Semiconductor News & Analysis Feed
1180 articles
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has built much of its success thanks to one key product: the graphics processing unit (GPU). This is the chip driving key AI tasks such as the training and inference of large language models, and while other companies sell GPUs and similar chips, Nvidia's have consistently been the fastest and most efficient. As a result, customers have rushed to get in on the company's GPUs
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
It's not easy being on top. Nvidia (
NVDA
+0.80%
) has certainly done well as the world's leading artificial intelligence (AI) play. It's a 12-bagger over the past five years. It's beaten the market over the past year, rising 57%. However, its 14% climb so far in 2026 is just marginally ahead of the market averages.
Adding insult to injury, several companies providing memory and infrastructure so
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Renting out artificial intelligence (AI) computing power to businesses hungry for GPUs has become one of Wall Street’s most closely watched new investment themes. This emerging class of winners sits at the center of the AI build-out, benefiting from surging demand for compute infrastructure as companies race to train and deploy increasingly large models.
AI researcher-turned-investor Leopold Asch
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Few investors a year ago would have predicted that Micron Technology (
MU
0.44%
) would deliver one of the U.S. stock market's most extraordinary 12-month runs. The shares traded in the mid-$90s as recently as late May 2025, and memory chips still carried the reputation of being one of the most cyclical corners of the semiconductor industry. A boom-and-bust pattern had defined the business for dec
2026-05-29
www.tradingkey.com
2026-05-29
TradingKey
Synopsys Inc (SNPS) moved down by 9.11%. The Software & IT Services sector is up by 3.23%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) up 3.57%; Meta Platforms Inc (META) down 0.63%; Snowflake Inc (SNOW) up 38.32%.
Synopsys (SNPS) experienced a significant intraday decline on Thursday, May 28, 2026, despite reporting strong second-quarter
2026-05-29
blogs.nvidia.com
2026-05-29
NVIDIA Blog
Sidney Knowles Puts AI to Work Inside NVIDIA
May 28, 2026 by Matthew Leib
0
Share
The eve of GTC, NVIDIA’s annual AI conference — and after a full day helping teach a workshop about large language models — Sidney Knowles got a message that changed the shape of her week: NVIDIA was looking for employees to help support Build-a-Claw, an event focused on giving developers hands-on experience with
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity
2026-05-29
news.google.com
2026-05-29
U.S. News Money
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron (
MU
+1.08%
) has been one of the hottest stocks to own over the past year. If you bought it one year ago, you paid about $90 per share. Now it's around $750 per share. However, Micron may not be done producing jaw-dropping results.
Micron is chasing a major growth trend, and it could propel the stock to four-digit levels and beyond. In fact, I wouldn't be surprised if the stock more than
2026-05-28
www.benzinga.com
2026-05-28
Benzinga
__fail__
2026-05-28
www.businessinsider.com
2026-05-28
Business Insider
Memory stocks have been on a tear and it's paying off for retail traders.
Everyday investors poured into memory stocks like Micron and SK Hynix in recent months, and the trend has continued as shares climb to fresh record highs, according to JPMorgan's latest research.
"Despite strong performance—including Micron and SK Hynix crossing the $1T market-cap milestone on Tuesday—there is little evide
2026-05-28
news.google.com
2026-05-28
Business Wire
2026-05-28
247wallst.com
2026-05-28
24/7 Wall St.
__fail__
2026-05-28
seekingalpha.com
2026-05-28
Seeking Alpha
__fail__
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
In the world of technology investing, few companies have commanded the level of cultural and financial dominance thatApple(AAPL+0.34%)achieved during the first two decades of the 21st century. From the iPod to the iPhone, it delivered an impressive run of must-have devices that redefined entire hardware categories.Yet once the smartphone market matured and rival products became competitive, Apple'
2026-05-28
ca.investing.com
2026-05-28
Investing.com Canada
__fail__
2026-05-28
www.investing.com
2026-05-28
Investing.com
__fail__
2026-05-28
tomshardware.com
2026-05-28
Luke James
FROST exploits the Origin Private File System (OPFS), a browser API that lets websites create and store files on a user's local disk.
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron Technology's (
MU
+3.50%
) meteoric rise over the last year marks more than just a generic bullish upgrade in the semiconductor industry. Micron's ascent is a symbolic rebuke to a long-held belief that memory chip demand is trapped in boom-and-bust cycles.
Let's dive into the structural changes shifting the memory market and understand how Micron is becoming a key enabler of the artificial
2026-05-28
www.marketscreener.com
2026-05-28
marketscreener.com
Access Denied
You don't have permission to access "http://www.marketscreener.com/news/stmicro-and-infineon-boosted-by-morgan-stanley-comments-ce7f5ddada89f621" on this server.
Reference #18.69c83017.1779972934.dc9ac167
https://errors.edgesuite.net/18.69c83017.1779972934.dc9ac167