Semiconductor News & Analysis Feed
11428 articles
2026-05-31
en.sedaily.com
2026-05-31
Seoul Economic Daily
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2026-05-31
moneymorning.com
2026-05-31
Money Morning
STOCKS
Broadcom (AVGO) Reports Wednesday. Wall Street Expects 140% AI Revenue Growth.
Money Morning Team
May 31, 2026
The S&P 500 just posted its eighth straight weekly gain, touching a fresh all-time high of 7,563 on Tuesday. Micron Technology crossed $1 trillion in market cap for the first time in company history. And this Wednesday, Broadcom steps up to report Q2 FY2026 earnings with more on
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Silent
Infineon’s Silent Role in the AI Boom Powers a 52-Week High, With More Fuel in the Tank
31.05.2026 - 09:31:49 | boerse-global.de
Infineon hits EUR81.81 52-week high, joining NVIDIA's AI power ecosystem; Q2 revenue EUR3.8B, upgraded outlook; stock up 113% YTD, RSI 56.1 indicates further potential.
Infineon’s Silent Role in the AI Boom Powers a 52-Week High, With More Fuel in th
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027,
2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-31
news.az
2026-05-31
Latest news from Azerbaijan
A major shakeup is coming to the world of personal computing. Next week, tech giants Microsoft and Nvidia are expected to unveil the very first Windows PCs powered by Nvidia’s own main processors.
The highly anticipated computers will reportedly debut under Microsoft’s Surface brand, with other major manufacturers like Dell also set to roll out their own Nvidia-powered models. The big reveals are
2026-05-31
www.msn.com
2026-05-31
MSN
Key Points
Interested in Texas Instruments Incorporated? Here are five stocks we like better.
The shift from 48-volt to 800-volt power architectures in AI data centers and EVs is creating structural demand for analog chips from Texas Instruments and onsemi.
Bank of America raised its price targets for both companies, setting onsemi at $138 and Texas Instruments at $370, citing data center growth a
2026-05-31
news.google.com
2026-05-31
The Motley Fool
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Rally
Infineon’s Rally Runs on Twin Tracks: AI Data Centers and Humanoid Robots
31.05.2026 - 06:04:12 | boerse-global.de
Infineon shares hit €81.81 after 47% May gain, fueled by AI infrastructure spending and new humanoid robot power electronics opportunity, but valuation at 43x P/E raises analyst caution.
Aktivrente und höhere Pensionen: So profitieren Rentner 2026 - Foto: über boer
2026-05-31
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
2026-05-31
uk.finance.yahoo.com
2026-05-31
Yahoo Finance UK
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia is the largest component of the S&P 500.
Other companies could take Nvidia's spot if it stumbled.
10 stocks we like better than Nvidia ›
Being the largest and being the most important company aren't necessarily the same thing. Nvidia(NASDAQ: NVDA) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place
2026-05-31
mshale.com
2026-05-31
Mshale
mshale.com
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2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 30, 2026, reports emerged that NVIDIA NVDA and Microsoft (MSFT) are set to unveil their first Windows PCs featuring NVIDIA chips as the main processors. These computers are expected to be part of Microsoft's Surface brand, alongside offerings from other manufacturers such as Dell (DELL).
This collaboration marks a significant step for Microsoft, which has been striving to adopt more energy
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record highs, the stock looks attractive based on its run-rate earnings.
10 stocks we like better than Micron Technology ›
Micron Technology shares jumped more than 19% on Tuesday, the
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron Technology shares jumped more than 19% on Tuesday, the memory-chip maker's biggest single-session gain since 2011, and the move pushed the company past $1 trillion in market value for the first time -- making it one of the 10 most valuable public companies in the U.S., as of this writing. The catalyst for the stock's big surge this week was a sharply higher price target from a major Wall St