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Nvidia, AMD among group of winners as BofA thinks AI spending has 'staying power' (NVDA:NASDAQ) - Seeking Alpha

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seekingalpha.com 2026-05-26 Seeking Alpha

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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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Microchip Launches 3.3 kV HV‑D3 mSiC® Power Modules to Enable Solid-State Transformers for AI Data Centers - Microchip Technology

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ir.microchip.com 2026-05-26 Microchip Technology

Microchip Launches 3.3 kV HV‑D3 mSiC® Power Modules to Enable Solid-State Transformers for AI Data Centers May 26, 2026 8:00 am EDT Download as PDF New silicon carbide modules deliver the required thermal performance and efficiency for SSTs to increase power available for token generation CHANDLER, Ariz., May 26, 2026 (GLOBE NEWSWIRE) -- Microchip Technology (Nasdaq: MCHP) today announces the ava

Silicon Carbide Power Modules Solid-State Transformers AI Data Centers High Voltage Power Applications Thermal Performance Efficiency mSiC Technology

GAA winners and losers after chaotic weekend sees Kilkenny eliminated - Extra.ie

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extra.ie 2026-05-26 Extra.ie

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SK hynix unveils 'iHBM' thermal architecture that cools AI memory at the source — integrated cooling elements inside HBM interface cut thermal resistance by 30%, target next-gen HBM5 accelerators and dense AI data centers - Tom's Hardware

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www.tomshardware.com 2026-05-26 Tom's Hardware

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Power chips for AI data centers to be showcased at PCIM Europe 2026 - Stock Titan

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news.google.com 2026-05-26 Stock Titan

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Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 - Morningstar

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www.morningstar.com 2026-05-26 Morningstar

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Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 - Business Wire

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news.google.com 2026-05-26 Business Wire

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Holdings Decreased by Seaview Investment Managers LLC - MarketBeat

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www.marketbeat.com 2026-05-26 MarketBeat

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Fortinet strengthens partnership with Nvidia - Techzine Global

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www.techzine.eu 2026-05-26 Techzine Global

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Nvidia and Marvell CEOs to share Computex stage— How US$2 billion turned rivals into partners - digitimes

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www.digitimes.com 2026-05-26 digitimes

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SK hynix Unveils Cooling Breakthrough to Cement HBM Leadership - Seoul Economic Daily

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en.sedaily.com 2026-05-26 Seoul Economic Daily

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Riverstone Advisors LLC Has $4.45 Million Stock Holdings in NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-26 MarketBeat

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Cary Street Partners Financial LLC Buys 7,893 Shares of Qualcomm Incorporated $QCOM - MarketBeat

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www.marketbeat.com 2026-05-26 MarketBeat

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Cornerstone Planning Group LLC Acquires 30,795 Shares of NVIDIA Corporation $NVDA - MarketBeat

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www.marketbeat.com 2026-05-26 MarketBeat

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QBTS Stock Surges to $29.40 in 2026 — 56% Gain on $100M CHIPS Act - FXLeaders

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www.fxleaders.com 2026-05-26 FXLeaders

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Q1 Earnings Outperformers: onsemi (NASDAQ:ON) And The Rest Of The Analog Semiconductors Stocks - StockStory

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stockstory.org 2026-05-26 StockStory

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What Fortinet (FTNT)'s NVIDIA-Powered FortiAIGate Expansion Means For Shareholders - simplywall.st

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simplywall.st 2026-05-26 simplywall.st

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GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch - digitimes

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www.digitimes.com 2026-05-26 digitimes

Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim

Semiconductor Manufacturing Compound Semiconductors GaN Technology Supply Chain Management AI Servers Power Devices Wafer Foundry Capacity Expansion

Huawei Chip Design Approach Offers Scalable Roadmap for China Chip Industry -- Market Talk - 富途牛牛

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news.futunn.com 2026-05-26 富途牛牛

Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown of the report.Q4 Earnings: Unity said fourth-quarter revenue increased 35% year-over-year to $609 million, beating the consensus estimate of $562.71 million. The company reported a quarterly loss of 66 cents per share. Due to copyright issues, news from Dow Jones is temporarily unavai

Huawei Chip Design Semiconductor Industry Chinese Chips Technology Roadmap Industrial Upgrading Chip Manufacturing Technology Development

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