Semiconductor News & Analysis Feed
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2026-05-11
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2026-05-11
The Motley Fool
Nvidia(NVDA+1.73%)is widely considered the most dominant "pick-and-shovel" maker in the artificial intelligence (AI) gold rush. Indeed, if you asked an AI chatbot, like Gemini or Claude, a question today, there's a good chance Nvidia's technology was doing most of the heavy lifting to provide you with an answer.The company makes super-fast brains for computers (called graphics processing units, or
2026-05-11
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2026-05-11
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2026-05-10
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2026-05-10
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2026-05-10
Pulse 2.0
Qualcomm Technologies has announced two new mobile platforms — the Snapdragon 6 Gen 5 and Snapdragon 4 Gen 5 — expanding its portfolio with next-generation capabilities designed for real-world smartphone experiences. Both platforms are set to power commercial devices from global OEMs, including Honor, OPPO, realme, and REDMI, in the second half of 2026.The centerpiece feature across both new platf
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Few companies have benefited more from the artificial intelligence megatrend thanNvidia(NVDA1.38%). The company has leveraged its market-leading GPU design capabilities to capture a massive share of the rapidly expanding AI compute market. It's built an entire ecosystem around its chips, ensuring it remains a key component of future data center buildouts.AndAmazon(AMZN+0.21%)is one of its largest
2026-05-10
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2026-05-10
The Globe and Mail
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2026-05-09
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2026-05-09
24/7 Wall St.
The Fast Money panel on CNBC zeroed in on the question every AI investor is asking: How much longer can NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) keep printing? One panelist captured the bear unease bluntly, saying investors can’t get past the worry that “the party is going to end soon.”
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The Bear Case: The Run Already Happened
The skeptical panelist remains a
2026-05-09
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2026-05-09
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NVIDIA: ‘The Party Is Going to End Soon’ According to CNBC
JOEL SOUTH
Sat, May 9, 2026 at 7:30 PM GMT+8
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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
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used
2026-05-09
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2026-05-09
MarketBeat
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2026-05-09
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2026-05-09
Crypto Briefing
2026-05-09
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2026-05-09
Bloomberg.com
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