Semiconductor News & Analysis Feed
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2026-06-01
www.insidermonkey.com
2026-06-01
Insider Monkey
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2026-06-01
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2026-06-01
ServeTheHome
AINews
NVIDIA Computex 2026 Keynote Live Coverage
By Ryan Smith -
May 31, 2026
0
NVIDIA Computex 2026 Venue
Kicking off today is the annual Computex tradeshow in Taiwan. Home to countless system and device manufacturers, Computex is a cornucopia of consumer electronics, and these days is also the biggest PC-centric show of the year. And even though it takes place in June, barely half-way through
2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
As Micron Technology (
MU
+5.07%
) gears up to report fiscal third-quarter results on June 24, some investors are wondering whether it makes sense to buy shares ahead of the announcement. The chip leader has been one of the most pronounced beneficiaries of the artificial intelligence (AI) infrastructure boom, yet its parabolic rise has left some wondering whether the easy money has already been ma
2026-06-01
www.theverge.com
2026-06-01
The Verge
TECH
COMPUTEX
NVIDIA
How to watch Nvidia’s Computex keynote
Tune in at 8PM PT / 11PM ET to see if Jensen Huang announces the rumored N1 and N1X ARM CPUs.
by
Terrence O'Brien
Jun 1, 2026, 4:20 AM GMT+8
2
2
Comments (All New)
Watch the stream below. Image: NVIDIA
Terrence O'Brien is the Verge’s weekend editor. He has over 18 years of experience, including 10 years as managing editor at Engadget.
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) stock has delivered outstanding gains to investors so far in 2026, with shares of the memory specialist rising by 208% as of this writing, and the good part is that the stock could get a big shot in the arm in June.
Micron is set to release its fiscal 2026 third-quarter results on June 24. The favorable demand-supply conditions in the memory market, driven by artif
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Iren (
IREN
0.87%
) has rallied by more than 45% year to date, and its recently announced deal with Nvidia (
NVDA
1.00%
) added to the momentum. The GPU leader will support Iren in deploying AI chips for up to 5 gigawatts of its data centers. That sets the stage for substantial revenue growth for Iren.
Image source: Getty Images.
The terms of the deal
Iren was already a heavy buyer of Nvidia's
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Sitting here today, with stocks like Micron Technology zooming past a $1 trillion market cap and delivering 10x gains in a year, can make you feel like there is no opportunity left to buy artificial intelligence (AI) stocks. Stocks like Nvidia have been soaring for the last few years, and now trade at premium valuations with major downside risks if the AI spending boom peters out.
What if I told
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the much larger market.
While LLM training is compute-heavy and more technically challenging, inference tends to be memory-centric and needs to be more cost-efficient given that it's an ongoing process. Traditionally, graphics processing units (GPUs) and
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Amazingly, shares of Micron Technology (
MU
+5.07%
) have doubled over the past 48 days.
As a result, this week the Boise, Idaho-based semiconductor manufacturer entered the rarefied $1 trillion club. Its market capitalization, as I write this, is about $1.04 trillion. That puts it, in terms of market value, above Walmart, Eli Lilly, and Berkshire Hathaway. Only about 14 publicly traded companies
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
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2026-05-31
Insider Monkey
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2026-05-31
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2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Two of the most impressive stocks over the past year have been Micron (
MU
+5.07%
) and Sandisk (
SNDK
+3.25%
). Micron's stock has risen an outstanding 860%, and any investor would be thrilled with a return like that. However, after comparing it to Sandisk's meteoric rise, it looks a bit lacking. Sandisk's stock has risen a jaw-dropping 4,160% over the past year. So, if you had the foresight to i
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
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2026-05-31
AOL.com
Could Nvidia Reach Another All-Time High? Analysts Are Watching One Key Number
KEITH NOONAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 6:05 PM GMT+8
0
Key Points
Nvidia recorded a gross margin of 75% last quarter -- an incredible level for a hardware-focused business.
Demand for the company's AI processors has allowed it to command stellar pricing power.
The chipmaker is facing more competition, but
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) has been one of the stock market's biggest winners over the last five years. The company's share price has rocketed roughly 1,280% higher over the stretch, delivering potentially life-changing returns for patient shareholders.
Thanks to those incredible gains, Nvidia now has a market capitalization of roughly $5.18 trillion and stands as the world's most valuable company by