Semiconductor News & Analysis Feed
5379 articles
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In midday trading, the S&P 500 (
^GSPC
+0.41%
) rose 0.57% to 7,516.11, the Nasdaq Composite (
^IXIC
+0.81%
) climbed 1.00% to 26,606.90 on AI strength, while the Dow Jones Industrial Average (
^DJI
0.38%
) slipped 0.23% to 50,463.03 as non-tech blue chips lagged.
Market movers
Micron Technology (
MU
+18.32%
) jumped roughly 18% toward a $1 trillion valuation after UBS (
UBS
+1.45%
) tripled its
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the automotive industry accelerates toward electric vehicles, advanced driver-assistance systems and smarter in-car technologies, semiconductor companies supplying these critical components are gaining increased investor attention.
ON Semiconductor CorporationON and NXP Semiconductors N.V.NXPI are among the key players benefiting from this trend, thanks to their strong exposure to the fast-gro
2026-05-27
www.theglobeandmail.com
2026-05-27
The Globe and Mail
As the automotive industry accelerates toward electric vehicles, advanced driver-assistance systems and smarter in-car technologies, semiconductor companies supplying these critical components are gaining increased investor attention.
ON Semiconductor CorporationON and NXP Semiconductors N.V.NXPI are among the key players benefiting from this trend, thanks to their strong exposure to the fast-gro
2026-05-27
stocktwits.com
2026-05-27
Stocktwits
stocktwits.com
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2026-05-27
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2026-05-27
CryptoRank
On May 26, 2026 AI and semiconductor stocks rallied as the S&P 500 rose 0.6% and the Nasdaq 1.1%, led by Micron (+17%, market cap above $1 trillion), Qualcomm (+6%), AMD (~+5%), Intel (~+4%) and a Roundhill Memory ETF gain of ~12%. The surge, fueled by stronger AI infrastructure demand and Nvidia’s push into a potential $200 billion CPU market with its Vera architecture, is broadly positive for cr
2026-05-27
www.marketwatch.com
2026-05-27
MarketWatch
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+16.00%
) supplies some of the world's best high-bandwidth memory (HBM) for data centers, which is critically important for processing artificial intelligence (AI) workloads. Demand for this hardware far exceeds supply, which is why Micron stock has exploded higher by 700% over the past year.
But another company is also benefiting from the blistering demand for memory. Axce
2026-05-27
stockstory.org
2026-05-27
StockStory
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.msn.com
2026-05-26
MSN
Memory-chip maker Micron TechnologyMU scored a bullish report from a Wall Street analyst on Tuesday. Micron stock surged to a record high.
UBS analyst Timothy Arcuri maintained his buy rating on Micron stock and raised his 12-month price target to 1,625 from 535.
In morning trades on the stock market today, Micron stock jumped more than 17% to 879.13. Earlier in the session, it hit a record high
2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-26
www.businessinsider.com
2026-05-26
Business Insider
Micron stock surpassed a $1 trillion marker cap on Tuesday, thanks to a rally fueled by UBS's highly bullish call for the chipmaker.
The investment bank lifted its price target for the semiconductor firm to $1,625, up from its prior target of $535 a share. The new target implies a 90% increase in Micron over the next 12 months — a rally that's likely to be driven by surging AI demand and the comp
2026-05-26
www.investors.com
2026-05-26
Investor's Business Daily
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
0.52%
) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for its artificial intelligence (AI) chips remains high, leading to an acceleration of its growth rate. It generated 85% revenue growth in the first quarter of Fiscal 2027 (which ended on April 26), which was better than the 73% growth it posted a quarter earlier.
But de
2026-05-26
www.tradingview.com
2026-05-26
TradingView
__fail__
2026-05-26
qz.com
2026-05-26
qz.com
MARKETS
Micron stock surges after UBS more than triples its price target, citing AI
UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market
By
Cris Tolomia
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Published 38 minutes ago
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Updated 32 minutes ago
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2026-05-26
www.cnbc.com
2026-05-26
CNBC
Micron
topped a $1 trillion market value for the first time on Tuesday as shares popped 18% on strong artificial intelligence demand for its memory chips.
The stock surge came as UBS nearly tripled its price target on the stock from $535 to $1,625 a share, citing long-term agreement opportunities with partially fixed pricing.
“We believe the market will start to put a more ‘normal’ multiple on
2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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智通财经APP获悉，周二，半导体股普涨，美国超微公司(AMD.US)涨6%，意法半导体(STM.US)、德州仪器(TXN.US)涨逾5%，应用材料(AMAT.US)涨近5%，泛林集团(LRCX.US)涨逾4%，英特尔(INTC.
2026-05-26
www.cnbc.com
2026-05-26
CNBC
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