Semiconductor News & Analysis Feed
69 articles
2026-06-09
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2026-06-09
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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
2026-06-08
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2026-06-08
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CPU surrounded by rare earth minerals by Pingingz via Shutterstock
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-m
2026-06-08
www.barchart.com
2026-06-08
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A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-07
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2026-06-06
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2026-06-05
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2026-06-05
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2026-06-04
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2026-06-04
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2026-06-04
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2026-06-03
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2026-06-03
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2026-06-03
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2026-06-03
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