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The AI-driven semiconductor supercycle accelerates
The AI-driven semiconductor supercycle accelerates
CEIC
PUBLICATIONS
ANA CUELLO FRANCO
05.06.2026
UNDER A MINUTE READ
Past semiconductor cycles were tied to inventory restocking or short-term electronics demand. But a multitude of indicators suggest the industry is pricing in an infrastructure buildout that
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Computing Computing Components GPU
Nvidia RTX 5000 Super GPU refreshes could arrive in 2026 after all — with a surprise addition that won't destroy your wallet like the others
News
By Darren Allan published 15 hours ago
Super refreshes are back on track it seems — and an RTX 5060 Super may be one of them
(Image credit: Future)
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The Federal Circuit wrestled Friday with whether Micron Technology Inc.'s two lawsuits accusing Netlist Inc. of bad-faith patent assertion under an Idaho law belong in state or federal court.
Netlist urged a three-judge panel to correct a federal judge in Boise who ruled the cases should stay in state court and warned the court to be wary of letting state courts encroach on the federal courts tra
2026-06-06
tomshardware.com
2026-06-06
Bruno Ferreira
US National Security Agency reportedly using Mythos for conducting cyber-attacks — report reveals Anthropic engineers inside the NSA
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Cryptonews.net
Rumble just landed the biggest customer deal in its history. The company signed a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA HGX Blackwell B300 systems.
Rumble’s stock surged 7% in premarket trading following the announcement.
Together AI, a company focused on building and deploying open-source AI models, will get dedicated access to Rum
2026-06-06
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2026-06-06
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Intel and Micron Shares Plummet, What You Need To Know
By:
StockStory
June 05, 2026 at 12:05 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to d
2026-06-06
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Why Micron Stock Is Sinking Today
KEITH NOONAN, THE MOTLEY FOOL
Fri, June 5, 2026 at 11:07 PM GMT+8
0
Key Points
Micron stock is falling today as investors react to the latest jobs report from the Bureau of Labor Statistics.
Jobs growth was stronger than expected in May, but that's causing investors to worry that the Federal Reserve will raise interest rates.
Nvidia confirmed that it had certif