Semiconductor News & Analysis Feed
7529 articles
2026-07-04
www.marktechpost.com
2026-07-04
MarkTechPost
Editors PickAgentic AINew ReleasesPhysical AIRoboticsSoftware EngineeringStaffUncategorized
NVIDIA AI Introduces ASPIRE: A Self-Improving Robotics Framework Reaching 31% Zero-Shot on LIBERO-Pro Long Tasks
By Asif Razzaq -
July 3, 2026
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Traditional robot programming is hard to scale. It requires orchestrating multimodal perception, physical contact dynamics, dive
2026-07-04
www.marketbeat.com
2026-07-04
MarketBeat
NVIDIA (NASDAQ:NVDA) Stock Rating Lowered by Wall Street Zen
Written by MarketBeat
July 4, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Wall Street Zen downgraded NVIDIA from a “strong-buy” to a “buy,” even though the broader analyst view remains constructive with a consensus rating of “Buy” and a consensus price target of $303.84.
NVIDIA continues to post strong operating results, including
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
Namrata Sen
Fri, July 3, 2026 at 3:31 PM PDT 6 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Nvidia's market value sits near $4.7 trillion, about $190 billion ahead of Apple.
Apple reports earnings July 30, a potential catalyst to close the gap.
Nvidia trades at a lower earnings multiple than Apple despite growing far faster.
10 stocks we like better than Apple ›
Nvidia(NASDAQ: NVDA) currently holds the title of the world's most valuable company, and Apple(NASDAQ: AAPL) is
2026-07-04
www.theglobeandmail.com
2026-07-04
The Globe and Mail
Key Points
Nvidia's market value sits near $4.7 trillion, about $190 billion ahead of Apple.
Apple reports earnings July 30, a potential catalyst to close the gap.
Nvidia trades at a lower earnings multiple than Apple despite growing far faster.
10 stocks we like better than Apple ›
Nvidia(NASDAQ: NVDA) currently holds the title of the world's most valuable company, and Apple(NASDAQ: AAPL) is
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
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2026-07-04
www.investing.com
2026-07-04
Investing.com
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2026-07-04
www.storagereview.com
2026-07-04
StorageReview.com
NVIDIA Quietly Makes Omniverse Free for Production Use
by Brian Beeler on July 3, 2026
AI ◇ Enterprise
NVIDIA has dropped the subscription requirement for Omniverse. The platform is now free for development, production, and redistribution, with no NVIDIA AI Enterprise subscription required. For a product that carried a $4,500-per-GPU-per-year list price under NVIDIA AI Enterprise, and whose Nuc
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner
Leo Sun, The Motley Fool
Fri, July 3, 2026 at 11:38 AM PDT 3 min read
NVDA
+3.65%
IREN
+8.01%
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Trading disclosure
Nvidia (NASDAQ: NVDA), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
Nvidia (
NVDA
+3.74%
), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software.
Nvidia still has a bright future, but it's already the world's largest company with a market cap of $4.7 trillion. So if yo
2026-07-04
247wallst.com
2026-07-04
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster earnings tied to the same AI capex wave, yet the businesses behind the tickers look nothing alike.
Video Muted
NVIDIA sells the compute platform. Micron sells the memory that feeds it. With $10,000 to allocate, the question is whether you want the ecosystem owner or the picks-and-shovels sup
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
The online investing platform Robinhood Markets (
HOOD
+0.58%
) is one of the go-to places for retail investors to buy stocks, as well as for other banking activities the platform now offers. Robinhood is also a good platform for gauging retail sentiment, which is important given retail's increased presence in the broader market.
Each month, Robinhood lists the 10 most widely held stocks on its p
2026-07-04
au.finance.yahoo.com
2026-07-04
Yahoo Finance Australia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia
Saylor makes a bold claim about MSTR and it involves Apple and Nvidia · TheStreet
Bibhu Pattnaik
Fri 3 July 2026 at 9:41 am GMT-7 2 min read
MSTR
-3.58%
AAPL
+0.88%
NVDA
+3.65%
Michael Saylor has never been short on confidence when it comes to Strategy's standing in financial markets. His latest post on X took that a step furth
2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Here's What a $25,000 Investment in Nvidia Could Be Worth if History Repeats Itself
Bram Berkowitz, The Motley Fool
Fri, July 3, 2026 at 9:25 AM PDT 5 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
The artificial intelligence chip giant Nvidia (NASDAQ: NVDA) has struggled recently and is now down nearly 13% over the past month (as of July 1). After years of an incredible AI rall
2026-07-04
www.fool.com
2026-07-04
The Motley Fool
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2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
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2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if you’re short or are hanging onto bearish put options. Dr. Michael Burry recently announced that he’d covered half of his short position around a week ago, a move that’s proved incredibly well-timed. As investors pile back into the AI
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Palantir’s NVIDIA AI Collab Could Be a Game-Changer That Marks a Turn in the Stock
Joey Frenette
Fri, July 3, 2026 at 7:53 AM PDT 4 min read
PLTR
-1.60%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Palantir shares surged 18% in a week as investors rotate from semis into AI software.
A new deal using Nvidia's Nemotron to build government AI models squeezes short sellers an
2026-07-03
www.aol.com
2026-07-03
AOL.com
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
DAVID MOADEL
Fri, July 3, 2026 at 10:18 PM GMT+8
0
Photo by Astrid Stawiarz/Getty Images
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extension above its 200-day MA since 1984.
Burry's SOXX ETF short a