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2026-06-02
The Zacks Analyst Blog Highlights NVIDIA, Sandisk and Micron - Zacks Investment Research
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www.zacks.com 2026-06-02 Zacks Investment Research
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2026-06-02
How Navitas Semiconductor's GaN and SiC Power AI Grid Buildout - Zacks Investment Research
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www.zacks.com 2026-06-02 Zacks Investment Research
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2026-06-02
AI Power Boards and SiC Grid to Aid Navitas Semiconductor's Prospects - Zacks Investment Research
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www.zacks.com 2026-06-02 Zacks Investment Research
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2026-06-02
Zacks Investment Ideas feature highlights: NVIDIA, HubSpot, Fluence Energy, CoreWeave and Taiwan - Yahoo Finance
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finance.yahoo.com 2026-06-02 Yahoo Finance
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2026-06-02
New regulations on outbound investment; Qiushi on future industries; Chip export control dysfunction; Shangri-La Dialogue; EU-China - Sinocism | Bill Bishop
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news.google.com 2026-06-02 Sinocism | Bill Bishop
2026-06-02
2 AI Memory Stocks Outperforming NVIDIA With Big Upside Ahead - Zacks Investment Research
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www.zacks.com 2026-06-02 Zacks Investment Research
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2026-06-01
Eurizon Capital SGR S.p.A. Makes New Investment in Synopsys, Inc. $SNPS - MarketBeat
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www.marketbeat.com 2026-06-01 MarketBeat
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2026-06-01
Prediction: After Intel, This Artificial Intelligence (AI) Semiconductor Stock Could be Next to Secure an Investment From the Trump Administration - The Motley Fool
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www.fool.com 2026-06-01 The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology ( MU +5.07% ). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years. More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
Semiconductor IndustryAI ChipsTrump AdministrationCHIPS ActMemory ChipsSupply Chain SecurityUS-China Tech RivalryUS Manufacturing
2026-06-01
Why Nvidia CEO Jensen Huang's Computex Speech Matters: AI Chips, Taiwan Investments And The Company's Nex - Benzinga
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www.benzinga.com 2026-06-01 Benzinga
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2026-05-31
SoftBank to spend up to $87 billion on French AI data centers
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tomshardware.com 2026-05-31 Luke James
SoftBank carries over $130 billion in debt and took a $40 billion bridge loan in March to fund its latest OpenAI investment.
SoftBankFranceAI data centersEnergy investmentDigital infrastructureRenewable energyEUSemiconductor
2026-05-31
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Walter Public Investments Inc. - MarketBeat
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www.marketbeat.com 2026-05-31 MarketBeat
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2026-05-31
Walter Public Investments Inc. Sells 12,845 Shares of Cadence Design Systems, Inc. $CDNS - MarketBeat
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www.marketbeat.com 2026-05-31 MarketBeat
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2026-05-31
Railway Pension Investments Ltd Has $179.11 Million Holdings in Qualcomm Incorporated $QCOM - MarketBeat
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www.marketbeat.com 2026-05-31 MarketBeat
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2026-05-31
166,240 Shares in Cadence Design Systems, Inc. $CDNS Purchased by Railway Pension Investments Ltd - MarketBeat
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news.google.com 2026-05-31 MarketBeat
2026-05-31
Hillsdale Investment Management Inc. Has $5.98 Million Stock Holdings in Qualcomm Incorporated $QCOM - MarketBeat
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www.marketbeat.com 2026-05-31 MarketBeat
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2026-05-31
ASML: The Best Semiconductor Stock? Maybe; The Best Investment? Not Anymore (Downgrade) - Seeking Alpha
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seekingalpha.com 2026-05-31 Seeking Alpha
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2026-05-31
Eurizon Capital SGR S.p.A. Makes New $36.88 Million Investment in Cadence Design Systems, Inc. $CDNS - MarketBeat
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www.marketbeat.com 2026-05-31 MarketBeat
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2026-05-31
H&H International Investment Boosts Nvidia Stake by 6.6M Shares - The Globe and Mail
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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
NVIDIASemiconductor IndustryInvestment IncreaseH&H International InvestmentAI ChipsTechnology StocksMarket AnalysisFinancial Investment
2026-05-30
Parabolic Semiconductor Rally: What Breaks The Trade? - Real Investment Advice
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realinvestmentadvice.com 2026-05-30 Real Investment Advice
NEWSLETTER PARABOLIC SEMICONDUCTOR RALLY: WHAT BREAKS THE TRADE?   By  LANCE ROBERTS  | May 30, 2026 🔎 AT A GLANCE Parabolic Semiconductor Rally: What Breaks The Trade? Market Brief & Technical Review From Lance’s Desk: Dollar Dominance Remains Alive And Well (Part 1) – RIA Market stats, screens, and risk indicators 🏛️ MARKET BRIEF – AI VALIDATION FUELS A NINTH WEEKLY ADVANCE The headline tape ma
Semiconductor IndustryAI ChipsMarket Technical AnalysisFederal Reserve Rate ExpectationsMacroeconomic DataTech Stock RallyMarket Risk IndicatorsInvestment Strategy
2026-05-30
Triodos Investment Management BV Has $72.33 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-30 MarketBeat
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