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PUBLISHED
May 9, 2026 · 1:13 AM EDT
Micron Is the Memory Toll Booth Behind NVIDIA’s AI GPU Boom
By
Hazel Kaya
·
15 min read
REVIEWED BY
Omer Sheikh
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Micron
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MU
$746.81
▲ +100.34 (+15.52%)
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2026-05-09
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Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and...The article requires paid subscription.Subscribe Now
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United States/Electronic Equipment and Components/NYSE:GLW
Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand
May 09, 2026
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Reviewed by Bailey Pemberton
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Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for
2026-05-09
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Apple inks ‘preliminary chip-making agreement’ with Intel: A major step in American Semiconductor Revival
Friday, May 8, 2026 6:35 pm
2 Comments
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In a significant development for the tech and semiconductor industries, Apple and Intel have struck a preliminary agreement unde
2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:TSEM
Assessing Tower Semiconductor (TSEM) Valuation After Credit Outlook Shift And Defense Ramp-Up
May 09, 2026
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Tower Semiconductor (NasdaqGS:TSEM) is back in focus after S&P’s Maalot unit shifted its credit rating outlook to Positive and Axiro’s radar chips on Tower’s SiGe process began ramping into volume production for U.S. d
2026-05-09
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2026-05-09
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ASML (NASDAQ:ASML) Stock Price Up 5% - Still a Buy?
Written by MarketBeat
May 8, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ASML shares jumped 5% on Friday, with trading volume running above average as the stock moved to around $1,592 after closing at $1,516.60 the prior day.
Recent analyst commentary remains supportive: Berenberg reiterated a buy rating, while multiple firms kept bullish v
2026-05-09
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2026-05-09
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A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership
Simply Wall St
Fri, May 8, 2026 at 2:30 PM PDT 2 min read
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Corning (GLW) is back on many investors’ screens after announcing a multi year part
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Nvidia(NVDA1.38%), the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far?Image source: Getty
2026-05-09
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2026-05-09
The Motley Fool
ExpandNASDAQ:IRENIrenToday's Change(-4.68%) $-2.48Current Price$50.46Key Data PointsMarket Cap$18BDay's Range$48.48- $53.1152wk Range$8.27- $76.87Volume366KAvg Vol40MGross Margin19.13%Iren(IREN4.68%), which develops and operates renewable-powered data centers forBitcoin(BTC0.04%)mining and AI cloud services, closed Friday at $61.2, up 7.65%. The stock moved higher after announcing a multi-year par
2026-05-09
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