Semiconductor News & Analysis Feed
598 articles
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Meet the Unstoppable Stock That Obliterated Nvidia, Broadcom, and Advanced Micro Devices (AMD) Over the Last 12 Months With a 670% Return
Anthony Di Pizio, The Motley Fool
Tue, June 23, 2026 at 2:44 AM PDT 5 min read
OPEN
-1.87%
NVDA
-4.13%
AVGO
-3.06%
AMD
-5.76%
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Trading disclosure
One year ago, Opendoor Technologies (NASDAQ: OPEN) stock was trading at just $0.51. Howev
2026-06-23
tomshardware.com
2026-06-23
Hassam Nasir
If you own an RX 7000 series GPU, you can update your graphics driver today and enjoy native FSR 4.1 in over 300 games thanks to INT8 fallback.
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
Joel South
Mon, June 22, 2026 at 9:47 AM PDT 4 min read
AMZN
+0.57%
NVDA
-4.13%
AMD
-5.76%
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Trading disclosure
Quick Read
Tepper nearly doubled his Amazon stake to 15% of his portfolio, betting on AWS's 28% YoY revenue growth, which represented its fastest pace in 15 quarters.
Tepper cut NVIDIA by 13
2026-06-23
247wallst.com
2026-06-23
24/7 Wall St.
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and the math of the rebalance is what
2026-06-22
www.pcworld.com
2026-06-22
PCWorld
FEATURE
Intel is giving budget gamers what Nvidia and AMD won’t
From XeSS frame gen to budget overclocking, Intel is making moves Nvidia and AMD won't. We talked to Intel's Robert Hallock about why.
By Jon Martindale
Contributor, PCWorld
JUN 22, 2026 6:00 AM PDT
Image: Intel
Summary created by Smart Answers AI
In summary:
PCWorld reports Intel is targeting budget gamers with affordable CPUs and GP
2026-06-22
www.barrons.com
2026-06-22
Barron's
__fail__
2026-06-21
www.hackster.io
2026-06-21
Hackster.io
The AntSDR T510 AI Puts an AMD RFSoC and an NVIDIA Jetson on One Board
The MicroPhase AntSDR T510 AI combines an AMD RFSoC and an NVIDIA Jetson on one board that crushes latency in next-gen wireless development.
Nick Bild
Follow
2 days ago • HW101
The AntSDR T510 AI (📷: MicroPhase Technology)
Modern wireless research requires a collection of specialized hardware working together. One device captu
2026-06-20
tomshardware.com
2026-06-20
Bruno Ferreira
ACE CPU extensions bring an efficient AI-oriented instruction set to x86 — new design makes matrix multiplication more power- and density-efficient
2026-06-20
tomshardware.com
2026-06-20
Jake Roach
AMD says it will reinstate firmware memory encryption (TSME) on non-PRO Ryzen 9000 desktop CPUs through a BIOS update in July, following the feature's removal through an earlier firmware update.
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
INTC
+5.19%
NVDA
-0.97%
AMD
+2.65%
AAPL
-0.34%
MU
+6.82%
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Trading disclosure
Quick Read
Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-20
247wallst.com
2026-06-20
24/7 Wall St.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors are paying across the group cannot all be right at t
2026-06-19
247wallst.com
2026-06-19
24/7 Wall St.
Video Muted
The artificial intelligence boom has triggered one of the largest infrastructure buildouts in technology history. The largest cloud providers are on pace to spend more than $750 billion on AI infrastructure this year alone. For years, much of that spending flowed directly to Nvidia (NASDAQ:NVDA | NVDA Price Prediction), whose GPUs became the gold standard for training and running AI m
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Forget AMD: Amazon Declares War on Nvidia by Selling Its Own AI Chips
Rich Duprey
Fri, June 19, 2026 at 8:32 AM PDT 4 min read
AMZN
-4.75%
NVDA
-0.97%
AMD
+2.65%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Amazon's custom chip business already generates ~$50 billion annually and may soon sell Trainium processors to outside customers, directly challenging Nvidia.
AWS's 28% global clo
2026-06-19
www.thefpsreview.com
2026-06-19
The FPS Review
AMD Radeon RX 9070 GRE vs NVIDIA GeForce RTX 5070 Performance Review
REVIEWS
QUICK COMPARE
VIDEO CARDS
AMD RX 9000 SERIES
AMD RX 9070 SERIES
NVIDIA RTX 5000 SERIES
NVIDIA RTX 5070 SERIES
By
Brent Justice
June 19, 2026
Share
The FPS Review may receive a commission if you purchase something after clicking a link in this article.
Table of Contents:
Page 1: Introduction
Page 2: Test Setup
Page 3: G
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
AMD vs. NVDA: Which Artificial Intelligence (AI) Semiconductor Stock Dominates the Next Phase of CPUs, GPUs, and Robotics?
Adria Cimino, The Motley Fool
Fri, June 19, 2026 at 1:22 AM PDT 5 min read
NVDA
-0.97%
AMD
+2.65%
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Trading disclosure
Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) both are winning in this artificial intelligence (AI) revolution. The
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Nvidia (
NVDA
1.13%
) and Advanced Micro Devices (
AMD
+2.58%
) both are winning in this artificial intelligence (AI) revolution. These companies each make the graphics processing units (GPUs) needed to power the most crucial of AI tasks, such as the training of models. And this has translated into spectacular earnings growth and stock performance.
For example, in the latest quarter, Nvidia and A
2026-06-19
www.thestreet.com
2026-06-19
thestreet.com
__fail__
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Amazon CEO Jassy says company could sell AI chips, raising stakes for Nvidia, AMD
Daniel Howley · Technology Editor
Updated Thu, June 18, 2026 at 9:43 AM PDT 3 min read
AMZN
-4.44%
AMD
+0.60%
NVDA
-0.58%
Explore stocks on Coinbase
Trading disclosure
Amazon (AMZN) CEO Andy Jassy released his annual shareholder newsletter on Thursday, outlining the company's approach to AI and indicating that Amazo
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
MRVL vs. AMD: Which Semiconductor Stock Has an Edge in the AI Market?
Subham Roy
Thu, June 18, 2026 at 7:16 AM PDT 5 min read
MRVL
-1.75%
AMD
+1.85%
Explore stocks on Coinbase
Trading disclosure
Marvell Technology MRVL and Advanced Micro Devices AMD are two semiconductor stocks riding the artificial intelligence (AI) infrastructure wave. Increasing AI workload is creating demand for high-performa
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
+3.08%
) has dominated the artificial intelligence (AI) revolution through its industry-leading suite of graphics processing units (GPUs) -- powerful parallel processors that were ideal for handling the computational complex workloads of training AI models. But the recent unveiling of the company's Vera central processing unit (CPU) platform signals a strategic broadening of its ambi