Semiconductor News & Analysis Feed
12295 articles
2026-05-29
sg.finance.yahoo.com
2026-05-29
Yahoo Finance Singapore
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2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
AI Semiconductor Rally: AMD, Marvell, Arista, Nvidia Lead
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
AI Trade Broadens Beyond Nvidia
Arista And AI Networking Infrastructure
Sources
Gotrade News - The AI semiconductor rally is broadening, with AMD, Marvell, Arista, and Nvidia drawing investor attention. The VanEck Semiconductor ET
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an
2026-05-29
www.msn.com
2026-05-29
MSN
Micron TechnologyMU stock snagged two price-target hikes from Wall Street analysts Thursday after the memory-chip maker hit a record high on Wednesday. Industry peer SandiskSNDK also hit an all-time high.
Mizuho Securities analyst Vijay Rakesh raised his price target on Micron stock to 1,150 from 800 and kept his outperform rating. He also hiked his price target on buy-rated Sandisk stock to 1,82
2026-05-29
www.investors.com
2026-05-29
Investor's Business Daily
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity
2026-05-29
economictimes.indiatimes.com
2026-05-29
The Economic Times
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.bloomberg.com
2026-05-29
Bloomberg.com
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2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.marketscreener.com
2026-05-29
marketscreener.com
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2026-05-29
www.hpcwire.com
2026-05-29
HPCwire
www.hpcwire.com
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2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron (
MU
+1.08%
) has been one of the hottest stocks to own over the past year. If you bought it one year ago, you paid about $90 per share. Now it's around $750 per share. However, Micron may not be done producing jaw-dropping results.
Micron is chasing a major growth trend, and it could propel the stock to four-digit levels and beyond. In fact, I wouldn't be surprised if the stock more than
2026-05-28
www.benzinga.com
2026-05-28
Benzinga
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2026-05-28
www.datacenterdynamics.com
2026-05-28
Data Center Dynamics
AI cloud firm Iren has signed a $1.6bn contract with Dell to acquire air-cooled Blackwell systems.
The hardware will be deployed across Iren's existing data centers in Childress, Texas, to enable the neocloud to meet a five-year $3.4bn AI cloud contract the company signed with Nvidia earlier this month.
– Iren
The contract with Nvidia will see Iren provide the chip designer with access to 60MW
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
news.google.com
2026-05-28
Idaho Statesman
2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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