Semiconductor News & Analysis Feed
2441 articles
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
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.tikr.com
2026-05-27
TIKR.com
Key Stats for Nvidia Stock
YTD price change for Nvidia stock: 14%
$NVDA Share Price as of May. 26: $215
52-Week High: $236
$NVDA Stock Price Target: $296
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
NVIDIA (NVDA) stock is moving higher after Rothschild & Co Redburn raised its price target from $280 to $300, whi
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology (MU) shows strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Q2 FY2026 results revealed 62% YoY revenue growth to $8.71B, with Data Center revenue up 150%. HBM3E is sold out through most of 2026, and full-year guidance was raised to $31.5-$33.5B. HBM's custom nature and high switching costs differentiate it from commodity DRAM, supporting sustainable
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc
2026-05-27
phemex.com
2026-05-27
Phemex
Quick Answer: Micron Technology (NASDAQ: MU) is the breakout semiconductor story of 2026, surging 19.29% on May 26 to close at $895.88 and briefly topping a $1 trillion market cap for the first time. The rally was triggered by a UBS price target hike to $1,625 — nearly tripling its prior target — on the back of fully sold-out HBM AI memory production, a record Q2 2026 of $23.86B in revenue (+196.2
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run.
UBS Group (
UBS
+1.75%
) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stoc
2026-05-27
en.sedaily.com
2026-05-27
Seoul Economic Daily
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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2026-05-27
moneymorning.com
2026-05-27
Money Morning
STOCKS
Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act.
Money Morning Team
May 27, 2026
Wall Street's Boldest Price Target Is $1,625 for Micron. Here's Why the $1 Trillion Milestone Might Be Just the Opening Act.
The last time a memory chip company joined the $1 trillion club, most analysts didn't see it coming. Micron
2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Advanced Micro Devices (NASDAQ: AMD) is at the center of fresh discussion about whether it could become the next trillion-dollar semiconductor company.
A recent video commentary from Jose Najarro examines the latest updates affecting AMD and other AI-related stocks.
Justice Minister says he intends to continue his approach to deportations
Submit a Press Release or News Tip
The video was publis
2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] TSMC Reportedly Eyes Up to 15% 3nm Price Hike in 2H26, Further 5%–10% Seen in 2027 Amid AI, ASIC Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from Commercial Times, Liberty Times, and UDN News.
AI continues to drive tightness in advanced process capacity at TSMC. According to Commercial Times, citing sources, TSMC is expected to rais
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Another quarter, another set of blowout Nvidia (
NVDA
0.38%
) earnings. However, the market seemed to shrug off the results of the world's largest company.
This is incredible because there has never been a multi-trillion-dollar company growing as large as Nvidia is, and there seems to be some hesitation to give Nvidia the premium valuation it deserves, even if all signs point to a strong future.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Advanced Micro Devices (
AMD
+7.91%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 22, 2026. The video was published on May 22, 2026.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 20, 2026. The video was published on May 20, 2026.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 26, 2026. The video was published on May 26, 2026.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Shares of Micron Technology (
MU
+19.54%
) climbed to record highs on Tuesday, following bullish analyst remarks.
Image source: The Motley Fool.
AI needs enormous amounts of memory
The booming demand for artificial intelligence (AI)-powered applications has created a shortage of ultra-fast memory chips required to process the massive amounts of data needed for AI model training and inference.