com
2026-05-30
This analysis examines AI infrastructure investment opportunities beyond NVIDIA, exploring the semiconductor industry's growth potential in the artificial intelligence era. The article compares key players like AVGO and ANET, analyzing different technological approaches and business models in AI inf
2026-05-24
finance.yahoo.com
2026-05-24
2026-05-24