Semiconductor News & Analysis Feed
7520 articles
2026-07-08
www.gurufocus.com
2026-07-08
GuruFocus
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2026-07-08
tomshardware.com
2026-07-08
Bruno Ferreira
Nvidia lifts the veil a little bit more on its Vera CPU and reveals a single-thread performance monster — company claims a 1.8x uplift versus x86 competition in agentic workloads and 1.5x in coding.
2026-07-08
seekingalpha.com
2026-07-08
Seeking Alpha
Top News
Nvidia trades at its cheapest valuation since pre‑AI boom
Jul 08, 2026, 6:55 AM ETNVIDIA Corporation (NVDA) StockD, AMD, INTC
, MU, HSY, GPUS, SOX, SP500, NDX
By: Preeti Singh, SA News Editor
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BING-JHEN HONG/iStock Editorial via Getty Images
Nvidia (NVDA) shares are trading at their cheapest valuation since before the AI boom despite the chipmaker's strong
2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
www.gamingonlinux.com
2026-07-08
GamingOnLinux
NVIDIA 610.43.03 driver released for Linux with a vague changelog
8 Jul 2026 at 9:26 am UTC | Last updated: 8 Jul 2026 at 12:06 pm UTC
By Liam Squires-Hand
7 comments
NVIDIA just released Linux driver version 610.43.03, once again being rather vague about what has actually changed in it. This follows on from the bigger NVIDIA driver 610.43.02 that was released towards the end of May as part of th
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Supplier Samsung Advances Vera Rubin
Moz Farooque ACCA
July 8, 2026 1 min read
005930.KS
+6.27%
NVDA
+4.06%
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Trading disclosure
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) supplier Samsung Electronics (SSNLF) has started mass production of its PM1763 enterprise SSD, a next-generation storage drive set to be integrated into Nvidia's Vera Rubin AI
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
DDN, Nebul, and NVIDIA Collaborate to Advance AI Inference Economics Through High-Performance KV Cache Acceleration
Business Wire
Wed, July 8, 2026 at 2:00 AM PDT 5 min read
NVDA
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Collaboration Demonstrates How Data Infrastructure Is Becoming the Key L
2026-07-08
www.kedglobal.com
2026-07-08
The Korea Economic Daily Global Edition
Samsung to begin world’s 1st mass production of HBM4 in 3rd week of February for Nvidia’s Vera Rubin
Samsung's HBM4 and GDDR7 chips on display at its booth during the Gyeongju APEC CEO Summit meeting in October 2025 (Courtesy of News1) Samsung Electronics Co. will launch the world’s first mass production and shipments of next-generation high-bandwidth memory, HBM4, shortly after the Luna
2026-07-08
www.barrons.com
2026-07-08
Barron's
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2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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2026-07-08
simplywall.st
2026-07-08
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Expands AI Reach With Palantir Verkada And Life Sciences Partnerships
July 08, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA (NasdaqGS:NVDA) has partnered with Palantir Technologies to support sovereign AI deployments in sensitive U.S. government and critical infrastructure environments.
The company is working with
2026-07-08
zamin.uz
2026-07-08
Zamin.uz
French startup ZML challenges NVIDIA's hegemony in the AI chip market
13:22 / 08.07.2026
·
115
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Technology
In an era of rapid AI development, NVIDIA's absolute market dominance is facing a serious challenge. French startup ZML has introduced new software backed by Turing Award winner Yann LeCun. This product allows AI models to run at maximum speed on chips from various manufacturers. This was
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
3 of the Top 5 Performers in the S&P 500 in the First Half Offer 1 Particular Thing for AI Customers. (Hint: It Isn't the GPU, and Nvidia Isn't Among Them.)
Adria Cimino, The Motley Fool
Wed, July 8, 2026 at 1:22 AM PDT 5 min read
NVDA
+4.06%
^GSPC
+0.38%
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Over the past three years, a particular type of company and product emerged as the key player in th
2026-07-08
wccftech.com
2026-07-08
Wccftech
China's premier AI firm, DeepSeek, is reportedly working on its own AI chip, which will primarily be an inference accelerator.
DeepSeek, the leading AI firm which is based in China, has started developing its own AI chip. As per Reuters, multiple people have stated that the firm is now developing what could be the end of reliance on NVIDIA and Huawei.
We already know that China is focusing more
2026-07-08
techafricanews.com
2026-07-08
TechAfrica News
This new model enables AI clouds to procure NVIDIA infrastructure for AI-native, enterprise and ISV customers through economic alignment with a revenue-sharing and credit-support model.
NVIDIA is partnering with AI clouds to deploy large‑scale, multi‑tenant AI factories, aligning economics through a revenue-sharing and credit-support model.
As AI moves from model development to production infere
2026-07-08
news.google.com
2026-07-08
Business Wire
2026-07-08
www.cnbc.com
2026-07-08
CNBC
An AI chip startup has raised $1 billion in financing as investors continue to pour money into companies looking to challenge Nvidia
.
SambaNova is now valued at $11 billion thanks to the financing, which was led by General Atlantic along with participation from Seligman Ventures, T. Rowe Price and Capital Group.
The latest round of funding, announced Wednesday, comes after the startup raised mo
2026-07-08
www.marketbeat.com
2026-07-08
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by Intrua Financial LLC
Written by MarketBeat
July 8, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Intrua Financial LLC trimmed its NVIDIA stake by 9.4% in the first quarter, selling 8,001 shares and leaving it with 76,775 shares worth about $13.39 million.
Wall Street remains broadly upbeat on NVIDIA, with analysts giving it an average Buy rating and a co
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Where Will Nvidia Stock Be in 5 Years?
John Bromels, The Motley Fool
Wed, July 8, 2026 at 12:37 AM PDT 3 min read
NVDA
+4.06%
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Trading disclosure
Right now, Nvidia (NASDAQ: NVDA) is on top of the world.
Not only is the semiconductor company the largest in the world by market capitalization, but it's also posting growth numbers that would make most small tech start-ups env