Semiconductor News & Analysis Feed
10617 articles
2026-05-10
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Yahoo Finance
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Seeking Alpha
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Positively Osceola
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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
finance.yahoo.com
2026-05-09
Yahoo Finance
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simplywall.st
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simplywall.st
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wccftech.com
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Wccftech
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TIKR.com
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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
simplywall.st
2026-05-09
simplywall.st
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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
simplywall.st
2026-05-09
simplywall.st
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2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Tokio Marine Asset Management Co. Ltd. Acquires 8,810 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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Tokio Marine Asset Management increased its NVIDIA stake by 8,810 shares in the fourth quarter, bringing its total holdings to 1,236,668 shares worth about $230.6 million. NVIDIA is now its largest portfolio holding, representing ro
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Summit Wealth Partners LLC Decreases Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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KEY POINTS
Summit Wealth Partners LLC reduced its NVIDIA stake by 44.7% in the fourth quarter, selling 6,345 shares and ending with 7,857 shares valued at about $1.465 million.
Despite some mixed market sentiment, NVIDIA continues to receive strong Wal
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
WestEnd Advisors LLC Sells 13,004 Shares of NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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KEY POINTS
WestEnd Advisors LLC cut its NVIDIA stake by 3.7% in the fourth quarter, selling 13,004 shares and still holding 342,999 shares valued at about $63.97 million.
Several NVIDIA insiders also sold shares recently, including EVP Ajay K. Puri and CFO Colett
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Traphagen Investment Advisors LLC Raises Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
May 9, 2026
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Traphagen Investment Advisors LLC increased its NVIDIA stake by 13.6% in the fourth quarter, buying 4,690 more shares and bringing its total to 39,218 shares worth about $7.3 million.
NVIDIA reported strong quarterly results, with earnin
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 9, 2026
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Stiles Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter, ending with 4,355 shares valued at about $1.32 million.
TSMC continues to benefit from str
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Manning & Napier Advisors LLC Has $101.59 Million Stock Holdings in ASML Holding N.V. $ASML
Written by MarketBeat
May 9, 2026
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Manning & Napier Advisors LLC massively increased its ASML position in Q4, ending with 94,756 shares worth about $101.6 million. The stake now makes up roughly 1.3% of its portfolio.
ASML’s stock has been strong, recently opening
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
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KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $