Semiconductor News & Analysis Feed
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2026-07-09
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After China, OpenAI Chips Away at Nvidia: So Why is NVDA Stock Up?
Lockridge Okoth
June 30, 2026 3 min read
NVDA
+0.71%
AVGO
-0.83%
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Nvidia OpenAI inference costs. Photo by BeInCrypto
China just built a major AI model without Nvidia chips. Now OpenAI has found ways to run on far fewer of them, cutting inference costs by more than half. Even so, Nvidia
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.
Sneha Nahata
June 29, 2026 3 min read
NVDA
-1.49%
INTC
-7.61%
AMD
-6.73%
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Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro D
2026-06-30
www.barchart.com
2026-06-30
Barchart.com
Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro Devices (AMD) have surged more than 150% and Intel (INTC) has rallied 256% in 2026, Nvidia stock has gained just 4.4%.
Although Nvidia has significantly underperformed its peers, the st
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus
Nasdaq, S&P 500, Dow Futures Rise As Micron, Qualcomm Calm AI Jitters: Why WEN, SPCX, NVDA Stocks Are Also In Focus · Stocktwits
Aashika Suresh
Wed, June 24, 2026 at 6:59 PM PDT 5 min read
CL=F
-1.12%
MU
-0.31%
QCOM
-3.29%
META
-0.81%
^NDX
-0.43%
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways
Mohit Oberoi
Tue, June 23, 2026 at 1:43 PM PDT 4 min read
NVDA
+0.18%
GOOGL
+1.22%
^IXIC
+0.52%
^GSPC
+0.44%
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NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Ever since artificial intelligence (AI) became the buzzword in 2023, Nvidia (NVDA) has been at the forefron
2026-06-17
www.barchart.com
2026-06-17
Barchart.com
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) recently disclosed plans to sell bonds and raise capital, and investors tripped over themselves to get a piece.
The artificial intelligence chip giant pulled off one of the most talked-about debt deals in recent memory. The numbers were eye-catching, and the demand was overwhelming.
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Nvidia’s AI Dominance Is Ma
2026-06-16
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2026-06-16
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Nvidia logo by Konstantin Savusia via Shutterstock
Nvidia (NVDA) stock is extending gains on Monday after the artificial intelligence (AI) behemoth revealed plans of raising at least $20 billion via a seven-tranche bond offering — its first since 2021.
Wall Street giants JPMorgan, Goldman Sachs, and Morgan Stanley are leading the sale, with bond maturities extending up to 30 years.
According
2026-06-16
www.barchart.com
2026-06-16
Barchart.com
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Nvidia (NVDA) has announced a six-year strategic compute collaboration with SharonAI (SHAZ), a neocloud company focused on high-performance computing and artificial intelligence (AI) infrastructure.
The deal will enable 72 MW of new data center capacity in Australia, deploying NVDA’s DSX AI factory design and scaling up to 40,000 GB3
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.
Oleksandr Pylypenko
Sat, June 13, 2026 at 7:00 AM PDT 5 min read
NVDA
+0.16%
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Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered ma
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Image of Jensen Huang by El editorial via Shutterstock
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered major indices to record highs this year as hyperscalers poured hundreds of billions of dollars into data centers, advanced processors, and high-bandwidth memory. But
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVDA Stock Heads For Fourth Week In Red: Report Says Nvidia Has Begun Vera Chip Pitches To Chinese Customers
Yuvraj Malik
Fri, June 12, 2026 at 1:19 AM PDT 3 min read
NVDA
+2.22%
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Nvidia is reportedly pushing alternative chips to Chinese customers as sales of H200s remain stalled.
NVDA stock has underperformed peers in the chip sector in recent months,