Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

3467 articles
Trending Companies
NVIDIA174 TSMC112 AMD48 Intel39 Huawei35 Micron Technology27 Micron22 Samsung Electronics22 Apple21 Microsoft18 ASML18 Marvell Technology18 SK Hynix17 SMIC17 Broadcom16
Trending Technologies
EUV149 3nm128 AI49 GPU40 AI chips31 LogicFolding30 HBM26 1.4nm24 CPU22 Tau Scaling Law22 DRAM17 semiconductor15 AI infrastructure14 ASIC14 2nm13
2026-05-15
Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk? - Zacks Investment Research
0.85
www.zacks.com 2026-05-15 Zacks Investment Research
__fail__
2026-05-15
Applied Materials sees quarterly revenue above estimates on sustained AI spending - Reuters
0.9
www.reuters.com 2026-05-15 Reuters
__fail__
2026-05-15
Nvidia Stock Hits Record as U.S. Clears H200 China Sales — But No Chips Have Shipped - TechStock²
0.85
ts2.tech 2026-05-15 TechStock²
__fail__
2026-05-15
Applied Materials (AMAT) Surpasses Q2 Earnings and Revenue Estimates - Yahoo! Finance Canada
0.8
ca.finance.yahoo.com 2026-05-15 Yahoo! Finance Canada
__fail__
2026-05-15
Shares Of Nvidia Stock Surged More Than 4%: A Record High - The Wealth Advisor
0.92
www.thewealthadvisor.com 2026-05-15 The Wealth Advisor
__fail__
2026-05-15
Applied Materials Inc (NASDAQ:AMAT) Crushes Q2 Estimates and Delivers AI-Fueled Guidance - ChartMill
0.9
www.chartmill.com 2026-05-15 ChartMill
__fail__
2026-05-15
Cerebras soars on debut capping largest-ever US semiconductor IPO - Capital Brief
0.92
www.capitalbrief.com 2026-05-15 Capital Brief
Good morning. Here’s what happened overnight and what you need to know today.1.Going Cerebras:Cerebras Systems soared in itsNasdaq debut, capping the largest US tech IPO since Uber’s 2019 listing. The raising is also the largest-ever US semiconductor listing, topping Arm Holdings’ IPO in 2023 and gives Cerebras a fully diluted market value of more than USD100 billion. Shares opened at USD350 again
SemiconductorIPOAIChipCerebrasNASDAQTech StockAI Inference
2026-05-15
Applied Materials Inc. (AMAT) Stock Rises on Q2 2026 Earnings - Quiver Quantitative
0.85
www.quiverquant.com 2026-05-15 Quiver Quantitative
__fail__
2026-05-15
Applied Materials Stock Jumps As Chip-Gear Firm Cruises Past Estimates - Investor's Business Daily
0.87
www.investors.com 2026-05-15 Investor's Business Daily
__fail__
2026-05-15
Options traders bet on strong Nvidia earnings - CNBC
0.9
www.cnbc.com 2026-05-15 CNBC
__fail__
2026-05-15
Applied Materials sees upbeat quarterly revenue on sustained AI spending By Reuters - Investing.com
0.89
www.investing.com 2026-05-15 Investing.com
__fail__
2026-05-15
Chipmaker says onshore of semiconductor manufacturing would take 10 to 15 years - Fox Business
0.75
www.foxbusiness.com 2026-05-15 Fox Business
__fail__
2026-05-15
Applied Materials Tops Q2 Earnings Expectations, Shares Surge On Strong Outlook - Benzinga
0.95
www.benzinga.com 2026-05-15 Benzinga
__fail__
2026-05-15
Why Intel Is More Like Boeing than Nvidia or TSMC - Barron's
0.7
www.barrons.com 2026-05-15 Barron's
__fail__
2026-05-15
Applied Materials: Fiscal Q2 Earnings Snapshot - kare11.com
0.8
www.kare11.com 2026-05-15 kare11.com
__fail__
2026-05-15
Here's Why Micron Can Reach a $1 Trillion Market Cap This Year - The Motley Fool
0.92
www.fool.com 2026-05-15 The Motley Fool
Micron's(MU5.81%)positioning in the AI build-out and recent results have put it on course for a benchmark that would have been inconceivable last year. The maker of memorychipshas a real shot at surpassing a $1 trillion market cap this year.A 150% year-to-date rally has helped, but the stock's gains are fueled by fundamentals, not hype. Micron can reach $1 trillion this year, and it has plenty of
Micron TechnologyArtificial IntelligenceMemory ChipsSemiconductor IndustryAI ChipsMarket CapitalizationChip ManufacturerTech Stocks
2026-05-15
Are Iren's $5.5 Billion Deals With Nvidia Game Changers? - The Motley Fool
0.87
www.fool.com 2026-05-15 The Motley Fool
WhenNvidia(NVDA1.38%)hands you a five-year,$3.4 billion cloud infrastructure contractand simultaneously agrees to a warrant to buy $2.1 billion worth of your stock, the instinct is to call it a turning point.ForIren(IREN4.68%), the Australian-born neocloud operator that pivoted fromBitcoinmining into artificial intelligence (AI) infrastructure management, the announcements delivered last week are
NVIDIAIRENAI InfrastructureCloud ServicesGPUData CentersRenewable EnergyCapital Expenditure
2026-05-15
Opinion: Nvidia earnings alone won’t rescue the S&P 500 from its new sell signal - MarketWatch
0.82
www.marketwatch.com 2026-05-15 MarketWatch
__fail__
2026-05-15
Prediction: Micron Will Trade at This Price At The End of The Year - 24/7 Wall St.
0.8
247wallst.com 2026-05-15 24/7 Wall St.
__fail__
2026-05-15
Prediction: Micron Will Trade at This Price At The End of The Year - Yahoo Finance
0.8
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__