Semiconductor News & Analysis Feed

30 articles
2026-05-27
www.investors.com 2026-05-27 Investor's Business Daily
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2026-05-27
cryptorank.io 2026-05-27 CryptoRank
On May 26, 2026 AI and semiconductor stocks rallied as the S&P 500 rose 0.6% and the Nasdaq 1.1%, led by Micron (+17%, market cap above $1 trillion), Qualcomm (+6%), AMD (~+5%), Intel (~+4%) and a Roundhill Memory ETF gain of ~12%. The surge, fueled by stronger AI infrastructure demand and Nvidia’s push into a potential $200 billion CPU market with its Vera architecture, is broadly positive for cr
2026-05-26
www.aol.com 2026-05-26 AOL.com
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2026-05-26
www.theglobeandmail.com 2026-05-26 The Globe and Mail
Key Points Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure. Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities. Credo is targeting the fast-growing AI connectivity opportunity. 10 stocks we like better than Astera Labs › Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
www.theglobeandmail.com 2026-05-26 The Globe and Mail
Key Points Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure. Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities. Credo is targeting the fast-growing AI connectivity opportunity. 10 stocks we like better than Astera Labs › Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
news.google.com 2026-05-26 Yahoo Finance
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2026-05-26
www.fool.com 2026-05-26 The Motley Fool
Nvidia ( NVDA 1.86% ) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players. Image source: Getty Images. As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity techn
2026-05-25
www.theglobeandmail.com 2026-05-25 The Globe and Mail
Key Points Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work. Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share. Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.theglobeandmail.com 2026-05-25 The Globe and Mail
Key Points Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work. Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share. Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.theglobeandmail.com 2026-05-25 The Globe and Mail
Key Points Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work. Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share. Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.fool.com 2026-05-25 The Motley Fool
Many tech investors are building a diversified AI stock portfolio, and it turns out Nvidia ( NVDA 1.86% ) is joining them. The AI chipmaker isn't just the largest company in the industry (and indeed, in any industry) -- it's also taking equity positions in other tech companies. When those smaller companies outperform, it directly translates into a better balance sheet for Nvidia. Although these eq
2026-05-25
www.fool.com 2026-05-25 The Motley Fool
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2026-05-22
www.fool.com 2026-05-22 The Motley Fool
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2026-05-22
news.google.com 2026-05-22 Reuters
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2026-05-21
www.bloomberg.com 2026-05-21 Bloomberg
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2026-05-20
www.gurufocus.com 2026-05-20 GuruFocus
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2026-05-16
www.tipranks.com 2026-05-16 TipRanks
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2026-05-15
finance.yahoo.com 2026-05-15 Yahoo Finance
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2026-05-13
www.investing.com 2026-05-13 Investing.com
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2026-05-13
www.bloomberg.com 2026-05-13 Bloomberg
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