Semiconductor News & Analysis Feed
10892 articles
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
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
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
Was Jensen right all along?
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
MarketBeat
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simplywall.st
2026-05-30
simplywall.st
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2026-05-30
fortune.com
2026-05-30
Fortune
Nvidia’s rise from chipmaker to AI infrastructure powerhouse has transformed it into one of the world’s most valuable companies. Leading the financial operation behind that ascent is CFO Colette Kress, No. 49 on the 2026 Fortune Most Powerful Women list.
Kress joined Nvidia in 2013. Before that, she was SVP and CFO of Cisco’s Business Technology and Operations Finance organization. She also spent
2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) CEO has promised staff bonuses of more than 30% as the chipmaker reports surging first-quarter revenue.
The company posted Q1 revenue of $35.9 billion, a figure that underscores the extraordinary pace of demand driven by artificial intelligence applications.
Romania: First footage shows damage after drone hits residential block near Ukraine
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
From, GaN
From GaN to Grid: Infineon Positions as AI’s Power Broker, but the Next Week Could Decide Whether the Rally Has Legs
30.05.2026 - 12:43:07 | boerse-global.de
Infineon hits 52-week high after Nvidia AI partnership and Morgan Stanley's 5.02% stake, leveraging GaN and SiC for AI and EV markets.
From GaN to Grid: Infineon Positions as AI’s Power Broker, but the Next Week Could Decide Wheth
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
themachinemaker.com
2026-05-30
Machine Maker
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2026-05-30
Seeking Alpha
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2026-05-30
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2026-05-30
MarketBeat
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