Semiconductor News & Analysis Feed
8423 articles
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
0.52%
) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for its artificial intelligence (AI) chips remains high, leading to an acceleration of its growth rate. It generated 85% revenue growth in the first quarter of Fiscal 2027 (which ended on April 26), which was better than the 73% growth it posted a quarter earlier.
But de
2026-05-26
www.tradingkey.com
2026-05-26
TradingKey
Optical communication stocks surged on May 26 due to advancements in GPU-HBM integration using fiber optic interconnects. This innovative solution overcomes physical limitations of traditional 2.5D packaging by decoupling compute and memory units, allowing greater HBM capacity and improved thermal management. If successful, it will expand optical interconnects beyond data centers and benefit silic
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.reuters.com
2026-05-26
Reuters
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2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.investing.com
2026-05-26
Investing.com
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2026-05-26
tomshardware.com
2026-05-26
Jowi Morales
What will Nintendo do?
2026-05-26
fortune.com
2026-05-26
Fortune
With a market cap topping $5 trillion, Nvidia has become the shining star of the artificial intelligence boom—minting enormous wealth for investors and many of its employees. But for the chipmaker’s over 42,000 workers, success comes with high expectations.
According to CEO Jensen Huang, part of Nvidia’s edge stems from a management style he’s described as torturous—one he said he learned, in par
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Navitas Semiconductor Corporation (NVTS) is up 10.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven more by momentum and positioning than by a single fresh fundamental headline. Recent SEC disclosures that cleaned up legacy SPAC-related earnout/share terms, combined with the stock’s elevated short interest, may have helped accel
2026-05-26
www.bloomberg.com
2026-05-26
Bloomberg.com
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2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
www.investing.com
2026-05-26
Investing.com
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2026-05-26
wccftech.com
2026-05-26
Wccftech
The first NVIDIA Vera CPU benchmarks have been released, showcasing a huge gain over Grace while outperforming the latest AMD EPYC & Intel Xeon chips.
NVIDIA recently announced that its Vera CPUs were in full production, hand-delivering the first CPU racks to major AI firms such as OpenAI, SpaceX, Anthropic, and Oracle. Vera is a fundamental component of the Extreme Co-Design ecosystem powering t
2026-05-26
tomshardware.com
2026-05-26
Kunal Khullar
The Holo 360 replaces conventional LCD layering with a floating hologram-like image effect.
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
www.reuters.com
2026-05-26
Reuters
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2026-05-26
news.google.com
2026-05-26
TechPowerUp
2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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