Semiconductor Articles Latest News Trending News Sort By Last 24 Hours Last 3 Days Last 5 Days Last 7 Days Last 14 Days Last 30 Days Last 90 Days All Time Time Frame Keywords 2 hours agoSilicon Shake-Up: The AI Trade Is Moving Beyond NVIDIAJeffrey Neal JohnsonNASDAQ:INTCNASDAQ:AMDRead Silicon Shake-Up: The AI Trade Is Moving Beyond NVIDIA5 hours agoNVIDIA Price Pullback? Don’t Count on It, Business Is AcceleratingThomas HughesNASDAQ:NVDANYSE:ORCLRead NVIDIA Price Pullback? Don’t Count on It, Business Is AcceleratingMay 20, 2026 10:35 AM ETThe Great AI Rotation: Cashing In on DataJeffrey Neal JohnsonNASDAQ:SNDKNASDAQ:MUNASDAQ:WDCRead The Great AI Rotation: Cashing In on DataMay 20, 2026 9:25 AM ETAnalog Devices Provides Much-Needed Pullback: How Low Can It Go?Thomas HughesNASDAQ:ADIRead Analog Devices Provides Much-Needed Pullback: How Low Can It Go?May 19, 2026 12:40 PM ETHIVE Weaponizes Power for an AI PivotJeffrey Neal JohnsonNASDAQ:HIVENYSE:DELLNASDAQ:NVDARead HIVE Weaponizes Power for an AI PivotMay 19, 2026 12:05 PM ETA Deep Dive Into NVIDIA’s Latest Portfolio MovesLeo MillerNASDAQ:NVDANASDAQ:LITENYSE:COHRRead A Deep Dive Into NVIDIA’s Latest Portfolio MovesMay 19, 2026 9:10 AM ETThe $132 Billion Infrastructure Pivot You Might Have MissedJeffrey Neal JohnsonNASDAQ:INTCNASDAQ:AMDNASDAQ:AAPLRead The $132 Billion Infrastructure Pivot You Might Have MissedMay 18, 2026 9:20 AM ETIs Everspin Technologies the Next AI Edge Breakout?Thomas HughesNASDAQ:MRAMRead Is Everspin Technologies the Next AI Edge Breakout?May 17, 2026 7:40 AM ETAs Broadcom Eclipses $2 Trillion, Private Credit Giants Wants InLeo MillerNASDAQ:AVGONYSE:APONYSE:BXRead As Broadcom Eclipses $2 Trillion, Private Credit Giants Wants InMay 17, 2026 6:10 AM ETSamsung Joins the $1 Trillion Club as AI Memory Demand ExplodesJessica MitacekOTCMKTS:SSNLFBATS:DRAMNASDAQ:MURead Samsung Joins the $1 Trillion Club as AI Memory Demand ExplodesMay 15, 2026 8:00 AM ET3 AI Data Center Stocks Worth Watching for Capital RotationRyan HassonNASDAQ:IRENNASDAQ:APLDNASDAQ:CRWVRead 3 AI Data Center Stocks Worth Watching for Capital RotationMay 15, 2026 6:15 AM ETAeluma's Post-Earnings Dip Creates a Buying OpportunityThomas HughesNASDAQ:ALMURead Aeluma's Post-Earnings Dip Creates a Buying OpportunityMay 13, 2026 12:20 PM ETNebius Upside Expands as AI Feedback Loop IntensifiesThomas HughesNASDAQ:NBISNASDAQ:NVDANASDAQ:METARead Nebius Upside Expands as AI Feedback Loop IntensifiesMay 13, 2026 10:35 AM ETQualcomm Stock Doubles: New Era? Or Another False Start?Sam QuirkeNASDAQ:QCOMRead Qualcomm Stock Doubles: New Era? Or Another False Start?May 13, 2026 10:00 AM ETA Quantum Shift: Why Speculative Money Is Ditching AIJeffrey Neal JohnsonNASDAQ:QUBTNASDAQ:RGTINYSE:IONQRead A Quantum Shift: Why Speculative Money Is Ditching AIMay 13, 2026 8:50 AM ETMicron Investors Face a High-Stakes Moment After the Latest RallyThomas HughesNASDAQ:MUNASDAQ:NVDARead Micron Investors Face a High-Stakes Moment After the Latest RallyMay 13, 2026 5:20 AM ETNavitas Breaks Out on India Deal, Validating High-Power AI PivotJeffrey Neal JohnsonNASDAQ:NVTSNASDAQ:NVDAOTCMKTS:IFNNYRead Navitas Breaks Out on India Deal, Validating High-Power AI PivotMay 12, 