Semiconductor News & Analysis Feed
529 articles
2026-06-29
www.forbes.com
2026-06-29
Forbes
Today’s Stocks
Berkshire Hathaway
BRK.B
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+8.04
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JPMorgan Chase
JPM
$334.47
+0.40
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Visa
V
$362.13
+11.05
(3.15%)
Eli Lilly & Co
LLY
$1,213.91
+22.17
(1.86%)
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MA
$539.39
+16.95
(3.24%)
Exxon Mobil
XOM
$137.09
+0.81
(0.59%)
Costco Wholesale Corp
COST
$951.67
+27.00
(2.92%)
Johnson & Johnson
JNJ
$263.04
+9.06
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Procter & Gamble
PG
$151.41
+3.98
(2.70%)
Home Depot
H
2026-06-29
www.aol.com
2026-06-29
AOL.com
Nvidia Stock Has Underperformed the Semiconductor Sector in 2026. Will It Skyrocket in the Second Half?
HARSH CHAUHAN, THE MOTLEY FOOL
Jun 29, 2026
0
Key Points
Nvidia's Vera Rubin processors could significantly increase the company's revenue and earnings once they launch this year.
Nvidia's stronger earnings growth and valuation suggest the stock could stage a bull run in the second half.
10 s
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.fool.com
2026-06-29
The Motley Fool
It has been a frustrating year for Nvidia (
NVDA
+0.38%
) investors, as the tech giant's shares have barely delivered any gains so far in 2026. The PHLX Semiconductor Sector index, for comparison, has registered remarkable gains of 79% this year.
However, it is difficult to justify Nvidia's underperformance in the first half of 2026. The company is on track to deliver better results this fiscal y
2026-06-29
www.barrons.com
2026-06-29
Barron's
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Jensen Huang’s Net Worth Under Pressure As Nvidia Stock Nears Bear Market
Jensen Huang’s Net Worth Under Pressure As Nvidia Stock Nears Bear Market
Crispus Nyaga
June 29, 2026 6 min read
NVDA
+0.37%
TSLA
+6.69%
GOOGL
+1.82%
AMZN
+0.61%
DELL
+4.43%
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Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Nvi
2026-06-29
www.harianbasis.co
2026-06-29
HarianBasis.co
www.harianbasis.co
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2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Software/NasdaqGS:PLTR
NVIDIA Stock Leads 3 AI Profit Makers Investors Should Watch
June 28, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
AI is no longer just a cost line for big tech budgets; it is becoming a profit engine. With global data pointing to solid industrial activity in areas like manufacturing and AI-related investment, investors are increasingly looking for companie
2026-06-28
www.trefis.com
2026-06-28
Trefis
NVIDIA Stock Near Crucial Support – Buy Signal?
June 28th, 2026 · by Trefis Team
NVDAYTD+4.6%
SPYYTD+9.5%
QQQYTD+16.1%
Analyze NVDA →
NVIDIA (NVDA) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($182.90 – $202.16), levels from which it has bounced meaningfully before. Since it first started trading, NVIDIA stock received buying interest at this level
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Where Will Nvidia Stock Be in 2030?
Daniel Sparks, The Motley Fool
June 27, 2026 5 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholders has been enormous. But lately a new worry has surfaced: What if AI spending is near its peak? That question has pushed
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Nvidia (
NVDA
+0.38%
) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholders has been enormous. But lately a new worry has surfaced: What if AI spending is near its peak? That question has pushed the stock down about 18% from its mid-May high as of this writing, even as Nvidia's business keeps accelerating.
Given this backdrop, it's a good
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
There’s Another New Reason to Get Bullish on Nvidia Stock
Ian Cooper
June 27, 2026 3 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA), the game-changing backbone of the artificial intelligence boom, is now betting that the next major wave of AI will exist in the Physical AI world by walking, moving, lifting boxes, operating machinery, and working with humans.
www.ba
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Software/NasdaqGS:MSFT
NVIDIA Stock Leads 3 High ROE Picks Backed By Strong Balance Sheets
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Global inflation, shifting central bank policies and uneven consumer trends are pushing many investors to focus on quality first. In this setting, stocks with high return on equity, resilient past performance and solid ba
2026-06-27
tradersunion.com
2026-06-27
Traders Union
Nvidia (NVDA) stock is trading at $194.43 after a modest decline on the session. The price currently sits below its key moving averages and shows limited momentum within the day's range.
At Nvidia’s June 25, 2026 shareholder meeting, CEO Jensen Huang emphasized that the company would prioritize U.S. national security over commercial opportunities should any conflict arise from ongoing export rest
2026-06-26
www.investors.com
2026-06-26
Investor's Business Daily
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
1 Reason to Buy Nvidia Stock Right Now
Neil Patel, The Motley Fool
Fri, June 26, 2026 at 5:36 AM PDT 3 min read
NVDA
+2.63%
Trade NVIDIA on Coinbase
Trading disclosure
Investors are now fully aware of just how successful Nvidia (NASDAQ: NVDA) has become. What was once an enterprise focused on PC gaming has become a dominant artificial intelligence (AI) business with a market capitalization of $4.
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Investors are now fully aware of just how successful Nvidia (
NVDA
+2.66%
) has become. What was once an enterprise focused on PC gaming has become a dominant artificial intelligence (AI) business with a market capitalization of $4.8 trillion. This is the most valuable company on the face of the planet.
Despite trading 15.6% off their peak (as of June 23), Nvidia shares are up 6.7% so far in 2026