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EXPLAINED: 3 - The Real Truth

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

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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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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.

Barchart

"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.

Windows Central

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.

The Economic Times

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.

Fortune

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.

Tom’s Hardware

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

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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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Barchart

CBRS Stock Watch: Cerebras Soars as Analysts Issue 'Buy' Ratings

Wall Street analysts initiate bullish sentiment on Cerebras stock. Here’s why they believe CBRS shares will rip higher from here as the year unfolds.

Barchart

Nvidia Stock Looks Undervalued. Why Buying Now Could Offer 46% Upside Potential.

Nvidia looks compelling near the current levels and offers an attractive entry point. Analysts still see significant upside potential.

MarketBeat

Corning Is Paving AI's Future With Glass

The recent Amazon infrastructure pact proves that hyperscalers are abandoning legacy copper cables in favor of advanced optical fiber for high-speed computing.

The Economic Times

Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losers

US stock market crash today: The Nasdaq just delivered a sharp reality check to Wall Street. On June 9, 2026, the tech-heavy Nasdaq Composite plunged 2.17%, losing more than 560 points as AI and semiconductor stocks extended their recent sell-off. The S&P 500 fell 1.22%, shedding over 90 points, while…

Barchart

Wedbush Thinks Cerebras Stock Is Ready for More Upside as CBRS Debuted at Just the Right Time

Fresh off one of the hottest IPOs in years, Cerebras is winning over Wall Street as Wedbush bets the AI upstart's best days are still ahead.

The Economic Times

Why is the US stock market crashing today? S&P 500 erases all gains and wipes out $1.3 trillion in 2 hours as Nasdaq and Dow turn sharply lower - Tech stocks and chip sector collapse

The US stock market crash today caught many investors off guard. Early gains quickly vanished as the S&P 500 erased more than $1.3 trillion in market value within just two hours. What began as a relief rally suddenly turned into a broad sell-off that dragged down the Nasdaq, Nvidia, Apple,…

Barchart

Why Needham Analysts Think Cerebras Stock Can Gain Another 25% After Historic IPO

Needham sees more room for Cerebras to climb as its AI chip edge, and high-profile partnerships strengthen the growth story.

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