Semiconductor News & Analysis Feed
8341 articles
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Few investors a year ago would have predicted that Micron Technology (
MU
0.44%
) would deliver one of the U.S. stock market's most extraordinary 12-month runs. The shares traded in the mid-$90s as recently as late May 2025, and memory chips still carried the reputation of being one of the most cyclical corners of the semiconductor industry. A boom-and-bust pattern had defined the business for dec
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
ktxs.com
2026-05-29
KTXS
ABILENE, Texas — A major expansion in West Texas is now taking shape.
IREN, a digital infrastructure company, has partnered with NVIDIA to help build out its Sweetwater data center campus in Fisher County.
“What this brings to the partnership is the ability to apply that architecture to our Sweetwater campus," said David Shaw, chief operating officer for IREN. "The benefits of that is the abilit
2026-05-29
ktxs.com
2026-05-29
KTXS
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IREN partners with NVIDIA to develop AI-ready architecture for West Texas data center
IREN partners with NVIDIA to develop AI-ready architecture for West Texas data center campus (IREN)
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2026-05-29
www.quiverquant.com
2026-05-29
Quiver Quantitative
Representative Thomas Kean Jr., a New Jersey Republican who has been absent from Congress for nearly three months due to an undisclosed medical condition, disclosed a purchase of Texas Instruments ($TXN) stock made during his disappearance from public view. The April 14 trade, valued between $1,001 and $15,000, was the only purchase listed on the filing while several other holdings were sold or pa
2026-05-29
www.tweaktown.com
2026-05-29
TweakTown
NVIDIA's Arm-based 'Vera' CPU benchmarked, beats Intel Xeon and AMD EPYC CPUs
NVIDIA's upcoming 'Vera' CPU delivers a 1.63x performance uplift over last-gen Grace and is also faster than the top EPYC and Xeon CPUs.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 28, 2026 1:25 PM CDT
2 minutes & 45 seconds read time
TL;DR: NVIDIA's Vera CPU, featuring 88 custom Armv9.2 cores and advanced
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
electronics360.globalspec.com
2026-05-29
Electronics360
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2026-05-29
news.google.com
2026-05-29
EDN - Voice of the Engineer
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
AI Semiconductor Rally: AMD, Marvell, Arista, Nvidia Lead
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
AI Trade Broadens Beyond Nvidia
Arista And AI Networking Infrastructure
Sources
Gotrade News - The AI semiconductor rally is broadening, with AMD, Marvell, Arista, and Nvidia drawing investor attention. The VanEck Semiconductor ET
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.prnewswire.com
2026-05-29
PR Newswire
Linux Foundation Releases OpenMDW-1.1; NVIDIA Adopts OpenMDW for Cosmos, Isaac GR00T, Ising and Nemotron, AI Model Families
NEWS PROVIDED BY
The Linux Foundation
May 28, 2026, 12:00 ET
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Updated OpenMDW-1.1 license advances open model ecosystem through permissive licensing and intellectual property protections
SAN FRANCISCO, May 28, 2026 /PRNewswire/ -- The Linux Founda
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron (
MU
+1.08%
) has been one of the hottest stocks to own over the past year. If you bought it one year ago, you paid about $90 per share. Now it's around $750 per share. However, Micron may not be done producing jaw-dropping results.
Micron is chasing a major growth trend, and it could propel the stock to four-digit levels and beyond. In fact, I wouldn't be surprised if the stock more than
2026-05-28
www.theglobeandmail.com
2026-05-28
The Globe and Mail
SynopsysSNPS reported non-GAAP earnings of $3.35 per share for the second quarter of fiscal 2026, which beat the Zacks Consensus Estimate by 5.7%. The bottom line decreased 8.7% on a year-over-year basis.
Synopsys’ earnings beat the Zacks Consensus Estimate thrice and missed once in the trailing four quarters, with the average surprise being 0.9%.
Synopsys’ fiscal second-quarter revenues jumped
2026-05-28
news.google.com
2026-05-28
The Globe and Mail
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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