Semiconductor News & Analysis Feed

Zacks Investment Ideas highlights key players in the semiconductor and tech sectors, including Dell Technologies, NVIDIA, Hewlett Packard Enterprise, Super Micro Computer, and Lenovo. Dell is particularly notable for its strong performance in AI infrastructure, with AI-optimized server revenue soari

On July 6, 2026, Vultr, a leading privately held hyperscaler, announced that it has selected Hewlett Packard Enterprise (HPE) and NVIDIA to build its next-generation AI data center infrastructure. This collaboration underscores the growing importance of AI-ready data centers to meet increasing enter

Zacks.com featured a selection of three dividend growth stocks—Dell Technologies, Hewlett Packard, and Taiwan Semiconductor—highlighting their resilience and long-term investment potential amid global economic uncertainty and declining oil prices. The article emphasizes that these mature companies,

Zacks.com featured a selection of three dividend growth stocks—Dell Technologies, Hewlett Packard, and Taiwan Semiconductor—highlighting their resilience amid global economic uncertainties and declining oil prices. The article emphasizes that these companies, with strong fundamentals and consistent

Following the unveiling of its new N1X processor at Taiwan's Computex conference, NVIDIA's stock surge triggered a broader rally in tech stocks. The chip, developed in collaboration with Microsoft, is positioned to drive a 'reinvention of the computer,' akin to the smartphone revolution. This announ