Semiconductor News & Analysis Feed
95 articles
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
SpaceX (
SPCX
3.44%
) held its initial public offering (IPO) on June 12, closing the session with a market capitalization of $2.11 trillion. With Broadcom falling since reporting earnings in early June, SpaceX is now the seventh-most-valuable company in the world, behind Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor Manufacturing.
However, long-term investors care more abou
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
SpaceX Joins Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor in the $2 Trillion Club. But Will It Last?
Daniel Foelber, The Motley Fool
Thu, June 18, 2026 at 5:43 AM PDT 6 min read
SPCX
-3.56%
NVDA
+2.95%
GOOGL
+1.17%
MSFT
+0.13%
AMZN
+2.90%
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Trading disclosure
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal
2026-06-18
www.theregister.com
2026-06-18
The Register
SYSTEMS
Uncle Sam bets $500M that Alphabet spinoff's AI can dig up new semiconductor materials
AI drug discovery is so last year, even though it hasn't accomplished much yet
Brandon Vigliarolo
2
Published Wed 17 Jun 2026 // 17:05 UTC
In order to move more semiconductor manufacturing onshore, the US needs to depend less on foreign-sourced materials. Now, the government is giving an Alphabet spi
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia vs. Alphabet: Which Is the Better AI Chip Stock to Own for the Next 5 Years?
Geoffrey Seiler, The Motley Fool
Tue, June 16, 2026 at 2:29 PM PDT 5 min read
NVDA
-2.37%
GOOGL
+1.06%
INTC
-8.45%
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Trading disclosure
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (NASDAQ: NVDA) with
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (
NVDA
2.16%
) with its graphics processing units (GPUs) and Alphabet (
GOOGL
+1.10%
) (
GOOG
+1.19%
) with its Tensor Processing Units (TPUs). The success of both is undeniable, as they are the two largest companies in the world by market cap as of this writing.
L
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
__fail__
2026-06-09
www.cnbc.com
2026-06-09
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
The Direxion Daily Semiconductor Bull 3X ETF (
SOXL
+18.21%
) is an ETF that uses leverage to seek to generate 300% of the performance of the NYSE Semiconductor Index. As such, when the semiconductor index does well, you can expect an inordinate return from this ETF, and today's near 21% jump by 12 pm comes on a big day for the sector.
Why semiconductor stocks surged today
The move is a combinat
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Here's Why the Direxion Daily Semiconductor Bull 3X ETF Soared Today (Hint: It's Alphabet and Intel Related)
Lee Samaha, The Motley Fool
Mon, June 8, 2026 at 10:08 AM PDT 3 min read
NVDA
+1.90%
INTC
+13.20%
GOOG
-1.12%
SOXL
+19.66%
Explore stocks on Coinbase
Trading disclosure
The Direxion Daily Semiconductor Bull 3X ETF (NYSEMKT: SOXL) is an ETF that uses leverage to seek to generate 300% of the
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
__fail__
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Amazon, Alphabet, and Microsoft Are All Racing to Design Their Own AI Chips. Here's What It Means for Nvidia.
Daniel Sparks, The Motley Fool
Sun, June 7, 2026 at 3:32 PM PDT 5 min read
NVDA
-6.20%
AMZN
-3.06%
GOOG
-0.95%
MSFT
-2.66%
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Trading disclosure
Three of the largest buyers of Nvidia (NASDAQ: NVDA) chips are also three of the companies trying hardest to need fewer
2026-06-05
seekingalpha.com
2026-06-05
Seeking Alpha
__fail__
2026-06-04
news.google.com
2026-06-04
Yahoo Finance
2026-06-04
sg.finance.yahoo.com
2026-06-04
Yahoo Finance Singapore
__fail__
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Your personal portfolio doesn't necessarily need to mirror a billionaire investor's holdings. But let's face it -- they manage billion-dollar portfolios for a reason.
And that's what makes Stanley Druckenmiller's current positions so interesting to investors on the hunt for a new pick. The former hedge fund manager doesn't own the obvious and usual suspects, such as Nvidia or Alphabet, even thoug
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
It isn't like that company needed any help. Broadcom (
AVGO
+4.85%
) has been experiencing strong demand for its artificial intelligence (AI) solutions for much of the past three years. Since the advent of AI in early 2023, the stock had surged 723% through market close on Monday.
Yet Tuesday saw the stock climb 5% to a record high, as a confluence of events in the AI space conspired to send the
2026-06-02
www.cnbc.com
2026-06-02
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Alphabet (
GOOGL
2.54%
) (
GOOG
2.52%
) and Nvidia (
NVDA
1.00%
) are two of the most valuable stocks in the world, with market capitalizations of $4.6 trillion and $5.1 trillion, respectively. Both companies have deep roots in artificial intelligence (AI), though there has historically been little overlap between the two.
Alphabet dominates the digital advertising market, due in part to propriet
2026-05-29
www.cnbc.com
2026-05-29
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of