Semiconductor News & Analysis Feed
111 articles
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
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2026-05-27
www.investors.com
2026-05-27
Investor's Business Daily
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2026-05-27
cryptorank.io
2026-05-27
CryptoRank
On May 26, 2026 AI and semiconductor stocks rallied as the S&P 500 rose 0.6% and the Nasdaq 1.1%, led by Micron (+17%, market cap above $1 trillion), Qualcomm (+6%), AMD (~+5%), Intel (~+4%) and a Roundhill Memory ETF gain of ~12%. The surge, fueled by stronger AI infrastructure demand and Nvidia’s push into a potential $200 billion CPU market with its Vera architecture, is broadly positive for cr
2026-05-26
www.aol.com
2026-05-26
AOL.com
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure.
Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities.
Credo is targeting the fast-growing AI connectivity opportunity.
10 stocks we like better than Astera Labs ›
Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure.
Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities.
Credo is targeting the fast-growing AI connectivity opportunity.
10 stocks we like better than Astera Labs ›
Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
news.google.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players.
Image source: Getty Images.
As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity techn
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the best-performing stocks ever, thanks to the growth of artificial intelligence, but for much of its run, people have called it overvalued. Cathie Wood wrote that it was "priced ahead of the curve" in May 2023. In early 2024, Morningstar analysts called it overvalued.
This is Exhibit A for why investors shouldn't see "overvalued" as a bad word. Over the last
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Nvidia sells its high-end processors to almost every AI company, giving it a better perspective than most have on how these companies work.
Nvidia has a five-year option to buy up to 30 million Iren shares at $70 apiece, and late last year it invested $5 billion in Intel when it traded for under $25 per share.
Nvidia's continued equity investments give it exposure to smaller companie
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Many tech investors are building a diversified AI stock portfolio, and it turns out Nvidia (
NVDA
1.86%
) is joining them. The AI chipmaker isn't just the largest company in the industry (and indeed, in any industry) -- it's also taking equity positions in other tech companies. When those smaller companies outperform, it directly translates into a better balance sheet for Nvidia. Although these eq
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-23
news.google.com
2026-05-23
The Motley Fool
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2026-05-23
www.aol.com
2026-05-23
AOL.com
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2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-23
www.fool.com
2026-05-23
The Motley Fool
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2026-05-23
www.mykxlg.com
2026-05-23
mykxlg.com
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