Semiconductor News & Analysis Feed
81 articles
2026-06-08
www.insidermonkey.com
2026-06-08
Insider Monkey
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2026-06-08
www.insidermonkey.com
2026-06-08
Insider Monkey
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2026-06-07
www.foreignpolicyjournal.com
2026-06-07
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence era, with its graphics processors powering everything from large language models to cloud-scale data centers worldwide.
The chip giant’s most recent quarterly results underscored just how dominant its position has become, with record revenue of $81.6 billion, up 85% from a year earlier.
Border funding clears Senat
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Many tech stocks fell on Friday, as the artificial intelligence (AI)-fueled rally ran out of steam.
Here's how some of the top AI stocks fared today:
Nvidia (
NVDA
5.93%
), down 6%
Intel (
INTC
11.92%
), down 11%
Nebius (
NBIS
12.17%
), down 12%
Arm Holdings (
ARM
12.75%
), down 13%
Marvell Technology (
MRVL
15.74%
), down 16%
Image source: Getty Images.
The culprit
The downturn appears to ha
2026-06-05
news.google.com
2026-06-05
Euronews.com
2026-06-05
news.google.com
2026-06-05
Yahoo! Finance Canada
2026-06-05
news.google.com
2026-06-05
Yahoo Finance UK
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-05-30
www.benzinga.com
2026-05-30
Benzinga
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2026-05-28
247wallst.com
2026-05-28
24/7 Wall St.
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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
__fail__
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
__fail__
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