SemiPulse — Semiconductor Intelligence

2 Growth Stocks Are the Smarter Plays in the AI Supercycle Than Nvidia Right Now - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

The artificial intelligence (AI) infrastructure build-out remains one of the biggest growth drivers the stock market has ever seen. However, the AI market is shifting in a way that could lead to new leaders emerging. The first phase of AI was all about training foundational large language models (LLMs), while the importance ofinferenceand AI agents is dominating the second phase.Nvidia(NVDA1.38%)w

Artificial Intelligence Semiconductor Industry AI Infrastructure GPU ASIC NVIDIA Broadcom AMD

Micron’s HBM Allocation Is Spoken for Through 2026, but a CEO Stock Sale and a Beijing Summit Add - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS

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UBS raises Applied Materials stock price target on supply outlook - Investing.com

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www.investing.com 2026-05-15 Investing.com

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KeyBanc raises Applied Materials stock price target on growth outlook - Investing.com

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www.investing.com 2026-05-15 Investing.com

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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $483.84, Implies 10% Upside - TradingView

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www.tradingview.com 2026-05-15 TradingView

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Qualcomm drops 13% as chip stocks retreat from AI rally - Crypto Briefing

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cryptobriefing.com 2026-05-15 Crypto Briefing

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RBC Bearings, Applied Materials And 3 Stocks To Watch Heading Into Friday - Benzinga

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news.google.com 2026-05-15 Benzinga

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Does NVIDIA Stock Still Have Room to Run? - Trefis

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www.trefis.com 2026-05-15 Trefis

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Texas Instruments Insider Makes Major Move in Multimillion-Dollar Stock Sale - TipRanks

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www.tipranks.com 2026-05-15 TipRanks

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As Nvidia Stock Hits New Highs, Is It Too Late to Buy? - Yahoo Finance

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finance.yahoo.com 2026-05-15 Yahoo Finance

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As Nvidia Stock Hits New Highs, Is It Too Late to Buy? - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

The market was pretty down onNvidia(NVDA+4.39%)earlier this year, and it dipped back below the $5 trillion market-cap threshold. Smart investors saw the opportunity in March, and Nvidia is back to hitting new highs.It's up 18% year to date, trouncing theS&P 500, and it has a record $5.36 trillion value. Is it too late to buy?Why everything is about NvidiaNvidia was hardly a household name over its

Nvidia Artificial Intelligence GPU Semiconductor AI Chip Market Valuation Investment Analysis Earnings Forecast

Cerebras Systems Stock Soars 68% in Blockbuster IPO: What Investors Should Know - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

On Thursday,Cerebras Systems(CBRS+5.87%)soared 68.2% in its debut on the Nasdaq stock exchange. The artificial intelligence (AI) chipmaker'sinitial public offeringwas the largest IPO in 2026 so far. That title, however, may be lost if Elon Musk's SpaceX goes public this year, as widely expected.Here's what investors should know.Cerebras' wafer-scale AI chip. Image source: Cerebras Systems.Cerebras

AI chip IPO Semiconductor Artificial Intelligence Cerebras Systems NVIDIA SpaceX Market valuation

Qualcomm Stock Investors Need to Know This - The Globe and Mail

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www.theglobeandmail.com 2026-05-15 The Globe and Mail

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This AI Semiconductor Stock Beat the S&P 500 by 9 Points. A Fund Just Exited Completely - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

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Qualcomm Stock Investors Need to Know This - The Motley Fool

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www.fool.com 2026-05-15 The Motley Fool

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US stock futures steady after Nvidia boosts Wall St; Trump-Xi summit in focus - Investing.com

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www.investing.com 2026-05-15 Investing.com

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Cathie Wood’s ARK trims Taiwan Semiconductor stock, adds Cerebras - Investing.com

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www.investing.com 2026-05-15 Investing.com

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Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange

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digitimes.com 2026-05-15

Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese memory module maker has seen a rebound in profit as demand for memory continues to rise.

Nvidia Stock Soars as UBS Sees Massive AI Demand Surge Ahead - TradingView

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www.tradingview.com 2026-05-15 TradingView

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Nvidia, Others Pop To Record Highs. These 13 Stocks Just Added To IBD Stock Lists - Investor's Business Daily

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www.investors.com 2026-05-15 Investor's Business Daily

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