Semiconductor News & Analysis Feed
1978 articles
2026-06-12
www.msn.com
2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered the kind of quarter that should have sent shares to new highs. Revenue of $81.6 billion grew 85.2% year over year, Data Center clocked $75.2 billion at 92% growth, and Jensen Huang told investors “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.”
Video Muted
Yet
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Prediction: Nvidia Set to Hit $250 on This Date
Vandita Jadeja
Thu, June 11, 2026 at 9:41 AM PDT 4 min read
NVDA
+2.22%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA posted $81.6B in revenue with 85% growth yet trades at $208, requiring a 20% gain to reach $250 by early 2027.
Wall Street's 58 buy ratings target $298, but a conservative model pegs $256 as base case, citing mega-cap
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
futurumgroup.com
2026-06-12
The Futurum Group
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2026-06-11
www.techinsights.com
2026-06-11
TechInsights
Wafer Demand Forecast – Q3 2025 Update
2 Min Read September 30, 2025
The semiconductor market is bifurcated, driven by AI growth in HBM, leading to an increase in DRAM's wafer allocation from 16% to nearly 21% by 2030.
The semiconductor market is increasingly bifurcated, with AI-related segments fueling robust growth while the rest of the industry faces headwinds from weaker end-m
2026-06-11
www.washingtontimes.com
2026-06-11
Washington Times
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2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Published on June 11, 2026 at 11:23 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Soumya Eswaran
Thu, June 11, 2026 at 8:23 AM PDT 3 min read
TXN
+2.39%
Trade TXN on Coinbase
Trading disclosure
Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy of the letter is avail
2026-06-11
wccftech.com
2026-06-11
Wccftech
SK Hynix is expected to begin mass production of its 375-Layer NAND Flash solution by the end of 2026, offering higher storage capacities.
SK Hynix and Samsung are in the race to reach the highest number of layers in the NAND Flash segment. While Samsung is aiming beyond 400-layers with dual stacking solutions going up to 1000-layers, Hynix will soon be commencing mass production on its 375-Layer
2026-06-11
wpde.com
2026-06-11
WPDE
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.
2026-06-11
www.pymnts.com
2026-06-11
PYMNTS.com
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2026-06-11
news3lv.com
2026-06-11
KSNV
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.
2026-06-11
cbs12.com
2026-06-11
WPEC
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.
2026-06-11
foxsanantonio.com
2026-06-11
KABB
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.
2026-06-11
cbs2iowa.com
2026-06-11
KGAN
Strong to severe storms will move through Thursday, leading to power outages along with damage to trees, homes, buildings.
First Lady Melania Trump launches Fostering the Future Accounts, a new financial vehicle for youth in foster care.
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artific
2026-06-11
komonews.com
2026-06-11
KOMO
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.
2026-06-11
news.google.com
2026-06-11
KTXS
2026-06-11
kfoxtv.com
2026-06-11
KFOX
Heat Advisory noon through 9 p.m. Thursday for El Paso metro. Stay hydrated and cool.
First Lady Melania Trump launches Fostering the Future Accounts, a new financial vehicle for youth in foster care.
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringi
2026-06-11
thenationaldesk.com
2026-06-11
National Desk
President Donald Trump signs a proclamation from the Oval Office at the White House.
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday thro