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2026-05-05
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2026-05-05
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A new analysis examines the contrasting bullish and bearish perspectives on Taiwan Semiconductor Manufacturing (NYSE: TSM). The stock has delivered strong returns, rising approximately 140% over the past year and 30% year to date, according to the source.
Taiwan Semiconductor Manufacturing, com
2026-05-05
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2026-05-05
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AAPL COMPANY INTEL TSMC SAMSUNG ELECTRONICS
Report: Apple considers Intel and Samsung to diversify chip manufacturing away from TSMC
Marcus Mendes
| May 4 2026 - 8:45 pm PT
2 Comments
Bloomberg reports that Appl
2026-05-05
techcrunch.com
2026-05-05
TechCrunch
When it comes to the specter of AI’s labor-displacing potential, Jensen Huang thinks that the American worker has nothing to fear. During a conversation Monday night with MSNBC’s Becky Quick, hosted by the Milken Institute — an economic policy think tank, the jovial Nvidia CEO said that AI was an industrial-scale generator of jobs, not the harbinger of mass unemployment that “AI doomers” have ofte
2026-05-05
eetimes.com
2026-05-05
Pablo Valerio
A recentstudy by Juniper Researchprojects that the post-quantum cryptography (PQC) market will expand from $1.2 billion in 2026 to $13 billion by 2035, with a compound annual growth rate of 30%.This growth is driven by emerging regulations and sustained R&D aimed at preparing for “Q-Day,” when quantum computers could break current encryption. The study examines technology adoption across 61 countr
2026-05-05
www.timesunion.com
2026-05-05
Times Union
ALBANY — NY Creates and Idaho-based chipmaker Micron Technology have started a 16-month apprenticeship program in the Capital Region.
2026-05-05
finance.yahoo.com
2026-05-05
Yahoo Finance
Intel appoints Qualcomm executive to lead PC and physical AI business
Reuters
Mon, May 4, 2026 at 2:51 PM PDT 1 min read
1
INTC
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QCOM
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AMD
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ARM
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May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit.
The new role for Katouzian includes the
2026-05-05
www.tomshardware.com
2026-05-05
Tom's Hardware
Tech Industry Big Tech
Intel swipes Qualcomm veteran of 25 years to lead client computing — Alex Katouzian jumps ship to oversee consumer CPUs and physical AI
News
By Etiido Uko published May 5, 2026
Tech companies are increasingly pivoting towards AI
(Image credit: Getty Images / Justin Sullivan)
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2026-05-05
developer.nvidia.com
2026-05-05
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Optimize Supply Chain Decision Systems Using NVIDIA cuOpt Agent Skills
May 04, 2026
By Adi Geva, Rajath Narasimha and Sylendran Arunagiri
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Modern supply chains operate under the constant pressures of fluctuating demand, volatile costs, constrained c
2026-05-05
www.servethehome.com
2026-05-05
ServeTheHome
AIWorkstation
HP ZGX Nano G1n Review The HP Take on the NVIDIA GB10
By Ryan Smith -
May 4, 2026
3
HP ZGX Nano G1n AI Station Front 1
Looking at the state of the NVIDIA GB10 ecosystem several months down the line, there are a couple of things that have continued to surprise us. The first has been the sheer popularity of the small-form-factor systems, which have seen GB10 boxes from multiple vendor
2026-05-05
www.benzinga.com
2026-05-05
Benzinga
SanDisk Corp. (NASDAQ:SNDK) shares rocketed roughly 81% in April, dwarfing NVIDIA Corp.'s (NASDAQ:NVDA) modest 1.8% gain and delivering more than 45 times the return of the AI chip king, according to Benzinga Pro data.
SNDK stock is moving. See the chart and price action here.
The move highlights a sharp rotation inside the AI trade: investors are not walking away from Nvidia, but they are aggr
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Nvidia (
NVDA
+1.73%
) is in some ways a seemingly predictable stock. Every year, the market assumes that this will be the year that the company's revenue growth will slow down and the stock will come back down to Earth. As a result, the stock looks a bit undervalued at the start of the year and delivers ho-hum returns. But then, artificial intelligence investing fever tends to make an appearance
2026-05-04
www.fool.com
2026-05-04
The Motley Fool
Micron (
MU
+15.40%
) stock popped on Friday, gaining nearly 5% after peer semiconductor company Sandisk crushed its Q3 earnings report.
Today, shares of both popular computer memory-makers are soaring again, and Micron in particular is up another 8.2% through 10:10 a.m. ET. Wall Street may be the reason.
Image source: Getty Images.
Wall Street loves Sandisk (and maybe Micron?)
In back-to-back
2026-05-04
finance.yahoo.com
2026-05-04
Yahoo Finance
Nvidia CEO Jensen Huang says company now has zero market share in China
Daniel Howley · Technology Editor
Mon, May 4, 2026 at 8:08 AM PDT 2 min read
118
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Nvidia (NVDA) CEO Jensen Huang said the company’s market share in China has dropped to zero. Huang made the comment during an interview on an episode of the Special Competitive
2026-05-04
www.trefis.com
2026-05-04
Trefis
Qualcomm Stock To $340? Trefis
2026-05-04
eetimes.com
2026-05-04
News Desk
Manufacturing continued to expand in April despite supply chain issues and higher prices.
2026-05-04
eetimes.com
2026-05-04
Yashasvini Razdan
Michael Scholles said the interest in India comes from its evolving semiconductor ambitions.
2026-05-04
semiengineering.com
2026-05-04
Ann Mutschler
Long‑running agents, tool-calling LLMs, and multimodal chaos are rewriting edge compu...
2026-05-03
finance.yahoo.com
2026-05-03
Yahoo Finance
Nvidia’s push into physical AI sparks rally in Asian partners
Abhishek Vishnoi
Updated Sun, May 3, 2026 at 6:04 AM PDT 4 min read
14
NVDA
+1.75%
005930.KS
-1.10%
005935.KS
-1.46%
066575.KS
+2.18%
2408.TW
-4.53%
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(Bloomberg) — The list of Asian stocks that benefit from business partnership with Nvidia Corp. (NVDA) is getting longer, as the region further
2026-05-01
eetimes.com
2026-05-01
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