Semiconductor News & Analysis Feed
212 articles
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
When it comes to outperforming Nvidia (
NVDA
5.93%
), investors may underestimate what a major accomplishment that is. Despite its huge size, the artificial intelligence (AI) chipmaker reported 85% revenue growth in the 2027 fiscal first quarter (ended April 26), a feat difficult for most smaller companies growing from much smaller bases.
Nonetheless, amid a cloud and AI build-out, a key Nvidia p
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
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2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
CHARTBOOK TOP LINKS
Top Links 1123 Financially conflicted. How Nvidia nudged Micron onto the AI train. Kültürkampf & Chinmaxxing Russian elites.
Great links, images, and reading from Chartbook Newsletter by Adam Tooze
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JUN 05, 2026
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2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
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2026-06-05
www.fool.com
2026-06-05
The Motley Fool
Nvidia continues to deliver excellent financial performance, while the stock price increases only modestly.
Nvidia (
NVDA
+2.08%
) reported an overall fantastic quarter.
*Stock prices used were the afternoon prices of May 28, 2026. The video was published on May 30, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now
2026-06-04
simplywall.st
2026-06-04
simplywall.st
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2026-06-04
siliconangle.com
2026-06-04
SiliconANGLE
Nvidia Corp. has bagged itself another artificial intelligence startup, acquiring four-year-old model maker Kumo AI Inc.
The company designs AI models focused on making extremely accurate business predictions. It’s the latest in a string of startups acquired by the chipmaker in the last couple of years. Nvidia didn’t disclose the terms of the acquisition, but the deal has already been finalized,
2026-06-04
www.digitimes.com
2026-06-04
digitimes
Andrea Gallo, CEO of RISC-V International, used his appearance at the MIPS Forum during Computex 2026 to declare that RISC-V has completed its transition from academic project to industrial standard — and that its dominance in physical AI is no longer a...
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
www.fool.com
2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-03
news.bloomberglaw.com
2026-06-03
Bloomberg Law News
As state “anti-troll” statutes become more commonly used in patent disputes, courts need a jurisdictional rule that is clear and respects the difference between federal patent cases and state-law cases that simply have patents in them.
The US Court of Appeals for the Federal Circuit will hear arguments June 5 in Micron Technology, Inc. v. Netlist, Inc., which involves Micron’s claim that Netlist
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
__fail__
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) stock has had a lackluster year by its standards. It's up about 13% so far, which would be OK in a normal year because the S&P 500 (
^GSPC
+0.13%
) typically averages about a 10% return in a year.
But this isn't a normal year. The S&P 500 is already up 11% so far, and the S&P 500 technology-only sector is up nearly 25%. With the average tech stock showing more than double Nv
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Aixtron’s, GaN
Aixtron’s GaN Dominance Fuels Record Orders, but a Top Shareholder Trims Ahead of the Q2 Verdict
02.06.2026 - 04:11:50 | boerse-global.de
Bank of America reduced its Aixtron stake from 5.47% to 3.05% near the stock's ten-year high. Despite strong AI-driven GaN orders and market leadership, revenue fell sharply and SiC segment struggles.
Aixtron’s GaN Dominance Fuels Record Orders,
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
__fail__
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) shareholders have been rewarded with incredible returns over this year. If you invested $10,000 into Micron stock at the start of 2026, congratulations; that investment is now worth more than $30,000. But there could be even more in store for Micron in the coming weeks.
Micron announces its Q3 of fiscal year (FY) 2026 earnings on June 24 (encompassing the period en
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a