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__