Semiconductor News & Analysis Feed
1171 articles
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Jon Quast, Matt Frankel, and Rachel Warren discuss:
Nvidia’s new Vera CPU.
The potential fallout in the CPU markout.
Berkshire Hathaway’s latest acquisition.
Passive investing’s impact on the stock market.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Nvidia (
NVDA
5.93%
) CEO Jensen Huang is one of the most well-respected names in the artificial intelligence (AI) industry. As the head of the largest AI semiconductor company, working closely with the world's leading cloud computing companies, he has unique insight into their evolving needs.
That's why investors pay close attention to what Huang has to say. On stage at Computex Week in Taipei,
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
Micron’s trip to $1 trillion.
Eli Lilly’s winning streak.
Zscaler earnings.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.
A full transcript is
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
AI chip company Nvidia (
NVDA
5.93%
) became the first company ever worth $5 trillion in late 2025. As of this writing, it sits just below this after a recent pullback. But it's still the most valuable company in the world by a comfortable margin.
What's striking is how few companies are even in the conversation to pass it. But I personally think this is a conversation worth having, because I don
2026-06-06
news.google.com
2026-06-06
Yahoo Finance
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
__fail__
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
When it comes to outperforming Nvidia (
NVDA
5.93%
), investors may underestimate what a major accomplishment that is. Despite its huge size, the artificial intelligence (AI) chipmaker reported 85% revenue growth in the 2027 fiscal first quarter (ended April 26), a feat difficult for most smaller companies growing from much smaller bases.
Nonetheless, amid a cloud and AI build-out, a key Nvidia p
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Micron (
MU
12.36%
) has become one of the biggest winners of the artificial intelligence (AI) boom.
Demand for the memory specialist's DRAM and other data storage products has surged well beyond the available supply. Customers have already signed contracts for most of the memory that the entire sector will be able to produce in the near future, and investors increasingly view Micron as one of th
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia (
NVDA
5.93%
) has long been a giant in the world of graphics processing units (GPUs), or high-powered chips that fuel the simultaneous computations needed for certain applications. In the company's early days, it mainly sold GPUs to the gaming market, but in more recent times, these chips have become the staple of AI -- and turned into a billion-dollar profit engine for Nvidia.
Nvidia als
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia still dominates the market for chips used in artificial intelligence (AI) data centers. But AI is such a tremendous opportunity that second place isn't so bad in this case. Statista estimates that the AI chip market will continue to grow, reaching $333 billion by the end of the decade.
That leaves plenty of room for other companies to make investors quite a bit of money over the coming yea
2026-06-06
www.moneycontrol.com
2026-06-06
Moneycontrol.com
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Many tech stocks fell on Friday, as the artificial intelligence (AI)-fueled rally ran out of steam.
Here's how some of the top AI stocks fared today:
Nvidia (
NVDA
5.93%
), down 6%
Intel (
INTC
11.92%
), down 11%
Nebius (
NBIS
12.17%
), down 12%
Arm Holdings (
ARM
12.75%
), down 13%
Marvell Technology (
MRVL
15.74%
), down 16%
Image source: Getty Images.
The culprit
The downturn appears to ha
2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
6.60%
) is due to report its second-quarter 2026 earnings in mid-July and its monthly revenue figures next week. With shares trading near the 52-week high, should investors consider buying now?
Collapse
NYSE: TSM
Taiwan Semiconductor Manufacturing
Today's Change
(-6.60%) $-29.35
Current Price
$415.57
KEY DATA POINTS
Market Cap
$2.3T
Day's Range
$412.86 - $
2026-06-06
www.insidermonkey.com
2026-06-06
Insider Monkey
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2026-06-06
news.google.com
2026-06-06
The Motley Fool
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
On May 31, Nvidia (
NVDA
5.93%
) introduced RTX Spark, which merges its Blackwell RTX GPU with its Grace CPU into a single "superchip" for Windows PCs. It worked with MediaTek and Microsoft (
MSFT
2.55%
) to develop those new chips, which might pose a major threat to Intel (
INTC
11.92%
), Qualcomm (
QCOM
10.72%
), and other chipmakers in the near future.
Why is Nvidia expanding its CPU business
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia (
NVDA
5.79%
) has been one of the best-performing stocks in the artificial intelligence (AI) era, which isn't surprising, as its chips have been instrumental in the training of large language models (LLMs) over the years.
An investment of $1,000 made in Nvidia stock three years ago is now worth more than $5,400. The good news for Nvidia investors is that its growth continues to accelerate
2026-06-06
www.z2data.com
2026-06-06
Z2Data
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Chinese chipmaker Yangzhou Yangjie Electronic and California subsidiary Micro Commercial Components are in the sanctions crosshairs.
On April 23, 2026, the EU released additions to its sanctions package against Russia under R
2026-06-06
www.tradingkey.com
2026-06-06
TradingKey
Qualcomm Inc (QCOM) moved down by 9.52%. The Technology Equipment sector is down by 5.18%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 9.11%; NVIDIA Corp (NVDA) down 4.82%; Marvell Technology Inc (MRVL) down 10.13%.
The significant decline in Qualcomm's stock today, June 5, 2026, appears to be driven by a confluence of competiti