Semiconductor News & Analysis Feed

20 articles
2026-10-01
finance.yahoo.com 2026-10-01
2026-09-30
finance.yahoo.com 2026-09-30
2026-09-28
finance.yahoo.com 2026-09-28
2026-09-25
www.investing.com 2026-09-25
2026-09-24
www.theglobeandmail.com 2026-09-24
2026-09-24
finance.yahoo.com 2026-09-24
2026-09-24
www.tradingview.com 2026-09-24
2026-09-22
www.fool.com 2026-09-22
This Motley Fool article positions Nvidia as the definitive AI investment thesis for the next three years, deliberately setting it apart from other high-profile names like Micron and Alphabet. The core analytical argument rests on a valuation-growth mismatch: Nvidia trades at approximately 28x forwa
2026-09-18
www.fool.com 2026-09-18
This article analyzes the five largest publicly traded companies by market capitalization, with NVIDIA leading at $5.3 trillion, surpassing Apple, Google, Microsoft, and Amazon. The shift reflects the rapid growth of artificial intelligence, particularly NVIDIA's dominance in AI data center chips. T
2026-09-18
news.google.com 2026-09-18
2026-09-18
www.cnbc.com 2026-09-18
2026-09-17
www.cnbc.com 2026-09-17
2026-09-16
finance.yahoo.com 2026-09-16
2026-09-14
finance.yahoo.com 2026-09-14
2026-09-14
247wallst.com 2026-09-14
On September 14, 2026, global tech stocks experienced a notable market rotation, with NVIDIA dropping 8.38% while Meta, Alphabet, and Microsoft rose 7.12%, 2.09%, and remained flat, respectively. This shift was triggered by public calls from three AI executives—Dario Amodei of Anthropic, Sam Altman
2026-09-14
www.zacks.com 2026-09-14
2026-09-14
finance.yahoo.com 2026-09-14
2026-09-13
finance.biggo.com 2026-09-13
2026-09-13
www.theglobeandmail.com 2026-09-13
2026-09-13
finance.yahoo.com 2026-09-13