Semiconductor News & Analysis Feed
44 articles
2026-07-02
www.trefis.com
2026-07-02
Trefis
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
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The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-23
blogs.oracle.com
2026-06-23
Oracle Blogs
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2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Oracle cut 21,000 jobs in fiscal year 2026 as AI automation and AI cloud expansions reshape its workforce and spending strategy.
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
www.theglobeandmail.com
2026-06-21
The Globe and Mail
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 billion even though it is losing billions.
10 stocks we like better than Space Exploration Technologies ›
Wall Street has found a new way to bet on artificial intell
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
Daniel Sparks, The Motley Fool
Sat, June 20, 2026 at 7:33 PM PDT 5 min read
NVDA
-0.97%
SPCX
-16.43%
ORCL
-5.00%
AMZN
-4.75%
Explore stocks on Coinbase
Trading disclosure
Wall Street has found a new way to bet on artificial intelligence (AI): lending money to the companies building it. Over the past fe
2026-06-21
www.aol.com
2026-06-21
AOL.com
Nvidia, Oracle, and Now SpaceX Are Borrowing Billions Amid the AI Boom. Is This a Warning Sign?
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 21, 2026 at 10:33 AM GMT+8
0
Key Points
Nvidia's $25 billion bond sale this month drew more than $85 billion in orders.
The biggest issuers are highly profitable and can cover their debt with the cash they generate.
SpaceX is preparing to borrow at least $20 b
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
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2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
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2026-06-18
news.google.com
2026-06-18
Yahoo Finance
2026-06-18
au.finance.yahoo.com
2026-06-18
Yahoo Finance Australia
The Zacks Analyst Blog Highlights NVIDIA, Oracle, Home Depot, Catalyst Bancorp and Hour Loop
Zacks Equity Research
Wed 17 June 2026 at 11:56 pm GMT-7 5 min read
NVDA
+2.95%
ORCL
+0.41%
HD
+2.08%
CLST
+1.08%
HOUR
+8.42%
For Immediate Release
Chicago, IL – June 18, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the la
2026-06-18
www.foreignpolicyjournal.com
2026-06-18
foreignpolicyjournal.com
Oracle (NYSE: ORCL), one of the largest players in the artificial intelligence hardware ecosystem, reported its fiscal 2026 results for the year ended May 31 on June 10.
Investor reaction to the results was cautious, with concerns mounting over rapidly expanding capital expenditures and rising debt tied to new data center construction.
Starmer leadership uncertainty ‘perhaps influencing’ indyref
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Oracle Has Fantastic News for Nvidia Stock Investors
Harsh Chauhan, The Motley Fool
Wed, June 17, 2026 at 6:53 AM PDT 4 min read
ORCL
-2.55%
NVDA
-1.33%
INTC
+3.46%
Explore stocks on Coinbase
Trading disclosure
Oracle (NYSE: ORCL), one of the biggest players in the artificial intelligence (AI) hardware ecosystem, released its fiscal 2026 results (for the year ended May 31) on June 10.
The reacti
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Oracle (
ORCL
0.62%
), one of the biggest players in the artificial intelligence (AI) hardware ecosystem, released its fiscal 2026 results (for the year ended May 31) on June 10.
The reaction to the company's financial results wasn't great, as concerns about its fast-growing capital expenditures and mounting debt to finance the build-out of new data centers led investors to press the panic button
2026-06-16
tomshardware.com
2026-06-16
Bruno Ferreira
Oracle's Project Jupiter is targeting a New Mexico desert already struggling with water consumption, but the company assures residents that the data center's water usage is "negligible."
2026-06-12
news.google.com
2026-06-12
Barron's
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago.
Video Muted
ORCL stock is now up just 2.3% from year-ago prices, and it may not be long until it’s in the red. That’s a major sh