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Micron can still be looked at as value despite recent run, says Catalyst Funds' David Miller - CNBC

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www.cnbc.com 2026-05-27 CNBC

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Nvidia stock faces a key level that could make or break where it goes next - CNBC

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www.cnbc.com 2026-05-26 CNBC

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Micron hits $1 trillion market cap for the first time as stock surges 18% - CNBC

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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

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Tuesday, May 26, 2026: The Club is taking profits in this semiconductor stock following a parabolic move - CNBC

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www.cnbc.com 2026-05-26 CNBC

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Here are Tuesday's biggest analyst calls: Nvidia, Apple, Micron, Pershing Square, Dell, Occidental & more - CNBC

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www.cnbc.com 2026-05-26 CNBC

Sign up for free newsletters and get more CNBC delivered to your inbox Get this delivered to your inbox, and more info about our products and services. © 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company. Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

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AI capex will drive performance of chip stocks: BNP Paribas Wealth Management - CNBC

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www.cnbc.com 2026-05-26 CNBC

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Jim Cramer: How Nvidia can take a page out of Apple's playbook to do more for investors - CNBC

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www.cnbc.com 2026-05-26 CNBC

First, welcome to all who have joined us for the first time. Your participation in the CNBC Investing Club means a great deal to us. We aspire to get it right for you, in the same way a wonderful Club member explained this weekend as we gardened together. He couldn’t believe how much he had learned and how much he had prospered from it. I can only express gratitude to him. Here’s why — from 1983 t

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Huawei unveils new smartphone chips this fall as rivalry with Nvidia and Apple heats up - CNBC

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www.cnbc.com 2026-05-25 CNBC

SHANGHAI — Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia struggles to sell its high-end chips in China. Huawei said it developed a new engineering approach called “LogicFolding” to manufacture its Kirin smartphone chips this fall. That breakthrough comes as Nvidia faces U.S. export restrictions in China and App

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Beware the boom and bust cycle of memory stocks, investors warn amid AI boom - CNBC

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www.cnbc.com 2026-05-25 CNBC

London — Outsized returns for memory-related stocks have helped fuel substantial gains in U.S. and South Korean equity markets in recent years — but market watchers warn investors forget the market’s cyclicality at their own risk. The memory industry has been in a period of sustained growth since the launch of ChatGPT in December 2022, which triggered huge demand for high-bandwidth memory, or HBM

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Nvidia says its forecast for $200 billion CPU market includes China - CNBC

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www.cnbc.com 2026-05-23 CNBC

Nvidia CEO Jensen Huang said on Saturday that his forecast of a $200 billion market for CPUs includes China, signaling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. Central processing units have taken center stage as companies and businesses gravitate towards agentic AI — systems that perform autonomous functions — broadening demand be

Nvidia CPU Market AI Chips US-China Tech Tensions TSMC AI Servers Export Controls GPU

Qualcomm's stock pop shows investors are 'waking up' to boom in AI devices - CNBC

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www.cnbc.com 2026-05-23 CNBC

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The Tech Download: What you might have missed in Nvidia’s earnings — a $200 billion opportunity and edge computing - CNBC

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www.cnbc.com 2026-05-22 CNBC

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Meta, Broadcom and others to launch $125 million semiconductor research hub at UCLA - CNBC

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www.cnbc.com 2026-05-22 CNBC