Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

6243 articles
Trending Companies
NVIDIA246 TSMC151 AMD63 Micron Technology57 SK Hynix55 Micron51 Intel50 Huawei48 Samsung Electronics45 UBS31 Apple29 Samsung27 Microsoft27 Qualcomm24 SK hynix21
Trending Technologies
EUV214 3nm193 AI75 HBM58 GPU54 AI chips50 LogicFolding37 memory chips33 DRAM32 CPU30 1.4nm25 Tau Scaling Law25 GaN21 AI infrastructure21 semiconductor20
2026-05-15
Applied Materials’ Sales Forecast Gets Boost From AI Demand - Bloomberg.com
0.92
www.bloomberg.com 2026-05-15 Bloomberg.com
__fail__
2026-05-15
Here's Why Micron Can Reach a $1 Trillion Market Cap This Year - The Motley Fool
0.92
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
Micron TechnologyArtificial IntelligenceMemory ChipsSemiconductor IndustryAI ChipsMarket CapitalizationChip ManufacturerTech Stocks
2026-05-15
Applied Materials (NASDAQ:AMAT) Exceeds Q1 Expectations, Inventory Levels Improve - FinancialContent
0.85
markets.financialcontent.com 2026-05-15 FinancialContent
__fail__
2026-05-15
Applied Materials rallies after better-than-expected Q2 results, strong sales guidance - Sherwood News
0.87
sherwood.news 2026-05-15 Sherwood News
__fail__
2026-05-15
Infineon Technologies stock (DE0006231004): AI demand, patent win and guidance lift power chip speci - AD HOC NEWS
0.88
www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
__fail__
2026-05-15
AMD Samsung 2nm Talks Test Supply Strength And Rich Valuation - simplywall.st
0.9
simplywall.st 2026-05-15 simplywall.st
__fail__
2026-05-15
Are Iren's $5.5 Billion Deals With Nvidia Game Changers? - The Motley Fool
0.87
www.fool.com 2026-05-15 The Motley Fool
WhenNvidia(NVDA1.38%)hands you a five-year,$3.4 billion cloud infrastructure contractand simultaneously agrees to a warrant to buy $2.1 billion worth of your stock, the instinct is to call it a turning point.ForIren(IREN4.68%), the Australian-born neocloud operator that pivoted fromBitcoinmining into artificial intelligence (AI) infrastructure management, the announcements delivered last week are
NVIDIAIRENAI InfrastructureCloud ServicesGPUData CentersRenewable EnergyCapital Expenditure
2026-05-15
Opinion: Nvidia earnings alone won’t rescue the S&P 500 from its new sell signal - MarketWatch
0.82
www.marketwatch.com 2026-05-15 MarketWatch
__fail__
2026-05-15
Prediction: Micron Will Trade at This Price At The End of The Year - 24/7 Wall St.
0.8
247wallst.com 2026-05-15 24/7 Wall St.
__fail__
2026-05-15
Prediction: Micron Will Trade at This Price At The End of The Year - Yahoo Finance
0.8
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
NVIDIA is Up 20% in a Month. Could the May 20 Earnings Report Knock It Right Back Down? - 24/7 Wall St.
0.91
247wallst.com 2026-05-15 24/7 Wall St.
__fail__
2026-05-15
Broadcom vs. Taiwan Semiconductor: Which AI Chip Giant Is the Better Buy Right Now? - The Motley Fool
0.92
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
AI chipsSemiconductor investmentBroadcomTSMCAI infrastructureChip designFoundry manufacturingRevenue growth
2026-05-15
Jim Cramer Reveals Why Micron (MU) Is Better Than The Firm That Makes Betty Crocker Mixes - Yahoo Finance
0.75
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
UBS Files Form 144 to Sell TXN Shares (NASDAQ: TXN) - Stock Titan
0.8
www.stocktitan.net 2026-05-15 Stock Titan
__fail__
2026-05-15
How the NVIDIA Vera Rubin Platform is Solving Agentic AI’s Scale-Up Problem | NVIDIA Technical Blog - NVIDIA Developer
0.9
developer.nvidia.com 2026-05-15 NVIDIA Developer
__fail__
2026-05-15
Why Nvidia Stock Hit a New All-Time High Today, and Why There's Likely More to Come - The Motley Fool
0.92
www.fool.com 2026-05-15 The Motley Fool
Shares ofNvidia(NVDA1.38%)were sharply higher on Thursday, climbing as much as 4.7% to a new all-time high. As of 2:12 p.m. ET, the stock was still up 3.8%.There was a tidal wave of positive news that sent theartificial intelligence (AI)chipmaker higher, all of which bodes well for Nvidia's future.Image source: The Motley Fool.Let the chips fall where they mayPresident Donald Trump traveled to Bei
NvidiaAI chipsArtificial IntelligenceSemiconductor industryUS stock marketChinese marketDonald TrumpChinese tech companies
2026-05-15
SpaceX Seeks Overseas Starship Launch Sites to Break U.S. Regulatory Cadence Ceiling - Tech Times
0.65
news.google.com 2026-05-15 Tech Times
__fail__
2026-05-15
Trump's Trading Disclosure Shows Activity In Nvidia, AMD, Microsoft, Oracle And Other Major Stocks - Benzinga
0.75
www.benzinga.com 2026-05-15 Benzinga
__fail__
2026-05-15
Why Nvidia Stock Hit a New All-Time High Today, and Why There's Likely More to Come - Yahoo Finance
0.85
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
Nvidia Rallies to a Fresh Record. Here's What's Driving The Chipmaker's Stock Higher - Investopedia
0.95
www.investopedia.com 2026-05-15 Investopedia
__fail__