SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Micron stock sends a strong signal amid chip shortage - MSN

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www.msn.com 2026-05-15 MSN

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Shares Of Nvidia Stock Surged More Than 4%: A Record High - The Wealth Advisor

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www.thewealthadvisor.com 2026-05-15 The Wealth Advisor

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Cerebras soars on debut capping largest-ever US semiconductor IPO - Capital Brief

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www.capitalbrief.com 2026-05-15 Capital Brief

Good morning. Here’s what happened overnight and what you need to know today.1.Going Cerebras:Cerebras Systems soared in itsNasdaq debut, capping the largest US tech IPO since Uber’s 2019 listing. The raising is also the largest-ever US semiconductor listing, topping Arm Holdings’ IPO in 2023 and gives Cerebras a fully diluted market value of more than USD100 billion. Shares opened at USD350 again

Semiconductor IPO AI Chip Cerebras NASDAQ Tech Stock AI Inference

Applied Materials Stock Jumps As Chip-Gear Firm Cruises Past Estimates - Investor's Business Daily

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www.investors.com 2026-05-15 Investor's Business Daily

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Applied Materials Tops Q2 Earnings Expectations, Shares Surge On Strong Outlook - Benzinga

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www.benzinga.com 2026-05-15 Benzinga

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Applied Materials’ Sales Forecast Gets Boost From AI Demand - Bloomberg.com

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www.bloomberg.com 2026-05-15 Bloomberg.com

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Are Iren's $5.5 Billion Deals With Nvidia Game Changers? - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

WhenNvidia(NVDA1.38%)hands you a five-year,$3.4 billion cloud infrastructure contractand simultaneously agrees to a warrant to buy $2.1 billion worth of your stock, the instinct is to call it a turning point.ForIren(IREN4.68%), the Australian-born neocloud operator that pivoted fromBitcoinmining into artificial intelligence (AI) infrastructure management, the announcements delivered last week are

NVIDIA IREN AI Infrastructure Cloud Services GPU Data Centers Renewable Energy Capital Expenditure

How the NVIDIA Vera Rubin Platform is Solving Agentic AI’s Scale-Up Problem | NVIDIA Technical Blog - NVIDIA Developer

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developer.nvidia.com 2026-05-15 NVIDIA Developer

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Is KLA Becoming the Biggest Beneficiary of AI Semiconductor Spending? - The Globe and Mail

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www.theglobeandmail.com 2026-05-15 The Globe and Mail

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SK Hynix’s $942 Billion Milestone: How a Samsung Strike and HBM Shortage Inverted the Chip Hierarc - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS