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2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships
May 09, 2026
Simply Wall St
Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US
2026-05-09
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2026-05-09
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South Korea/Semiconductors/KOSE:A000660
Assessing SK hynix (KOSE:A000660) Valuation After A Sharp Three-Month Share Price Rally
May 09, 2026
Simply Wall St
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Recent share performance and what it means for SK hynix investors
SK hynix (KOSE:A000660) stock has drawn fresh attention after a strong recent
2026-05-09
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2026-05-09
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Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally?
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AuthorJay Qian
May 9, 2026 4:52 AM
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Micron Technology's stock has surged due to high demand for AI storage, particularly Hi
2026-05-09
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2026-05-09
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Nvidia adds Suzanne Nora Johnson to board of directors
The former Goldman Sachs vice chairman joins Nvidia's board and audit committee as the chipmaker expands its governance structure during a period of explosive growth.
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2026-05-09
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2026-05-09
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United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal
May 09, 2026
Simply Wall St
Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with reve
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Shares of materials science specialistCorning(GLW+2.49%)surged earlier this week after the company announced a multi-year partnership withartificial intelligence (AI)chipmakerNvidia. The deal, which dramatically expands U.S. manufacturing of the optical components that AI data centers rely on, sent the stock to fresh 52-week highs. With shares now up an incredible 315% over the last 12 months, the
2026-05-09
technode.com
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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US Markets
S&P 500
7,398.93
+61.82 +0.84%
Dow 30
49,609.16
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Nasdaq
26,247.08
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2,861.21
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VIX
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+0.
2026-05-09
www.tipranks.com
2026-05-09
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Davis Selected Advisers boosts Nvidia stake with 2,518 shares
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Davis Selected Advisers, managed by Chris Davis, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 2,518 shares.
Spark’s Take on NVDA Stock
2026-05-09
www.msn.com
2026-05-09
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US Markets
S&P 500
7,398.93
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Dow 30
49,609.16
+12.19 +0.02%
Nasdaq
26,247.08
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2026-05-09
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2026-05-09
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PUBLISHED
May 9, 2026 · 1:13 AM EDT
Micron Is the Memory Toll Booth Behind NVIDIA’s AI GPU Boom
By
Hazel Kaya
·
15 min read
REVIEWED BY
Omer Sheikh
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Micron
NASDAQ
MU
$746.81
▲ +100.34 (+15.52%)
DAY RANGE
$676.37 – $747.21
VOLUME
64.1M
MARKET STATUS
U.S. regu
2026-05-09
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2026-05-09
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2026-05-09
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Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and...The article requires paid subscription.Subscribe Now
2026-05-09
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2026-05-09
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Foundryecosystem Report: Terafab; capacity, EUV, GaN
How much does a fab cost? What is the cur