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The Latest Breaking News from Nvidia

A knee-jerk reaction or something more? Nvidia's market cap dropped by almost $330 billion in 24 hours as the AI giant reeled from Broadcom's poor guidance

Nvidia saw its market cap tank by $330 billion after Broadcom delivered guidance that many AI investors considered disappointing amid lofty expectations.

TechRadar

Quantum Computing Looks Like Nvidia in 2019. This Could Be the Generational Buy of the Decade.

The quantum computing entry point today echoes Nvidia before its 2019 surge. From speculative bets like IonQ to safer plays like IBM and Alphabet, here's how to buy the boom.

Barchart

Wedbush Says Nvidia Blackwell Demand Spikes Amid Tight Tech Supply

One Wall Street firm just spotted a supply signal it hasn't seen in years, and it says a lot about where the AI buildout is headed.

Barchart

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A $550 Billion Reason to Buy Cerebras Stock

As Mizuho predicts a $550 billion market for fast AI inference by 2030, Wall Street is rightly excited about Cerebras stock.

Barchart

Dear Marvell Technology Stock Fans, Mark Your Calendars for June 22

One of 2026's hottest chip stocks is about to cross a milestone that could put it in front of millions of new investors.

Barchart

87,714 Jobs Have Already Been Lost This Year To AI, But Billionaire Nvidia CEO Jensen Huang Says AI Taking Jobs Is ‘Complete Nonsense’

Nvidia’s CEO is pushing back hard on the scariest AI jobs narrative, but his argument raises a different warning for workers: AI may reset what productivity is supposed to look like.

Barchart

Robotics Company Developing Cognitive Robots Secures Up to $1.4 Billion From Top Companies

Neura Robotics develops cognitive robots capable of seeing, hearing, sensing, and learning from their environments. It has secured $1.4 billion in investments from top companies.

International Business Times

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Amid an Ugly Tech Selloff, Nvidia Director Mark Stevens Ditched 1 Million Shares

While Nvidia’s decline amid the broader tech sell-off may be a temporary setback, but an insider sale of 1 million shares adds a note of caution to the conversation.

Barchart

AMD fires back at Nvidia, claiming 256-core Zen 6 'Venice' CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks

AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.

Tom’s Hardware

Nebius Group's £1.7 Billion UK Expansion Fuels Bullish Case Despite the Pullback

Nebius Group announced a £1.7 billion UK AI infrastructure expansion on June 8, adding three NVIDIA-powered sites totaling 65 megawatts by 2027.

MarketBeat

Intel’s AI Foundry Dream Is Becoming Reality. What That Means for INTC Stock.

Intel's latest foundry momentum is fueling optimism that the company could become a major beneficiary of the expanding AI infrastructure buildout.

Barchart

Why is US stock market down today? Dow Jones, S&P 500 and Nasdaq fall as inflation hits three-year high and Iran tensions shake Wall Street - Nvidia, Amazon and technology stocks leading today's decline

US stock market is under pressure again. Investors woke up to another sharp decline in the Dow Jones, S&P 500 and Nasdaq after fresh inflation data reminded Wall Street that the fight against rising prices is far from over. The Dow Jones Industrial Average dropped more than 450 points, falling…

The Economic Times

After UK Deal, Nebius Stock Is Still Too Expensive to Buy

Nebius' competition is likely to increase significantly going forward.

Barchart

OpenAI and Nvidia CEOs didn’t flinch at Trump’s $100,000 H-1B visa fee, and now they’re paying up as their application numbers soar

While frontier AI companies boost their number of foreign workers, other tech giants with much larger workforces are cutting back.

Fortune

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Barchart

Intel Is Joining Hands With Hitachi to Bring Physical AI to Life. It Needs to Bring the INTC Stock Valuation Down, Too.

Intel and Hitachi are looking to leverage each other's expertise to serve the huge physical AI market.

Windows Central

"We're doing everything we can": Price hikes at the world's largest chipmaker seem inevitable, and the fallout will be felt everywhere

In an interview with the BBC, TSMC's CFO explained that price hikes for its foundry services seem almost inevitable due to inflation. Add that to shareholder pressure as the company maxes out production, and you have a recipe for almost all tech going up further in price.

The Economic Times

Nvidia, Broadcom, Micron stocks crash: Why are tech shares down today?

Nvidia, Micron, Broadcom stocks: There has been high volatility in the tech sector in the Wall Street.

Fortune

AI drug discovery leaders warn U.S. health funding cuts risk falling behind global rivals

Executives from Lila Sciences and NVIDIA told Fortune that the convergence of AI and biology could redefine global competitiveness for decades.

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Tom’s Hardware

China drafts $295 billion plan to build national AI data center grid running on 80% homemade silicon — projected 2028 timeline could run into limits of local chip production

China is drafting a plan to spend roughly 2 trillion yuan over five years on a nationwide grid of AI data centers.

The Economic Times

Samsung Electronics considers building chip packaging plant: Report

Samsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's largest conglomerates on June ‌29, the ⁠newspaper reported, ⁠citing unnamed industry sources. Samsung is expected to unveil the investment plan at a meeting between South Korean…

The Economic Times

Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends

Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His strategy targets turbine manufacturers, chip equipment makers, and industrial distributors, alongside defence and aerospace firms like Airbus, and ultra-luxury brands, driven by distinct megatrends.

The Economic Times

OpenAI weighs leasing Ohio data center with Nvidia backing: Report

OpenAI is in negotiations to lease a proposed ‌10-gigawatt ⁠data center ⁠campus on federal land in Ohio, in a deal ⁠that could ‌include financial backing ⁠from Nvidia, The Information reported on Tuesday, citing two people with direct ‌knowledge of the discussions.

The Economic Times

SpaceX aims to launch orbital AI computing tests by end of next year

During two investor presentations ahead of the IPO, both featuring President Gwynne Shotwell and Chief Financial Officer Bret Johnsen, SpaceX executives outlined a roadmap to begin demonstrating orbital-compute capabilities in 2027, according to the two people familiar with the discussions. Both sources were at a Goldman Sachs meeting and one…

Barchart

Intel Stock Has Risen Sixfold from Its 2025 Lows, but Don’t Expect a Dividend Yet

INTC's reversal of fortunes has been a huge boon to investors, but with capex spending still expected to remain high and customers' cash slow to accumulate, don't expect Intel to reinstate its dividend anytime soon.

TechRadar

Huawei just dropped a major AI chip surprise — but Nvidia should really be paying attention to the other big news from its rival

The Ascend 950DT announcement mattered less than Huawei’s rapid development cadence and increasingly embedded artificial intelligence infrastructure ecosystem.

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