Semiconductor News & Analysis Feed
3213 articles
2026-05-15
www.marketbeat.com
2026-05-15
MarketBeat
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2026-05-15
news.google.com
2026-05-15
Bloomberg.com
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2026-05-15
www.msn.com
2026-05-15
MSN
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2026-05-15
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
2026-05-15
www.foxbusiness.com
2026-05-15
Fox Business
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Micron's(MU5.81%)positioning in the AI build-out and recent results have put it on course for a benchmark that would have been inconceivable last year. The maker of memorychipshas a real shot at surpassing a $1 trillion market cap this year.A 150% year-to-date rally has helped, but the stock's gains are fueled by fundamentals, not hype. Micron can reach $1 trillion this year, and it has plenty of
2026-05-15
simplywall.st
2026-05-15
simplywall.st
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2026-05-15
247wallst.com
2026-05-15
24/7 Wall St.
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2026-05-15
finance.yahoo.com
2026-05-15
Yahoo Finance
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
When it comes to investing in the AI (artificial intelligence) build-out from the chip side, two names stand out right now as particularly interesting investment ideas: AI chip designerBroadcom(AVGO1.09%)and contract chipmakerTaiwan Semiconductor(TSM2.10%). Broadcom designs the custom silicon and networking chips that hyperscalers likeAlphabet,Meta Platforms, and Anthropic depend on for their grow
2026-05-15
finance.yahoo.com
2026-05-15
Yahoo Finance
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2026-05-15
developer.nvidia.com
2026-05-15
NVIDIA Developer
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2026-05-15
www.benzinga.com
2026-05-15
Benzinga
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2026-05-15
www.theglobeandmail.com
2026-05-15
The Globe and Mail
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2026-05-15
www.investing.com
2026-05-15
Investing.com
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2026-05-15
www.theglobeandmail.com
2026-05-15
The Globe and Mail
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2026-05-15
cepa.org
2026-05-15
Center for European Policy Analysis (CEPA)
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2026-05-15
247wallst.com
2026-05-15
24/7 Wall St.
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2026-05-15
finance.yahoo.com
2026-05-15
Yahoo Finance
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Artificial intelligence(AI) demand has shown little sign of slowing despite rising concerns around the sustainability of massive AI infrastructure spending.Image source: Getty ImagesMicron Technologyhas been one of the biggest beneficiaries of this trend. Shares of this memory player have soared by more than 810% in the past year. The company's revenue was up 196% year over year to $23.9 billion,