Semiconductor News & Analysis Feed
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2026-05-26
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2026-05-26
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2026-05-26
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2026-05-26
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2026-05-26
Jowi Morales
What will Nintendo do?
2026-05-26
fortune.com
2026-05-26
Fortune
With a market cap topping $5 trillion, Nvidia has become the shining star of the artificial intelligence boom—minting enormous wealth for investors and many of its employees. But for the chipmaker’s over 42,000 workers, success comes with high expectations.
According to CEO Jensen Huang, part of Nvidia’s edge stems from a management style he’s described as torturous—one he said he learned, in par
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Navitas Semiconductor Corporation (NVTS) is up 10.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven more by momentum and positioning than by a single fresh fundamental headline. Recent SEC disclosures that cleaned up legacy SPAC-related earnout/share terms, combined with the stock’s elevated short interest, may have helped accel
2026-05-26
www.bloomberg.com
2026-05-26
Bloomberg.com
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2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 38 minutes ago
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Updated 32 minutes ago
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Shares
2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
wccftech.com
2026-05-26
Wccftech
The first NVIDIA Vera CPU benchmarks have been released, showcasing a huge gain over Grace while outperforming the latest AMD EPYC & Intel Xeon chips.
NVIDIA recently announced that its Vera CPUs were in full production, hand-delivering the first CPU racks to major AI firms such as OpenAI, SpaceX, Anthropic, and Oracle. Vera is a fundamental component of the Extreme Co-Design ecosystem powering t
2026-05-26
tomshardware.com
2026-05-26
Kunal Khullar
The Holo 360 replaces conventional LCD layering with a floating hologram-like image effect.
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
www.reuters.com
2026-05-26
Reuters
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2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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智通财经APP获悉,周二,半导体股普涨,美国超微公司(AMD.US)涨6%,意法半导体(STM.US)、德州仪器(TXN.US)涨逾5%,应用材料(AMAT.US)涨近5%,泛林集团(LRCX.US)涨逾4%,英特尔(INTC.
2026-05-26
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2026-05-26
TechPowerUp
2026-05-26
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2026-05-26
CNBC
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2026-05-26
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2026-05-26
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 23 minutes ago
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Bloomberg / Getty Images
Shares of Micron $MU +14.28% Tec