NVIDIA gains a five-year option to buy 30 million Iren shares at $70 each, bolstering AI infrastructure collaboration. NVIDIA and Iren announced a strategic partnership on May 7, 2026, to deploy up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure. The deal includes a
Northland and Jefferies raise MTSI targets to $375 and $450 respectively following better-than-expected fiscal Q2 results and Q3 outlook. Northland analyst Tim Savageaux increased MACOM Technology Solutions Holdings' (NASDAQ:MTSI) price target to $375 from $300, maintainin
Astera Labs, Inc. (NASDAQ:ALAB) is one of the On May 6, 2026, Needham raised the firm’s price target on Astera Labs, Inc. (NASDAQ:ALAB) to $260 from $220 while maintaining a Buy rating. The firm said the company delivered another significant beat-and-raise quarter, driven
ON Semiconductor Corporation (NASDAQ:ON) is one of the On May 5, 2026, Roth Capital raised the firm’s price target on ON Semiconductor Corporation (NASDAQ:ON) to $125 from $70 while maintaining a Buy rating. The firm said Q1 revenue came in ahead of consensus expectations
GLOBALFOUNDRIES Inc. (NASDAQ:GFS) is one of the On May 7, 2026, GLOBALFOUNDRIES Inc. (NASDAQ:GFS) said during its Investor Day that it sees durable growth opportunities tied to AI-centric markets, supported by an expanding technology roadmap focused on scaling AI data centers...<
Here is Why Advanced Micro Devices (AMD) is Among the 9 Best American Semiconductor Stocks to Buy According to Analysts Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the On May 7, 2026, Rackspace Technology and Advanced Micro Devices, Inc. (NASDAQ:AMD) announced the...
Microchip Technology Incorporated (NASDAQ:MCHP) is one of the On May 8, 2026, KeyBanc raised the firm’s price target on Microchip Technology Incorporated (NASDAQ:MCHP) to $135 from $85 while maintaining an Overweight rating. The firm said the company delivered strong fisca
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the On May 8, 2026, Daiwa analyst Louis Miscioscia upgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Outperform from Neutral and raised the firm’s price target to $225 from $140. The analyst said Qualcomm’s fiscal Q2 results were
SiTime Corporation (NASDAQ:SITM) is one of the On May 7, 2026, Roth Capital raised the firm’s price target on SiTime Corporation (NASDAQ:SITM) to $900 from $450 while maintaining a Buy rating. The firm said the company delivered above-seasonal Q1 results, with revenue grow
Dutch investment group Prosus has agreed to divest an additional portion of its holding in Delivery Hero, signing a deal to transfer a 5% interest to Aspex Management. Under the agreement, Prosus will sell 15.18 million ordinary shares in the German food delivery platform
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