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U.S. semiconductor stocks moved broadly higher in premarket trading on Tuesday, with memory chipmakers and AI infrastructure companies leading gains as market sentiment improved following signs of progress in negotiations between the United States and Iran.
The rally followed strength across Asian markets, where artificial intelligence-linked technology stocks advanced in both Hong Kong and South
2026-05-26
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2026-05-26
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Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut
It’s different this time.
That’s the call from UBS analyst Timothy Arcuri, who more than tripled his price target on memory specialist MicronMU $815.46 (-1.48%) to $1,625 from $535. If his view were realized, the company would be worth north of $1.8 trillion.
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2026-05-26
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In this video, I will cover Nvidia's (
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1.86%
) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 21, 2026. The video was published on May. 21, 2026.
2026-05-26
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2026-05-26
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michael burry
ai demand
chip market
Michael Burry Warns Nvidia Stock Faces Aggressive Fall
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May 26, 2026
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In Substack posts, investor Michael Burry warned that Nvidia stock is vulnerable to an "aggressive fall," saying "The conditions for an aggressive fall are as strong as they ha
2026-05-26
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2026-05-26
MLex
By Curtis Eichelberger ( May 26, 2026, 13:01 GMT | Insight) -- Texas Instruments’ $7. 5 billion acquisition of Silicon Laboratories' received merger clearance May 22 after the Hart-Scott-Rodino waiting period expired just before midnight, according to a filing with the US Securities and Exchange Commission. Texas Instruments’ $7. 5 billion acquisition of Silicon Laboratories' received merger clea
2026-05-26
africa.businessinsider.com
2026-05-26
Business Insider Africa
Nvidia stock is at a historically high risk of an "aggressive fall," Michael Burry says.
The "Big Short" investor said the next fall could be "more dramatic" than previous big drops.
Burry rang the alarm on "tokenmaxxing," calling it a "crazy, rushed, temporary phase."
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Michael Burry warned Nvidia stock looks vulnerable and the AI "tokenmaxxing" trend won't last in two recent Substack posts.
"The conditions for an aggressive fall are as strong as they have been in the history of the stock," Burry wrote in a Monday post.
The investor of "The Big Short" fame — known for making prescient calls and dire predictions — added that Nvidia's next decline could be "more
2026-05-26
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2026-05-26
Actu IA
Artificial intelligence/Huawei Announces LogicFolding: 3D Density Without EUV Machines, Targeting 1.4 nm by 2031
Table of contents
A Temporal Scaling Law to Succeed Moore
LogicFolding: 3D Against EUV, and Its Shades
A 3D Architecture That Isn't Uniquely Huawei's
He Tingbo, the Tutelary Figure of HiSilicon
On May 25, 2026, He Tingbo, president of Huawei's semiconductor department and board member