Semiconductor News & Analysis Feed
140 articles
2026-06-04
simplywall.st
2026-06-04
simplywall.st
__fail__
2026-06-04
www.heygotrade.com
2026-06-04
Gotrade
AI Investment Theme: Nvidia, Japan, and Long-Term Picks
Rendy Andriyanto
Gotrade Team
Jun 4, 2026
Reviewed by Gotrade Internal Analyst
Gotrade News - The AI investment theme heats up as Nvidia moves to reinvent the PC with its RTX Spark superchip. Nvidia's data center revenue hit $75.2 billion last quarter.
The shift toward on-device agentic AI opens fresh opportunities across the chip and cloud
2026-06-03
www.forbes.com
2026-06-03
Forbes
Berkshire Hathaway
BRK.B
$472.92
+1.41
(0.30%)
JPMorgan Chase
JPM
$297.47
-3.49
(-1.16%)
Visa
V
$310.24
-7.08
(-2.23%)
Eli Lilly & Co
LLY
$1,084.56
+20.41
(1.92%)
Mastercard
MA
$467.21
-10.47
(-2.19%)
Exxon Mobil
XOM
$153.18
+3.62
(2.42%)
Costco Wholesale Corp
COST
$960.45
+6.18
(0.65%)
Johnson & Johnson
JNJ
$223.33
+0.44
(0.20%)
Procter & Gamble
PG
$141.39
+0.57
(0.41%)
Home Depot
HD
$311.92
+0.4
2026-06-03
www.moomoo.com
2026-06-03
Moomoo
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moomooニュース米国株
wrote a column
·
15:07
Is this a once-in-a-lifetime US bull market!? NVIDIA's Jensen Huang reveals the 'next mega trend'! What are the two key investment opportunities and the top-pick stock to watch?
The U.S. stock market is no
2026-06-03
news.google.com
2026-06-03
digitimes
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) has been the gold standard for artificial intelligence (AI) investing, specifically in the computing chip sector. Nvidia's GPUs are synonymous with the AI build-out, and it has ridden the wave of massive AI spending to become the world's largest company (at the time of this writing). However, there's a competitor that's looking to challenge that status.
Broadcom (
AVGO
+4.85
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-02
tomshardware.com
2026-06-02
Andrew E. Freedman
Anthropic, the AI company that makes Claude, confidentially filed to go public with the U.S. Securities and Exchange Commission.
2026-06-02
www.tomshardware.com
2026-06-02
Tom's Hardware
Laptops
Nvidia's RTX Spark could caplitalize where Qualcomm's Arm-based efforts have not — following the expiration of Qualcomm's Windows on Arm deal, Nvidia stands poised to pick up the slack
News
By Luke James published 8 hours ago
The long-delayed N1X arrives as a Grace-Blackwell superchip.
(Image credit: Getty / I-Hwa Cheng)
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2026-06-01
www.cnbc.com
2026-06-01
CNBC
Nvidia
has selected Chinese humanoid robot maker Unitree for the first robotics system the U.S. chipmaker is selling to researchers from Stanford to ETH Zurich, the company announced Monday.
The system combines Unitree's nearly 6-foot-tall H2 humanoid robot with Nvidia's Jetson Thor hardware, which includes the company's advanced Blackwell GPU for on-device artificial intelligence capabilities.
2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
__fail__
2026-06-01
news.google.com
2026-06-01
Stock Titan
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
__fail__
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): focus on dividend and technical picture after recent insider activity
31.05.2026 - 15:01:07 | ad-hoc-news.de
Texas Instruments shares remain in focus on Nasdaq as investors digest the board’s latest quarterly dividend decision, recent insider transactions and a strong year-to-date performance driven by demand in semiconductor
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): NVIDIA AI server partnership and chart picture in focus
31.05.2026 - 14:58:41 | ad-hoc-news.de
Infineon Technologies shares on Xetra reacted to fresh news about a partnership in NVIDIA’s MGX AI server ecosystem, while investors also assess where the stock stands within its current 52-week trading range and key technical markers.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Samsung Electronics and SK hynix participated in an investment round for artificial intelligence (AI) company Anthropic.
Anthropic said on May 28 that it raised $65 billion in its Series H funding round. Following the investment, the company's valuation reached $965 billion.
The funding round also included participation from three major memory suppliers: Samsung Electronics, SK hynix and Micron.
2026-05-30
www.cnbc.com
2026-05-30
CNBC
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2026-05-30
simplywall.st
2026-05-30
simplywall.st
__fail__
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
Is the Steam Deck price hike funding Gabe Newell's expensive hobby?