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2026-05-23
How Hedge Funds Are Trading Semiconductor Stocks - Goldman Sachs
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www.goldmansachs.com 2026-05-23 Goldman Sachs
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2026-05-22
Hedge funds cash in on semiconductor rally as AI trade gathers pace - LinkedIn
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www.linkedin.com 2026-05-22 LinkedIn
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2026-05-22
Hedge Funds Lock In Gains Following Powerful Semiconductor Rally - Yahoo Finance UK
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uk.finance.yahoo.com 2026-05-22 Yahoo Finance UK
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2026-05-22
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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2026-05-22
Innovation at the edge: Semiconductor startup highlights from Plug and Play Silicon Valley May Summit 2026
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digitimes.com 2026-05-22
At the recent Plug and Play Silicon Valley May Summit, the semiconductor and supply chain sessions highlighted a critical shift toward hardware-level security, energy efficiency for AI, and AI-driven quality engineering. Startups, including Enclave Semiconductor, Bedrock Semiconductor, and Lattice, presented solutions aimed at securing and optimizing the global electronics ecosystem.
2026-05-22
Nvidia CEO Jensen Huang acknowledges Huawei’s dominance in China’s AI chip market - Crypto Briefing
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cryptobriefing.com 2026-05-22 Crypto Briefing
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2026-05-22
NVIDIA Moves Gaming Segment Under “Edge Computing”, Posts 29% Revenue Growth From Blackwell Workstations But Gaming GPUs Slow Down Due To “Elevated” Memory Prices - Wccftech
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wccftech.com 2026-05-22 Wccftech
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2026-05-22
Nvidia Earnings Show AI Spending Moving Beyond GPUs - Data Center Knowledge
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www.datacenterknowledge.com 2026-05-22 Data Center Knowledge
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2026-05-22
Nvidia's Impressive Earnings Fall Flat with Investors. Has The Stock Lost Its Edge? - Investopedia
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www.investopedia.com 2026-05-22 Investopedia
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2026-05-21
Nvidia Bullishness Lifts Chip Sector as Hedge Funds Trim - Gotrade
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www.heygotrade.com 2026-05-21 Gotrade
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2026-05-21
LMT IoT and Infineon announce partnership to accelerate connected edge AI product development - The Baltic Times
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www.baltictimes.com 2026-05-21 The Baltic Times
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2026-05-21
15,450 Shares in ASML Holding N.V. $ASML Purchased by Tensor Edge Capital LLC - MarketBeat
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www.marketbeat.com 2026-05-21 MarketBeat
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2026-05-21
S&P 500 futures edge lower as traders analyze Nvidia earnings - CNBC
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www.cnbc.com 2026-05-21 CNBC
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2026-05-21
AMD Launches Next-Gen EPYC Processor with Cutting-Edge 2nm Techn - GuruFocus
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www.gurufocus.com 2026-05-21 GuruFocus
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2026-05-21
Nvidia Acknowledges Concession in China's AI Chip Market to Huawei - Intellectia AI
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intellectia.ai 2026-05-21 Intellectia AI
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2026-05-21
Is Micron (MU) Quietly Redefining Its AI Data Center Edge With Ultra‑Dense DDR5 Memory? - Yahoo Finance
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finance.yahoo.com 2026-05-21 Yahoo Finance
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2026-05-21
Nvidia Acknowledges Huawei Dominance in China AI Chip Market - Let's Data Science
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letsdatascience.com 2026-05-21 Let's Data Science
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2026-05-21
Texas Instruments sues former exec over trade secret theft at GlobalFoundries
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digitimes.com 2026-05-21
Bloombergreports that Texas Instruments (TI) has sued former vice president Kannan Soundarapandian, alleging he joined GlobalFoundries without fully disclosing his new employer and may bring proprietary power semiconductor knowledge into competitive use. TI is seeking to block his role, arguing it could expose confidential process "recipes, roadmaps, and know-how," with broader implications for co
2026-05-21
Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
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digitimes.com 2026-05-21
Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.
2026-05-21
Nvidia posts record quarterly revenue of $81.6bn as company splits reporting framework into data center and Edge computing segments - Data Center Dynamics
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www.datacenterdynamics.com 2026-05-21 Data Center Dynamics
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