SemiPulse — Semiconductor Intelligence

Oil has been in the news since the start of the Iran war, but it's not the only natural resource facing disruptions. Qatar provides about a third of the global helium supply, and on Feb. 28, Iranian drone strikes hit QatarEnergy's Ras Laffan Industrial facility, one of only two in the world capable of producing semiconductor-grade helium.Although it appears the U.S. and Iran may be close to a peac

AI chip manufacturing Semiconductor industry Supply chain disruption Helium shortage Reshoring U.S. semiconductor TSMC Intel

A Look At Corning (GLW) Valuation After The NVIDIA AI Infrastructure Partnership And Share Price Surge - simplywall.st

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simplywall.st 2026-05-10 simplywall.st

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Nvidia Jensen Huang on what excites him to most when it comes to robotics and physical AI: ‘We need a…’ - The Times of India

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timesofindia.indiatimes.com 2026-05-10 The Times of India

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AMD Stock Is Up 320% Over the Past Year. Should Investors Shift Their Attention Away From Nvidia? - The Motley Fool

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www.fool.com 2026-05-10 The Motley Fool

Shares ofAdvanced Micro Devices(AMD0.61%)have rocketed more than 320% over the past year as investors have followed AMD's growth story in providing processors for agentic artificial intelligence (AI).The gains forNvidiaaren't anything to be embarrassed about; the stock has jumped 82% over the past 12 months, compared to theS&P 500's 32% gains.But the big disparity between AMD's and Nvidia's gains

AMD NVIDIA Artificial Intelligence AI Hardware CPU GPU Data Center Semiconductor

Qualcomm Unveils Snapdragon 6 Gen 5 And Snapdragon 4 Gen 5 Mobile Platforms - Pulse 2.0

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pulse2.com 2026-05-10 Pulse 2.0

Qualcomm Technologies has announced two new mobile platforms — the Snapdragon 6 Gen 5 and Snapdragon 4 Gen 5 — expanding its portfolio with next-generation capabilities designed for real-world smartphone experiences. Both platforms are set to power commercial devices from global OEMs, including Honor, OPPO, realme, and REDMI, in the second half of 2026.The centerpiece feature across both new platf

Qualcomm Snapdragon 6 Gen 5 Snapdragon 4 Gen 5 Mobile Platform Smartphone AI Camera Gaming Performance 5G Connectivity

Is It Too Late To Consider Nvidia (NVDA) After Its 80% One-Year Surge? - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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NVIDIA AI Releases Star Elastic: One Checkpoint that Contains 30B, 23B, and 12B Reasoning Models with Zero-Shot Slicing - MarkTechPost

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www.marktechpost.com 2026-05-10 MarkTechPost

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Iren Stock Jumps After Multi-Year Nvidia Deal and AI Cloud Plans - News and Statistics - IndexBox

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www.indexbox.io 2026-05-10 IndexBox

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Daiwa Just Upgraded Qualcomm Stock. Can a Data Center Pivot Justify the 80% Rally? - TIKR.com

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www.tikr.com 2026-05-10 TIKR.com

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Evaluating ON Semiconductor’s Valuation After A Strong 30 Day Share Price Run - simplywall.st

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simplywall.st 2026-05-10 simplywall.st

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Micron Rose 38% This Week. Here’s What the Math Says Now - TIKR.com

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www.tikr.com 2026-05-10 TIKR.com

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Jensen Huang Just Made a Major Announcement. Here's What It Means for Nvidia Investors. - The Motley Fool

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www.fool.com 2026-05-10 The Motley Fool

Over the past few years,Nvidia(NVDA1.38%)has gone from a mid-tier tech company to the world's most valuable public company, with a market cap of over $5.1 trillion as of May 7. It has the artificial intelligence (AI) boom to thank, but you could make the strong case that the AI boom wouldn't have happened without Nvidia.Nvidia isn't just stopping at its highly sought-after GPUs, either. Its CEO,Je

NVIDIA Quantum Computing Artificial Intelligence GPU AI Chips Semiconductor Industry Technology Investment Jensen Huang

Jensen Huang Just Made a Major Announcement. Here's What It Means for Nvidia Investors. - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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Applied Materials Stock: Supplying Intel Comes With Its Perks (NASDAQ:AMAT) - Seeking Alpha

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seekingalpha.com 2026-05-10 Seeking Alpha

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University of Florida Honors Semiconductor Education Leader as Osceola County’s NeoCity Momentum Continues - Positively Osceola

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www.positivelyosceola.com 2026-05-09 Positively Osceola

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Micron Stock Is Up 700% Over the Past Year. Its Shares Still Look Relatively Cheap. - The Motley Fool

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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

Micron Technology AI memory chips AI data centers Capital expenditure Semiconductor industry Investment analysis Tech stocks Memory market