Semiconductor News & Analysis Feed
7369 articles
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
H&H International Investment, LLC, managed by Miltos Bossinis, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 6,606,675 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia is the largest component of the S&P 500.
Other companies could take Nvidia's spot if it stumbled.
10 stocks we like better than Nvidia ›
Being the largest and being the most important company aren't necessarily the same thing. Nvidia(NASDAQ: NVDA) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Being the largest and being the most important company aren't necessarily the same thing. Nvidia (
NVDA
1.00%
) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place Alphabet -- but does that mean it's also the most important?
Let's take a look to see how important Nvidia is, and if the world could survive without it.
Im
2026-05-31
mshale.com
2026-05-31
Mshale
mshale.com
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2026-05-31
www.notebookcheck.net
2026-05-31
Notebookcheck
The Yoga Pro 7 has previously been available with an Intel chip and in an AMD variant, but a new 15.3-inch version with an ARM APU produced by Nvidia and MediaTek is coming soon, as a new retailer leak discovered by WinFuture reveals. This once again reinforces that Nvidia CEO Jensen Huang will not only talk about AI in the early morning hours of June 1, 2026, when opening this year’s Computex. Wi
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 30, 2026, reports emerged that NVIDIA NVDA and Microsoft (MSFT) are set to unveil their first Windows PCs featuring NVIDIA chips as the main processors. These computers are expected to be part of Microsoft's Surface brand, alongside offerings from other manufacturers such as Dell (DELL).
This collaboration marks a significant step for Microsoft, which has been striving to adopt more energy
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record highs, the stock looks attractive based on its run-rate earnings.
10 stocks we like better than Micron Technology ›
Micron Technology shares jumped more than 19% on Tuesday, the
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron Technology shares jumped more than 19% on Tuesday, the memory-chip maker's biggest single-session gain since 2011, and the move pushed the company past $1 trillion in market value for the first time -- making it one of the 10 most valuable public companies in the U.S., as of this writing. The catalyst for the stock's big surge this week was a sharply higher price target from a major Wall St
2026-05-31
www.aol.com
2026-05-31
AOL.com
Move Over, Nvidia: 1 AI Stock Just Posted Its Best Day Since 2011 -- and Wall Street Says It's Still Cheap.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, May 31, 2026 at 9:53 AM GMT+8
0
Key Points
Micron's stock jumped more than 19% in a single session, its biggest one-day gain since 2011.
The company's entire 2026 high-bandwidth memory output is committed under multi-year contracts.
Even near record hig
2026-05-31
www.igorslab.de
2026-05-31
igor´sLAB
ARTIFICIAL INTELLIGENCE • COMPUTEX • GPUS • LATEST NEWS • PRO
Discrete Graphics: From Saviour of the PC Industry, through NVIDIA’s Protein Shake, to the Victim of Software, AI Factories, and Agents | Preface to Computex 2026
31. May 2026 03:10Igor Wallossek
📖 Reading time: approx. 13 minutes · 2,568 words · 15,449 characters
🔊
Listen
Today, instead of the usual feel-good images of a fascinating m
2026-05-31
www.igorslab.de
2026-05-31
igor´sLAB
ARTIFICIAL INTELLIGENCE • COMPUTEX • GPUS • LATEST NEWS • PRO
Discrete Graphics: From Saviour of the PC Industry, through NVIDIA’s Protein Shake, to the Victim of Software, AI Factories, and Agents | Preface to Computex 2026
31. May 2026 03:10Igor Wallossek
📖 Reading time: approx. 13 minutes · 2,568 words · 15,449 characters
🔊
Listen
Today, instead of the usual feel-good images of a fascinating m
2026-05-31
www.digitimes.com
2026-05-31
digitimes
Nvidia, Microsoft and Arm posted identical messages on X on Friday, each displaying the words "A New Era of PC" alongside the geographic coordinates of Taipei — a coordinated tease that has sent the market speculating about what the three companies plan to...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
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2026-05-31
www.thestreet.com
2026-05-31
thestreet.com
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2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
Forums
AI
Server
Server Systems
Server CPUs
Accelerators
Server Motherboards
Server Chassis
Other Components
5G Edge
Storage
Networking
Workstation
Workstation Processors
Workstation Motherboards
Software
Operating Systems
Server Applications
Virtualization
Guides
Buyer’s Guides
Tips
Top Hardware Components for TrueNAS / FreeNAS NAS Servers
Top Hardware Components for pfSense Appliances
Top
2026-05-31
news.google.com
2026-05-31
ServeTheHome
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to