Semiconductor News & Analysis Feed
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2026-05-25
english.nepalnews.com
2026-05-25
Nepalnews.com
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2026-05-25
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2026-05-25
The Motley Fool
Many tech investors are building a diversified AI stock portfolio, and it turns out Nvidia (
NVDA
1.86%
) is joining them. The AI chipmaker isn't just the largest company in the industry (and indeed, in any industry) -- it's also taking equity positions in other tech companies. When those smaller companies outperform, it directly translates into a better balance sheet for Nvidia. Although these eq
2026-05-25
cybernews.com
2026-05-25
Cybernews
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2026-05-25
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2026-05-25
The Motley Fool
As earnings season comes to a close, artificial intelligence (AI) investors eagerly awaited Nvidia (
NVDA
1.86%
) to report its first-quarter results last Wednesday. I wasn't too surprised to learn that the company once again blew past Wall Street's expectations and also beat its own internal guidance.
After all, the rest of big tech -- many of which are Nvidia's largest customers -- already repo
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Although Nvidia (
NVDA
1.86%
) may be the world's most valuable company, I think the stock still has a lot of room to rise. The market may have come to expect a lot from Nvidia, but there is a major growth runway ahead for the stock, and I think it's among the best buys right now.
I've got three reasons Nvidia can continue rising, and all of them add up to make the stock a genius buy right now.
2026-05-25
news.google.com
2026-05-25
The Motley Fool
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2026-05-25
www.electronicsforyou.biz
2026-05-25
Electronics For You BUSINESS
Buzz
Semicon
Nvidia Eyes New Growth Engine With Vera CPU Platform
By
Nikita Kumari
Share
NVIDIA
May 25, 2026
The company is broadening its focus beyond GPUs, positioning CPUs as a major growth driver in the era of agentic artificial intelligence.
Nvidia is continuing to view China as a key market for its future growth, even as export restrictions and geopolitical tensions complicate business
2026-05-25
www.tradingview.com
2026-05-25
TradingView
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
Kawasaki Heavy Industries has opened the Kawasaki Physical AI Center in San Jose to accelerate real-world deployment of physical AI and strengthen Japan–US collaboration in AI and semiconductors. Located in Silicon Valley, the center aims to develop practical...
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2026-05-25
www.koreaherald.com
2026-05-25
The Korea Herald
Asia strategist Mixo Das keeps Korea as Asia top pick, backs Kospi 10,000 call on AI, earnings momentum
Mixo Das, JPMorgan Chase & Co. Asia equity and quant strategist. (JPMorgan Chase & Co.)
JPMorgan Chase & Co. Asia equity and quant strategist Mixo Das says South Korea's stock rally still has room to run, as the artificial intelligence-driven memory cycle, earnings upgrades and governance refo
2026-05-25
digitimes.com
2026-05-25
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.
2026-05-25
digitimes.com
2026-05-25
Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.
2026-05-25
theaiinsider.tech
2026-05-25
AI Insider
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-25
www.fool.com
2026-05-25
The Motley Fool
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2026-05-24
www.fool.com
2026-05-24
The Motley Fool
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2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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