Semiconductor News & Analysis Feed
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2026-05-27
www.tomshardware.com
2026-05-27
Tom's Hardware
Desktops Servers
Nvidia offers restricted access to Vera CPU in first round of Linux benchmarks - 88-core monster competes with or beats Epyc and Xeon in selected tests
News
By Zak Killian published 9 hours ago
It's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.
(Image credit: Future)
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2026-05-27
www.advisorperspectives.com
2026-05-27
Advisor Perspectives
www.advisorperspectives.com
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2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology Inc (MU) opened up by 4.75%. The Technology Equipment sector is up by 2.58%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 4.75%; NVIDIA Corp (NVDA) down 1.17%; SanDisk Corporation (SNDK) up 2.69%.
Micron Technology's stock has experienced notable positive movement, primarily driven by a significant analyst upgrade a
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
beincrypto.com
2026-05-27
BeInCrypto
NVIDIA stock received fresh buy ratings from multiple Wall Street firms in just a 7-day span. Wedbush stamped the highest target at $330, Jefferies and Mizuho at $300, and Morgan Stanley at $288.
Yet the stock is rolling over from a $236 peak. Institutional money turned negative on May 27, and retail volume turned red on May 15. The buyers Wall Street wants appear to have walked out.
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2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Are we going to see another Hollywood movie in the future?
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.moomoo.com
2026-05-27
Moomoo
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2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.
2026-05-27
tomshardware.com
2026-05-27
Luke James
The agreement allocates 10.5% of Samsung's semiconductor division operating profit as stock-based bonuses.
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Trend Micro (TMICF), Shimadzu (SHMZF) and Cadence Design (CDNS).
In a report released today, Chikai Tanaka from Goldman Sachs maintained a Hold rating on Trend Micro, with a price target of Yen6600.00. The company’s shares closed last Tuesday at $41.40, close to its 52-week low of $40.62.
According t
2026-05-27
fortune.com
2026-05-27
Fortune
The CFO job in Big Tech used to be defined largely by margins, operating leverage, and investor discipline. In the age of AI, it is increasingly defined by a more difficult question: how much should a company spend now on compute capacity it may not fully monetize for years to come?
For Susan Li at Meta, Amy Hood at Microsoft, Anat Ashkenazi and Ruth Porat at Alphabet, Hilary Maxson at Oracle, Sa
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
www.asktraders.com
2026-05-27
AskTraders
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27 May 2026, 09:20
Infineon Shares Up 105% YTD but mwb Research Says It’s Time to Sell
Sam Boughedda
Infineon Technologies (ETR: IFX) shares gained 1.1% on Tuesday, extending the year-to-date rally to 105.6%, even as mwb Research downgraded the German chipmaker to Sell from Hold, arguing that the stock’s sharp re-rating has left the risk-reward profile firmly in negative territory.
2026-05-27
asia.nikkei.com
2026-05-27
Nikkei Asia
Special payments unlikely to spread beyond South Korea's AI boom-fed chip sector
Samsung Electronics union members hold a rally in Pyeongtaek, South Korea, on April 23. A subsequent agreement on bonuses averted a planned strike. © Reuters
SEOUL -- Tens of thousands of Samsung Electronics' semiconductor employees can expect an average bonus of 600 million won ($400,000) each after the company's
2026-05-27
www.streetinsider.com
2026-05-27
StreetInsider
www.streetinsider.com
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