Semiconductor News & Analysis Feed
7113 articles
2026-07-03
www.moomoo.com
2026-07-03
Moomoo
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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.
2026-07-03
digitimes.com
2026-07-03
Anthropic is exploring a custom AI chip and has held talks with Samsung Electronics as a potential manufacturing partner, joining OpenAI, Google, Amazon, Microsoft and Meta in the race to control AI infrastructure.
2026-07-03
simplywall.st
2026-07-03
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Intel (INTC) Lands Nvidia And SoftBank Backing As AI Bull Case Builds
July 03, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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NVIDIA and SoftBank have taken substantial equity stakes in Intel, backing the company’s foundry turnaround and AI ambitions.
These investments follow an operational rebound under CEO Lip-Bu Tan and fresh attentio
2026-07-03
www.thewirechina.com
2026-07-03
The Wire China
www.thewirechina.com
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2026-07-03
www.thestreet.com
2026-07-03
thestreet.com
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Amdocs, (DOX), 1Finity, Supermicro (SMCI) Validate AI-RAN Blueprint with NVIDIA (NVDA) Infrastructure
Maham Fatima
Thu, July 2, 2026 at 3:12 PM PDT 1 min read
DOX
-1.82%
Trade Amdocs on Coinbase
Trading disclosure
Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-ac
2026-07-03
www.theregister.com
2026-07-03
The Register
AI AND ML
Nvidia floats double-dipping datacenter financing scheme
What's better than getting paid once? Getting paid twice of course
Tobias Mann
Systems editor
17
Published Thu 02 Jul 2026 // 21:55 UTC
AI infrastructure doesn't come cheap. To keep up, rent-a-GPU outfits such as CoreWeave and Lambda have had to borrow billions of dollars from venture capitalists and hedge funds to bankroll the
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Nvidia (NVDA) Stock Moves -1.39%: What You Should Know
Nvidia (NVDA) Stock Moves -1.39%: What You Should Know · Zacks
Zacks Equity Research
Thu, July 2, 2026 at 2:45 PM PDT 3 min read
NVDA
+3.65%
^DJI
-1.09%
^IXIC
+0.20%
^GSPC
-0.28%
Trade NVIDIA on Coinbase
Trading disclosure
Nvidia (NVDA) closed at $194.83 in the latest trading session, marking a -1.39% move from the prior day. Meanwhile, the D
2026-07-03
blockspace.media
2026-07-03
Blockspace Media
blockspace.media
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2026-07-03
sg.finance.yahoo.com
2026-07-03
Yahoo Finance Singapore
Is NVIDIA Corporation (NVDA) Stock Positioned for AI Growth Through New NVIDIA Blackwell Infrastructure Deal?
Laiba Immad
Thu, 2 July 2026 at 12:56 pm GMT-7 2 min read
NVDA
+3.65%
PLTR
-1.60%
BTOG
-2.63%
We recently compiled a list of the 10 Most Undervalued Dow Stocks to Buy According to Wall Street Analysts. NVIDIA Corporation (NASDAQ:NVDA) is among the most undervalued stocks.
TheFly reporte
2026-07-03
www.geekwire.com
2026-07-03
GeekWire
Nvidia recruits longtime Microsoft sales leader Nick Parker with $40M+ pay package
BY TODD BISHOP on Jul 2, 2026 at 12:43 pm
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Microsoft executive Nick Parker at a conference in 2018. (Microsoft Photo)
Nick Parker, a 26-year Microsoft veteran who led the company’s worldwide commercial sales business, is leaving to become Nvidia’s new sales chief — a high-profile talent shift between two of
2026-07-03
www.benzinga.com
2026-07-03
Benzinga
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2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas
2026-07-03
www.cnbc.com
2026-07-03
CNBC
While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
Trump made 327 stock purchases on April 8, 2025, according to a CNBC analysis of the president’s annual financial disclosure for 2025 that includes trades, income and liabilities and was releas
2026-07-03
www.bloomberg.com
2026-07-03
Bloomberg.com
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Get the most important global
2026-07-03
www.securitysystemsnews.com
2026-07-03
Security Systems News
VERKADA, NVIDIA PARTNER TO ADVANCE PHYSICAL AI CAPABILITIES
Suppliers
SSN Staff
Updated 12:31 PM CDT, Thu July 2, 2026
SAN MATEO, Calif.—Verkada has announced a collaboration with NVIDIA aimed at accelerating the development and deployment of physical artificial intelligence (AI) technologies across the built environment, while also revealing that NVIDIA has made a strategic investment in the
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
NVIDIA Unveils New AI Compute Model, But Michael Burry is Shorting Its Stock
Luis Blanco
Thu, July 2, 2026 at 10:23 AM PDT 4 min read
NVDA
+3.65%
Trade NVIDIA on Coinbase
Trading disclosure
Jim Cramer Nvidia buy call as chipmaker disputes 2028 AI delay claims. Photo by BeInCrypto
NVIDIA is expanding its AI infrastructure business with a new model designed to accelerate the deployment of computing
2026-07-03
hothardware.com
2026-07-03
HotHardware
NVIDIA Disrupts Tech Supply Chain With New GPU Revenue Sharing Model
by Tim Sweezy — Thursday, July 02, 2026, 01:05 PM EDT
Comments
NVIDIA is trying something new in the AI infrastructure race, and it goes beyond simply shipping more hardware. The company has rolled out a credit support and revenue sharing model, that could reshape how emerging AI cloud providers get their hands on serious amo
2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Microsoft vs. Nvidia: Which Is the Better AI Stock to Own for the Next 3 Years?
Justin Pope, The Motley Fool
Thu, July 2, 2026 at 10:03 AM PDT 4 min read
MSFT
-1.41%
NVDA
+3.65%
Explore stocks on Coinbase
Trading disclosure
Microsoft (NASDAQ: MSFT) and Nvidia (NASDAQ: NVDA) are two heavyweights in the technology world and key players in artificial intelligence (AI). Microsoft seems to have its ha