Semiconductor News & Analysis Feed

7315 articles
2026-05-26
news.google.com 2026-05-26 NVIDIA
2026-05-26
www.phoronix.com 2026-05-26 Phoronix
NVIDIA 610.43.02 Linux Driver Released With Vulkan Improvements, DRM Color Pipeline API Written by Michael Larabel in NVIDIA on 26 May 2026 at 09:39 AM EDT. Add A Comment NVIDIA is kicking off the new week with their first Linux driver beta in the R610 driver series that is succeeding the current R595 release branch. Today's NVIDIA 610.43.02 Linux driver release brings support for several more Vu
2026-05-26
www.thestreet.com 2026-05-26 thestreet.com
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2026-05-26
www.marketbeat.com 2026-05-26 MarketBeat
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2026-05-26
www.tradingview.com 2026-05-26 TradingView
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2026-05-26
247wallst.com 2026-05-26 24/7 Wall St.
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2026-05-26
247wallst.com 2026-05-26 24/7 Wall St.
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2026-05-26
finance.yahoo.com 2026-05-26 Yahoo Finance
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2026-05-26
www.fool.com 2026-05-26 The Motley Fool
In this video, I will cover Nvidia's ( NVDA 1.86% ) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 21, 2026. The video was published on May. 21, 2026.
2026-05-26
www.msn.com 2026-05-26 MSN
Even though many semiconductor stocks are up sharply in 2026, Bank of America believes there is much more to come, as high artificial intelligence spending is likely here to stay. “We retain high conviction in continued AI infra strength, driven by: (1) 3–5x YoY sales growth at frontier labs, (2) improving AI monetization, exponential token growth (7x YoY at Google), and continued disruption fear
2026-05-26
letsdatascience.com 2026-05-26 Let's Data Science
FUNDING & BUSINESS nvidia michael burry ai demand chip market Michael Burry Warns Nvidia Stock Faces Aggressive Fall 4 sources | May 26, 2026 6.6 Relevance Score Photo: i.insider.com · rights & takedowns QUICK SUMMARY Hide In Substack posts, investor Michael Burry warned that Nvidia stock is vulnerable to an "aggressive fall," saying "The conditions for an aggressive fall are as strong as they ha
2026-05-26
seekingalpha.com 2026-05-26 Seeking Alpha
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2026-05-26
africa.businessinsider.com 2026-05-26 Business Insider Africa
Nvidia stock is at a historically high risk of an "aggressive fall," Michael Burry says. The "Big Short" investor said the next fall could be "more dramatic" than previous big drops. Burry rang the alarm on "tokenmaxxing," calling it a "crazy, rushed, temporary phase." ADVERTISEMENT RECOMMENDED ARTICLES News WFH is a bigger driver of entry-level job woes than AI, researchers say News I moved to Ca
2026-05-26
www.businessinsider.com 2026-05-26 Business Insider
Michael Burry warned Nvidia stock looks vulnerable and the AI "tokenmaxxing" trend won't last in two recent Substack posts. "The conditions for an aggressive fall are as strong as they have been in the history of the stock," Burry wrote in a Monday post. The investor of "The Big Short" fame — known for making prescient calls and dire predictions — added that Nvidia's next decline could be "more
2026-05-26
www.benzinga.com 2026-05-26 Benzinga
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2026-05-26
seekingalpha.com 2026-05-26 Seeking Alpha
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2026-05-26
www.gurufocus.com 2026-05-26 GuruFocus
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2026-05-26
seekingalpha.com 2026-05-26 Seeking Alpha
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2026-05-26
simplywall.st 2026-05-26 simplywall.st
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2026-05-26
www.fool.com 2026-05-26 The Motley Fool
Nvidia ( NVDA 1.86% ) is a business that truly looks unstoppable these days. Its growth continues to be impressive as it dominates the artificial intelligence (AI) chip market. Its margins remain strong, and while there are stories of tech companies making their own chips, slowing demand clearly hasn't been a problem for Nvidia. In the past five years, the stock has rallied more than 1,300%, easi