Semiconductor News & Analysis Feed
598 articles
2026-06-11
tomshardware.com
2026-06-11
Jake Roach
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
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
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
www.barrons.com
2026-06-10
Barron's
__fail__
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagship Ark Innovation ETF (
ARKK
1.07%
) has had mixed results, up 49% over the past year but down 8.7% on average over the last five, as of the end of April.
Nonetheless, when she makes moves, it tends to be notable. Recently, she has been trimming her stake in Advance
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Ark Investment's Cathie Wood Just Sold AMD Shares and Bought Nvidia. Is That the Right Move for Investors?
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 3:49 AM PDT 4 min read
NVDA
-2.35%
AMD
-3.20%
ARKK
-0.73%
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Trading disclosure
Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagsh
2026-06-09
tomshardware.com
2026-06-09
Hassam Nasir
It was likely a parting gift from the company.
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Barcharts
AMD (AMD) stock has been one of the top performers in 2026. Shares have surged more than 130% year-to-date (YTD), significantly outperforming rival Nvidia (NVDA), whose stock has gained about 13% over the same period.
The rally reflects growing investor confidence in AMD's position within the artificial intelligence (AI) ecosystem. Demand for the company's Instinct GPUs continues to ac
2026-06-09
www.digitalfoundry.net
2026-06-09
Digital Foundry
PCHardwareNewsAMDNvidia
Next-Gen GPU Rumour Round-Up: AMD RDNA 5 and Nvidia 60-Series Delayed Until Mid-2027 or 2028, but RTX 50 Super Coming Sooner
Also, Intel exists. Maybe.
by William Judd
14 mins ago
Share:
Hanging on for a graphics card upgrade? Rumours this week suggest that it may be some time until we see a proper new generation, with Nvidia's RTX 50 Super series potentially arriving by
2026-06-09
tomshardware.com
2026-06-09
Aaron Klotz
Linux developer uses AI to help update Linux GPU driver support for vintage HD 2000 - HD 6000 series.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia CEO Jensen Huang Just Declared War on Intel, AMD, and Qualcomm -- and the PC Market Will Never Be the Same
Keith Speights, The Motley Fool
Tue, June 9, 2026 at 1:05 AM PDT 4 min read
NVDA
+1.73%
INTC
+11.19%
AMD
+5.14%
QCOM
+0.85%
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Trading disclosure
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced t
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced the first PC -- the Kenbak-1 -- in 1971. It might also take a while to digest the ramifications of Nvidia (
NVDA
+1.70%
) CEO Jensen Huang's proclamation a few days ago, "The PC is being reinvented."
What we can know now, though, is that Huang declared war on Intel (
INTC
+11.11%
), A
2026-06-09
www.astutegroup.com
2026-06-09
Astute Group
__fail__
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia Is Doubling Down on the CPU Market. That's Bad News for AMD and Intel Stock Investors
Harsh Chauhan, The Motley Fool
Mon, June 8, 2026 at 9:09 PM AST 6 min read
NVDA
+1.73%
AMD
+5.14%
INTC
+11.19%
Nvidia (NASDAQ: NVDA) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips a
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips are ideal for processing huge amounts of data quickly. The massive parallel processing power of GPUs enables them to perform thousands of tasks simultaneously. As a result, GPUs have been widely used in ga
2026-06-09
digitimes.com
2026-06-09
AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to advanced computing resources. The company said the funding is intended to support long-term economic growth and scientific leadership nationwide.
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
__fail__
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching in Jun
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
Michael Williams
Mon, June 8, 2026 at 2:30 AM PDT 5 min read
NVDA
-6.20%
AVGO
-7.92%
AMD
-10.86%
MSFT
-2.66%
SOXX
-10.44%
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Trading disclosure
Quick Read
SOXQ delivered a 182% one-year return at a 0.19% expense ratio, making it a cheaper entry point into the AI semiconductor boom than rival
2026-06-08
stockhouse.com
2026-06-08
Stockhouse
Drones, Batteries, Hydrogen: HPQ Silicon Ignites the Tech Turbo
Not all stocks took a beating last week. The technology stock HPQ Silicon was a notable exception. And for good reason! The innovative company is evolving from a traditional materials company into a technology firm addressing several critical areas of future energy and industrial value creation. At the heart of its strategy are silic