Semiconductor News & Analysis Feed

11933 articles
2026-05-05
www.benzinga.com 2026-05-05 Benzinga
SanDisk Corp. (NASDAQ:SNDK) shares rocketed roughly 81% in April, dwarfing NVIDIA Corp.'s (NASDAQ:NVDA) modest 1.8% gain and delivering more than 45 times the return of the AI chip king, according to Benzinga Pro data. SNDK stock is moving. See the chart and price action here.  The move highlights a sharp rotation inside the AI trade: investors are not walking away from Nvidia, but they are aggr
2026-05-05
www.tipranks.com 2026-05-05 TipRanks
2026-05-05
www.fool.com 2026-05-05 The Motley Fool
Nvidia ( NVDA +1.73% ) is in some ways a seemingly predictable stock. Every year, the market assumes that this will be the year that the company's revenue growth will slow down and the stock will come back down to Earth. As a result, the stock looks a bit undervalued at the start of the year and delivers ho-hum returns. But then, artificial intelligence investing fever tends to make an appearance
2026-05-05
www.crn.com 2026-05-05 crn.com
2026-05-05
cxotoday.com 2026-05-05 CXOToday.com
2026-05-04
www.fool.com 2026-05-04 The Motley Fool
Micron ( MU +15.40% ) stock popped on Friday, gaining nearly 5% after peer semiconductor company Sandisk crushed its Q3 earnings report. Today, shares of both popular computer memory-makers are soaring again, and Micron in particular is up another 8.2% through 10:10 a.m. ET. Wall Street may be the reason. Image source: Getty Images. Wall Street loves Sandisk (and maybe Micron?) In back-to-back
2026-05-04
news.google.com 2026-05-04 Moneycontrol.com
2026-05-04
seekingalpha.com 2026-05-04 Seeking Alpha
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2026-05-04
www.benzinga.com 2026-05-04 Benzinga
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2026-05-04
blockonomi.com 2026-05-04 Blockonomi
2026-05-04
www.digitimes.com 2026-05-04 digitimes
2026-05-04
www.thelec.net 2026-05-04 thelec.net
2026-05-04
www.moomoo.com 2026-05-04 Moomoo
2026-05-04
www.reuters.com 2026-05-04 Reuters
2026-05-04
www.digitimes.com 2026-05-04 digitimes
2026-05-04
za.investing.com 2026-05-04 Investing.com South Africa
2026-05-04
www.digitimes.com 2026-05-04 digitimes
2026-05-04
www.quiverquant.com 2026-05-04 Quiver Quantitative
2026-05-04
www.investing.com 2026-05-04 Investing.com
2026-05-04
eetimes.com 2026-05-04 News Desk
Manufacturing continued to expand in April despite supply chain issues and higher prices.