Semiconductor News & Analysis Feed
205 articles
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
__fail__
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks with massive market caps.
There are 11 companies with market caps over $1 trillion, and five of them are U.S. tech stocks. Micron Technology officially joined the $1 trillion club on May 26, while Eli Lilly, Walmart, and Samsung Electronics have all been in the club but ar
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
__fail__
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Shares of Nvidia (
NVDA
1.00%
) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in comparison to the 164% spike in the PHLX Semiconductor Sector index over the same period.
I think that the market hasn't rewarded Nvidia stock enough for the outstanding growth it has been delivering quarter after quarter. The company's latest quarterly report hasn
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
Was Jensen right all along?
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-30
singjupost.com
2026-05-30
The Singju Post
Home » Transcript of CNA’s Victoria Jen Interviews NVIDIA’s Jensen Huang
Transcript of CNA’s Victoria Jen Interviews NVIDIA’s Jensen Huang
May 30, 2026 2:17 amby Pangambam STechnology
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Editor’s Note: In this comprehensive CNA interview, Nvidia CEO Jensen Huang shares his vision for the AI revolution and its profound impact on global industries over the next five years.
2026-05-30
www.windowscentral.com
2026-05-30
Windows Central
1
2026-05-30
www.aol.com
2026-05-30
AOL.com
Price Prediction: Synopsys Will Trade at This Price in 2027
VANDITA JADEJA
Sat, May 30, 2026 at 1:03 AM GMT+8
0
synopsys.com
Quick Read
Synopsys (SNPS) reported Q2 FY2026 revenue of $2.276B (up 42% YoY) and non-GAAP EPS of $3.35 beating estimates, but shares fell 7-8% due to Design IP revenue declining 6% YoY as hyperscalers built proprietary chips; Elliott Management’s board seat validates margi
2026-05-30
www.aol.com
2026-05-30
AOL.com
Price Prediction: Synopsys Will Trade at This Price in 2027
VANDITA JADEJA
Sat, May 30, 2026 at 1:03 AM GMT+8
0
synopsys.com
Quick Read
Synopsys (SNPS) reported Q2 FY2026 revenue of $2.276B (up 42% YoY) and non-GAAP EPS of $3.35 beating estimates, but shares fell 7-8% due to Design IP revenue declining 6% YoY as hyperscalers built proprietary chips; Elliott Management’s board seat validates margi
2026-05-30
247wallst.com
2026-05-30
24/7 Wall St.
__fail__
2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Infineon’s, GaN
Infineon’s GaN Patent Victory Reinforces a Rally Built on AI Infrastructure Demand
29.05.2026 - 13:43:33 | boerse-global.de
US ITC bans Innoscience imports over GaN patent infringement, reinforcing Infineon's tech moat; stock up 112% YTD, targets record €16B revenue by 2026.
Infineon’s GaN Patent Victory Reinforces a Rally Built on AI Infrastructure Demand - Foto: über boerse-glo
2026-05-29
www.tradingview.com
2026-05-29
TradingView
__fail__
2026-05-29
www.hpcwire.com
2026-05-29
HPCwire
www.hpcwire.com
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