Semiconductor News & Analysis Feed
42 articles
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-06-01
finimize.com
2026-06-01
Finimize
Samsung climbed 9.5% and LG jumped 28% as Jensen Huang’s expected talks fueled hopes of AI and robotics tie-ups.
South Korean tech stocks jumped after Reuters reported that Nvidia CEO Jensen Huang is expected to meet Korean executives this week, lifting hopes of fresh AI and robotics partnerships.
The biggest move was at Samsung Electronics: the shares rose 9.5%, briefly taking its market value
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) infrastructure spending has rocketed higher in recent years. Importantly, there are no signs of a slowdown in AI infrastructure spending.
This is great news for Micron Technology (
MU
+5.07%
), which provides a critical component that helps chips used for running AI applications unlock their full potential. In fact, a recent report suggests that massive investments in
2026-05-30
www.aol.com
2026-05-30
AOL.com
Prediction: After Micron and AMD, This Will Be the Next Tech Stock to Join the $1 Trillion Club
DANIEL FOELBER, THE MOTLEY FOOL
Sat, May 30, 2026 at 10:20 PM GMT+8
0
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 re
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
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
www.fool.com
2026-05-30
The Motley Fool
The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks with massive market caps.
There are 11 companies with market caps over $1 trillion, and five of them are U.S. tech stocks. Micron Technology officially joined the $1 trillion club on May 26, while Eli Lilly, Walmart, and Samsung Electronics have all been in the club but ar
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Having confidence in a stock can mean multiple things. However, when I say I've never been more confident in a specific stock than I am right now, I am combining market-crushing returns with confidence. Those two attributes are rarely found together, as higher potential returns are normally associated with higher risk, but that doesn't seem to be the case with Nvidia (
NVDA
1.00%
).
Nvidia's succ
2026-05-21
uk.finance.yahoo.com
2026-05-21
Yahoo Finance UK
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2026-05-21
finance.yahoo.com
2026-05-21
Yahoo Finance
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2026-05-21
seekingalpha.com
2026-05-21
Seeking Alpha
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2026-05-16
finance.yahoo.com
2026-05-16
Yahoo Finance
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2026-05-15
www.msn.com
2026-05-15
MSN
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2026-05-15
seekingalpha.com
2026-05-15
Seeking Alpha
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2026-05-14
finance.yahoo.com
2026-05-14
Yahoo Finance
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2026-05-14
www.fool.com
2026-05-14
The Motley Fool
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2026-05-13
finance.yahoo.com
2026-05-13
Yahoo Finance
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2026-05-12
www.theglobeandmail.com
2026-05-12
The Globe and Mail
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