Semiconductor News & Analysis Feed
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2026-05-31
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These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.ig.com
2026-05-31
ig.com
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Nvidi
2026-05-31
finance.yahoo.com
2026-05-31
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2026-05-31
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2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-31
www.aol.com
2026-05-31
AOL.com
Why NVDY Shareholders Miss Half of NVIDIA’s Explosive Moves in Strong Months
MICHAEL WILLIAMS
Sun, May 31, 2026 at 1:40 AM GMT+8
0
Shutterstock / rafapress
Quick Read
YieldMax NVDA Option Income Strategy ETF (NVDY) caps NVIDIA gains by selling monthly call options for over 50% yield.
NVDY captured only 56% of NVIDIA’s 62% trailing-year gain, underperforming when NVIDIA rallies sharply.
NVDY dis
2026-05-31
www.aol.com
2026-05-31
AOL.com
Why NVDY Shareholders Miss Half of NVIDIA’s Explosive Moves in Strong Months
MICHAEL WILLIAMS
Sun, May 31, 2026 at 1:40 AM GMT+8
0
Shutterstock / rafapress
Quick Read
YieldMax NVDA Option Income Strategy ETF (NVDY) caps NVIDIA gains by selling monthly call options for over 50% yield.
NVDY captured only 56% of NVIDIA’s 62% trailing-year gain, underperforming when NVIDIA rallies sharply.
NVDY dis
2026-05-31
247wallst.com
2026-05-31
24/7 Wall St.
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2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
AIServerServer Systems
ASUS XA NB3I-E12 Review A Massive 8x NVIDIA B300 GPU Server
By Patrick Kennedy -
May 30, 2026
0
ASUS XA NB3I E12 With Patrick
The ASUS XA NB3I-E12 is a huge server. Occupying 9U of rack space, it brings a cutting-edge NVIDIA Blackwell Ultra subsystem along with Intel Xeon processors and over 6.4Tbps of networking in a form factor that is relatively easy to integrate into da
2026-05-31
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2026-05-31
Insider Monkey
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2026-05-31
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2026-05-31
Yahoo Finance
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2026-05-31
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2026-05-31
Moomoo
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2026-05-31
hothardware.com
2026-05-31
HotHardware
NVIDIA, Microsoft And Arm Hint That A New Era Of PC Is Coming
by Tim Sweezy — Saturday, May 30, 2026, 12:30 PM EDT
Comments
NVIDIA, Microsoft, and Arm synchronized their social media feeds with a single cryptic message: "A new era of PC. 25.0528, 121.5990." It was a carefully coordinated, understated tease, but pointing somewhere very specific.
Video Muted
Plug those coordinates into Google
2026-05-31
the-decoder.com
2026-05-31
the-decoder.com
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Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Copilot
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
May 30, 2026
Nvidia is entering the PC market. According to Axios, the first Windows computers running Nvidia chips as their main processor will be unveiled next
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-31
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2026-05-31
Neowin
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