Semiconductor News & Analysis Feed
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2026-05-26
www.investors.com
2026-05-26
Investor's Business Daily
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2026-05-26
www.investors.com
2026-05-26
Investor's Business Daily
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2026-05-26
www.investors.com
2026-05-26
Investor's Business Daily
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2026-05-26
247wallst.com
2026-05-26
24/7 Wall St.
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2026-05-26
www.tradingkey.com
2026-05-26
TradingKey
Optical communication stocks surged on May 26 due to advancements in GPU-HBM integration using fiber optic interconnects. This innovative solution overcomes physical limitations of traditional 2.5D packaging by decoupling compute and memory units, allowing greater HBM capacity and improved thermal management. If successful, it will expand optical interconnects beyond data centers and benefit silic
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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Investing.com
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2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 38 minutes ago
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Updated 32 minutes ago
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2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
www.investing.com
2026-05-26
Investing.com
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2026-05-26
wccftech.com
2026-05-26
Wccftech
The first NVIDIA Vera CPU benchmarks have been released, showcasing a huge gain over Grace while outperforming the latest AMD EPYC & Intel Xeon chips.
NVIDIA recently announced that its Vera CPUs were in full production, hand-delivering the first CPU racks to major AI firms such as OpenAI, SpaceX, Anthropic, and Oracle. Vera is a fundamental component of the Extreme Co-Design ecosystem powering t
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 23 minutes ago
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Shares of Micron $MU +14.28% Tec
2026-05-26
www.barrons.com
2026-05-26
Barron's
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2026-05-26
www.msn.com
2026-05-26
MSN
Comparing Nvidia to Cisco Systems is a controversial topic. But there might be some reasons for investors to at least consider the similarities between the chip maker and the dot-com network darling.
Nvidia’s sales growth this decade has looked similar to Cisco’s in its 1990s heyday, according to Ned Davis Research Group ‘s chief thematic strategist Pat Tschosik.
After Cisco’s sales growth peake
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.reuters.com
2026-05-26
Reuters
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