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Nvidia in Talks to Finance OpenAI, Report Says. What It Means for the Stock.
Barrons.com17d agoneutral
Nvidia in Talks to Finance OpenAI, Report Says. What It Means for the Stock.

The shares were up 0.5% to $207.86 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

Broadcom (AVGO) Rose on Strong Custom Silicon Demand and New Client Wins
Insider Monkey17d agobullish
Broadcom (AVGO) Rose on Strong Custom Silicon Demand and New Client Wins

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]

AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design
Simply Wall St.17d agoneutral
AI Chips Today - NVIDIA and Silvaco Partner to Elevate Semiconductor Design

Recent developments in AI chips have been highlighted by a collaboration between Silvaco and NVIDIA to advance digital twin technology in semiconductor design and manufacturing. Silvaco is leveraging NVIDIA's AI and accelerated computing capabilities to integrate high-fidelity, physics-based simulations into its process, enabling faster and more accurate modeling, optimization, and validation of complex semiconductor systems. The partnership aims to capitalize on GPU-accelerated physics...

Nvidia Eyes OpenAI, SK Hynix Deals—Why the Stock Still Looks Like a Chip Laggard
Barrons.com17d agoneutral
Nvidia Eyes OpenAI, SK Hynix Deals—Why the Stock Still Looks Like a Chip Laggard

The shares were up 1.1% to $209.16 in premarket trading, after falling 0.9% in the previous session. Nvidia has missed out on the chip rally this year, up just 11% compared with the (SOX) 67% rise — the index that tracks the 30 biggest U.S.-listed companies connected to semi’s. That’s started to change recently, though—the stock is up 3% in July, while the SOX is down 17%. OpenAI and Nvidia did not immediately respond to a request for comment.

Investing.com17d agoneutral
Why is Bernstein bullish on memory stocks after Samsung, Nvidia deals?

Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsung, SK Hynix, Nvidia and Broadcom unveiled new agreements spanning memory, foundry and AI data centers.

Bloomberg20d agobullish
Samsung Wins $200 Billion Order to Supply Chips to Broadcom

(Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueTrump Seethes as Iran War Spirals Ane