Semiconductor News & Analysis Feed
7525 articles
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Can NVIDIA’s (NVDA) New Indonesia AI Campus Deal Unlock $30 Billion for a Partner?
Abdul Rahman
Mon, July 6, 2026 at 12:45 PM PDT 2 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 28, Firmus Technologies, an Australian AI infrastructure start
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Vultr Picks Hewlett Packard Enterprise (HPE) and NVIDIA to Build Its Next-Gen AI Data Centers
Abdul Rahman
Mon, July 6, 2026 at 12:44 PM PDT 2 min read
HPE
+2.76%
NVDA
+3.65%
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Trading disclosure
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enter
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The artificial intelligence (AI) investment opportunity has become more measured throughout 2026. After years of parabolic gains driven by explosive demand for generative models and the underlying infrastructure that supports them, both Nvidia (
NVDA
+3.74%
) and Palantir Technologies (
PLTR
1.57%
) have been relatively subdued stocks so far this year.
With that said, I think the muted stock perf
2026-07-07
www.theglobeandmail.com
2026-07-07
The Globe and Mail
Key Points
Amazon launched its own Trainium AI chips for AWS in 2022.
It could challenge Nvidia by selling those chips to third-party customers.
These 10 stocks could mint the next wave of millionaires ›
Four years ago, Amazon(NASDAQ: AMZN) started using its own Trainium AI chips in its cloud infrastructure platform, Amazon Web Services (AWS). Those first-party chips became even more powerful
2026-07-07
news.google.com
2026-07-07
The Motley Fool
2026-07-07
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2026-07-07
Yahoo Finance
2026-07-07
www.thestreet.com
2026-07-07
thestreet.com
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2026-07-07
news.google.com
2026-07-07
The Motley Fool
2026-07-07
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2026-07-07
24/7 Wall St.
2026-07-07
finance.yahoo.com
2026-07-07
Yahoo Finance
Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects
Omor Ibne Ehsan
Mon, July 6, 2026 at 10:55 AM PDT 4 min read
AMD
+0.25%
NVDA
+3.65%
META
-2.02%
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Trading disclosure
Quick Read
AMD's Data Center revenue accelerated to 57% YoY growth as NVDA absorbs a $4.6 billion China revenue hole and $119 billion in supply commitments.
Meta and OpenAI ea
2026-07-07
seekingalpha.com
2026-07-07
Seeking Alpha
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2026-07-07
news.google.com
2026-07-07
Stocktwits
2026-07-07
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2026-07-07
Yahoo Finance
2026-07-07
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2026-07-07
24/7 Wall St.
2026-07-07
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2026-07-07
Investing.com
2026-07-07
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2026-07-07
24/7 Wall St.
2026-07-07
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2026-07-07
Yahoo Finance
2026-07-07
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2026-07-07
Seeking Alpha
2026-07-07
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2026-07-07
NVIDIA Blog