Semiconductor News & Analysis Feed
7529 articles
2026-07-03
www.thewirechina.com
2026-07-03
The Wire China
www.thewirechina.com
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2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Amdocs, (DOX), 1Finity, Supermicro (SMCI) Validate AI-RAN Blueprint with NVIDIA (NVDA) Infrastructure
Maham Fatima
Thu, July 2, 2026 at 3:12 PM PDT 1 min read
DOX
-1.82%
Trade Amdocs on Coinbase
Trading disclosure
Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-ac
2026-07-03
www.theregister.com
2026-07-03
The Register
AI AND ML
Nvidia floats double-dipping datacenter financing scheme
What's better than getting paid once? Getting paid twice of course
Tobias Mann
Systems editor
17
Published Thu 02 Jul 2026 // 21:55 UTC
AI infrastructure doesn't come cheap. To keep up, rent-a-GPU outfits such as CoreWeave and Lambda have had to borrow billions of dollars from venture capitalists and hedge funds to bankroll the
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia (NVDA) Stock Moves -1.39%: What You Should Know
Nvidia (NVDA) Stock Moves -1.39%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 2:45 PM PDT 3 min read
NVDA
+3.65%
^DJI
-1.09%
^IXIC
+0.20%
^GSPC
-0.28%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) closed at $194.83 in the latest trading session, marking a -1.39% move from the prior day. Meanwhile, the D
2026-07-03
blockspace.media
2026-07-03
Blockspace Media
blockspace.media
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2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Laiba Immad
Thu, 2 July 2026 at 12:56 pm GMT-7 2 min read
NVDA
+3.65%
PLTR
-1.60%
BTOG
-2.63%
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks.
TheFly reporte
2026-07-03
www.geekwire.com
2026-07-03
GeekWire
Nvidia recruits longtime Microsoft sales leader Nick Parker with $40M+ pay package
BY TODD BISHOP on Jul 2, 2026 at 12:43 pm
Share
Microsoft executive Nick Parker at a conference in 2018. (Microsoft Photo)
Nick Parker, a 26-year Microsoft veteran who led the company’s worldwide commercial sales business, is leaving to become Nvidia’s new sales chief — a high-profile talent shift between two of
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas
2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
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Get the most important global
2026-07-03
www.securitysystemsnews.com
2026-07-03
Security Systems News
VERKADA, NVIDIA PARTNER TO ADVANCE PHYSICAL AI CAPABILITIES
Suppliers
SSN Staff
Updated 12:31 PM CDT, Thu July 2, 2026
SAN MATEO, Calif.—Verkada has announced a collaboration with NVIDIA aimed at accelerating the development and deployment of physical artificial intelligence (AI) technologies across the built environment, while also revealing that NVIDIA has made a strategic investment in the
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
NVIDIA Unveils New AI Compute Model, But Michael Burry is Shorting Its Stock
Luis Blanco
Thu, July 2, 2026 at 10:23 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Jim Cramer Nvidia buy call as chipmaker disputes 2028 AI delay claims. Photo by BeInCrypto
NVIDIA is expanding its AI infrastructure business with a new model designed to accelerate the deployment of computing
2026-07-03
hothardware.com
2026-07-03
HotHardware
NVIDIA Disrupts Tech Supply Chain With New GPU Revenue Sharing Model
by Tim Sweezy — Thursday, July 02, 2026, 01:05 PM EDT
Comments
NVIDIA is trying something new in the AI infrastructure race, and it goes beyond simply shipping more hardware. The company has rolled out a credit support and revenue sharing model, that could reshape how emerging AI cloud providers get their hands on serious amo
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Microsoft (
MSFT
1.42%
) and Nvidia (
NVDA
+3.74%
) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its hand in every tech market segment, especially anything involving enterprise customers. Meanwhile, Nvidia has become the de facto leader in GPU chips used in AI data centers.
Both stocks have made investors very wealthy over t
2026-07-03
www.mitsloanme.com
2026-07-03
MIT Sloan Management Review Middle East
Nvidia Rival Etched Steps Out of Stealth With $5B Valuation
The startup believes today's AI chips are held back by memory and networking bottlenecks—and has built two technologies to address them.
MITSloan ME Editorial
6 days ago
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UAE Companies Expand Recruitment for AI Talent Despite Global Headwinds
Qatar Lau
2026-07-03
interestingengineering.com
2026-07-03
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
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2026-07-02
tomshardware.com
2026-07-02
Luke James
Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon.