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2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) is benefiting from one of AI's most important bottlenecks: memory. With high-bandwidth memory supply all but sold out through 2027, and earnings estimates rising, the stock could keep gaining if investors continue to revalue it as core AI infrastructure instead of a cyclical memory company.
Stock prices used were the market prices of May 21, 2026. The video was published on M
2026-06-02
telecomlead.com
2026-06-02
TelecomLead
Global Smartphone Shipments Set for Record 13.9% Decline as Memory Chip Shortage Hits Budget Market
June 1, 2026
The global smartphone industry is facing its sharpest annual contraction on record, with shipments expected to fall 13.9 percent to 1.08 billion units in 2026, according to the latest forecast from Counterpoint Research.
Smartphones under $99
The revised outlook is worse than Counte
2026-06-02
www.pymnts.com
2026-06-02
PYMNTS.com
Nvidia and Microsoft Bet the PC Can Beat the Cloud
BY PYMNTS | JUNE 1, 2026
|
For years, enterprise artificial intelligence has lived in the cloud.
Employees typed prompts into browser windows, queries traveled to data centers and responses came back. That model suited hyperscalers. It suited corporate IT and security teams less.
Nvidia and Microsoft moved to change that at GTC Tapei, un
2026-06-02
www.digitalfoundry.net
2026-06-02
Digital Foundry
NewsNvidiaPC
Nvidia reveals RTX Spark N1/N1X "superchip" at Computex, with Gaming Performance Equivalent to RTX 5070 Laptop
The world's biggest company takes on AMD, Intel, Qualcomm and Apple in the PC space.
by William Judd
7 hours ago
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Nvidia has officially unveiled its rumoured N1 and N1X chips at Computex under the RTX Spark brand, bringing a chipset to rival Apple, Intel, Qualcomm an
2026-06-02
www.theinformation.com
2026-06-02
The Information
OpenAI’s Revenue Chief Barnstorms for Business Customers
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2026-06-02
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2026-06-02
Tom's Hardware
Laptops
Nvidia's RTX Spark could caplitalize where Qualcomm's Arm-based efforts have not — following the expiration of Qualcomm's Windows on Arm deal, Nvidia stands poised to pick up the slack
News
By Luke James published 8 hours ago
The long-delayed N1X arrives as a Grace-Blackwell superchip.
(Image credit: Getty / I-Hwa Cheng)
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2026-06-01
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2026-06-01
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2026-06-01
Speciality Chemicals Magazine
Feature article - America’s semiconductor facilities are being built: The speciality chemical supply chains that feed them are not
1st June 2026
Submitted by:
Andrew Warmington
The CHIPS Act has created the largest demand signal for speciality chemicals in a generation. Whether your company captures it is an operational question, not a chemistry one, says Stephen Ottley, managing director and h
2026-06-01
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2026-06-01
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2026-06-01
TheStreet Pro
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New AMD Price Target After Nvidia ‘Superchip’ Threatens Key Business
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Stephen Guilfoyle·Jun 1, 2026, 11:05 AM EDT
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2026-06-01
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eetimes.com
2026-06-01
The demand for more efficient power solutions continues to put pressure on designers to optimize system design without compromising performance. Read how you can simplify high-voltage power conversion and reduce system cost, size and complexity for a range of demanding applications with GaN BDS. High-voltage GaN bi-directional switches enable implementation of single-stage power converters with […
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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