Semiconductor News & Analysis Feed
5437 articles
2026-06-07
www.aol.com
2026-06-07
AOL.com
Nvidia Just Slipped Below $5 Trillion. These Are the Few Companies With a Realistic Shot at Catching It.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 7, 2026 at 1:43 AM GMT+8
0
Key Points
Nvidia's revenue rose 85% year over year in its latest quarter.
Alphabet, Apple, and Microsoft are within striking distance.
Even the closest contender would need a lot to go right to overtake Nvidia, but I think
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
__fail__
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
AI chip company Nvidia (
NVDA
5.93%
) became the first company ever worth $5 trillion in late 2025. As of this writing, it sits just below this after a recent pullback. But it's still the most valuable company in the world by a comfortable margin.
What's striking is how few companies are even in the conversation to pass it. But I personally think this is a conversation worth having, because I don
2026-06-07
tomshardware.com
2026-06-07
Zak Killian
A couple of new add-in cards exemplify the trend of slapping AMD's Promontory 21 chipset onto a card for extra I/O expansion.
2026-06-06
startupfortune.com
2026-06-06
Startup Fortune
Elon Musk's Terafab plan is no longer just a big idea on stage. It is now moving through local approvals, supplier talks and the bottleneck every advanced chip project eventually meets: ASML.
The most important part of Musk's chip ambition may not be the Texas land, the tax break or even the headline investment number. It is whether his companies can get close enough to the machinery layer that d
2026-06-06
seekingalpha.com
2026-06-06
Seeking Alpha
__fail__
2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N
2026-06-06
hothardware.com
2026-06-06
HotHardware
NVIDIA RTX Spark vs. Apple M5 Pro: The Unified Architecture Battle
by Zak Killian — Saturday, June 06, 2026, 11:05 AM EDT
Comments
Announced earlier this week at Computex, NVIDIA's RTX Spark has finally been revealed after what seems like years of leaks and rumors concerning the "N1/N1X". These chips are the consumer versions of the GB10 Superchip found in the NVIDIA DGX Spark that was released
2026-06-06
www.cnbc.com
2026-06-06
CNBC
It’s been one of the wildest stock markets on record lately but you wouldn’t have known it looking at the Cboe Volatility Index
. Friday’s sell-off just made things a lot clearer.
The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100
, spurred one of the most successful ETF launches in history, and birthed dozens of ey
2026-06-06
www.cnbc.com
2026-06-06
CNBC
It’s been one of the wildest stock markets on record lately but you wouldn’t have known it looking at the Cboe Volatility Index
. Friday’s sell-off just made things a lot clearer.
The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100
, spurred one of the most successful ETF launches in history, and birthed dozens of ey
2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed Nvidia (NASDAQ: NVDA) as a semiconductor company. The company designed graphics processing units (GPUs), sold the
2026-06-06
tomshardware.com
2026-06-06
Luke James
A research group that includes Huawei Technologies says it completed full-parameter post-training of DeepSeek's V4-Pro, a 1.6-trillion-parameter model.
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
__fail__
2026-06-06
www.bisinfotech.com
2026-06-06
Bisinfotech
www.bisinfotech.com
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
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2026-06-06
zamin.uz
2026-06-06
Zamin.uz
EU Announces Restrictions on US Cloud Services and Chips Act 2.0
15:22 / 06.06.2026
·
9
·
Technology
The European Commission has presented a new package of initiatives aimed at reducing the European Union's technological dependence on the US and China. The proposals include support for microchip manufacturers, development of a private cloud services network, and new requirements for storing and p
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
__fail__
2026-06-06
kalkinemedia.com
2026-06-06
Kalkine Media
Advanced Micro Faces Fresh AI Chip Market Attention
NASDAQ COMPOSITE
AMD
6 min read | June 06, 2026 01:20 AM PDT | By Anmol Khazanchi
Google News:
Image source: Shutterstock
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aimagazine.com
2026-06-06
AI Magazine
NVIDIA’s Jensen Huang used his Computex keynote to push back on fears that AI will make software businesses obsolete. He argues this is an “incredible time” to build software that AI agents can use.
He says: “A lot of people have said: ‘Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business.’ I said it is exactly the opposite.
“This i