Semiconductor News & Analysis Feed
583 articles
2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
Nvidia pitches new Vera CPUs to Chinese clients, orders set for August: Reuters
Jun 12, 2026, 3:12 AM ETNVIDIA Corporation (NVDA) StockBy: Arundhati Sarkar, SA News Editor
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Nvidia (NVDA) told clients in China that they can start placing orders for its new Vera central processors, which may be available as soon as August, Reuters reported, citing sources.
One ma
2026-06-12
digitimes.com
2026-06-12
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation
2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
www.msn.com
2026-06-12
MSN
The Nasdaq Composite is slipping toward correction territory, and semiconductor stocks are once again leading the decline. Momentum has turned negative, positioning remains crowded, and volatility is creeping higher. History suggests the selling may not fully exhaust itself until investors see signs of capitulation, or a clear technical catalyst that restores confidence.
With the year not yet hal
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-11
seekingalpha.com
2026-06-11
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NVIDIA: The AI Story Just Got Even Bigger
Jun 11, 2026, 11:30 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA Stock
Dhierin Bechai
Investing Group Leader
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Nvidia remains a Strong Buy as AI demand accelerates and the company’s earnings and guidance surpass expectations.
NVDA’s new reporting structure und
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
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2026-06-11
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35 Reasons I'm Still Short Nvidia
Jun 11, 2026, 9:49 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, AMZN, AMZN:CA, ZAMZ:CA, OPENAI, AMD, AMD:CA, ZAMD:CA, GOOGL, DEEPSEEK
Jeremy Blum
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Nvidia Corporation faces mounting headwinds from an AI
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.cnbc.com
2026-06-11
CNBC
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2026-06-11
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2026-06-11
Seeking Alpha
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2026-06-11
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2026-06-11
Benzinga
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2026-06-11
seekingalpha.com
2026-06-11
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Marvell Technology: Better AI Stock Than Nvidia
Jun 11, 2026, 7:31 AM ETMarvell Technology, Inc. (MRVL) Stock
Bears of Wall Street
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Marvell Technology is evolving into a pivotal AI infrastructure player, with recent earnings, guidance, and strategic moves reinforcing its value proposition.
MRVL's
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
Assessing ASML Holding (NasdaqGS:ASML) Valuation After Strong Recent Share Price Performance
June 11, 2026
Simply Wall St
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ASML Holding stock snapshot after recent performance
ASML Holding (NasdaqGS:ASML) has drawn fresh attention after a period of strong returns, with the stock up about 11% over the past month and about 28% over the past 3
2026-06-11
digitimes.com
2026-06-11
Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company's Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia's latest B200 platform. The size difference was stark.
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
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2026-06-11
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Micron's Parabolic Run May Have More Room To Go
Jun 10, 2026, 1:22 PM ETMicron Technology, Inc. (MU) Stock
Cavenagh Research
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Micron's equity story shines as AI-driven demand transforms memory from a commodity to a strategic infrastructure asset.
MU's exposure spans HBM, server DRAM, and SSDs, positi
2026-06-11
seekingalpha.com
2026-06-11
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Nvidia: Vera CPU And RTX Spark Widen The Company's Growth Runway
Jun 10, 2026, 12:44 PM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, GOOGL, META, META:CA, ZMET:CA, AMZN, AMZN:CA, ZAMZ:CA, AVGO, AVGO:CA, ZAVG:CA
Vinay Utham, CFA
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Nvidi