Semiconductor News & Analysis Feed

7179 articles
2026-06-14
www.itpro.com 2026-06-14 IT Pro
Home Technology Artificial Intelligence Sponsor Content Created With Dell Technologies How InstaDeep improved its R&D and smoothed processes with Dell AI Factory with NVIDIA Read the case study of how manufacturing firm InstaDeep boosted its business processes with Dell Technologies. (Image credit: Getty Images) By Sponsored in Features TL;DR InstaDeep increased computational performance
2026-06-14
247wallst.com 2026-06-14 24/7 Wall St.
Jensen Huang spent most of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q1 FY27 earnings call on May 20, 2026 doing something unusual for a chip CEO: arguing that the chip itself is no longer the company’s most important asset. Video Muted His core line: “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely
2026-06-14
finance.yahoo.com 2026-06-14 Yahoo Finance
Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else Jeremy Phillips Sun, June 14, 2026 at 5:44 AM PDT 4 min read NVDA +0.16% Trade NVIDIA on Coinbase Trading disclosure Quick Read NVDA posted $81.6B in Q1 revenue, led by Data Center Networking up 199% YoY. This serves as proof that customers buy full platform ecosystems, not just silicon. CFO Colette Kress noted softwar
2026-06-14
wccftech.com 2026-06-14 Wccftech
NVIDIA's Blackwell GB300 has posted record performance in AA-AgentPerf, a new benchmark that measures Agentic AI workflows. Artificial Analysis has a new benchmark out called AA-AgentPerf, which measures how many active agents an inference deployment can support under realistic workloads, which include: The AA-AgentPerf benchmark is used to measure three key metrics, which form the basis of mode
2026-06-14
www.digitaltrends.com 2026-06-14 Digital Trends
Windows laptops have been chasing the gold that Apple struck years ago with its M-series chips. Back in 2020, Apple revealed a new lineup of MacBooks powered by silicon that seemed generations ahead in efficiency, integration, and even performance. It was a system that was built around the hardware instead of merely running on top of it. At Computex 2026, Nvidia RTX Spark looked like one of the m
2026-06-14
www.aol.com 2026-06-14 AOL.com
Better AI Growth Buy Right Now: Nvidia vs Micron ADRIA CIMINO, THE MOTLEY FOOL Sun, June 14, 2026 at 6:30 PM GMT+8 0 Key Points Nvidia and Micron both serve AI customers with products crucial for their success. These stocks have each soared more than 1,000% over the past five years. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen r
2026-06-14
finance.yahoo.com 2026-06-14 Yahoo Finance
Better AI Growth Buy Right Now: Nvidia vs Micron Adria Cimino, The Motley Fool Sun, June 14, 2026 at 3:30 AM PDT 5 min read NVDA +0.16% MU -1.43% Explore stocks on Coinbase Trading disclosure Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the devel
2026-06-14
www.fool.com 2026-06-14 The Motley Fool
Nvidia ( NVDA +0.16% ) and Micron Technology ( MU 1.02% ) each have seen revenue soar amid this artificial intelligence (AI) boom. This is because these companies offer something that is crucial for the development and performance of this hot technology: compute power, and memory and storage. Nvidia is the compute expert, designing the fastest graphics processing units (GPUs) around, while Micron
2026-06-14
finance.yahoo.com 2026-06-14 Yahoo Finance
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs Ananya Gairola Sun, June 14, 2026 at 3:01 AM PDT 5 min read NVDA +0.16% INTC +6.51% Explore stocks on Coinbase Trading disclosure Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nvidia Corp. ha
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
Arkos Global Advisors Sells 6,987 Shares of NVIDIA Corporation $NVDA Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS Arkos Global Advisors cut its NVIDIA stake by 57.6% in the fourth quarter, selling 6,987 shares and leaving it with 5,135 shares valued at about $958,000. NVIDIA reported strong quarterly results, with EPS of $1.87 and revenue of $81.62 billion, both
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
35,100 Shares in NVIDIA Corporation $NVDA Acquired by Arvin Capital Management LP Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. Arvin Capital Management LP acquired a new position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acqui
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
Artemis Wealth Advisors LLC Trims Holdings in NVIDIA Corporation $NVDA Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS Artemis Wealth Advisors LLC cut its NVIDIA stake by 36.4% in the fourth quarter, selling 20,000 shares and ending with 35,000 shares valued at about $6.53 million. Despite some portfolio trimming by investors, NVIDIA continues to draw broad institu
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
Avid Wealth Partners LLC Grows Stock Holdings in NVIDIA Corporation $NVDA Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS Avid Wealth Partners LLC increased its NVIDIA stake by 43.6% in the fourth quarter, buying 3,631 additional shares and bringing its total holdings to 11,967 shares worth about $2.23 million. Insider selling continued at NVIDIA, with Director Mar
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
B&D White Capital Company LLC Buys 3,100 Shares of NVIDIA Corporation $NVDA Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS B&D White Capital Company LLC increased its NVIDIA stake by 174.8% in the fourth quarter, buying 3,100 additional shares and bringing its total holdings to 4,873 shares valued at about $909,000. NVIDIA reported strong quarterly results, with E
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
Blue Jean Financial LLC Makes New $1.55 Million Investment in NVIDIA Corporation $NVDA Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS Blue Jean Financial LLC opened a new position in NVIDIA during the fourth quarter, buying 8,326 shares worth about $1.55 million. Institutional interest in NVIDIA remains strong, with hedge funds and other investors continuing to ad
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
NVIDIA Corporation $NVDA is Biondo Investment Advisors LLC's 3rd Largest Position Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS Biondo Investment Advisors trimmed its NVIDIA stake by 11.3% in the fourth quarter, but NVDA still remains its 3rd-largest holding, making up 6.8% of the portfolio and worth about $56.5 million. Despite some mixed market commentary, anal
2026-06-14
mlq.ai 2026-06-14 MLQ.ai
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2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
NVIDIA Corporation $NVDA Position Reduced by Arax Advisory Partners Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. KEY POINTS Arax Advisory Partners reduced its NVIDIA stake by 28.9% in the fourth quarter, selling 121,960 shares and leaving it with 299,895 shares worth about $55.9 million. NVIDIA reported strong quarterly results, beating EPS and revenue estimates with $1.87
2026-06-14
www.marketbeat.com 2026-06-14 MarketBeat
Ally Financial Inc. Purchases 71,000 Shares of NVIDIA Corporation $NVDA Written by MarketBeat June 14, 2026 Image from MarketBeat Media, LLC. Ally Financial Inc. raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 165.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 114,000 shares of the computer hardware maker's stock after purch
2026-06-14
www.theglobeandmail.com 2026-06-14 The Globe and Mail
Key Points Nvidia's revenue growth accelerated again in its most recent quarter. The company's data center business makes up the vast majority of its sales. Management's guidance assumes no data center compute revenue from China. 10 stocks we like better than Nvidia › Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc