Semiconductor News & Analysis Feed
7522 articles
2026-07-08
www.marketwatch.com
2026-07-08
MarketWatch
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2026-07-08
www.fool.com
2026-07-08
The Motley Fool
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
DeepSeek looks to reduce reliance on Nvidia with own AI chip
Yahoo Finance Video
July 7, 2026
NVDA
+4.06%
ANTH.PVT
GOOGL
+1.99%
AMZN
+0.07%
2330.TW
-0.82%
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Trading disclosure
Yahoo Finance's Dan Howley joins Josh Lipton to examine DeepSeek's development of a custom AI chip to bypass U.S. export restrictions and reduce its reliance on Nvidia.
Video Transcript
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Speak
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Shares of Nvidia
fought into the green despite a 5% sell-off in chip stocks tracked by the VanEck Semiconductor ETF (SMH)
, a notable outperformance a day after a research report claiming the AI leader was at least a year behind on manufacturing of its next line of server racks.
The stock’s trading just under $200, a level it’s flirted with since late last month, down 17% from its May record and
2026-07-08
www.cnbc.com
2026-07-08
CNBC
Shares of Nvidia
fought into the green despite a 5% sell-off in chip stocks tracked by the VanEck Semiconductor ETF (SMH)
, a notable outperformance a day after a research report claiming the AI leader was at least a year behind on manufacturing of its next line of server racks.
The stock’s trading just under $200, a level it’s flirted with since late last month, down 17% from its May record and
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Samsung Just Out-Earned Apple and Nvidia, and the Stock Tanked 7%
Omor Ibne Ehsan
July 7, 2026 4 min read
005930.KS
+3.34%
NVDA
+4.06%
AAPL
-0.77%
MU
+4.92%
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Quick Read
Samsung out-earned both Nvidia and Apple on profit despite a 6% consensus beat, then fell 7% because fast-money whisper targets were far higher.
Micron surged 11% after a blowout quart
2026-07-08
www.cnbc.com
2026-07-08
CNBC
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia and AMD Face China Chip Pressure
Moz Farooque ACCA
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.19%
AMD
+5.53%
0700.HK
-1.92%
BABA
+1.94%
688256.SS
+8.59%
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Trading disclosure
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) face growing pressure in China as local companies shift more AI chip spending toward domestic supp
2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Nvidia Faces China Shift as Domestic AI Chip Budgets Jump to 46%
Khac Phu Nguyen
Tue, July 7, 2026 at 12:16 PM PDT 1 min read
NVDA
-0.15%
0700.HK
-1.92%
BABA
+1.99%
688041.SS
+5.97%
688256.SS
+8.59%
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Trading disclosure
This article first appeared on GuruFocus.
Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could face growing pressur
2026-07-08
www.fool.com
2026-07-08
The Motley Fool
For the first six months of 2026, Nvidia (
NVDA
0.18%
) hasn't led the artificial intelligence (AI) trade. It opened the year at $189.84 on Jan. 2 and closed at around $200 on June 30. That's a roughly 5% gain.
Anyone who invested $10,000 to start the year hasn't seen much progress in their Nvidia investment. Still, there's a market sector that can open up new revenue opportunities and reward pat
2026-07-08
www.reuters.com
2026-07-08
Reuters
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Perplexity says it plans to use Nvidia's new CPU
Stephen Nellis
Tue, July 7, 2026 at 12:03 PM PDT 1 min read
PEAI.PVT
NVDA
-0.25%
INTC
+1.58%
AMD
+5.47%
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Trading disclosure
By Stephen Nellis
SAN FRANCISCO, July 7 (Reuters) - AI startup Perplexity on Tuesday confirmed it plans to use Nvidia's new central processing units, as the chip giant works to broaden its market a
2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
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2026-07-08
finance.yahoo.com
2026-07-08
Yahoo Finance
Cramer: Samsung Is More Profitable Than Nvidia, but He Has a Warning on SK Hynix’s $28 Billion Raise
Omor Ibne Ehsan
Tue, July 7, 2026 at 11:20 AM PDT 4 min read
005930.KS
+0.18%
NVDA
-0.26%
MU
+5.63%
000660.KS
+5.30%
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Trading disclosure
Quick Read
Samsung's operating profit of $56B topped NVIDIA's $54B, yet Micron's forward PE of 7 reflects real fear that expanding capa
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
www.thestreet.com
2026-07-08
thestreet.com
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2026-07-08
developer.nvidia.com
2026-07-08
NVIDIA Developer
Spectrum is one of the most valuable assets in wireless communications. Over the last 30 years, telecom operators in the US have spent more than $240B to acquire wireless spectrum. A goal of a radio access network (RAN) system is to extract the maximum spectral efficiency (bits/second/Hertz) possible, which translates into more capacity, stronger network resilience with fewer dropped packets, and
2026-07-08
news.google.com
2026-07-08
NVIDIA Developer
2026-07-08
www.cnbc.com
2026-07-08
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of