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2026-05-16
Lockheed Martin Investment Management Co. Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-16 MarketBeat
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2026-05-16
Lockheed Martin Investment Management Co. Buys 17,660 Shares of Texas Instruments Incorporated $TXN - MarketBeat
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news.google.com 2026-05-16 MarketBeat
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2026-05-16
NVIDIA Corporation $NVDA Stake Lessened by Schmidt P J Investment Management Inc. - MarketBeat
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www.marketbeat.com 2026-05-16 MarketBeat
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2026-05-16
NVIDIA Corporation $NVDA Stock Position Raised by Spectrum Investment Advisors Inc. - MarketBeat
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www.marketbeat.com 2026-05-16 MarketBeat
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2026-05-16
China's memory push accelerates as YMTC and CXMT expand DRAM ambitions
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digitimes.com 2026-05-16
China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.
2026-05-16
Is Applied Materials’ AI-Fueled Beat And NEXX Deal Altering The Investment Case For AMAT? - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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2026-05-15
NVIDIA Likely to Beat Q1 Earnings Estimates: Time to Buy the Stock? - Zacks Investment Research
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www.zacks.com 2026-05-15 Zacks Investment Research
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2026-05-15
Apple's U.S. chip plan gains steam thanks to $20B TSMC investment - AppleInsider
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appleinsider.com 2026-05-15 AppleInsider
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2026-05-15
Eaton (ETN) Valuation In Focus As AI Data Center Demand, NVIDIA Deal And New Investment Lift Optimism - simplywall.st
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simplywall.st 2026-05-15 simplywall.st
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2026-05-15
Mesirow Financial Investment Management Inc. Sells 11,722 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
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www.marketbeat.com 2026-05-15 MarketBeat
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2026-05-15
Mesirow Financial Investment Management Inc. Reduces Position in Texas Instruments Incorporated $TXN - MarketBeat
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news.google.com 2026-05-15 MarketBeat
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2026-05-15
SEMI and semiconductor companies call for extended investment credit - eeNews Europe
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www.eenewseurope.com 2026-05-15 eeNews Europe
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2026-05-15
Zacks Investment Ideas feature highlights: IREN and NVIDIA - Zacks Investment Research
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www.zacks.com 2026-05-15 Zacks Investment Research
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2026-05-15
Zacks Investment Ideas feature highlights: Micron, Sandisk and Nvidia - Yahoo Finance
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finance.yahoo.com 2026-05-15 Yahoo Finance
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2026-05-15
SMIC refocuses on capital investment over dividends as AI boom reshapes demand
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digitimes.com 2026-05-15
During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize on the "AI boom" while maintaining a rigorous investment schedule. The company emphasized that it is currently in a "critical stage of capacity expansion" and is continuously pushing to enhance its competitive standing,
2026-05-15
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
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digitimes.com 2026-05-15
Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according to the company's financial disclosures and PitchBook data. Executives framed the activity as targeted moves across model providers, compute and cloud firms, and hardware and optical interconnect suppliers aimed at secur
2026-05-15
How The Texas Instruments (TXN) Investment Story Is Shifting With New Street Assumptions - Yahoo Finance
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finance.yahoo.com 2026-05-15 Yahoo Finance
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2026-05-15
Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk? - Zacks Investment Research
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www.zacks.com 2026-05-15 Zacks Investment Research
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2026-05-14
Is KLA Becoming the Biggest Beneficiary of AI Semiconductor Spending? - Zacks Investment Research
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www.zacks.com 2026-05-14 Zacks Investment Research
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2026-05-14
Zacks Investment Ideas feature highlights Texas, Analog Devices and ON - The Globe and Mail
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www.theglobeandmail.com 2026-05-14 The Globe and Mail
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