Semiconductor News & Analysis Feed
369 articles
2026-06-03
gvwire.com
2026-06-03
GV Wire
NVIDIA and Microsoft on Saturday unveiled a new generation of Windows computers designed to run artificial intelligence agents directly on users’ devices, marking what the companies described as a major shift in personal computing.
The new platform, called RTX Spark, is built around a custom NVIDIA superchip that delivers up to one petaflop of AI computing performance and as much as 128 gigabytes
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
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
Marvell Technology MRVL shares jumped in premarket trade on Tuesday after Nvidia chief executive Jensen Huang said the chip designer could be the next semiconductor company to reach a $1 trillion valuation, tying the call to rising demand for AI infrastructure.
The comments came during Computex in Taipei, where Huang appeared with Marvell chief executive Matt Murphy.
Huang said the industry is s
2026-06-03
simplywall.st
2026-06-03
simplywall.st
__fail__
2026-06-03
www.pcmag.com
2026-06-03
PCMag
Nvidia's upcoming RTX Spark PC chip is coming to laptops, but also mini PCs, and Microsoft will be among the vendors developing one.
At its Build conference, Microsoft introduced the Surface RTX Spark Dev box, which has been designed to run Windows 11 Pro and has enough computing power to run AI models locally.
The mini PC isn’t exactly for consumers, though; Microsoft is pitching it to softwa
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
On June 02, 2026, the A-shares market opened higher, with indices initially rising before reversing course. NVIDIA Corp NVDA saw a significant stock surge of 6.3%, increasing its market capitalization by $319 billion, making it a key driver of market gains.
The recent surge in NVIDIA's stock price follows the announcement at the GTC conference regarding its new RTX Spark chip for Windows PCs. Thi
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
🚀 Enjoy a 7-Day Free Trial Thru Jun 10, 2026! ✨
Sign Up
Login
Home
Screeners
Gurus
Insiders
Market
News
Tools
Pricing
Reviews
Data Licensing
Support
Education
Subscribe
0
Site Overview
7-Day Free Trial
/
GURUFOCUS.COM
Stocks News
Stock News
All U.S. Canada China UK India
Categories
All
Editor's Picks
Stock Analysis
Stock Market News
Q&A with Gurus
Gurus' Stock Picks
Insider Transaction
2026-06-02
www.cbs19.tv
2026-06-02
cbs19.tv
__fail__
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
On June 02, 2026, the A-shares market opened higher, with indices initially rising before reversing course. NVIDIA Corp NVDA saw a significant stock surge of 6.3%, increasing its market capitalization by $319 billion, making it a key driver of market gains.
The recent surge in NVIDIA's stock price follows the announcement at the GTC conference regarding its new RTX Spark chip for Windows PCs. Thi
2026-06-02
www.cnbc.com
2026-06-02
CNBC
__fail__
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
__fail__
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
www.gurufocus.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0525c4218c6b26d
Performance and Security by Cloudflare
Privacy
2026-06-02
news.google.com
2026-06-02
GuruFocus
2026-06-02
www.gurufocus.com
2026-06-02
GuruFocus
On June 01, 2026, NVIDIA's announcement at the Taipei International Computer Show regarding its new PC processor has significantly altered the chip market landscape, leading to sharp declines in the stock prices of traditional chip giants. Qualcomm Inc QCOM +5.17%
81
experienced a pre-market drop of 9.5%, as investors reacted to NVIDIA's entry into the market with its RTX Spark chip, which poses
2026-06-02
www.msn.com
2026-06-02
MSN
AI PC debut: Nvidia launches RTX Spark, an Arm-based CPU-GPU chip for Windows laptops and desktops, promising powerful AI, creative and gaming capabilities.
Industry challenge: The move positions Nvidia against Apple, Intel, AMD and Qualcomm in the premium PC market, with major OEM partners on board.
Autumn rollout: Over 30 laptops and 10 desktops with RTX Spark are expected from September 2026,
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
Micron Technology MU heads into its fiscal third-quarter earnings release on June 24 with investor expectations elevated after a period of rapid growth fueled by artificial intelligence-related demand.
Micron has been one of the primary beneficiaries of the AI infrastructure buildout, as memory chips remain essential for high-performance computing and data-center deployments. The company reported
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
www.gurufocus.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a04e8e179ef2e760
Performance and Security by Cloudflare
Privacy
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On June 01, 2026, Counterpoint Research reported a significant decline in the global smartphone market, forecasting a 13.9% drop in shipments to 1.08 billion units this year. This news comes at a time when Super Micro Computer Inc SMCI +7.02%
87
is navigating its own challenges and opportunities in the technology sector.
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
www.gurufocus.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a04da34d3807d098
Performance and Security by Cloudflare
Privacy
2026-06-01
www.msn.com
2026-06-01
MSN
__fail__