Semiconductor News & Analysis Feed
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2026-05-31
simplywall.st
2026-05-31
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Record
Infineon’s Record Rally Meets the Macro Gauntlet: AI Power Story Faces Its First Real Test
30.05.2026 - 18:23:21 | boerse-global.de
Infineon shares surge to €81.81, up 113% YTD, powered by AI data centers, EVs, and renewables. But with the stock nearly double its 200-day average, sustainability hinges on macro data and earnings.
Infineon’s Record Rally Meets the Macro Gauntlet
2026-05-31
the-decoder.com
2026-05-31
the-decoder.com
AI in practice
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Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Copilot
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
May 30, 2026
Nvidia is entering the PC market. According to Axios, the first Windows computers running Nvidia chips as their main processor will be unveiled next
2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
www.barchart.com
2026-05-30
Barchart.com
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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
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
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
2026-05-30
finimize.com
2026-05-30
Finimize
Axios says new Surface and Dell laptops could debut at Computex, with Nvidia chips acting as the main processor.
Microsoft and Nvidia are expected to unveil Windows PCs that use an Nvidia chip as the main processor next week, with possible Surface and Dell launches around Computex in Taiwan and Microsoft’s Build conference, according to Axios.
If the report holds, it would mark a real change in
2026-05-30
www.benzinga.com
2026-05-30
Benzinga
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2026-05-30
news.az
2026-05-30
Latest news from Azerbaijan
Nvidia and Microsoft are expected next week to launch the first Windows OS computers featuring Nvidia’s chips as the main processor, Axios reported on Saturday, citing sources.
Nvidia-powered computers are expected both from Microsoft's Surface brand as well as other computer makers including Dell, News.Az reports, citing The Star.
Reuters could not immediately verify the report. Microsof
2026-05-30
wccftech.com
2026-05-30
Wccftech
ACER is showcasing its latest budget and enthusiast laptops at Computex, featuring Intel, AMD, and Qualcomm options.
Major PC players are quickly moving to offer competition against the MacBook Neo, which has caused a disruption in the mainstream segment with its attractive $599 price point and a premium build quality. It has seen an incredible response from consumers, and multiple PC OEMs are no
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
In a report released today, Matthew Prisco from Cantor Fitzgerald reiterated a Hold rating on Texas Instruments, with a price target of $300.00.
Prisco covers the Technology sector, focusing on stocks such as Onto Innovation, Texas Instruments, and NXP Semiconductors. According to TipRanks, Prisco has an average return of 47.4% and an 82.22% success rate on recommended stocks.
In addition to Can
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
ASML’s, Billion
ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount
30.05.2026 - 14:41:25 | boerse-global.de
ASML shares surge 111% in a year on AI demand and EU semiconductor push, but trade at 19% above Morningstar fair value. Key support at €1,355.
ASML’s €120 Billion Tailwind: EU Chips Act 2.0 Fuels Rally, but Valuation Questions Mount - Foto: über boers