Semiconductor News & Analysis Feed
5526 articles
2026-05-28
www.barrons.com
2026-05-28
Barron's
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2026-05-28
www.barrons.com
2026-05-28
Barron's
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2026-05-28
www.msn.com
2026-05-28
MSN
Micron Technology and Intel have been the twin stars of the artificial-intelligence trade this year. But there are reasons to think Micron and its memory-chip peers are the more attractive AI play, according to D.A. Davidson analysts.
The share prices of Micron and Intel have each more than tripled this year so far on the back of surging demand for memory chips and central-processing units, respe
2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.benzinga.com
2026-05-28
Benzinga
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2026-05-28
www.aol.com
2026-05-28
AOL.com
Warren Buffett's Successor, Greg Abel, Buys an AI Stock That Poses a Threat to Nvidia
TREVOR JENNEWINE, THE MOTLEY FOOL
Thu, May 28, 2026 at 5:32 PM GMT+8
0
Key Points
Alphabet’s custom AI accelerator chips (called TPUs) provide Google Cloud customers with an alternative to Nvidia GPUs.
Alphabet will expand its addressable market by letting certain customers deploy TPUs directly in their own dat
2026-05-28
www.bloomberg.com
2026-05-28
Bloomberg.com
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
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2026-05-28
www.marketbeat.com
2026-05-28
MarketBeat
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2026-05-28
www.trefis.com
2026-05-28
Trefis
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Q2 earnings miss and outlook weigh on sentiment
28.05.2026 - 09:19:33 | ad-hoc-news.de
Infineon Technologies has reported mixed results for its fiscal Q2 2026, slightly missing earnings expectations while navigating a challenging semiconductor demand environment. What does this mean for the chipmaker’s stock and its positioning in
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Second
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High
28.05.2026 - 09:01:23 | boerse-global.de
Infineon hikes prices for second time in 2024, riding AI-driven demand as shares near €77.57 all-time high. Costs and data center boom fuel global chip price increases.
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High - Foto: üb
2026-05-28
www.msn.com
2026-05-28
MSN
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2026-05-28
beth-kindig.medium.com
2026-05-28
Beth Kindig – Medium
The AI Networking Stock That Beat Nvidia by 7X YTD for Returns of 135% YTD
Beth Kindig
Follow
14 min read
·
6 hours ago
60
Press enter or click to view image in full size
This article was originally published on I/O Fund on May 22, 2026
April 2026 was a historically strong period for the stock market. The S&P 500 rose by 10.43% — its best monthly return since April 2020, when the market reboun
2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
global.morningstar.com
2026-05-28
Morningstar
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron's (
MU
+3.50%
) scorching hot run isn't over yet.
The memory chip stock jumped 19.3% on Tuesday after UBS lifted its price target to $1,650 on the stock, more than double from where it was trading before the hike. Micron has now topped $1 trillion in market value, putting it in an elite stock club along with the "Magnificent Seven" and chip stock peers like Broadcom and Taiwan Semiconducto
2026-05-28
news.google.com
2026-05-28
Yahoo Finance