Semiconductor News & Analysis Feed
335 articles
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
In a report released today, Matthew Prisco from Cantor Fitzgerald reiterated a Hold rating on Texas Instruments, with a price target of $300.00.
Prisco covers the Technology sector, focusing on stocks such as Onto Innovation, Texas Instruments, and NXP Semiconductors. According to TipRanks, Prisco has an average return of 47.4% and an 82.22% success rate on recommended stocks.
In addition to Can
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
In a report released today, Matthew Prisco from Cantor Fitzgerald reiterated a Hold rating on Texas Instruments, with a price target of $300.00.
Prisco covers the Technology sector, focusing on stocks such as Onto Innovation, Texas Instruments, and NXP Semiconductors. According to TipRanks, Prisco has an average return of 47.4% and an 82.22% success rate on recommended stocks.
In addition to Can
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Micron recently topped $1 trillion in market cap, following a bullish analyst note.
Supply dynamics are tightening, according to management.
The stock looks well-priced based on forward estimates.
10 stocks we like better than Micron Technology ›
Micron (NASDAQ: MU) just did something that no other stock in history has done before.
The memory chip stock went from a market cap of $
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Duquesne Family Office LLC, managed by Stanley Druckenmiller, recently executed a significant transaction involving Micron Technology ((MU)). The hedge fund increased its position by 23,400 shares.
According to Spark, TipRanks’ AI Analyst, MU is a Outperform.
MU scores well on strong current financial performance (high margins, strong cash flow, improving leverage) and a constructive, upbeat ear
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Avalon Global Asset Management Llc, managed by Nancy Kukacka, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund reduced its position by 80,000 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earni
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Discovery Capital Management, LLC, managed by Rob Citrone, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 57,200 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong earnin
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
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:
2026-05-29
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
www.theglobeandmail.com
2026-05-29
The Globe and Mail
While retail capital chases the computational firepower of AI logic chips, a more fundamental story is unfolding in the circuitry that powers them. The insatiable energy demands of next-generation data centers and electric vehicles (EVs) are forcing a non-negotiable architectural shift from legacy 48-volt systems to 800-volt platforms. This transition transforms analog power management integrated