Semiconductor News & Analysis Feed
11136 articles
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The artificial intelligence (AI) investment opportunity has become more measured throughout 2026. After years of parabolic gains driven by explosive demand for generative models and the underlying infrastructure that supports them, both Nvidia (
NVDA
+3.74%
) and Palantir Technologies (
PLTR
1.57%
) have been relatively subdued stocks so far this year.
With that said, I think the muted stock perf
2026-07-07
www.barrons.com
2026-07-07
Barron's
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2026-07-07
www.investing.com
2026-07-07
Investing.com
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2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
www.theglobeandmail.com
2026-07-07
The Globe and Mail
Key Points
Amazon launched its own Trainium AI chips for AWS in 2022.
It could challenge Nvidia by selling those chips to third-party customers.
These 10 stocks could mint the next wave of millionaires ›
Four years ago, Amazon(NASDAQ: AMZN) started using its own Trainium AI chips in its cloud infrastructure platform, Amazon Web Services (AWS). Those first-party chips became even more powerful
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple
Michael Williams
Mon, July 6, 2026 at 11:48 AM PDT 4 min read
SMH
+1.99%
AAPL
+0.88%
AMD
+0.25%
AVGO
+4.83%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SMH surged 64% this year by concentrating over 60% of assets in seven chip names, including AMD, Broadcom, and NVIDIA.
Apple's 14% year-
2026-07-07
247wallst.com
2026-07-07
24/7 Wall St.
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2026-07-07
news.google.com
2026-07-07
The Motley Fool
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
news.google.com
2026-07-07
24/7 Wall St.
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
www.thestreet.com
2026-07-07
thestreet.com
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2026-07-07
news.google.com
2026-07-07
The Motley Fool
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
news.google.com
2026-07-07
The Motley Fool
2026-07-07
news.google.com
2026-07-07
IndexBox
2026-07-07
news.google.com
2026-07-07
Yahoo Finance
2026-07-07
www.ft.com
2026-07-07
Financial Times
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2026-07-07
news.google.com
2026-07-07
Benzinga
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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