Semiconductor News & Analysis Feed
366 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
Copy Link
Save
Play
(1min)
Comments
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
seekingalpha.com
2026-06-12
Seeking Alpha
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
Home
Stock Ideas
Long Ideas
Tech
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
Follow
5
Share
Save
Play
(12min)
Comments
Summary
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
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
Home
Tech
Stock Ideas
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
10.18K Followers
Follow
5
Share
Save
Play
(25min)
Comments
(20)
Summary
Nvidia Corporation faces mounting headwinds from an AI
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
Home
Tech
Japan
Canon: Potential Challenger Of ASML's EUV Process
Jun 11, 2026, 7:45 AM ETCanon Inc. (CAJPY) Stock, CAJFF Stock
Gytis Zizys
4.44K Followers
Follow
5
Share
Save
Play
(12min)
Comments
Summary
Canon is downgraded to hold due to a weak short-term outlook and sluggish growth outside its Imaging segment.
CAJPY’s profitability is pressured by tariffs, cost inflation, and an unfavorable m
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
Home
Stock Ideas
Long Ideas
Tech
Marvell Technology: Better AI Stock Than Nvidia
Jun 11, 2026, 7:31 AM ETMarvell Technology, Inc. (MRVL) Stock
Bears of Wall Street
9.92K Followers
Follow
5
Share
Save
Play
(10min)
Comment
(1)
Summary
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
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
Home
Stock Ideas
Long Ideas
Tech
Micron's Parabolic Run May Have More Room To Go
Jun 10, 2026, 1:22 PM ETMicron Technology, Inc. (MU) Stock
Cavenagh Research
9.48K Followers
Follow
5
Share
Save
Play
(13min)
Comments
Summary
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
Seeking Alpha
Home
Stock Ideas
Long Ideas
Tech
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
1.47K Followers
Follow
5
Share
Save
Play
(15min)
Comments
Summary
Nvidi
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
__fail__
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
__fail__