Semiconductor News & Analysis Feed
2029 articles
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Omor Ibne Ehsan
Thu, June 11, 2026 at 8:38 AM PDT 5 min read
MU
+11.66%
ORCL
-8.53%
NVDA
+2.22%
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Trading disclosure
Quick Read
Oracle stock has been plunging due to Wall Street souring on excessive spending
On the other hand, Micron is not leaning into the euphoria and is taking conser
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
HEDGE FUND INVESTOR LETTERS
-
NEWS
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Published on June 11, 2026 at 11:23 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Soumya Eswaran
Thu, June 11, 2026 at 8:23 AM PDT 3 min read
TXN
+2.39%
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Trading disclosure
Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy of the letter is avail
2026-06-11
tomshardware.com
2026-06-11
Luke James
Meta has finished separating its operations from Manus, the Chinese-founded agentic AI startup it acquired for roughly $2 billion in December.
2026-06-11
www.tradingkey.com
2026-06-11
TradingKey
Texas Instruments Inc (TXN) moved up by 3.48%. The Technology Equipment sector is up by 2.89%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 2.49%; NVIDIA Corp (NVDA) up 1.44%; Intel Corp (INTC) up 10.07%.
Texas Instruments' recent stock performance and intraday volatility can be attributed to several key factors, primarily stemming f
2026-06-11
www.trefis.com
2026-06-11
Trefis
Is NVIDIA Stock’s New CPU Story Big Enough to Cover Its China Silence?
June 11th, 2026 by Trefis Team
-0.13%
Downside
200
Market
200
Trefis
NVDA
NVIDIA
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
2026-06-11
www.tradingview.com
2026-06-11
TradingView
News
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Zacks
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Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
3 min read
NVTS
+1.71%
Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts to st
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Can Navitas' Latest SiC Innovation Strengthen Its Market Position?
Rimmi Singhi
Thu, June 11, 2026 at 6:37 AM PDT 4 min read
STM
-1.05%
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Trading disclosure
Navitas Semiconductor NVTS recently unveiled a new isolated package for its silicon carbide (SiC) MOSFETs. At first glance, this may seem like a routine product update. However, the launch highlights the company's efforts
2026-06-11
www.barchart.com
2026-06-11
Barchart.com
Hands of robot and human touching on big data network connection by PopTika via Shutterstock
Nebius Group (NBIS) is the AI cloud company, delivering a unified, full-stack platform spanning the complete AI journey, from data ingestion, model training, and fine-tuning to production deployment and inference. Amsterdam-headquartered and Nasdaq-listed, Nebius was born from Yandex's non-Russian assets
2026-06-11
www.roboticstomorrow.com
2026-06-11
Robotics Tomorrow
As a leading supplier of NVIDIA RTX PRO™ 6000 Blackwell Series, PNY empowers organizations to meet the demands of modern AI workflows, from rapid prototyping to scalable deployment.
Unleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Article from | PNY
06/11/26, 05:54 AM | Industrial Robotics, Factory Automation | PNY | Agentic AI, a
2026-06-11
www.roboticstomorrow.com
2026-06-11
Robotics Tomorrow
As a leading supplier of NVIDIA RTX PRO™ 6000 Blackwell Series, PNY empowers organizations to meet the demands of modern AI workflows, from rapid prototyping to scalable deployment.
Unleash AI Innovation: The Power of NVIDIA RTX PRO 6000 Blackwell Workstation Edition Fueled by PNY-Supplied GPUs
Article from | PNY
06/11/26, 05:54 AM | Industrial Robotics, Factory Automation | PNY | Agentic AI, a
2026-06-11
news.google.com
2026-06-11
The Korea Times
2026-06-11
www.koranmanado.co.id
2026-06-11
Koran Manado
www.koranmanado.co.id
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2026-06-11
www.cnbc.com
2026-06-11
CNBC
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2026-06-11
analyticsindiamag.com
2026-06-11
Analytics India Magazine
"From HBM leader to trillion-dollar giant, SK Hynix has become a critical pillar of the AI supply chain."
Afew years ago, a meme went viral during the AI boom, comparing NVIDIA to a company selling shovels during a gold rush. As AI companies rushed to build models and data centres, NVIDIA supplied the chips that made it all possible.
But every shovel maker needs its own suppliers. For NVIDIA, on
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron Stock Is Up Over 1,000% Since 2025 and Is Now a $1 Trillion Company. Is It Still a Buy?
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 4:25 AM PDT 3 min read
MU
-4.70%
NVDA
-3.73%
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Trading disclosure
If you bought Micron (NASDAQ: MU) stock at the start of 2025, you're up more than 1,000% on your investment. Many investors dream of seeing that many zeros on t
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
If you bought Micron (
MU
3.81%
) stock at the start of 2025, you're up more than 1,000% on your investment. Many investors dream of seeing that many zeros on their percentage gain on a single stock, but few actually get those returns.
These gains have allowed Micron to become a $1 trillion company, potentially meeting all of the expectations that investors had for the company.
Unfortunately, in
2026-06-11
tomshardware.com
2026-06-11
Joe Shields
We tested the top 20 chargers on the market across different power segments to find out which models provide the most consistent power and the best charging experience without thermal throttling.
2026-06-11
siliconangle.com
2026-06-11
SiliconANGLE
Semiconductor fabric intellectual property company Baya Systems Inc. today announced that European chip and artificial intelligence systems firm Openchip & Software Technologies S.L. has licensed its data-movement platform and network-on-chip fabric technology to develop intelligent compute systems for next-generation artificial intelligence workloads.
Under the partnership, Openchip will use Bay
2026-06-11
tomshardware.com
2026-06-11
Luke James
The zoo has filed a zoning appeal to overturn DC BLOX's approved permits.