Semiconductor News & Analysis Feed
2626 articles
2026-06-11
www.tomshardware.com
2026-06-11
Tom's Hardware
PC Components CPUs
AMD fires back at Nvidia, claiming 256-core Zen 6 'Venice' CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks
News
By Jake Roach published 4 hours ago
Mind the footnotes on this one.
(Image credit: AMD)
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2026-06-10
www.cnbc.com
2026-06-10
CNBC
U.S. tech giants have backed a German company in its latest fundraising round to develop its humanoid robotics tech.
Neura Robotics’ Series C financing, which is worth up to $1.4 billion, featured Tether, Qualcomm, Amazon and Nvidia, alongside European industrial companies Bosch and Schaeffler and the European Investment Bank.
The company hit a valuation of around $7 billion, according to a sour
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.
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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%
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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
sherwood.news
2026-06-10
Sherwood News
Jon Keegan
34M
Report: OpenAI and Nvidia in talks to team up for 10-gigawatt data center in Ohio
Fresh off scaling back ambitious plans for its Stargate data centers, OpenAI may be moving forward with a new plan: a 10-gigawatt data center in Ohio powered and backed by NvidiaNVDA $202.77 (-2.60%).
According to a report by The Information, the new data center, built on federal land, would dwarf th
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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Reuters
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Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia
Neura Robotics $1.4 Bln Series C Financing Include Tether, Qualcomm, Amazon, Nvidia
RefinitivLess than 1 min read
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2026-06-10
sifted.eu
2026-06-10
Sifted
German startup Neura Robotics has raised a $1.4bn Series C round from investors including crypto group Tether, Qualcomm, Amazon and Nvidia.
Founded in 2019, Neura builds “cognitive” robots capable of seeing, walking and manipulating objects.
The new funding brings Neura’s valuation to $7bn, the Financial Times reported, citing people familiar with the deal. Other investors in the new round inclu
2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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2026-06-10
www.insidermonkey.com
2026-06-10
Insider Monkey
HEDGE FUNDS
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NEWS
Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market
Published on June 10, 2026 at 9:44 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. The host of CNBC’s Mad Money said on Monday that a growing lis
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
cepa.org
2026-06-10
Center for European Policy Analysis (CEPA)
The European Commission’s new Digital Sovereignty package proposes a Chips Act 2.0 that would pour taxpayer money into a sovereign artificial intelligence chip factory. A wise strategy would instead build on Europe’s existing semiconductor strengths and boost the continent’s AI appetite.
Europe’s first Chips Act, from 2022, aimed to increase the EU’s global market share to 20% by 2030, up from
2026-06-10
news.google.com
2026-06-10
Business Wire
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
SLB & Qualcomm Team Up to Advance Edge AI in the Energy Sector
Zacks Equity Research
Wed, June 10, 2026 at 8:24 AM AST 2 min read
QCOM
-4.64%
VIST
+2.27%
YPF
+2.44%
EC
+2.96%
SLB
+0.47%
SLB N.V. SLB has announced a memorandum of understanding (MoU) with Qualcomm Technologies to develop edge artificial intelligence (AI) solutions for the energy industry, combining Qualcomm’s low-power edge computi
2026-06-10
www.networkworld.com
2026-06-10
Network World
The reported deal would add financing to an already expanding OpenAI-Nvidia infrastructure partnership.
Credit: Vitor Miranda / Shutterstock
OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia.
The campus could cost at least $500 billion to build at current prices for chips,
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
NVIDIA South Korea AI Factories Highlight Growth Ambition And Valuation Tension
Simply Wall St
Wed, June 10, 2026 at 5:07 AM PDT 3 min read
NVDA
-1.27%
SKM
-6.07%
000660.KS
-7.54%
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