Semiconductor News & Analysis Feed
432 articles
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
On June 10, 2026, TSMC reported consolidated net revenue of NT$416.98 billion for May 2026, up 1.5% from April and 30.1% year on year, with revenue for January through May reaching NT$1.96 trillion, a 30.0% increase over the same period in 2025. The filing also detailed intercompany financial arrangements, including funds lent via TSMC Development to its wholly owned U.S. subsidiary TSMC Washingto
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
Nvidia and Broadcom are competing for computing space in data centers.
Nvidia is growing faster overall.
Nvidia is far cheaper by one valuation metric.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now,
2026-06-10
www.theglobeandmail.com
2026-06-10
The Globe and Mail
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stocks we like better than Nvidia ›
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go strai
2026-06-10
www.theglobeandmail.com
2026-06-10
The Globe and Mail
A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.
US Central Command confirmed an American Apache helicopter had gone down near the coast of Oman, and President Trump said the US "must respond" to what he described as an Iranian attack ove
2026-06-09
www.theglobeandmail.com
2026-06-09
The Globe and Mail
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
The decisive tone-setter was Nvidia CEO Jensen Huang, who described the previous week's selloff as a chance to "buy at a discount," adding that the AI revolution is still "at the beginning." That framing, was enough to stabilize sentiment i
2026-06-09
www.theglobeandmail.com
2026-06-09
The Globe and Mail
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
The decisive tone-setter was Nvidia CEO Jensen Huang, who described the previous week's selloff as a chance to "buy at a discount," adding that the AI revolution is still "at the beginning." That framing, was enough to stabilize sentiment i
2026-06-08
www.theglobeandmail.com
2026-06-08
The Globe and Mail
Texas Instruments Incorporated’s TXN improving free cash flow generation is strengthening its ability to reward shareholders through dividends and share repurchases. After several years of heavy manufacturing investments, the company is beginning to see stronger cash generation as revenue growth returns and capital spending moderates.
2026-06-08
www.theglobeandmail.com
2026-06-08
The Globe and Mail
Key Points
Nvidia's GPU business is a bit more stable than Sandisk's NAND business.
Sandisk is currently growing faster than Nvidia.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) has become a staple investment amid the artificial intelligence (AI) build-out. Its returns have made many investors richer, and the company's future still looks bright. However, now and again, a shiny n
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Micron stock has been surging amid optimism around the AI memory and storage supercycle.
Micron stock has appreciated 250% so far this year, with many Wall Street analysts calling for further upside.
Micron's CEO recently sold nearly 40,000 shares of stock.
10 stocks we like better than Micron Technology ›
According to a pair of recent Form 4 filings with the Securities and Exchang
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Micron stock has been surging amid optimism around the AI memory and storage supercycle.
Micron stock has appreciated 250% so far this year, with many Wall Street analysts calling for further upside.
Micron's CEO recently sold nearly 40,000 shares of stock.
10 stocks we like better than Micron Technology ›
According to a pair of recent Form 4 filings with the Securities and Exchang
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Artificial intelligence (AI) has made Nvidia a behemoth worth $4.96 trillion today.
Its Vera Rubin chip platform will usher in a new era of AI growth.
Nvidia can realistically still double, but time frames vary.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) has been a life-changing investment in this golden era of artificial intelligence (AI). The stock has risen more
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Artificial intelligence (AI) has made Nvidia a behemoth worth $4.96 trillion today.
Its Vera Rubin chip platform will usher in a new era of AI growth.
Nvidia can realistically still double, but time frames vary.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) has been a life-changing investment in this golden era of artificial intelligence (AI). The stock has risen more
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Navitas stock surged earlier in the week thanks to news that the company's tech was being showcased by Nvidia.
The company's share price plummeted in response to rising fears that the Federal Reserve will raise interest rates this year.
May's jobs growth came in much stronger than expected, which could give the Fed more leeway to hike rates.
10 stocks we like better than Navitas Sem
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Navitas stock surged earlier in the week thanks to news that the company's tech was being showcased by Nvidia.
The company's share price plummeted in response to rising fears that the Federal Reserve will raise interest rates this year.
May's jobs growth came in much stronger than expected, which could give the Fed more leeway to hike rates.
10 stocks we like better than Navitas Sem
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Demand for Nvidia's GPUs appears insatiable.
Nvidia's valuation is in line with those of its peers.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) is the only company ever to reach a $5 trillion market cap. While there are a few milestones between its current price and a $10 trillion valuation, that one may be the next major milestone investors will be looking toward. B
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed Nvidia (NASDAQ: NVDA) as a semiconductor company. The company designed graphics processing units (GPUs), sold the
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 5.9% in the afternoon session after macro pressure and an impending Senate hearing on China chip sales overwhelmed the impressive product updates earlier in the week.
For those that missed it, the Computex announcements on June 1 were substantive. Jensen Huang confirmed Vera Rubin (Blackwell's successor) is in full production
2026-06-05
www.theglobeandmail.com
2026-06-05
The Globe and Mail
Key Points
Micron stock is falling today as investors react to the latest jobs report from the Bureau of Labor Statistics.
Jobs growth was stronger than expected in May, but that's causing investors to worry that the Federal Reserve will raise interest rates.
Nvidia confirmed that it had certified high-bandwidth-memory chips from Micron for use in its AI accelerators.
10 stocks we like better
2026-06-05
www.theglobeandmail.com
2026-06-05
The Globe and Mail
Chicago, IL – June 5, 2026 – Zacks.com announces the list of stocks and featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. MU, Advanced Micro Devices, Inc. AMD, Broadcom Inc. AVGO and NVIDIA Corp. NVDA.