Semiconductor News & Analysis Feed
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2026-05-30
www.tradingview.com
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TradingView
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TradingView
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Susquehanna gives Micron stock another price target hike.
Meanwhile, Dell results give Micron an even bigger boost on limitless AI demand.
10 stocks we like better than Dell Technologies ›
Micron(NASDAQ: MU) stock climbed 4.5% through 12:30 p.m. ET today on two encouraging news items.
The biggest news of the day, of course, is the remarkable 28% run-up in Dell Technologies' (NYSE:
2026-05-30
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Yahoo Finance
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2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Micron (
MU
+4.05%
) stock climbed 4.5% through 12:30 p.m. ET today on two encouraging news items.
The biggest news of the day, of course, is the remarkable 28% run-up in Dell Technologies' (
DELL
+28.37%
) stock price after it reported earnings last night. The second is... another price target hike for Micron itself.
Let's take those in order.
Image source: Micron.
What Dell's success means f
2026-05-30
seekingalpha.com
2026-05-30
Seeking Alpha
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2026-05-30
finance.yahoo.com
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Yahoo Finance
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2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Many, if not most, of us would love to own some terrific growth stocks that could help our portfolios surge in value. It's smart when owning such stocks, though, to plan to hang on for lots of years, and to not get impatient. For example, Microsoft (
MSFT
+3.94%
) shares have averaged only 10% annual gains over the past three years and are down 13% year to date as of May 22 -- but over the past de
2026-05-30
www.barchart.com
2026-05-30
Barchart.com
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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finance.yahoo.com
2026-05-29
Yahoo Finance
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247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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www.investing.com
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Investing.com
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2026-05-29
www.theglobeandmail.com
2026-05-29
The Globe and Mail
NVIDIA CorporationNVDA and Marvell Technology, Inc.MRVL are among the biggest winners of the ongoing artificial intelligence (AI) infrastructure boom. Both companies are benefiting from rising investments in AI data centers, networking, accelerated computing and cloud infrastructure.
NVIDIA dominates the AI graphics processing unit (GPU) market with its full-stack AI platform, while Marvell Techn
2026-05-29
cryptorank.io
2026-05-29
CryptoRank
Nvidia shares rose about 1% to $215.41 and are up roughly 15% YTD as investors await Jensen Huang’s Computex keynote Monday for details on CPU strategy, the Rubin platform and networking targeting a $200 billion to $1 trillion opportunity. Huang also pledged to increase annual Taiwan supplier spending to as much as $150 billion from about $100 billion, while the stock trades at ~22x forward P/E wi
2026-05-29
www.investing.com
2026-05-29
Investing.com
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
On Tuesday, May 26, Micron Technology (
MU
+4.66%
) surpassed $1 trillion in market capitalization for the very first time, capping off an explosive 830% gain in its stock over the last 12 months. It's officially the third American semiconductor company to join the exclusive trillion-dollar club, behind Nvidia and Broadcom.
Micron is one of the world's top suppliers of high-bandwidth memory (HBM)
2026-05-29
www.tradingview.com
2026-05-29
TradingView
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2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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