Semiconductor News & Analysis Feed
5353 articles
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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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron is one of the big winners of the AI growth story as companies rush to its memory products.
Agentic AI could supercharge Micron’s growth in the quarters to come.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting s
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
seekingalpha.com
2026-05-31
Seeking Alpha
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron Technology (
MU
+5.07%
) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting start-up. This is thanks to the artificial intelligence (AI) boom, which has supercharged demand for the company's memory and storage offerings and translated into significant revenue growth.
As a result, investors have rushed to g
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.tradingkey.com
2026-05-31
TradingKey
SK Hynix leads in HBM market share and profitability, driven by its high-margin HBM business and purer memory focus. Samsung Electronics, while larger in scale and demonstrating strong risk resilience, is accelerating its catch-up in HBM. Investors seeking high growth may prefer SK Hynix, while those prioritizing stability might favor Samsung, especially if its HBM4 strategy succeeds. Both are acc
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Alphabet (
GOOGL
2.54%
) (
GOOG
2.52%
) and Nvidia (
NVDA
1.00%
) are two of the most valuable stocks in the world, with market capitalizations of $4.6 trillion and $5.1 trillion, respectively. Both companies have deep roots in artificial intelligence (AI), though there has historically been little overlap between the two.
Alphabet dominates the digital advertising market, due in part to propriet
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.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): shares steady after recent rally ahead of technical levels
31.05.2026 - 09:06:55 | ad-hoc-news.de
Infineon Technologies shares on Xetra were little changed on 05/29/2026 after a strong run in recent months, leaving investors watching key chart levels and the wider semiconductor backdrop in Germany.
Infineon, DE0006231004
Infineo
2026-05-31
www.aol.com
2026-05-31
AOL.com
Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right
KEITHEN DRURY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:50 PM GMT+8
0
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027,
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027, which keeps the entire industry on track to achieve a massive $3 trillion to $4 trillion annual spend by 2030. That's a huge growth prediction, but Nvidia is already probably receiving orders for 2027 products that allow it to back this projectio
2026-05-31
news.google.com
2026-05-31
AD HOC NEWS
2026-05-31
www.msn.com
2026-05-31
MSN
Key Points
Interested in Texas Instruments Incorporated? Here are five stocks we like better.
The shift from 48-volt to 800-volt power architectures in AI data centers and EVs is creating structural demand for analog chips from Texas Instruments and onsemi.
Bank of America raised its price targets for both companies, setting onsemi at $138 and Texas Instruments at $370, citing data center growth a