Semiconductor News & Analysis Feed
196 articles
2026-06-02
www.msn.com
2026-06-02
MSN
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
__fail__
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Just as Micron's memory chips play an essential role in AI data centers, Ciena's networking components do the same.
Ciena's revenue and earnings growth have been quite strong in recent quarters, and there is ample evidence that it will continue to grow.
10 stocks we like better than Ciena ›
Micron Technology (NASDAQ: MU) stock has delivered outstanding gains to investors so far in 2
2026-06-01
news.google.com
2026-06-01
The Globe and Mail
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) stock has delivered outstanding gains to investors so far in 2026, with shares of the memory specialist rising by 208% as of this writing, and the good part is that the stock could get a big shot in the arm in June.
Micron is set to release its fiscal 2026 third-quarter results on June 24. The favorable demand-supply conditions in the memory market, driven by artif
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
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
news.google.com
2026-05-31
The Motley Fool