Semiconductor News & Analysis Feed

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2026-06-17
www.fool.com 2026-06-17 The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron ( MU 5.50% ) and Nvidia ( NVDA 2.16% ), two of the biggest winners of the AI build-out thus far?  Collapse NASDAQ: NVDA Nvidia Today's Change (-2.16%)