2026 8:40 AM ETThe DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000Jeffrey Neal JohnsonNASDAQ:MURead The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000May 11, 2026 12:10 PM ETBefore the Moon Base Gets Built, These 4 Companies WinThomas HughesNASDAQ:ALMUNYSE:COHRNASDAQ:LITERead Before the Moon Base Gets Built, These 4 Companies WinMay 11, 2026 9:15 AM ET5 Stocks Positioned to Benefit From the AI Inference BoomRyan HassonNASDAQ:GOOGLNASDAQ:CRDONASDAQ:ALABRead 5 Stocks Positioned to Benefit From the AI Inference BoomMay 11, 2026 5:10 AM ET3 Companies Quietly Essential to Data Center and AI OperationsNathan ReiffNASDAQ:WLDNNASDAQ:CDNSNASDAQ:KLACRead 3 Companies Quietly Essential to Data Center and AI OperationsMay 10, 2026 9:05 AM ETBeyond NVIDIA: Picks-and-Shovels AI Plays with Strong MomentumChris MarkochNYSE:VRTNASDAQ:CDNSNYSE:CIENRead Beyond NVIDIA: Picks-and-Shovels AI Plays with Strong MomentumMay 10, 2026 6:10 AM ET3 Under-The-Radar Small Caps Making New All-Time HighsDan SchmidtNASDAQ:AXTINASDAQ:NWPXNASDAQ:AIPRead 3 Under-The-Radar Small Caps Making New All-Time HighsMay 9, 2026 5:00 AM ETMarketBeat Week in Review – 05/04 - 05/08MarketBeat StaffNASDAQ:NVDANASDAQ:AMDNASDAQ:SHOPRead MarketBeat Week in Review – 05/04 - 05/08May 7, 2026 9:15 AM ETNuts and Bolts AI Play Gains Momentum: Astera Labs Targets RaisedThomas HughesNASDAQ:ALABRead Nuts and Bolts AI Play Gains Momentum: Astera Labs Targets RaisedMay 7, 2026 8:40 AM ETWhy Lam Research Still Looks Like a Buy After a 300% RallySam QuirkeNASDAQ:LRCXNASDAQ:AAPLNASDAQ:INTCRead Why Lam Research Still Looks Like a Buy After a 300% RallyMay 6, 2026 11:10 AM ETApple Talks Just Changed Everything for IntelSam QuirkeNASDAQ:INTCRead Apple Talks Just Changed Everything for IntelMay 6, 2026 8:50 AM ETYears in the Making, AMD’s Upside Movement Has Just BegunThomas HughesNASDAQ:AMDNASDAQ:NVDANASDAQ:GOOGLRead Years in the Making, AMD’s Upside Movement Has Just BegunMay 6, 2026 6:30 AM ETInsider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%Leo MillerNASDAQ:MRVLNASDAQ:ASTSNYSE:ELFRead Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%May 5, 2026 11:00 AM ETThe Great Chip Divide: AI Chip War Pivots from Hype to ExecutionJeffrey Neal JohnsonNASDAQ:INTCNASDAQ:AMDNASDAQ:QCOMRead The Great Chip Divide: AI Chip War Pivots from Hype to Execution Page 1 of 6 123456 Earlier › Earliest » More Articles by TopicArticle TopicsAll ArticlesAIAnalyst RatingsBiotechCongressional TradingConsumer Discretionary SectorConsumer Staples SectorDefenseDividendEarningsElectric VehicleEnergy SectorETFFinance SectorHealthcare SectorIndustrial SectorInsider TradingIPOMacroMaterials SectorMergers & AcquisitionsQuantum ComputingRare Earth MineralsSemiconductorShort InterestSpaceStock IdeaStock MarketTechnology SectorUtilities SectorInstant Alert TopicsAll Instant AlertsAnalystCongressional TradesConsensusCorporate BuybackCorporate Event TranscriptStock ListDividendEarningsEarnings PreviewEarnings Transcript HighlightsEstimatesGuidanceInsider TradeLockup ExpirationMarketBeat List ArticlesOptionsPriceSEC FilingStock Split Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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