Semiconductor News & Analysis Feed
433 articles
2026-06-01
news.google.com
2026-06-01
The Globe and Mail
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Cerebras and Nvidia are both using SRAM in their inference chips.
However, Cerebras is making massive-sized chips, while Nvidia has incorporated normal-sized LPUs into its chip ecosystem.
10 stocks we like better than Cerebras Systems ›
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron is one of the big winners of the AI growth story as companies rush to its memory products.
Agentic AI could supercharge Micron’s growth in the quarters to come.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting s
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027,
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
H&H International Investment, LLC, managed by Miltos Bossinis, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 6,606,675 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia is the largest component of the S&P 500.
Other companies could take Nvidia's spot if it stumbled.
10 stocks we like better than Nvidia ›
Being the largest and being the most important company aren't necessarily the same thing. Nvidia(NASDAQ: NVDA) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record highs, the stock looks attractive based on its run-rate earnings.
10 stocks we like better than Micron Technology ›
Micron Technology shares jumped more than 19% on Tuesday, the
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
The Roundhill Memory ETF (exchange-traded fund) is a great way to invest in SK Hynix right now.
The company is the leader in high-bandwidth memory.
10 stocks we like better than Roundhill ETF Trust - Roundhill Memory ETF ›
As one of the big three DRAM chipmakers, SK Hynix(KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a mar
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be