Semiconductor News & Analysis Feed
10287 articles
2026-06-03
news.google.com
2026-06-03
Yahoo Finance
2026-06-03
www.theglobeandmail.com
2026-06-03
The Globe and Mail
A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
The first announcement — Vera Rubin entering full production — confirmed the next wave of data center AI compute is now locked in. Vera Rubin, Nvidia's successor to Blackwell, delivers a 10x reduction in inference token
2026-06-03
www.nextplatform.com
2026-06-03
The Next Platform
Nvidia Extends Its Grip On The AI Datacenter Outwards
Timothy Prickett Morgan
Co-Editor, Co-Founder, The Next Platform
Published Tue 2 Jun 2026 // 21:01 UTC
Nvidia wants the modern AI datacenter to be more like an Apple product, and with announcements it just made at the Computex conference in Taiwan, the company is getting closer to achieving that ambitious goal.
Creating a platform that not on
2026-06-03
tomshardware.com
2026-06-03
Jake Roach
Intel knows that Arrow Lake dealt a blow to its reputation among enthusiasts. Arrow Lake Refresh was an effort to correct that issue, laying the groundwork for Nova Lake later this year.
2026-06-03
tomshardware.com
2026-06-03
Andrew E. Freedman
Microsoft's Majorana 2 quantum computing chip switches to lead-based materials. Microsoft is accelerating its roadmap and expects a practical machine in 2029.
2026-06-03
stockstory.org
2026-06-03
StockStory
__fail__
2026-06-03
www.tradingview.com
2026-06-03
TradingView
__fail__
2026-06-03
markets.financialcontent.com
2026-06-03
FinancialContent
__fail__
2026-06-03
www.aol.com
2026-06-03
AOL.com
Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift
DAVID MOADEL
Wed, June 3, 2026 at 3:03 AM GMT+8
0
Texas Instruments / Wikimedia Commons
Quick Read
Texas Instruments (TXN) stock is up 76% year to date versus NVIDIA’s (NVDA) 19% gain, driven by a convergence of factors.
Texas Instruments’ smaller market capitalization leaves more room for surprise, the analog cycl
2026-06-03
www.aol.com
2026-06-03
AOL.com
Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift
DAVID MOADEL
Wed, June 3, 2026 at 3:03 AM GMT+8
0
Texas Instruments / Wikimedia Commons
Quick Read
Texas Instruments (TXN) stock is up 76% year to date versus NVIDIA’s (NVDA) 19% gain, driven by a convergence of factors.
Texas Instruments’ smaller market capitalization leaves more room for surprise, the analog cycl
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
__fail__
2026-06-03
tomshardware.com
2026-06-03
Brandon Hill
Wi-Fi 8 is aimed at improving real-world performance over Wi-Fi 7
2026-06-03
news.google.com
2026-06-03
Nature
2026-06-03
www.barchart.com
2026-06-03
Barchart
__fail__
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
2026-06-03
simplywall.st
2026-06-03
simplywall.st
__fail__
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push