Semiconductor News & Analysis Feed
5315 articles
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right.
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 2:57 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its sto
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Nvidia (
NVDA
+3.74%
) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years.
The biggest of those tailwinds is the tech sector's soaring spending on the data center
2026-07-03
www.barrons.com
2026-07-03
Barron's
__fail__
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pzena Investment Management LLC Cuts Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pzena Investment Management cut its Taiwan Semiconductor Manufacturing stake by 27.9% in the first quarter, selling 7,356 shares and leaving it with 18,986 shares valued at about $6.4 million.
TSMC raised its qua
2026-07-03
finance.biggo.com
2026-07-03
finance.biggo.com
The benefits of the semiconductor supercycle are spreading to the backend industry, with inspection equipment component maker TSE emerging as a standout in the probe card market for High Bandwidth Memory (HBM). The company's strategic shift from a NAND flash-centric portfolio to HBM has become the key driver simultaneously lifting its stock price and earnings outlook.
2026-07-03
www.marketscreener.com
2026-07-03
marketscreener.com
Access Denied
You don't have permission to access "http://www.marketscreener.com/news/berenberg-raises-infineon-target-to-128-100-buy-ce7f5fd3d08ff225" on this server.
Reference #18.6b0f3417.1783554458.64ef5a24
https://errors.edgesuite.net/18.6b0f3417.1783554458.64ef5a24
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Maltin Wealth Management Inc. Takes $880,000 Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Maltin Wealth Management Inc. opened a new position in NVIDIA during the first quarter, buying 5,047 shares valued at about $880,000.
NVIDIA recently reported strong quarterly results, with EPS of $1.87 beating estimates and revenue of $8
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by Northeast Investment Management
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Northeast Investment Management trimmed its NVIDIA stake by 4.0% in the first quarter, but NVDA remains its largest holding at about 8.1% of assets, worth roughly $195.6 million.
Several NVIDIA insiders sold shares recently, including Director Mark
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pacific Sage Partners LLC Purchases 4,467 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pacific Sage Partners LLC increased its NVIDIA stake by 18.1% in the first quarter, buying 4,467 more shares and bringing its total holdings to 29,113 shares worth about $5.08 million.
NVIDIA reported strong quarterly results, with earnings of
2026-07-03
www.tradingview.com
2026-07-03
TradingView
News
/
EQS
/
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
3 min read
IFX
−0.75%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a1840faa6f86c9a3 • Your IP: Click to reveal • Performance & security by Cloudflare
2026-07-03
www.gurufocus.com
2026-07-03
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a185dcc9af6482ea • Your IP: Click to reveal • Performance & security by Cloudflare
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Jim Cramer Explains Why You Need to Own NVIDIA Now
Syeda Seirut Javed
Fri, July 3, 2026 at 10:44 AM PDT 2 min read
NVDA
+3.65%
TSLA
-2.19%
AVGO
+4.83%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Discussing stocks that have declined in th
2026-07-03
timesofoman.com
2026-07-03
Times of Oman
New Delhi: While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities.
As per the brokerage house, supply shock or a sharp rise in US Federal Reserve interest rates could trigger a turning point in the AI boom, as rising chip costs and stretched valuations expose early signs of excess in
2026-07-03
www.siliconrepublic.com
2026-07-03
Silicon Republic
MACHINES
Infineon opens new €5bn Smart Power Fab chip factory in Germany
by Tim Barnwell
3 JUL 2026
SAVE ARTICLE
Jochen Hanebeck, CEO of Infineon, pictured in 2024. Image: Infineon Technologies
The Dresden plant is the largest single investment in Infineon’s history, one of the largest investment projects in Germany and opens several months ahead of schedule, according to the company.
Glob
2026-07-03
www.msn.com
2026-07-03
MSN
Retailer issues warning: Currys says AI data center demand is diverting chips from consumer devices, causing availability issues and likely price hikes later in 2026.
Tech giants raise prices: Apple and Microsoft have increased hardware prices as memory supplies tighten, reflecting a broader squeeze hitting electronics and auto sectors.
Long-term shortage outlook: Industry leaders expect the mem
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
General Motors (GM) Secures Micron Deal For Future Software Defined Vehicles
Bailey Pemberton
Fri, July 3, 2026 at 1:13 AM PDT 3 min read
GM
+0.28%
MU
+1.11%
Explore stocks on Coinbase
Trading disclosure
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.
General Motors (NYSE:G
2026-07-03
www.geeky-gadgets.com
2026-07-03
Geeky Gadgets
We're checking if you're a real person and not an automated bad bot. Usually, the captcha below will complete itself. If it doesn't, simply click the checkbox in the captcha to verify. Once verified, you'll be taken to the page you wanted to visit.
If for some reason after verifying the captcha above, you are constantly being redirected to this exact same page to re-verify the captcha again, then
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
__fail__
2026-07-03
www.electronicsforyou.biz
2026-07-03
Electronics For You BUSINESS
__fail__