The semiconductor market is experiencing a tectonic shift, and legacy hardware designers are scrambling to secure a seat at the artificial intelligence table.
Intel may have gained its first major client in Apple. CoreWeave is rapidly expanding its computing footprint.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock is returning to a key price level on Tuesday, trading near $200 in midday action and down 4% on the day.
The Technology Letter's Tiernan Ray says investors are finally taking profits on AI memory stocks like Micron (MU), SanDisk (SNDK), Western Digital (WDC), and Seagate (STX) among others after paraboli

The Nvidia Vs. Intel Pair Trade

02:57pm, Tuesday, 23'rd Jun 2026
Nvidia Corporation and Intel Corporation Q1 2026 financials are compared, highlighting significant differences in revenue growth and profitability. NVDA demonstrates robust YoY growth, superior gross
Compare portfolio concentration, sector focus, and income potential as these two tech ETFs take different paths to growth.

Nvidia's Network Ambitions Could Lift Telecom

02:03pm, Tuesday, 23'rd Jun 2026
Nvidia (NVDA) could create a new wave of spending across telecom and networking companies if reports of a large-scale connectivity project prove accurate.Needha
Dow Jones AI giant Nvidia stock dived below a key level Tuesday, while Cummins and GE Vernova are near their latest buy points.
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) are leading a sharp midday slide in chip stocks on Tuesday.
U.S. stocks splintered Tuesday as a violent global sell-off in semiconductor shares hammered the Nasdaq, even as a rotation into defensive sectors and small caps kept the Dow Jones in positive territo
Jack Hidary, SandboxAQ CEO, joins 'Squawk on the Street' to discuss the company's partnership with Nvidia, any precedents to do this deal and much more.
The market is undervaluing these three AI stocks.
The artificial intelligence boom has created a new industrial race.

AI Selling Overseas Reaches Pre-Market Futures

11:25am, Tuesday, 23'rd Jun 2026
The tech-heavy Nasdaq, now falling to second-place in gains year-to-date behind the small-cap Russell 2000, has dumped -1100 points since the first hour of trading yesterday.
NVIDIA generated $82 billion in revenue and $49 billion in quarterly free cash flow, beating analyst estimates for the fourth consecutive quarter. SpaceX prediction markets value SPCX at $1.2 trillion
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