Semiconductor News & Analysis Feed
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2026-05-12
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2026-05-12
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2026-05-09
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United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal
May 09, 2026
Simply Wall St
Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with reve
2026-05-09
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2026-05-09
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United States/Electronic Equipment and Components/NYSE:GLW
Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand
May 09, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for
2026-05-09
finance.yahoo.com
2026-05-09
Yahoo Finance
A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership
Simply Wall St
Fri, May 8, 2026 at 2:30 PM PDT 2 min read
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Corning (GLW) is back on many investors’ screens after announcing a multi year part
2026-05-08
www.datacenterknowledge.com
2026-05-08
Data Center Knowledge
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2026-05-08
qz.com
2026-05-08
qz.com
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2026-05-08
www.gurufocus.com
2026-05-08
GuruFocus
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2026-05-08
www.reuters.com
2026-05-08
Reuters
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2026-05-08
www.stocktitan.net
2026-05-08
Stock Titan
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2026-05-08
www.benzinga.com
2026-05-08
Benzinga
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2026-05-07
www.tomsguide.com
2026-05-07
Tom's Guide
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2026-05-07
finance.yahoo.com
2026-05-07
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2026-05-07
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2026-05-07
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United States/Semiconductors/NasdaqGS:MRVL
Marvell’s AI Data Center Ambitions Grow With Nvidia, Alphabet And Polariton
May 07, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nvidia agreed to invest $2 billion in Marvell Technology (NasdaqGS:MRVL) and deepen collaboration around custom AI chips.
Marvell is in tal
2026-05-07
www.costar.com
2026-05-07
CoStar
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2026-05-06
pulse2.com
2026-05-06
Pulse 2.0
Nscale announced an expansion of its collaboration with Microsoft and Start Campus that will deploy more than 66,000 NVIDIA Rubin GPUs at the SINES Data Campus in Portugal beginning in late 2027.The deployment of NVIDIA Vera Rubin NVL72 systems is expected to become one of the largest AI infrastructure installations in the European Union and will support Microsoft’s European customers with frontie
2026-05-06
www.stocktitan.net
2026-05-06
Stock Titan
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2026-05-06
www.inc.com
2026-05-06
inc.com
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2026-05-05
hothardware.com
2026-05-05
HotHardware
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2026-05-05
www.wsj.com
2026-05-05
WSJ
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