Semiconductor News & Analysis Feed
12153 articles
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
ASML (NASDAQ:ASML) Stock Price Up 5% - Still a Buy?
Written by MarketBeat
May 8, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
ASML shares jumped 5% on Friday, with trading volume running above average as the stock moved to around $1,592 after closing at $1,516.60 the prior day.
Recent analyst commentary remains supportive: Berenberg reiterated a buy rating, while multiple firms kept bullish v
2026-05-09
finance.yahoo.com
2026-05-09
Yahoo Finance
A Look At Corning (GLW) Valuation After The NVIDIA AI Data Center Partnership
Simply Wall St
Fri, May 8, 2026 at 2:30 PM PDT 2 min read
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Corning (GLW) is back on many investors’ screens after announcing a multi year part
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Nvidia(NVDA1.38%), the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far?Image source: Getty
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
ExpandNASDAQ:IRENIrenToday's Change(-4.68%) $-2.48Current Price$50.46Key Data PointsMarket Cap$18BDay's Range$48.48- $53.1152wk Range$8.27- $76.87Volume366KAvg Vol40MGross Margin19.13%Iren(IREN4.68%), which develops and operates renewable-powered data centers forBitcoin(BTC0.04%)mining and AI cloud services, closed Friday at $61.2, up 7.65%. The stock moved higher after announcing a multi-year par
2026-05-09
americanbazaaronline.com
2026-05-09
The American Bazaar
Big Tech partners with kids’ brands on digital moderation campaign amid controversy
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
The proliferation of artificial intelligence (AI) has supercharged the semiconductor industry in recent years. That isn't surprising, as chips are the basic building blocks of AI applications.From training AI models to running inference applications to storing and moving data, chips are essential at every step of the AI lifecycle. Simply put, there won't be any large language models (LLMs) or AI s
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Micron(MU5.81%)stock took a tumble Thursday, falling 3% on a report from Bernstein highlighting trouble in the computer memory spot market.On Friday, shares of the popularcomputer memory-makerbounced 9.3% through 10:30 a.m. ET -- Bernstein may be behind this movement, too.Image source: Getty Images.What Bernstein says about MicronBernstein warned yesterday of a shortage of both DRAM and NAND flash
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
ChipmakerNvidia(NVDA1.38%)is the largest publicly traded company in the world by market capitalization. It's also the largest publicly traded company in history, hitting a high of $5.26 trillion on April 27. It's currently at $5.17 trillion.That's a jaw-dropping valuation, and Nvidia reached it quickly.The company's market capis up more than 80% over the past year alone and more than 1,300% in the
2026-05-08
pr.tsmc.com
2026-05-08
Taiwan Semiconductor
enzh-hantzh-hansja
2026-05-08
news.futunn.com
2026-05-08
富途牛牛
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)has been one of the biggest beneficiaries of the artificial intelligence (AI) chip boom. Its graphics processing units (GPUs) are parallel processors, designed to break down certain types of massively complex calculations into a host of smaller parts, and then perform all of those small calculations simultaneously, rather than taking each task in sequence. And it turns out, the pr
2026-05-08
pr.tsmc.com
2026-05-08
Taiwan Semiconductor
enzh-hantzh-hansja
2026-05-08
news.az
2026-05-08
Latest news from Azerbaijan
News.Az is an Azerbaijani informational-analytical news portal that publishes a wide range of content, including analytical materials,
in-depth articles, insightful commentaries, and the latest news.
2026-05-08
www.digitimes.com
2026-05-08
digitimes
CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the trade negotiations, the US leader has also sought to frame the summit as a type...The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to widen its lead over rivals in the AI semiconductor race. Industry sources...The article requires paid subscription.Subscribe Now
2026-05-08
www.digitimes.com
2026-05-08
digitimes
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing, with Sony holding the majority and controlling interest.The article requires paid subscription.Subscribe Now
2026-05-08
www.klsescreener.com
2026-05-08
KLSE Screener
KUALA LUMPUR (May 8): The Malaysian government has provided RM92 million in research and development (R&D) grants to five local companies that form the Malaysia Advanced Packaging Consortium (MAPC) to help upgrade the country’s semiconductor industry into a higher-value sector, according to the Ministry of Science, Technology and Innovation (Mosti).The funding, channelled through the Malaysia Sci
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)isn't just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it has more information than the average investor about what's going on inside some of these companies.
2026-05-08
news.az
2026-05-08
Latest news from Azerbaijan
News.Az is an Azerbaijani informational-analytical news portal that publishes a wide range of content, including analytical materials,
in-depth articles, insightful commentaries, and the latest news.