Semiconductor News & Analysis Feed
3833 articles
2026-05-10
www.indexbox.io
2026-05-10
IndexBox
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simplywall.st
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simplywall.st
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www.indexbox.io
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IndexBox
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www.fool.com
2026-05-09
The Motley Fool
Shares ofMicron Technology(MU5.81%)have soared by 710% over the past 12 months as the company has benefited from the rising demand for memory processors used in artificial intelligence (AI) data centers. Even amid the surging share prices of many AI stocks, Micron's performance stands out among the crowd.Technology companies -- includingAlphabet,Amazon,Microsoft,Meta Platforms, and others -- are c
2026-05-09
uk.finance.yahoo.com
2026-05-09
Yahoo Finance UK
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techcrunch.com
2026-05-09
TechCrunch
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finance.yahoo.com
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Yahoo Finance
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simplywall.st
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simplywall.st
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www.thestreet.com
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thestreet.com
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www.tomshardware.com
2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article6Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterWe took Nvidia's RTX Mega Geometry technology through a series of tests in Alan Wake 2 and the RTX Bonsai Diorama Demo to see how this tech reduces VRAM consumption and eliminates visual artifacts, thus helping pave the w
2026-05-09
247wallst.com
2026-05-09
24/7 Wall St.
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily?
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Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) and Intel an even more
2026-05-09
hothardware.com
2026-05-09
HotHardware
NVIDIA Confirms GeForce NOW Data Breach Affecting Regional Alliance Partner
by Paul Lilly — Saturday, May 09, 2026, 08:42 AM EDT
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Hackers have managed to infiltrate a regional GeForce NOW partner and make off with sensitive user information, including full names, email addresses, and other private data, NVIDIA confirmed. Fortunately, the data breach is limited to one specific region an
2026-05-09
www.techbuzz.ai
2026-05-09
The Tech Buzz
Nvidiaisn't just selling AI chips anymore - it's become the industry's most aggressive investor. The company has pushed past $40 billion in equity investments this year, deploying billions at a time into companies across the AI infrastructure stack while simultaneously signing commercial deals with many of the same firms. It's a dual strategy that's reshaping the competitive landscape and raising
2026-05-09
www.cnbc.com
2026-05-09
CNBC
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simplywall.st
2026-05-09
simplywall.st
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www.cnbc.com
2026-05-09
CNBC
Nvidia
stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping to fund businesses that could turn around and buy the chipmaker's technology. It's been a lucrative endeavor, as the company's $5 billion bet on Intel
is now worth over $25 billion, a historic return in a matter of months.
In 2026, the pace of deals has kicked into overdrive, wit
2026-05-09
www.aol.com
2026-05-09
AOL.com
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC
JOEL SOUTH
Sat, May 9, 2026 at 7:30 PM GMT+8
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24/7 Wall St.
Quick Read
Nvidia (NVDA) generated $68.13B in Q4 FY2026 revenue (up 73% YoY) with Q1 guidance at $78B, trading at $215 with a 24x forward P/E and 83% one-year gain, though the bear case warns hyperscaler CapEx growth of 10% clashes with Nvidia’s 40% guidance. Corning (GLW) surge
2026-05-09
finance.yahoo.com
2026-05-09
Yahoo Finance
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2026-05-09
247wallst.com
2026-05-09
24/7 Wall St.
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.”
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The Bear Case: The Run Already Happened
The skeptical panelist remains a