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美光科技股价5月暴涨77%，创近40年最强单月涨幅，但远期市盈率仍不足10倍，不及英伟达的一半。分析师直言：这是AI交易中"唯一"以合理估值交易的板块。随着高带宽存储与英伟达深度绑定、超大规模云厂商转向长期合同采购，订单积压已远
2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide insights into the IP business and its growth prospects, especially after last year's weakness?
A: Sassine Ghazi, President and CEO, expressed confidence in the IP portfolio, highlighting its broad reach across various markets such as AI, HPC, and automotive. He emphasized the sh
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
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Nvidia's AI Demand Fuels Earnings Blowout
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Nvidia's AI Demand Fuels Earnings Blowout
Nvidia reported a blowout quarter driven by surging AI demand, with revenue reaching $85.5 billion. CEO Jensen Huang sees AI as a computing paradigm shift.
May 28 at 2:03 AM
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Bloomberg Podcast
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2026-05-28
siliconangle.com
2026-05-28
SiliconANGLE
Semiconductor specialists Marvell Technology Inc. and Synopsys Inc. today posted quarterly revenue numbers that topped analyst expectations.
The two companies also raised their guidance. Both attributed the increase to growing demand from artificial intelligence data center builders. That’s a positive signal for the broader chip market, where Marvell and Synopsys play important roles. Nevertheles
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
digitimes.com
2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-28
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2026-05-28
Investing.com Australia
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2026-05-28
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2026-05-28
Seeking Alpha
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2026-05-28
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2026-05-28
MarketBeat
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2026-05-28
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2026-05-28
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2026-05-28
AOL.com
Synopsys (SNPS) Q2 2026 Earnings Transcript
MOTLEY FOOL TRANSCRIBING, THE MOTLEY FOOL
Thu, May 28, 2026 at 6:48 AM GMT+8
0
Logo of jester cap with thought bubble.
Image source: The Motley Fool.
DATE
Wednesday, May 27, 2026 at 5 p.m. ET
CALL PARTICIPANTS
President and CEO — Sassine Ghazi
Chief Financial Officer — Shelagh Glaser
Need a quote from a Motley Fool analyst? Email pr@fool.com
TAKE
2026-05-28
www.theglobeandmail.com
2026-05-28
The Globe and Mail
Image source: The Motley Fool.
DATE
Wednesday, May 27, 2026 at 5 p.m. ET
CALL PARTICIPANTS
President and CEO — Sassine Ghazi
Chief Financial Officer — Shelagh Glaser
Need a quote from a Motley Fool analyst? Email pr@fool.com
TAKEAWAYS
Total Revenue -- $2.276 billion, exceeding company guidance, reflecting broad-based strength across segments, including the integration of ANSYS (NASDAQ: ANSS)
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-28
Investing.com Canada
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2026-05-28
cryptobriefing.com
2026-05-28
Crypto Briefing
Synopsys reports Q2 2026 earnings, raises FY26 guidance
The EDA giant beat analyst expectations again and bumped its full-year outlook, reinforcing its position as a key beneficiary of the AI chip boo
2026-05-28
www.benzinga.com
2026-05-28
Benzinga
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
www.gurufocus.com
2026-05-28
GuruFocus
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