Semiconductor News & Analysis Feed
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron (
MU
+19.70%
) has been one of the biggest stories on the stock market, and it just hit a major milestone.
Shares of the memory chip superstar just topped the $1 trillion market cap threshold for the first time in its history, joining top chip stocks like Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the club.
An unusually aggressive price target hike from UBS was the catalyst fo
2026-05-27
www.quiverquant.com
2026-05-27
Quiver Quantitative
NVIDIA Earnings Rotation: Social media participants noted a clear shift toward AMD shares after NVIDIA's latest results, with analysts pointing to accelerating growth rates near 50 percent in key segments.
Computex Momentum: Discussions centered on Lisa Su's upcoming appearance at the event, which investors linked to potential CPU market gains and broader semiconductor strength amid memory supply
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In midday trading, the S&P 500 (
^GSPC
+0.41%
) rose 0.57% to 7,516.11, the Nasdaq Composite (
^IXIC
+0.81%
) climbed 1.00% to 26,606.90 on AI strength, while the Dow Jones Industrial Average (
^DJI
0.38%
) slipped 0.23% to 50,463.03 as non-tech blue chips lagged.
Market movers
Micron Technology (
MU
+18.32%
) jumped roughly 18% toward a $1 trillion valuation after UBS (
UBS
+1.45%
) tripled its
2026-05-27
news.google.com
2026-05-27
Digital Foundry
2026-05-27
news.samsung.com
2026-05-27
samsung.com
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2026-05-27
www.tomshardware.com
2026-05-27
Tom's Hardware
PC Components GPUs
Nvidia is finally ditching its iconic Control Panel after 20 years — new driver updates only ship in the Nvidia App
News
By Aaron Klotz published 1 hour ago
The Nvidia Control Panel will no longer have features added to it, but it will still be available for download from the Microsoft Store.
(Image credit: Nvidia)
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2026-05-27
tomshardware.com
2026-05-27
Aaron Klotz
Nvidia has finally retired its 20-year-old control panel for GeForce GPUs. From now on, new GeForce drivers will only include the Nvidia App.
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron jumps 16% after UBS triples price target to $1,625 on AI memory demand
UBS analyst Timothy Arcuri tripled his Micron price target, citing long-term supply agreements and AI-driven demand for hi
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
2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
tomshardware.com
2026-05-27
Ben Stockton
Updated daily, this list shows the lowest US prices on major SSD models.
2026-05-27
tomshardware.com
2026-05-27
Luke James
The Suwon District Court rejected the injunction filed by five employees from Samsung’s Device eXperience division.
2026-05-27
www.pcgamer.com
2026-05-27
PC Gamer
Hardware Processors
Nvidia's first in-house CPU benchmarked, beats x86 and ARM chips alike but only in Nvidia-sanctioned tests
News
By Jeremy Laird published 6 hours ago
But when might we see such CPU cores in a PC?
(Image credit: Nvidia)
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The first true Nvidia CPU
2026-05-27
tomshardware.com
2026-05-27
Hassam Nasir
The Arc G3 series would compete directly against AMD's Ryzen Z2 platform.
2026-05-27
realmoney.thestreet.com
2026-05-27
TheStreet Pro
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2026-05-27
pro.thestreet.com
2026-05-27
TheStreet Pro
HOME>TRADE-IDEAS
TRADE-IDEAS
Micron Price Target Gets Massive Boost
TipRanks’ No. 2-rated analyst comes out with MU’s newest target … get ready to do a double-take.
Stephen Guilfoyle·May 26, 2026, 12:05 PM EDT
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2026-05-27
www.taipeitimes.com
2026-05-27
Taipei Times
This year’s Computex Taipei trade show will feature keynote addresses by the CEOs of Qualcomm Inc, Intel Corp, Marvell Technology Inc and NXP Semiconductors NV, the event’s organizer said yesterday.
The event will also host four “heavyweight forums” on robotics, automation and physical artificial intelligence (AI) featuring senior executives from ABB Ltd, Nvidia Corp, Qualcomm and NXP, Taiwan Ext
2026-05-26
www.msn.com
2026-05-26
MSN
Memory-chip maker Micron TechnologyMU scored a bullish report from a Wall Street analyst on Tuesday. Micron stock surged to a record high.
UBS analyst Timothy Arcuri maintained his buy rating on Micron stock and raised his 12-month price target to 1,625 from 535.
In morning trades on the stock market today, Micron stock jumped more than 17% to 879.13. Earlier in the session, it hit a record high
2026-05-26
uk.finance.yahoo.com
2026-05-26
Yahoo Finance UK
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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