Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

390 articles
Trending Companies
NVIDIA269 Micron Technology132 SK Hynix107 TSMC87 Micron64 Samsung58 Samsung Electronics53 Intel43 Apple41 AMD34 Microsoft33 Infineon30 SK hynix28 Broadcom27 Applied Materials27
Trending Technologies
EUV216 3nm195 AI101 HBM88 DRAM85 AI chips77 memory chips69 GPU59 semiconductor30 NAND flash21 AI infrastructure20 data center19 GaN16 AI chip16 memory15
2026-05-13
CNBC daily open: Huang on, Nvidia is on the China trip - MSN
0.92
www.msn.com 2026-05-13 MSN
__empty__
2026-05-13
CNBC Daily Open: Huang on, Nvidia is on the China trip - CNBC
0.87
www.cnbc.com 2026-05-13 CNBC
__empty__
2026-05-13
Nvidia says CEO Jensen Huang is joining Trump's China trip - CNBC
0.78
www.cnbc.com 2026-05-13 CNBC
__empty__
2026-05-13
Expect software and semiconductor stocks to close their value gap, says KKM Financial's Kilburg - CNBC
0.75
www.cnbc.com 2026-05-13 CNBC
__fail__
2026-05-13
Trade Tracker: Bill Baruch trims Micron - CNBC
0.88
www.cnbc.com 2026-05-13 CNBC
__fail__
2026-05-13
Qualcomm drops 13% as chip stocks pull back from record AI-driven rally - CNBC
0.95
www.cnbc.com 2026-05-13 CNBC
__empty__
2026-05-13
Qualcomm drops 13% as chip stocks pull back from record AI-driven rally - CNBC
0.95
www.cnbc.com 2026-05-13 CNBC
__fail__
2026-05-12
Here are Tuesday's biggest analyst calls of the day: Nvidia, Broadcom, Tesla, Lowe's, Disney, Intel & more - CNBC
0.85
www.cnbc.com 2026-05-12 CNBC
__fail__
2026-05-12
Trump is taking more than a dozen U.S. executives to China. Jensen Huang isn't one of them - CNBC
0.7
www.cnbc.com 2026-05-12 CNBC
__fail__
2026-05-12
AI will drive Nvidia higher by more than 40% from here, says Wells Fargo - CNBC
0.92
www.cnbc.com 2026-05-12 CNBC
__fail__
2026-05-12
Formfactor CEO: Key indicators showing semiconductor demand will continue - CNBC
0.9
www.cnbc.com 2026-05-12 CNBC
__fail__
2026-05-12
Biggest Micron bulls on Wall Street say they're even more confident now. Here's why - CNBC
0.88
www.cnbc.com 2026-05-12 CNBC
__fail__
2026-05-11
Here are Monday's biggest analyst calls: Nvidia, Micron, Tesla, FedEx, BP, Dell, Starz, Wendy's, Affirm & more - CNBC
0.8
www.cnbc.com 2026-05-11 CNBC
__fail__
2026-05-11
Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable - CNBC
0.9
www.cnbc.com 2026-05-11 CNBC
__fail__
2026-05-11
Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable - CNBC
0.95
www.cnbc.com 2026-05-11 CNBC
__fail__
2026-05-10
Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI - CNBC
0.88
www.cnbc.com 2026-05-10 CNBC
__fail__
2026-05-09
Micron and Qualcomm are among the most overbought stocks this week. Here are the others - CNBC
0.75
www.cnbc.com 2026-05-09 CNBC
__fail__
2026-05-09
Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year - CNBC
0.92
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
Artificial IntelligenceChipmakerNVIDIAAI InfrastructureInvestment StrategySemiconductor IndustryGPUEcosystem Expansion
2026-05-09
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC - AOL.com
0.92
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 0 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
NVIDIAArtificial IntelligenceGPUData CenterSemiconductorAI InfrastructureOptical NetworkingAI Investment
2026-05-09
NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC - Yahoo Finance
0.87
finance.yahoo.com 2026-05-09 Yahoo Finance
__fail__