Semiconductor News & Analysis Feed
7532 articles
2026-07-02
campustechnology.com
2026-07-02
Campus Technology
Anthropic has introduced Claude Science, a new AI workbench for scientists that integrates research tools, produces auditable artifacts, and connects to specialized life sciences models and workflows from NVIDIA.
The beta release, announced June 30, gives Claude Pro, Max, Team, and Enterprise users access to an application designed to help researchers work across literature review, data analysis,
2026-07-02
news.google.com
2026-07-02
Yahoo Finance
2026-07-02
www.gurufocus.com
2026-07-02
GuruFocus
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2026-07-02
www.tradingview.com
2026-07-02
TradingView
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Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Meta AI Cloud Push Sends Nvidia, AMD, Intel, Micron Stocks Sinking
Less than 1 min read
NVDA
+0.71%
AMD
−6.51%
AVGO
−0.83%
INTC
−9.66%
Shares of AI infrastructure and semiconductor companies declined Wednesday after a report said Meta Platforms (META) is exploring a cloud infrastructure business that would offer
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
news.google.com
2026-07-02
Benzinga
2026-07-02
news.google.com
2026-07-02
Reuters
2026-07-02
aws.amazon.com
2026-07-02
Amazon Web Services (AWS)
Run NVIDIA Nemotron and OpenAI GPT OSS models on Amazon Bedrock in AWS GovCloud (US)
by Zohreh Norouzi, Heather Crawford, and Saurabh Trikande on 01 JUL 2026 in Amazon Bedrock, Announcements, AWS GovCloud (US), Intermediate (200) Permalink Share
Government agencies running workloads in AWS GovCloud (US) need AI capabilities that keep pace with the commercial sector. At the same time, they can’t
2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
www.barrons.com
2026-07-02
Barron's
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2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Palantir Jumps 9% on NVIDIA Sovereign-AI Deal, Palo Alto Networks Climbs 4%
David Moadel
Wed, July 1, 2026 at 10:57 AM PDT 4 min read
PLTR
+1.38%
PANW
-5.73%
NVDA
+0.71%
CRWD
-2.39%
Explore stocks on Coinbase
Trading disclosure
Quick Read
PLTR stock jumped 9% after announcing its NVIDIA sovereign-AI partnership, while PANW stock climbed 4%, though PLTR still trades down 28.5% year to date.
Crowd
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
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2026-07-02
cryptonews.net
2026-07-02
CryptoNews.net
South Korean memory chipmaker SK Hynix has filed a registration statement with the US Securities and Exchange Commission for a Nasdaq listing that could raise as much as $29.4 billion.
The company plans to list its American Depositary Shares on the Nasdaq Global Select Market under the ticker SKHY. The offering could include up to 17.79 million newly issued common shares, representing about 2.5%
2026-07-02
developer.nvidia.com
2026-07-02
NVIDIA Developer
Reinforcement learning (RL) is central to aligning language models, from reinforcement learning with human feedback (RLHF) within AI assistants to newer reinforcement learning with verifiable rewards (RLVR) workflows for reasoning and agent tasks.
RL is now becoming a practical technique for specialized AI where enterprises need more accurate agents for domain-specific workflows. Open models pro
2026-07-02
securitytoday.com
2026-07-02
Security Today
The biometrics company added advanced GPUs to boost model training and expand cloud computing resources.
A biometrics and deep learning company has acquired advanced graphics processors to expand its artificial intelligence research and enterprise capabilities.
Neurotechnology integrated NVIDIA Blackwell Ultra B300 accelerators into its existing infrastructure to handle large-scale data processi
2026-07-02
finance.yahoo.com
2026-07-02
Yahoo Finance
Main Street Is Obsessively Watching Nvidia’s Tape as Institutions Quietly Trigger a Nasty 13% Semiconductor Rotation. Why I Am Still Buying
Alex Sirois
Wed, July 1, 2026 at 9:23 AM PDT 4 min read
NVDA
+0.71%
META
+2.55%
Explore stocks on Coinbase
Trading disclosure
Quick Read
NVDA trades at a forward P/E of 22 despite 85% revenue growth and a $91 billion Q2 guide that assumes zero China revenue.
2026-07-02
247wallst.com
2026-07-02
24/7 Wall St.
I bought NVIDIA again last Friday, and I plan to buy it again this week if the selloff holds. That makes five additions in eight weeks for me, and the case for the next one has only gotten stronger. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is down 13% in June and 7.55% over the past month, sitting at $194.97 while the company is printing the strongest fundamentals it has ever produced. That ga
2026-07-02
www.marketwatch.com
2026-07-02
MarketWatch
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2026-07-01
futurumgroup.com
2026-07-01
The Futurum Group
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