Semiconductor News & Analysis Feed

20 articles
2026-09-15
www.nytimes.com 2026-09-15
2026-09-14
www.investing.com 2026-09-14
2026-09-14
www.wsj.com 2026-09-14
2026-09-10
finance.yahoo.com 2026-09-10
2026-09-10
ca.finance.yahoo.com 2026-09-10
2026-08-21
www.investing.com 2026-08-21
2026-08-04
blogs.nvidia.com 2026-08-04
2026-08-04
news.google.com 2026-08-04
2026-08-03
www.aol.com 2026-08-03
2026-08-03
247wallst.com 2026-08-03
2026-08-03
finance.yahoo.com 2026-08-03
2026-07-25
247wallst.com 2026-07-25
NVIDIA CEO Jensen Huang recently advocated for an open AI ecosystem in a public letter, challenging the prevailing narrative that focuses on which company builds the best AI model. His argument emphasizes that U.S. AI leadership depends on broad participation rather than concentration in a few firms
2026-07-25
finance.yahoo.com 2026-07-25
NVIDIA CEO Jensen Huang's recent open letter advocating for open-weight AI models reveals more than just a philosophical stance—it underscores the company's strategic business model. By promoting an open ecosystem, Huang aligns with NVIDIA’s core interest in selling computing infrastructure rather t
2026-07-15
uk.finance.yahoo.com 2026-07-15
2026-07-15
ca.finance.yahoo.com 2026-07-15
2026-07-15
www.forex.com 2026-07-15
2026-07-09
www.proactiveinvestors.com 2026-07-09
Bank of America reiterated its 'Buy' rating on NVIDIA, citing the company's strong leadership in AI infrastructure as a key driver for future growth. Despite concerns such as margin pressure, competition from custom AI chips, and concentrated ownership, the firm believes NVIDIA's pricing power, scal
2026-07-07
finance.yahoo.com 2026-07-07
Recent insider selling by leading AI companies NVIDIA, Palantir, and Meta Platforms has sent a strong signal to Wall Street, with executives collectively selling over $15.6 billion in company stock over the past three years. While such sales may be partly due to tax obligations, the scale raises con
2026-07-07
www.fool.com 2026-07-07
Recent insider selling by executives at leading artificial intelligence (AI) companies—NVIDIA, Palantir, and Meta Platforms—has raised concerns among investors about the future prospects of these tech giants. According to SEC Form 4 filings, these executives collectively sold over $15.6 billion wort
2026-07-07
www.bloomberg.com 2026-07-07
The semiconductor industry is experiencing renewed momentum as artificial intelligence continues to drive technological advancement and market transformation. Major tech players are intensifying competition in AI capabilities, creating both opportunities and challenges for the entire supply chain. T