Semiconductor News & Analysis Feed
286 articles
2026-06-03
www.bbntimes.com
2026-06-03
BBN Times
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
When Nvidia (
NVDA
0.75%
) reported earnings last month, much of the focus was on its impressive numbers and encouraging outlook. And it's hard to argue with that, given that the growth story around the tech giant and its artificial intelligence (AI) chips is what makes the stock a buy. As long as its results are strong, demand is robust, and the outlook is solid, investors are likely to continue
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
tomshardware.com
2026-06-03
Ben Stockton
MSI have revealed three new gaming routers with WiFi 7 support at Computex, with its flagship BE19000 model featuring a built-in SSD slot, eight antennas and a sci fi-esque translucent design.
2026-06-02
www.trefis.com
2026-06-02
Trefis
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2026-06-02
www.trefis.com
2026-06-02
Trefis
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2026-06-02
www.bbntimes.com
2026-06-02
BBN Times
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2026-06-02
www.tomshardware.com
2026-06-02
Tom's Hardware
Laptops
Nvidia's RTX Spark could caplitalize where Qualcomm's Arm-based efforts have not — following the expiration of Qualcomm's Windows on Arm deal, Nvidia stands poised to pick up the slack
News
By Luke James published 8 hours ago
The long-delayed N1X arrives as a Grace-Blackwell superchip.
(Image credit: Getty / I-Hwa Cheng)
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2026-06-01
semiengineering.com
2026-06-01
Ed Sperling
Reducing variation in manufacturing, monitoring behavior over time, and targeting speci...
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-30
fortune.com
2026-05-30
Fortune
Nvidia’s rise from chipmaker to AI infrastructure powerhouse has transformed it into one of the world’s most valuable companies. Leading the financial operation behind that ascent is CFO Colette Kress, No. 49 on the 2026 Fortune Most Powerful Women list.
Kress joined Nvidia in 2013. Before that, she was SVP and CFO of Cisco’s Business Technology and Operations Finance organization. She also spent
2026-05-30
www.kiplinger.com
2026-05-30
Kiplinger
HOME INVESTING STOCKS STOCKS-TO-BUY
If You'd Put $1,000 Into Micron Stock 20 Years Ago, Here's What You'd Have Today
MU stock has been a massive market beater for anyone who could stomach the ride.
BY DAN BURROWS
PUBLISHED 10 MINUTES AGO
IN
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(Image credit: Getty Images)
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Few investors a year ago would have predicted that Micron Technology (
MU
0.44%
) would deliver one of the U.S. stock market's most extraordinary 12-month runs. The shares traded in the mid-$90s as recently as late May 2025, and memory chips still carried the reputation of being one of the most cyclical corners of the semiconductor industry. A boom-and-bust pattern had defined the business for dec