Semiconductor News & Analysis Feed
7111 articles
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) have been bouncing back, now up close to 18% in a week, and it might be a good idea to step out of the way if you’re short or are hanging onto bearish put options. Dr. Michael Burry recently announced that he’d covered half of his short position around a week ago, a move that’s proved incredibly well-timed. As investors pile back into the AI
2026-07-03
www.aol.com
2026-07-03
AOL.com
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
DAVID MOADEL
Fri, July 3, 2026 at 10:18 PM GMT+8
0
Photo by Astrid Stawiarz/Getty Images
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extension above its 200-day MA since 1984.
Burry's SOXX ETF short a
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 per share.
Video Muted
The
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
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Trading disclosure
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio
2026-07-03
news.google.com
2026-07-03
Barron's
2026-07-03
www.sdxcentral.com
2026-07-03
SDxCentral
MicroLED manufacturer nabs Nvidia director to drive AI data center push
AMS-Osram, known for auto lighting, taps Ashkan Seyedi to lead new optical interconnect business
July 03, 2026 By Ben Wodecki Have your say
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– AMS-Osram
AMS-Osram, an Austrian semiconductor manufacturer of light and sensor solutions, poached a networking director from Nvidia.
Ash
2026-07-03
www.phoronix.com
2026-07-03
Phoronix
NVIDIA VR-NVL BMC Device Tree Being Upstreamed For OpenBMC Support
Written by Michael Larabel in NVIDIA on 3 July 2026 at 07:02 AM EDT. Add A Comment
NVIDIA's latest Linux kernel mailing list patches are for providing the Device Tree for the baseboard management controller (BMC) of their Vera Rubin VR-NVL server platform. With the Linux kernel patches and also for U-Boot, it's part of the upstream
2026-07-03
www.theglobeandmail.com
2026-07-03
The Globe and Mail
Key Points
Nvidia expects huge growth in the AI data center market over the next few years.
Rivals and its own biggest customers are designing AI chips to compete with Nvidia's offerings.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right.
Keithen Drury, The Motley Fool
Fri, July 3, 2026 at 2:57 AM PDT 4 min read
NVDA
+3.65%
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Trading disclosure
Nvidia (NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its sto
2026-07-03
www.fool.com
2026-07-03
The Motley Fool
Nvidia (
NVDA
+3.74%
) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years.
The biggest of those tailwinds is the tech sector's soaring spending on the data center
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
NVIDIA Corporation $NVDA Shares Sold by Northeast Investment Management
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Northeast Investment Management trimmed its NVIDIA stake by 4.0% in the first quarter, but NVDA remains its largest holding at about 8.1% of assets, worth roughly $195.6 million.
Several NVIDIA insiders sold shares recently, including Director Mark
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Maltin Wealth Management Inc. Takes $880,000 Position in NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Maltin Wealth Management Inc. opened a new position in NVIDIA during the first quarter, buying 5,047 shares valued at about $880,000.
NVIDIA recently reported strong quarterly results, with EPS of $1.87 beating estimates and revenue of $8
2026-07-03
www.marketbeat.com
2026-07-03
MarketBeat
Pacific Sage Partners LLC Purchases 4,467 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
July 3, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Pacific Sage Partners LLC increased its NVIDIA stake by 18.1% in the first quarter, buying 4,467 more shares and bringing its total holdings to 29,113 shares worth about $5.08 million.
NVIDIA reported strong quarterly results, with earnings of
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Jim Cramer Explains Why You Need to Own NVIDIA Now
Syeda Seirut Javed
Fri, July 3, 2026 at 10:44 AM PDT 2 min read
NVDA
+3.65%
TSLA
-2.19%
AVGO
+4.83%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Discussing stocks that have declined in th
2026-07-03
news.google.com
2026-07-03
NucNet
2026-07-03
www.thestandard.com.hk
2026-07-03
The Standard (HK)
Nvidia chief executive Jensen Huang's iconic black leather jacket reportedly will be up for auction at Sotheby's, with an estimated price of US$40,000 (HK$312,000) to US$60,000 - nearly the same as that of Nvidia's Blackwell artificial intelligence chip, according to Business Insider.
The Tom Ford piece also features Jensen Huang's handwritten signature, the report said.
Sotheby's confirmed that
2026-07-03
michaelparekh.substack.com
2026-07-03
AI: Reset to Zero
AI: Nvidia expands Revenue Share Deals with Customers. AI-RTZ #1136
...establishes AI Compute Partnership (ACP) in its market ecosystem
MICHAEL PAREKH
JUL 03, 2026
5
1
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As I discussed on the ARD #110 podcast yesterday, tech incumbents are executing totally in ‘Founder Mode’. around this AI Tech Wave. I outlined how established big tech companies are executing aggressively like tech startups.
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Electrical/NasdaqGS:FLNC
Is Fluence Energy’s (FLNC) Nvidia AI Pivot Reframing Its Core Investment Narrative After Index Removal?
July 03, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Fluence Energy was removed from several Russell value indexes, shortly after announcing Smartstack 10 MWh and a new role supporting Nvidia’s next-generation AI facto
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
__fail__
2026-07-03
digitimes.com
2026-07-03
Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand for AI infrastructure opens a new market for alternatives to Nvidia-based systems.