Semiconductor News & Analysis Feed
5351 articles
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.quiverquant.com
2026-05-31
Quiver Quantitative
NVIDIA AI Push: Recent market updates on NVIDIA's multi-billion-dollar commitments to AI initiatives have drawn attention to Qualcomm as a key player in the semiconductor supply chain. Observers note potential spillover benefits for firms like QCOM amid expanding data center and edge computing demands. Discussions emphasize how these developments could accelerate Qualcomm's role in next-generation
2026-05-31
www.barchart.com
2026-05-31
Barchart.com
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2026-05-31
www.barchart.com
2026-05-31
Barchart.com
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2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): focus on dividend and technical picture after recent insider activity
31.05.2026 - 15:01:07 | ad-hoc-news.de
Texas Instruments shares remain in focus on Nasdaq as investors digest the board’s latest quarterly dividend decision, recent insider transactions and a strong year-to-date performance driven by demand in semiconductor
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): NVIDIA AI server partnership and chart picture in focus
31.05.2026 - 14:58:41 | ad-hoc-news.de
Infineon Technologies shares on Xetra reacted to fresh news about a partnership in NVIDIA’s MGX AI server ecosystem, while investors also assess where the stock stands within its current 52-week trading range and key technical markers.
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.aol.com
2026-05-31
AOL.com
Are Micron and Sandisk Stocks in a Bubble?
KEITHEN DRURY, THE MOTLEY FOOL
Sun, May 31, 2026 at 8:28 PM GMT+8
0
Key Points
Sandisk and Micron are both memory chip producers.
Both companies are seeing rapid growth.
The stocks don't look overvalued.
10 stocks we like better than Sandisk ›
Two of the most impressive stocks over the past year have been Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Two of the most impressive stocks over the past year have been Micron (
MU
+5.07%
) and Sandisk (
SNDK
+3.25%
). Micron's stock has risen an outstanding 860%, and any investor would be thrilled with a return like that. However, after comparing it to Sandisk's meteoric rise, it looks a bit lacking. Sandisk's stock has risen a jaw-dropping 4,160% over the past year. So, if you had the foresight to i
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
From, Cyclical
From Cyclical Commodity to AI Bottleneck: How Micron’s Fully Booked HBM Pipeline Upended Its Stock and Split the Investor Crowd
31.05.2026 - 12:41:57 | boerse-global.de
Micron's stock surges 878% in a year as binding HBM contracts with hyperscalers lock in 2026 capacity, signaling a structural change from historical boom-bust cycles.
From Cyclical Commodity to AI Bottleneck: How M
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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