SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Shares ofNvidia(NVDA1.13%)spiked in March, rising 14.4%, according to data supplied byS&P Global Market Intelligence.While general market enthusiasm helped lift the stock, there were company-specific catalysts that sent theartificial intelligence (AI)specialist higher.Image source: Nvidia.Fingers in a lot of piesNvidia kicked off April with a bang.Alphabet(GOOGL2.07%)(GOOG1.83%)unveiled the latest

Everyone’s Talking About TSMC’s AI Boom. Smart Money Is Watching UMC Instead - 24/7 Wall St.

0.92

247wallst.com 2026-05-06 24/7 Wall St.

__fail__

Building for the Rising Complexity of Agentic Systems with Extreme Co-Design | NVIDIA Technical Blog - NVIDIA Developer

0.92

developer.nvidia.com 2026-05-06 NVIDIA Developer

__fail__

How to Build In-Vehicle AI Agents with NVIDIA: From Cloud to Car | NVIDIA Technical Blog - NVIDIA Developer

0.92

developer.nvidia.com 2026-05-06 NVIDIA Developer

__fail__

A Worthy Rival: Intel Reveals ZAM Technology That Can Double Bandwidth and Challenge HBM, Paving the Way for a New Generation of Faster and More Efficient Chips - CPG Click Petróleo e Gás

0.95

en.clickpetroleoegas.com.br 2026-05-05 CPG Click Petróleo e Gás

__fail__

Apple Explores Using Intel and Samsung to Build Main Device Chips in the US - Bloomberg.com

0.92

www.bloomberg.com 2026-05-05 Bloomberg.com

__fail__

Early Game Testing of Intel Arc Pro B720 Workstation AI GPU Shows Comparable Performance to NVIDIA GeForce RTX 5060 Ti - The FPS Review

0.92

www.thefpsreview.com 2026-05-05 The FPS Review

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe's, Roblox, Tractor Supply, Ulta Beauty, and More - 24/7 Wall St.

0.75

247wallst.com 2026-05-05 24/7 Wall St.

TSMC Leads the AI Chip Boom, but Apple and Google Want More Leverage - TipRanks

0.92

www.tipranks.com 2026-05-05 TipRanks

Ouster integrates Rev8 lidar sensors with NVIDIA Jetson - Investing.com

0.92

www.investing.com 2026-05-05 Investing.com

Evaluating Micron Technology Against Peers In Semiconductors & Semiconductor Equipment Industry - Mic - Benzinga

0.92

www.benzinga.com 2026-05-05 Benzinga

Move Over Nvidia: Why Alphabet's Surprising Decision to Sell Custom AI Chips Changes Everything. - Yahoo Finance

0.92

finance.yahoo.com 2026-05-05 Yahoo Finance

__fail__

Move Over Nvidia: Why Alphabet's Surprising Decision to Sell Custom AI Chips Changes Everything. - The Motley Fool

0.92

www.fool.com 2026-05-05 The Motley Fool

Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet ( GOOG +0.41% ) ( GOOGL +0.66% ). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products. While Google continues to use its TPUs internally, it's

Is the 'chip shortage' constraining iPhone sales? Apple is reportedly considering having Intel and Samsung manufacture its device processors. - Moomoo

0.92

www.moomoo.com 2026-05-05 Moomoo

Palantir Stock: With a Fresh Earnings Report Showing Even Faster Growth, Is It Now a Better AI Stock to Buy Than Nvidia? - The Motley Fool

0.65

news.google.com 2026-05-05 The Motley Fool

Samsung Electronics device labor union withdraws from coalition due to semiconductor bias - Korea JoongAng Daily

0.92

koreajoongangdaily.joins.com 2026-05-05 Korea JoongAng Daily

STMicro targets more than $3 billion in space chip revenue as demand grows - ET Telecom

0.92

telecom.economictimes.indiatimes.com 2026-05-05 ET Telecom