Semiconductor News & Analysis Feed
308 articles
2026-06-01
qz.com
2026-06-01
qz.com
MARKETS
Wall Street closed May at record highs on AI and Iran hopes. Monday opened with more Iran strikes.
Stock futures climbed Monday after Nvidia unveiled a new processor for personal computers, while oil prices rose following a weekend exchange of fire between the U.S. and Iran
By
Cris Tolomia
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Published 30 minutes ago
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2026-06-01
uk.finance.yahoo.com
2026-06-01
Yahoo Finance UK
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2026-06-01
www.tradingview.com
2026-06-01
TradingView
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2026-06-01
www.bloomberg.com
2026-06-01
Bloomberg.com
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2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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2026-06-01
247wallst.com
2026-06-01
24/7 Wall St.
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2026-05-31
www.thestreet.com
2026-05-31
thestreet.com
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2026-05-31
www.foreignpolicyjournal.com
2026-05-31
foreignpolicyjournal.com
Wall Street traders are ramping up protection against Big Tech credit risk, pushing outstanding credit default swap volume to record levels amid surging AI-era borrowing.
The total net notional value of outstanding credit default swaps on major tech firms has jumped to a record $12.5 billion, up $1 billion so far in the second quarter of 2026, according to The Kobeissi Letter.
Nasdaq President o
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Alphabet (
GOOGL
2.54%
) (
GOOG
2.52%
) and Nvidia (
NVDA
1.00%
) are two of the most valuable stocks in the world, with market capitalizations of $4.6 trillion and $5.1 trillion, respectively. Both companies have deep roots in artificial intelligence (AI), though there has historically been little overlap between the two.
Alphabet dominates the digital advertising market, due in part to propriet
2026-05-31
www.aol.com
2026-05-31
AOL.com
Move Over, Nvidia: 1 AI Stock Just Posted Its Best Day Since 2011 -- and Wall Street Says It's Still Cheap.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, May 31, 2026 at 9:53 AM GMT+8
0
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 hig
2026-05-31
moneymorning.com
2026-05-31
Money Morning
STOCKS
Broadcom (AVGO) Reports Wednesday. Wall Street Expects 140% AI Revenue Growth.
Money Morning Team
May 31, 2026
The S&P 500 just posted its eighth straight weekly gain, touching a fresh all-time high of 7,563 on Tuesday. Micron Technology crossed $1 trillion in market cap for the first time in company history. And this Wednesday, Broadcom steps up to report Q2 FY2026 earnings with more on
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.fool.com
2026-05-31
The Motley Fool
Micron Technology shares jumped more than 19% on Tuesday, the memory-chip maker's biggest single-session gain since 2011, and the move pushed the company past $1 trillion in market value for the first time -- making it one of the 10 most valuable public companies in the U.S., as of this writing. The catalyst for the stock's big surge this week was a sharply higher price target from a major Wall St
2026-05-31
www.aol.com
2026-05-31
AOL.com
Move Over, Nvidia: 1 AI Stock Just Posted Its Best Day Since 2011 -- and Wall Street Says It's Still Cheap.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, May 31, 2026 at 9:53 AM GMT+8
0
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 hig
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-28
247wallst.com
2026-05-28
24/7 Wall St.
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2026-05-28
cryptonews.net
2026-05-28
Cryptonews.net
Investor attention is increasingly turning to how Wall Street’s nvidia stock price 2026 forecast aligns with the company’s explosive AI-driven growth and rising risk profile.
Analysts covering NVIDIA (NVDA) remain overwhelmingly constructive on the stock’s medium-term trajectory. Based on recent coverage from more than 40 Wall Street analysts, the average 2026 price target sits at approximately $
2026-05-28
www.benzinga.com
2026-05-28
Benzinga
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