Semiconductor News & Analysis Feed
412 articles
2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock's New CPU Story Big Enough to Cover Its China Silence?
As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.
With NVIDIA (NVDA) stock delivering a stunning 70.7% revenue surge over the last year, it’s easy to get swept up in the triumphant narrative.
2026-06-11
news.google.com
2026-06-11
Yahoo Finance
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
On June 5, SpaceX quietly announced that it had entered into a massive compute capacity agreement with Alphabet's (
GOOG
2.23%
) (
GOOGL
1.95%
) Google. SpaceX is effectively leasing access to a cluster of 110,000 Nvidia (
NVDA
3.39%
) GPUs, along with supporting CPUs, memory, and related data center hardware. In exchange, Google will pay SpaceX $920 million per month between October 2026 and June
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
5-star analyst revisits Nvidia stock on peculiar GPU demand situation
Moz Farooque
Wed, June 10, 2026 at 9:37 AM PDT 4 min read
NVDA
-2.91%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) has spent most of the AI boom dealing with "good" problems, chief among them that its most important chips remain very hard to get.
According to TheFly, Wedbush analyst Matt Bryson just revisited Nvid
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-10
www.barrons.com
2026-06-10
Barron's
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2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-10
www.trefis.com
2026-06-10
Trefis
Should You Pay Attention To NVIDIA Stock’s Momentum?
June 10th, 2026 by Trefis Team
-3.86%
Downside
208
Market
200
Trefis
NVDA
NVIDIA
NVIDIA (NVDA) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?
Why Bet On NVDA Now?
The p
2026-06-10
www.investors.com
2026-06-10
Investor's Business Daily
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.
Amit Singh
Tue, June 9, 2026 at 11:25 AM PDT 3 min read
NVDA
-3.73%
AMD
-4.86%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corp video chip-by Antonio Bordunovi via iStock
Nvidia (NVDA) stock is undervalued despite the company leading the artificial intelligence (AI) hardware boom with its GPUs. While NVDA st
2026-06-09
cryptorank.io
2026-06-09
CryptoRank
On June 9, 2026 Nvidia shares fell 1.3% to $206.13 as the S&P 500 slipped 0.38% and the Nasdaq dropped nearly 1%, reversing early gains amid broader semiconductor weakness. Apple confirmed some Apple Intelligence features will run on Nvidia GPUs and its Apple Foundation Model Cloud Pro will use Google and Nvidia infrastructure, reinforcing Nvidia's AI infrastructure adoption and partnerships and p
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Nvidia Corporation (NVDA) investors may want to clear their schedules for June 11, but not for the reason many investors initially expected. Nvidia CEO Jensen Huang has reportedly declined an invitation to testify before the U.S. Senate Banking Committee at a hearing focused on artificial intelligence (AI), China, and national securit
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Barcharts
AMD (AMD) stock has been one of the top performers in 2026. Shares have surged more than 130% year-to-date (YTD), significantly outperforming rival Nvidia (NVDA), whose stock has gained about 13% over the same period.
The rally reflects growing investor confidence in AMD's position within the artificial intelligence (AI) ecosystem. Demand for the company's Instinct GPUs continues to ac
2026-06-08
www.benzinga.com
2026-06-08
Benzinga
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Jim Cramer Says NVIDIA Stock Has Been “Playing a Game of Shoots and Ladders”
Syeda Seirut Javed
Mon, June 8, 2026 at 8:34 AM PDT 3 min read
NVDA
+1.60%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer mentioned the stock while highlighting skepticism
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia Stock Will Trade at This Price in 2027
NVIDIA Blog / Press
Vandita Jadeja
Mon, June 8, 2026 at 7:27 AM PDT 4 min read
NVDA
+1.88%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA trades at just 26x forward earnings despite 85% revenue growth and $48.55B in free cash flow generated last quarter.
Jensen Huang's $91B Q2 revenue guidance and $119B in supply commitments confirm AI i
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
247wallst.com
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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