Semiconductor News & Analysis Feed
7497 articles
2026-05-31
www.aol.com
2026-05-31
AOL.com
Prediction: Here's How Much Micron Stock Will Be Worth in 2 Years
ADAM LEVY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:44 AM GMT+8
0
Key Points
Micron's earnings have soared as demand for memory chips far outstrips supply.
Micron and its competitors have big plans to build out more production capacity over the next two years.
The memory chip market is notoriously cyclical.
10 stocks we like bette
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Arm Holdings (
ARM
+5.47%
) and Qualcomm (
QCOM
+3.19%
) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology, driving growing demand for chips.
While Arm has grown its revenue at higher rates over the past few years, Qualcomm is worth watching as it shifts its bus
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron (
MU
+5.07%
) has been one of the biggest winners of the artificial intelligence (AI) megatrend. Demand for memory chips has soared as memory has proven to be one of the biggest bottlenecks controlling the pace of the AI infrastructure build-out. With demand for training and inference processing power rising, and with supplies from memory chipmakers limited, sellers such as Micron have enjo
2026-05-31
www.techtimes.com
2026-05-31
Tech Times
Two separate announcements on May 29 landed in the same corner of the semiconductor industry, and their combined implications for South Korea's chipmakers are more significant than either story suggests on its own. Nikon's new chief executive told Nikkei Asia that the Japanese optics maker is in advanced talks with major chipmakers in the United States and Asia to supply lower-priced deep-ultravio
2026-05-31
www.aol.com
2026-05-31
AOL.com
Why NVDY Shareholders Miss Half of NVIDIA’s Explosive Moves in Strong Months
MICHAEL WILLIAMS
Sun, May 31, 2026 at 1:40 AM GMT+8
0
Shutterstock / rafapress
Quick Read
YieldMax NVDA Option Income Strategy ETF (NVDY) caps NVIDIA gains by selling monthly call options for over 50% yield.
NVDY captured only 56% of NVIDIA’s 62% trailing-year gain, underperforming when NVIDIA rallies sharply.
NVDY dis
2026-05-31
www.aol.com
2026-05-31
AOL.com
Why NVDY Shareholders Miss Half of NVIDIA’s Explosive Moves in Strong Months
MICHAEL WILLIAMS
Sun, May 31, 2026 at 1:40 AM GMT+8
0
Shutterstock / rafapress
Quick Read
YieldMax NVDA Option Income Strategy ETF (NVDY) caps NVIDIA gains by selling monthly call options for over 50% yield.
NVDY captured only 56% of NVIDIA’s 62% trailing-year gain, underperforming when NVIDIA rallies sharply.
NVDY dis
2026-05-31
247wallst.com
2026-05-31
24/7 Wall St.
__fail__
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
AIServerServer Systems
ASUS XA NB3I-E12 Review A Massive 8x NVIDIA B300 GPU Server
By Patrick Kennedy -
May 30, 2026
0
ASUS XA NB3I E12 With Patrick
The ASUS XA NB3I-E12 is a huge server. Occupying 9U of rack space, it brings a cutting-edge NVIDIA Blackwell Ultra subsystem along with Intel Xeon processors and over 6.4Tbps of networking in a form factor that is relatively easy to integrate into da
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
__fail__
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.moomoo.com
2026-05-31
Moomoo
__fail__
2026-05-31
hothardware.com
2026-05-31
HotHardware
NVIDIA, Microsoft And Arm Hint That A New Era Of PC Is Coming
by Tim Sweezy — Saturday, May 30, 2026, 12:30 PM EDT
Comments
NVIDIA, Microsoft, and Arm synchronized their social media feeds with a single cryptic message: "A new era of PC. 25.0528, 121.5990." It was a carefully coordinated, understated tease, but pointing somewhere very specific.
Video Muted
Plug those coordinates into Google
2026-05-31
simplywall.st
2026-05-31
simplywall.st
__fail__
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Record
Infineon’s Record Rally Meets the Macro Gauntlet: AI Power Story Faces Its First Real Test
30.05.2026 - 18:23:21 | boerse-global.de
Infineon shares surge to €81.81, up 113% YTD, powered by AI data centers, EVs, and renewables. But with the stock nearly double its 200-day average, sustainability hinges on macro data and earnings.
Infineon’s Record Rally Meets the Macro Gauntlet
2026-05-31
the-decoder.com
2026-05-31
the-decoder.com
AI in practice
Copy the url to clipboard
Share this article
Go to comment section
Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Copilot
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
May 30, 2026
Nvidia is entering the PC market. According to Axios, the first Windows computers running Nvidia chips as their main processor will be unveiled next
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
__fail__
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
AMD, Notches
AMD Notches Fresh Records as Venice 2nm Milestone Meets Insider Profit-Taking
30.05.2026 - 18:15:09 | boerse-global.de
AMD shares near 52-week high after 132% rally, fueled by AI partnerships and TSMC 2nm chip, but insider selling and HSBC downgrade temper bullish outlook.
AMD Notches Fresh Records as Venice 2nm Milestone Meets Insider Profit-Taking - Foto: über boerse-global.de
Ad