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8431 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, SanDisk, and SK hynix Investors Should Fear One Thing: Elon Musk
Rich Duprey
Wed, June 10, 2026 at 7:17 AM PDT 4 min read
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Musk argues the U.S. has zero high-volume memory fabs, and that delayed projects won't reach production until sometime between 2028 and 2030, leaving AI demand s
2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
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The artificial intelligence boom has created one of the most dominant technology companies Wall Street has ever seen. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has become the backbone of modern AI infrastructure, growing from a gaming-chip specialist into a company worth trillions of dollars. Its data center revenue exploded from $15 billion in fiscal 2023 to almost $194 billion in
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It
Rich Duprey
Wed, June 10, 2026 at 6:55 AM PDT 5 min read
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Frank Bruno argues Nvidia's training-optimized GPU architecture risks the same fate Intel faced when smartphones made PC chips obsolete.
Cerebras' wafer-scale processors c
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
cepa.org
2026-06-10
Center for European Policy Analysis (CEPA)
The European Commission’s new Digital Sovereignty package proposes a Chips Act 2.0 that would pour taxpayer money into a sovereign artificial intelligence chip factory. A wise strategy would instead build on Europe’s existing semiconductor strengths and boost the continent’s AI appetite.
Europe’s first Chips Act, from 2022, aimed to increase the EU’s global market share to 20% by 2030, up from
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, June 10, 2026 at 6:00 AM PDT 5 min read
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Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence
2026-06-10
sg.finance.yahoo.com
2026-06-10
Yahoo Finance Singapore
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, 10 June 2026 at 6:00 am GMT-7 5 min read
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Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near futu
2026-06-10
ca.finance.yahoo.com
2026-06-10
Yahoo! Finance Canada
Investors Heavily Search Texas Instruments Incorporated (TXN): Here is What You Need to Know
Zacks Equity Research
Wed, June 10, 2026 at 6:00 a.m. PDT 5 min read
TXN
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Texas Instruments (TXN) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near fut
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
NVIDIA Gets the Headlines, But Micron Could Offer More Upside
Abhinab Dasgupta
Wed, June 10, 2026 at 5:45 AM PDT 4 min read
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NVIDIA Corporation NVDA has remained at the center of Wall Street attention in recent sessions as investors continue to track developments in the artificial intelligenc
2026-06-10
www.tradingview.com
2026-06-10
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NVIDIA Gets the Headlines, But Micron Could Offer More Upside
NVIDIA Gets the Headlines, But Micron Could Offer More Upside
3 min read
NVDA
−2.22%
MU
−3.10%
NVIDIA Corporation NVDA has remained at the center of Wall Street attention in recent sessions as investors continue to track developments in the artificial intelligence (AI) boom. Much of the focus has been on the company’s CE
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
SLB & Qualcomm Team Up to Advance Edge AI in the Energy Sector
Zacks Equity Research
Wed, June 10, 2026 at 8:24 AM AST 2 min read
QCOM
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SLB N.V. SLB has announced a memorandum of understanding (MoU) with Qualcomm Technologies to develop edge artificial intelligence (AI) solutions for the energy industry, combining Qualcomm’s low-power edge computi
2026-06-10
www.engineering.com
2026-06-10
Engineering.com
www.engineering.com
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2026-06-10
www.networkworld.com
2026-06-10
Network World
The reported deal would add financing to an already expanding OpenAI-Nvidia infrastructure partnership.
Credit: Vitor Miranda / Shutterstock
OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus in southern Ohio in an arrangement that could include financial backing from Nvidia.
The campus could cost at least $500 billion to build at current prices for chips,
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
NVIDIA South Korea AI Factories Highlight Growth Ambition And Valuation Tension
Simply Wall St
Wed, June 10, 2026 at 5:07 AM PDT 3 min read
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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
2026-06-10
www.zacks.com
2026-06-10
Zacks Investment Research
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2026-06-10
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2026-06-10
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Samsung eyes strategic chip factory in South Korea and could shake up the global AI landscape with advancements in HBM memories and advanced packaging.
Written by
Caio Aviz
Published on
10/06/2026 at 08:11
Artificial Intelligence (AI)
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Possible investment in Gwangju could place Samsu
2026-06-10
www.reuters.com
2026-06-10
Reuters
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
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