SemiPulse — Semiconductor Intelligence

Billionaire Chase Coleman Just Increased His Stake in These 3 Top Semiconductor Stocks. Are They Still Buys? - AOL.com

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news.google.com 2026-05-24 AOL.com

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news.google.com 2026-05-24 Seeking Alpha

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Billionaire Chase Coleman Just Increased His Stake in These 3 Top Semiconductor Stocks. Are They Still Buys? - The Motley Fool

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www.fool.com 2026-05-24 The Motley Fool

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Jim Cramer Breaks Down NVIDIA’s Latest Quarter - Insider Monkey

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www.insidermonkey.com 2026-05-23 Insider Monkey

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AI cost crisis hits tech giants as employee 'tokenmaxxing' backfires

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tomshardware.com 2026-05-23 Jowi Morales

Agentic AI is consuming so many tokens that it's draining AI budgets way faster than expected. Jevons Paradox rings true 161 years after it was coined.

Artificial Intelligence AI Tools Token Cost Productivity Tech Giants Corporate Efficiency AI Development Technology Investment

Nvidia includes China in $200B projection for CPUs (NVDA:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-23 Seeking Alpha

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The AI Stock That's Been Outperforming Nvidia Since January - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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Nvidia's Jensen Huang arrives in Taiwan, to meet TSMC's C.C. Wei - Focus Taiwan

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focustaiwan.tw 2026-05-23 Focus Taiwan

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The AI Stock That's Been Outperforming Nvidia Since January - The Motley Fool

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news.google.com 2026-05-23 The Motley Fool

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A Billionaire Investor Just Increased His Exposure to Memory Makers Sandisk and Micron. Should Investors Buy the Stocks? - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

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Jensen Huang Just Made a Surprise Announcement. Here's What It Means for Nvidia Investors. - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

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GCT Semiconductor (GCTS) Is Up 85.2% After Rapid 5G Chipset Revenue Jump And New Satellite Deal - simplywall.st

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simplywall.st 2026-05-23 simplywall.st

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Ugreen's new 45W GaN charger has a tiny angled screen — and emoji support - gagadget.com

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news.google.com 2026-05-23 gagadget.com

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Nvidia CEO Jensen Huang Says Vera Rubin Will Be 'More Successful' Than Blackwell As Nvidia's Share In Inference Growing 'Very, Very Quickly' - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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Key facts: Micron $2B to expand Manassas, 3.1k jobs; FTSE list; -0.8% - TradingView

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www.tradingview.com 2026-05-23 TradingView

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Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative? - simplywall.st

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simplywall.st 2026-05-23 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:AMAT Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative? May 23, 2026 Simply Wall St Reviewed by Sasha Jovanovic Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$

Semiconductor Equipment Advanced Packaging AI Chips Applied Materials Broadcom EPIC Platform Silicon Valley Investment Chip Manufacturing

Nvidia Just Crushed Earnings Estimates, but the Stock Fell. Here's What Happened (and What Could Happen Next). - The Motley Fool

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www.fool.com 2026-05-23 The Motley Fool

Nvidia(NVDA1.86%)reported its fiscal first-quarter results on Wednesday, and the headline numbers were the kind most companies can only dream about. The AI chipmaker beat consensus estimates on the top and bottom lines as well as on its outlook for the coming quarter. Management also unveiled an additional $80 billionshare repurchaseauthorization and raised the quarterly dividend 25-fold to $0.25

NVIDIA Earnings Report AI Chip Data Center Stock Market Investment Analysis Revenue Growth Profitability

Applied Materials Inc. (NASDAQ: AMAT) Rises to $434 as Semiconductor Equipment Demand Strengthens - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-05-23 foreignpolicyjournal.com

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Jensen Huang Says Nvidia Is Powering Uber's Push Into Trillion-Dollar Self-Driving Opportunity Across 30 Cities - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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Qualcomm Inc. (NASDAQ: QCOM) Stock Hits $214 as On-Device AI Becomes Smartphone Battleground - foreignpolicyjournal.com

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www.foreignpolicyjournal.com 2026-05-23 foreignpolicyjournal.com

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