Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

876 articles
Trending Companies
NVIDIA255 Micron Technology130 SK Hynix111 TSMC83 Micron72 Samsung62 Samsung Electronics52 Apple42 Intel40 Infineon39 Microsoft37 SK hynix30 Meta29 AMD28 ASML25
Trending Technologies
EUV213 3nm186 AI104 DRAM99 HBM95 AI chips82 memory chips67 GPU67 semiconductor33 NAND flash25 AI infrastructure21 NAND21 GaN19 AI chip17 data center17
2026-06-05
Nvidia clears Samsung, SK Hynix, and Micron for next-gen Vera Rubin HBM4 supply, CEO says (NVDA:NASDAQ) - Seeking Alpha
0.95
news.google.com 2026-06-05 Seeking Alpha
2026-06-05
Mark Stevens Sells 500,000 Shares of NVIDIA (NASDAQ:NVDA) Stock - MarketBeat
0.92
news.google.com 2026-06-05 MarketBeat
2026-06-05
Nvidia (NASDAQ: NVDA) Faces $800 Billion AI Spending Test As Cisco-Era Warnings Return - foreignpolicyjournal.com
0.92
www.foreignpolicyjournal.com 2026-06-05 foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has once again become the market’s most closely watched reference point for an enduring question: when does a genuine technology boom become dangerously expensive? TS Lombard analysts drew a direct comparison between Nvidia’s current rise and Cisco Systems (NASDAQ: CSCO) during the dot-com era, as investors continue debating whether the AI buildout can support expectations p
Artificial IntelligenceSemiconductor IndustryAI InvestmentTech BubbleData CentersCloud ComputingMarket ValuationInvestment Risk
2026-06-05
Navitas Semiconductor (NASDAQ: NVTS) Surges 84.9% Post-Earnings As AI Power Demand Accelerates - foreignpolicyjournal.com
0.85
www.foreignpolicyjournal.com 2026-06-05 foreignpolicyjournal.com
Navitas Semiconductor Corporation (NASDAQ: NVTS) has surged approximately 84.9% in the month since its last earnings report, significantly outpacing the S&P 500 over the same period. The rally follows a first-quarter 2026 earnings report that delivered a narrower-than-expected loss, with the company posting a loss of just 4 cents per share, beating the Zacks Consensus Estimate by 20%. A $500 mon
SemiconductorAI ChipsHigh-Power DevicesNavitasEarnings ReportRevenue GrowthGross Margin ImprovementCash Flow
2026-06-05
Nvidia: I Do Not Fear The AI Bubble Yet (NASDAQ:NVDA) - Seeking Alpha
0.92
seekingalpha.com 2026-06-05 Seeking Alpha
__fail__
2026-06-05
ASML (NASDAQ: ASML) Hits $674 Billion Market Cap To Become Europe's Most Valuable Stock In History - foreignpolicyjournal.com
0.92
www.foreignpolicyjournal.com 2026-06-05 foreignpolicyjournal.com
Dutch chipmaker ASML Holding (NASDAQ: ASML) reached a market capitalization of $674 billion intraday, making it the most valuable European stock ever recorded. The milestone eclipses the previous European record set by Novo Nordisk (NYSE: NVO) in June 2024, a company whose fortunes have since reversed sharply. Trade turnover in Eurasian Economic Union exceeds €80 billion last year Submit a Pres
Semiconductor EquipmentASMLEUV LithographyChip ManufacturingEuropean Stock MarketAI ChipsTSMCSemiconductor Industry
2026-06-05
Micron Is Now An Expensive Call Option On The AI Bubble (NASDAQ:MU) - Seeking Alpha
0.88
news.google.com 2026-06-05 Seeking Alpha
2026-06-04
Traders Purchase High Volume of Put Options on Cadence Design Systems (NASDAQ:CDNS) - MarketBeat
0.65
news.google.com 2026-06-04 MarketBeat
2026-06-04
Micron: The Market Is Right (Rating Upgrade) (NASDAQ:MU) - Seeking Alpha
0.92
news.google.com 2026-06-04 Seeking Alpha
2026-06-04
Q1 Earnings Highlights: Teradyne (NASDAQ:TER) Vs The Rest Of The Semiconductor Manufacturing Stocks - Yahoo! Finance Canada
0.92
ca.finance.yahoo.com 2026-06-04 Yahoo! Finance Canada
__fail__
2026-06-04
Q1 Earnings Highlights: Teradyne (NASDAQ:TER) Vs The Rest Of The Semiconductor Manufacturing Stocks - Yahoo Finance
0.88
finance.yahoo.com 2026-06-04 Yahoo Finance
__fail__
2026-06-04
Semiconductor Manufacturing Stocks Q1 Results: Benchmarking IPG Photonics (NASDAQ:IPGP) - Yahoo Finance UK
0.75
uk.finance.yahoo.com 2026-06-04 Yahoo Finance UK
__fail__
2026-06-04
Semiconductor Manufacturing Stocks Q1 Results: Benchmarking IPG Photonics (NASDAQ:IPGP) - Yahoo Finance
0.92
finance.yahoo.com 2026-06-04 Yahoo Finance
__fail__
2026-06-04
Cadence: The Silicon Arms Race Is Just Getting Started (NASDAQ:CDNS) - Seeking Alpha
0.95
seekingalpha.com 2026-06-04 Seeking Alpha
__fail__
2026-06-04
Sandisk Stock: The Valuation Gap With Micron Looks Excessive (NASDAQ:SNDK) - Seeking Alpha
0.88
seekingalpha.com 2026-06-04 Seeking Alpha
__fail__
2026-06-04
Micron: Rising Memory Demand And Tight Supply Create A Powerful Setup (NASDAQ:MU) - Seeking Alpha
0.88
seekingalpha.com 2026-06-04 Seeking Alpha
__fail__
2026-06-04
Anirudh Devgan Sells 25,005 Shares of Cadence Design Systems (NASDAQ:CDNS) Stock - MarketBeat
0.65
news.google.com 2026-06-04 MarketBeat
2026-06-04
Cadence Design Systems (NASDAQ:CDNS) VP Sells $2,789,276.71 in Stock - MarketBeat
0.85
www.marketbeat.com 2026-06-04 MarketBeat
__fail__
2026-06-04
Anirudh Devgan Sells 51,822 Shares of Cadence Design Systems (NASDAQ:CDNS) Stock - MarketBeat
0.85
www.marketbeat.com 2026-06-04 MarketBeat
__fail__
2026-06-04
Super Micro Computer Launches AMD (NASDAQ: AMD) Helios Rack Platform At Computex 2026 To Challenge Nvidia (NASDAQ: NVDA) - foreignpolicyjournal.com
0.92
www.foreignpolicyjournal.com 2026-06-04 foreignpolicyjournal.com
Super Micro Computer launched its rack-scale Helios platform at Computex 2026, built on Advanced Micro Devices’ (NASDAQ: AMD) Instinct MI455X GPUs and EPYC CPUs. The Helios platform targets hyperscale AI infrastructure designed for large language model training, inference, and broader AI workloads at scale. White House launches UFO-themed Aliens.gov: An ICE arrest tracker Submit a Press Release
Super Micro ComputerAMDNVIDIAAI Data CenterGPUCPURack-scale PlatformArtificial Intelligence