Feed Deep Dive Matrix Subscribe About
2389 articles
Trending Companies
NVIDIA90 TSMC66 Huawei21 Intel19 AMD18 Micron Technology12 SMIC11 Micron9 Samsung Electronics9 Samsung8 Apple8 ASML8 Huawei Technologies8 Infineon7 Synopsys7
Trending Technologies
EUV80 3nm72 LogicFolding21 1.4nm17 Tau Scaling Law17 AI chips16 AI14 GPU12 HBM9 AI infrastructure9 2nm8 CPU7 DRAM7 semiconductor6 Vera CPU6
2026-05-08
Is Nvidia’s US$2 Billion AI Bet And Chip Alliances Altering The Investment Case For Marvell (MRVL)? - simplywall.st
0.92
simplywall.st 2026-05-08 simplywall.st
__fail__
2026-05-08
Nvidia: The Application Layer Could Pressure AI Infrastructure Economics - Seeking Alpha
0.85
seekingalpha.com 2026-05-08 Seeking Alpha
__fail__
2026-05-08
Options Market Statistics | Qualcomm Up 5.18%, invited to Trump's China visit, DA Davidson raises target to $205 - Moomoo
0.85
www.moomoo.com 2026-05-08 Moomoo
__fail__
2026-05-08
IREN Shares Jump as Nvidia Deal Sharpens Bitcoin Miner’s AI Pivot - Yahoo Finance
0.82
finance.yahoo.com 2026-05-08 Yahoo Finance
__fail__
2026-05-08
NVIDIA Expands AI Infrastructure From Utility Scale Builds To Homes - Yahoo Finance
0.87
finance.yahoo.com 2026-05-08 Yahoo Finance
__fail__
2026-05-08
NVIDIA, IREN Announce Strategic Partnership to Deploy Large-Scale AI Infrastructure - The Fast Mode
0.87
www.thefastmode.com 2026-05-08 The Fast Mode
__fail__
2026-05-08
NVIDIA, Corning Expand U.S. Optical Manufacturing for AI Infrastructure Growth - The Fast Mode
0.89
www.thefastmode.com 2026-05-08 The Fast Mode
__fail__
2026-05-08
Geopolitics Is Rewriting Memory Sourcing
0.92
eetimes.com 2026-05-08 Marco Mezger
Geopolitical tensions are rewriting memory sourcing—ditch old habits and future-proof your supply chain to avoid costly disruption.
Memory Supply ChainGeopoliticsDRAMNAND FlashSemiconductor Supply ChainUS-China RelationsMemory SourcingSupply Chain Resilience
2026-05-08
Nvidia Places Massive AI Infrastructure Bet on IREN’s 5 GW Pipeline - Data Center Knowledge
0.9
www.datacenterknowledge.com 2026-05-08 Data Center Knowledge
__fail__
2026-05-08
SoftBank in talks with Nvidia, Foxconn on Japan AI server plan- Nikkei - Investing.com
0.82
www.investing.com 2026-05-08 Investing.com
__fail__
2026-05-08
IREN Rethinks Bitcoin Roots With Global AI Cloud And NVIDIA Backing - simplywall.st
0.8
simplywall.st 2026-05-08 simplywall.st
__fail__
2026-05-08
Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Down 1.2% - Time to Sell? - MarketBeat
0.95
www.marketbeat.com 2026-05-08 MarketBeat
__fail__
2026-05-08
Nvidia CEO says AI partnership with Corning will 'revitalize American manufacturing' - CNBC
0.85
www.cnbc.com 2026-05-08 CNBC
__fail__
2026-05-08
Nvidia vs. Palantir: The Better AI Stock to Own in 2026 - AOL.com
0.83
www.aol.com 2026-05-08 AOL.com
__fail__
2026-05-08
IREN Secures $3.4bn AI Cloud Contract with NVIDIA - GlobeNewswire
0.88
www.globenewswire.com 2026-05-08 GlobeNewswire
__fail__
2026-05-08
Nvidia vs. Palantir: The Better AI Stock to Own in 2026 - The Motley Fool
0.92
www.fool.com 2026-05-08 The Motley Fool
Nvidia(NVDA1.38%)andPalantir Technologies(PLTR+0.92%)both were superstars in the early days of the artificial intelligence (AI) boom. This is because they were among the first to benefit from the revenue opportunity -- and as a result, investors rushed to get in on their shares. Nvidia stock has soared more than 500% over the past three years, while Palantir has surged 1,700%.But in recent times,
Artificial IntelligenceSemiconductorAI ChipNVIDIAPalantirAI InfrastructureInvestment AnalysisTechnology Stock
2026-05-08
Nvidia to invest up to $2.1 billion in IREN as part of AI data center deal - Reuters
0.95
www.reuters.com 2026-05-08 Reuters
__fail__
2026-05-08
Iren stock rallies on Nvidia partnership for AI deployments - MSN
0.8
www.msn.com 2026-05-08 MSN
__fail__
2026-05-08
My Top 2 Semiconductor Stocks Benefiting From the AI Boom to Buy in May 2026 - Yahoo Finance
0.8
finance.yahoo.com 2026-05-08 Yahoo Finance
__fail__
2026-05-08
My Top 2 Semiconductor Stocks Benefiting From the AI Boom to Buy in May 2026 - AOL.com
0.87
www.aol.com 2026-05-08 AOL.com
__fail__