Semiconductor News & Analysis Feed
11306 articles
2026-06-10
www.kxan.com
2026-06-10
KXAN Austin
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2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-10
www.msn.com
2026-06-10
MSN
Intel stock fell Tuesday as a rebound in chip stocks came to an abrupt end and overshadowed the company’s newly expanded deal with Cadence Design Systems that looks like a sign of confidence in Intel’s next-generation chip-manufacturing process.
Intel shares declined 2.1% to $107.92, but well off an intraday low of $99.46, on Tuesday. The move came after an 11% gain the previous day amid exciteme
2026-06-10
news.google.com
2026-06-10
Stock Titan
2026-06-10
tomshardware.com
2026-06-10
Jeffrey Kampman
After first announcing its scarily capable Mythos Preview model back in April, Anthropic is releasing a public version of Mythos, called Fable 5, that it says is "safe for general use."
2026-06-10
www.marketscreener.com
2026-06-10
marketscreener.com
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How The Synopsys (SNPS) Investment Story Is Shifting With Ansys And New Street Expectations
Simply Wall St
Tue, June 9, 2026 at 1:12 PM PDT 4 min read
SNPS
-1.73%
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Synopsys’ fair value
2026-06-10
aws.amazon.com
2026-06-10
Amazon Web Services (AWS)
Scale Robot Reinforcement Learning with NVIDIA Isaac Lab on Amazon SageMaker AI
by Roy Allela and Nicolas Jourdan on 09 JUN 2026 in Amazon SageMaker AI, Technical How-to Permalink Share
Physical AI is moving from research into production. Robots are increasingly trained in high-fidelity simulation before being deployed to factories, warehouses, and logistics centers, because training in the real
2026-06-10
sg.finance.yahoo.com
2026-06-10
Yahoo Finance Singapore
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Micron Appoints Alexis Black Björlin to Board of Directors
Micron Technology, Inc.
Tue, 9 June 2026 at 1:05 pm GMT-7 2 min read
MU
-1.41%
NVDA
-0.22%
ALAB
-1.34%
META
-0.14%
AVGO
-1.12%
Micron Technology, Inc.
BOISE, Idaho, June 09, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today a
2026-06-10
www.marketscreener.com
2026-06-10
marketscreener.com
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https://errors.edgesuite.net/18.8cc83017.1781036239.636f2929
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
David Moadel
Tue, June 9, 2026 at 12:30 PM PDT 5 min read
NVDA
-0.22%
INTC
-2.13%
AAPL
-3.64%
TSM
+0.26%
TSLA
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Musk's AI5 chip targets a 50x performance leap over AI4 at 10% of NVIDIA's cost, while NVDA's data center revenue hit $75
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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Allegro MicroSystems, Micron, and onsemi Stocks Trade Down, What You Need To Know
Allegro MicroSystems, Micron, and onsemi Stocks Trade Down, What You Need To Know
2 min read
ALGM
−3.24%
MU
−1.41%
ON
−3.23%
What Happened?
A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop th
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
As AI infrastructure scales, enterprise expectations for operational maturity are increasing. Organizations expect these systems to be provisionable, observable, secure, and manageable at scale—the same standard applied to all critical infrastructure. The moment an AI system moves from development into enterprise deployment, that operational foundation is essential.
NVIDIA DGX Spark and NVIDIA GB
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning Apple, we were paying 4 times earnings. When we bought Amazon for AWS, we were getting it for f
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
Slaven Vlasic / Getty Images Entertainment via Getty Images
Thomas Richmond
Tue, June 9, 2026 at 11:54 AM PDT 4 min read
NVDA
-0.34%
AMZN
-0.38%
AAPL
-3.64%
TSLA
-2.99%
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Sacerdote paid 4x earnings for NVDA and 5x for TSLA by targeting earnings powe
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
www.marketwatch.com
2026-06-10
MarketWatch
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