Semiconductor News & Analysis Feed
5505 articles
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.theglobeandmail.com
2026-05-29
The Globe and Mail
NVIDIA CorporationNVDA and Marvell Technology, Inc.MRVL are among the biggest winners of the ongoing artificial intelligence (AI) infrastructure boom. Both companies are benefiting from rising investments in AI data centers, networking, accelerated computing and cloud infrastructure.
NVIDIA dominates the AI graphics processing unit (GPU) market with its full-stack AI platform, while Marvell Techn
2026-05-29
cryptorank.io
2026-05-29
CryptoRank
Nvidia shares rose about 1% to $215.41 and are up roughly 15% YTD as investors await Jensen Huang’s Computex keynote Monday for details on CPU strategy, the Rubin platform and networking targeting a $200 billion to $1 trillion opportunity. Huang also pledged to increase annual Taiwan supplier spending to as much as $150 billion from about $100 billion, while the stock trades at ~22x forward P/E wi
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
On Tuesday, May 26, Micron Technology (
MU
+4.66%
) surpassed $1 trillion in market capitalization for the very first time, capping off an explosive 830% gain in its stock over the last 12 months. It's officially the third American semiconductor company to join the exclusive trillion-dollar club, behind Nvidia and Broadcom.
Micron is one of the world's top suppliers of high-bandwidth memory (HBM)
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-29
www.quiverquant.com
2026-05-29
Quiver Quantitative
Analyst Upgrade: Recent social media chatter centers on a fresh Mizuho note that lifted the price target for Applied Materials to $540 while keeping an Outperform rating. Observers point to rising wafer fab equipment forecasts tied to AI-driven capacity builds at major foundries. The move has drawn attention to potential earnings upside through 2027.
Sector Performance: Participants also note the
2026-05-29
beincrypto.com
2026-05-29
BeInCrypto
Nvidia (NVDA) H200 GPU rental prices fell roughly 40% in three weeks, sliding from $7 to about $4 per hour. The repricing is testing the AI scarcity story and tightening near-term risk around NVDA shares.
NVDA closed at $214.25 on May 28 ahead of the latest reading from the Ornn Compute Price Index. Spot softness on older Hopper chips is feeding fresh investor doubt about hyperscaler demand durab
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.msn.com
2026-05-29
MSN
Nvidia shares were edging up Friday as the market looks ahead to the Computex conference next week.
Nvidia stock was up 0.5% at $215.41 in premarket trading. Shares are down 0.5% in the past five trading sessions but up 15% this year so far through Thursday’s close.
The next catalyst for the stock is likely to be announcements at the Computex conference, the annual event which acts as a showcase
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.barrons.com
2026-05-29
Barron's
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.investing.com
2026-05-29
Investing.com
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