Semiconductor News & Analysis Feed
7546 articles
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
NVIDIA Endorsement Fuels Buzz: Social media conversations center on Nebius following praise from NVIDIA's CEO at a recent industry event, underscoring the company's swift transition to AI-focused cloud operations and gigawatt-scale infrastructure.
Growth Projections Dominate: Participants point to Nebius's token optimization platform as a key differentiator, with forecasts suggesting substantial
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
__fail__
2026-06-14
ts2.tech
2026-06-14
TechStock²
14 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:NVDA·NVIDIA·STOCK MARKET
2 MINS READ
NVIDIA STOCK HOLDS NEAR $5 TRILLION AS CHINA VERA CHIP PUSH AND AI BENCHMARK PUT NVDA IN FOCUS
BY MATEUSZ KACZMAREK
New York, June 14, 2026, 11:03 EDT
Nvidia ended Friday at $205.19, up 0.16%, leaving its market value at about $5.0 trillion and its price-to-earnings ratio near 31, a valuation measure comparing sha
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
In the weeks ahead of its June 12 initial public offering, SpaceX racked up a couple of big deals to rent out parts of its data center capacity; one with artificial intelligence (AI) start-up Anthropic and one with Alphabet-owned Google. Both agreements will help SpaceX offset its AI infrastructure costs with recurring revenue streams.
In the background, however, these deals highlighted the AI in
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
fortune.com
2026-06-14
Fortune
Recent tech layoffs would initially appear to indicate the great labor shift from human workers to AI may already be happening.
Meta announced in a memo earlier this year it plans to lay off 10% of its workforce, about 8,000 employees, as well as scrap plans to hire for 6,000 open positions. It’s part of an effort to “run the company more efficiently and to allow us to offset the other investmen
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.itpro.com
2026-06-14
IT Pro
Home Technology Artificial Intelligence
Sponsor Content Created With Dell Technologies
How InstaDeep improved its R&D and smoothed processes with Dell AI Factory with NVIDIA
Read the case study of how manufacturing firm InstaDeep boosted its business processes with Dell Technologies.
(Image credit: Getty Images)
By Sponsored
in
Features
TL;DR
InstaDeep increased computational performance
2026-06-14
247wallst.com
2026-06-14
24/7 Wall St.
Jensen Huang spent most of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q1 FY27 earnings call on May 20, 2026 doing something unusual for a chip CEO: arguing that the chip itself is no longer the company’s most important asset.
Video Muted
His core line: “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else
Jeremy Phillips
Sun, June 14, 2026 at 5:44 AM PDT 4 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA posted $81.6B in Q1 revenue, led by Data Center Networking up 199% YoY. This serves as proof that customers buy full platform ecosystems, not just silicon.
CFO Colette Kress noted softwar
2026-06-14
wccftech.com
2026-06-14
Wccftech
NVIDIA's Blackwell GB300 has posted record performance in AA-AgentPerf, a new benchmark that measures Agentic AI workflows.
Artificial Analysis has a new benchmark out called AA-AgentPerf, which measures how many active agents an inference deployment can support under realistic workloads, which include:
The AA-AgentPerf benchmark is used to measure three key metrics, which form the basis of mode
2026-06-14
www.digitaltrends.com
2026-06-14
Digital Trends
Windows laptops have been chasing the gold that Apple struck years ago with its M-series chips. Back in 2020, Apple revealed a new lineup of MacBooks powered by silicon that seemed generations ahead in efficiency, integration, and even performance. It was a system that was built around the hardware instead of merely running on top of it.
At Computex 2026, Nvidia RTX Spark looked like one of the m
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Better AI Growth Buy Right Now: Nvidia vs Micron
Adria Cimino, The Motley Fool
Sun, June 14, 2026 at 3:30 AM PDT 5 min read
NVDA
+0.16%
MU
-1.43%
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Trading disclosure
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the devel
2026-06-14
www.aol.com
2026-06-14
AOL.com
Better AI Growth Buy Right Now: Nvidia vs Micron
ADRIA CIMINO, THE MOTLEY FOOL
Sun, June 14, 2026 at 6:30 PM GMT+8
0
Key Points
Nvidia and Micron both serve AI customers with products crucial for their success.
These stocks have each soared more than 1,000% over the past five years.
10 stocks we like better than Nvidia ›
Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen r
2026-06-14
www.fool.com
2026-06-14
The Motley Fool
Nvidia (
NVDA
+0.16%
) and Micron Technology (
MU
1.02%
) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the development and performance of this hot technology: compute power, and memory and storage.
Nvidia is the compute expert, designing the fastest graphics processing units (GPUs) around, while Micron
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Ananya Gairola
Sun, June 14, 2026 at 3:01 AM PDT 5 min read
NVDA
+0.16%
INTC
+6.51%
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Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Nvidia Corp. ha
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arkos Global Advisors Sells 6,987 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Arkos Global Advisors cut its NVIDIA stake by 57.6% in the fourth quarter, selling 6,987 shares and leaving it with 5,135 shares valued at about $958,000.
NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $81.62 billion, both
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
35,100 Shares in NVIDIA Corporation $NVDA Acquired by Arvin Capital Management LP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arvin Capital Management LP acquired a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acqui
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Artemis Wealth Advisors LLC Trims Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Artemis Wealth Advisors LLC cut its NVIDIA stake by 36.4% in the fourth quarter, selling 20,000 shares and ending with 35,000 shares valued at about $6.53 million.
Despite some portfolio trimming by investors, NVIDIA continues to draw broad institu
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Avid Wealth Partners LLC Grows Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Avid Wealth Partners LLC increased its NVIDIA stake by 43.6% in the fourth quarter, buying 3,631 additional shares and bringing its total holdings to 11,967 shares worth about $2.23 million.
Insider selling continued at NVIDIA, with Director Mar