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EUV64 3nm54 AI chips23 HBM22 DRAM22 GPU20 memory chips16 AI16 DDR58 semiconductor manufacturing7 AI accelerators7 NAND6 semiconductor5 advanced packaging5 data center5
2026-05-18
Wall Street Strategists Warn of Speculative Excess in AI Semiconductor Rally - The Wealth Advisor
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www.thewealthadvisor.com 2026-05-18 The Wealth Advisor
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2026-05-18
Nvidia Earnings on Tap as Market Focus on AI Recharges…That Ma… - StoneX
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www.stonex.com 2026-05-18 StoneX
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2026-05-18
Nvidia Earnings on Tap as Market Focus on AI Recharges…That May Not Help Bulls - StoneX
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www.stonex.com 2026-05-18 StoneX
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2026-05-18
[Man-Ki Kim]Korea should restrict semiconductor strikes - The Korea Herald
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www.koreaherald.com 2026-05-18 The Korea Herald
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2026-05-18
Once-dominant over chip suppliers, Apple sidelined by Nvidia, Google - Korea JoongAng Daily
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koreajoongangdaily.joins.com 2026-05-18 Korea JoongAng Daily
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2026-05-18
Nvidia is getting some help as it props up S&P 500 earnings growth - MSN
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www.msn.com 2026-05-18 MSN
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2026-05-18
Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down - Barchart.com
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www.barchart.com 2026-05-18 Barchart.com
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2026-05-18
Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down - FinancialContent
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markets.financialcontent.com 2026-05-18 FinancialContent
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2026-05-18
Samsung and SK Hynix: The Foreign Giants Driving Micron and Sandisk Earnings | 2026 - News and Statistics - IndexBox
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www.indexbox.io 2026-05-18 IndexBox
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2026-05-18
Nvidia Earnings Test AI Demand Expectations - Let's Data Science
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letsdatascience.com 2026-05-18 Let's Data Science
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2026-05-18
The Week Ahead: Oil, Yields and Nvidia Earnings Drive Pivotal Week for Stocks - FXEmpire
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news.google.com 2026-05-18 FXEmpire
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2026-05-18
Should Micron’s New 256GB DDR5 and 245TB AI SSD Push (MU) Investors to Reassess Its AI Role? - simplywall.st
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simplywall.st 2026-05-18 simplywall.st
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2026-05-18
Micron's and Sandisk's Futures Are Heavily Influenced by 2 Foreign Chip Companies. Here's How to Buy Them. - The Motley Fool
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www.fool.com 2026-05-18 The Motley Fool
Demand for memory chips has skyrocketed over the past year as big tech companies upped their spending on artificial intelligence (AI) data centers. That's been a huge boon for bothMicron Technology(MU6.58%)andSandisk(SNDK+1.97%), which have benefited from tremendous pricing power. Earnings at both companies have soared, as have their stock prices. Micron shares are up over 700% in the past 12 mont
SemiconductorMemory ChipsMicron TechnologySanDiskKorean ChipsSamsung ElectronicsSK HynixAI Data Centers
2026-05-18
Assessing Kulicke And Soffa (KLIC) Valuation After Earnings Rebound And Advanced Packaging Investment Plans - simplywall.st
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simplywall.st 2026-05-18 simplywall.st
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2026-05-18
NVIDIA (NVDA): UBS Sees More Upside as AI Demand Stays Healthy - Insider Monkey
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www.insidermonkey.com 2026-05-18 Insider Monkey
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2026-05-18
NVIDIA’s Fastest PRO GPU Is Silently Breaching The $10,000 US Price Barrier Due To AI Demand - Wccftech
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wccftech.com 2026-05-18 Wccftech
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2026-05-18
A Look At ON Semiconductor (ON) Valuation After AI Growth Guidance And Strong Q1 Earnings - simplywall.st
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simplywall.st 2026-05-18 simplywall.st
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2026-05-17
Apple iPhone 18 & iPhone 18 Pro Latest Leaks: A20 Pro 2nm Chip, Bigger Battery, AI Features, Camera Upgrades & More Revealed - The Sunday Guardian
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sundayguardianlive.com 2026-05-17 The Sunday Guardian
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2026-05-17
Nvidia’s Hidden Portfolio Just Doubled Down on CoreWeave Stock - AOL.com
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www.aol.com 2026-05-17 AOL.com
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2026-05-17
Nvidia (NASDAQ: NVDA) Near-Doubles CoreWeave (NASDAQ: CRWV) Stake as Swiss Life Asset Management Initiates Position - foreignpolicyjournal.com
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www.foreignpolicyjournal.com 2026-05-17 foreignpolicyjournal.com
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