Semiconductor News & Analysis Feed
1173 articles
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
The next-generation technology is already generating significant interest from customers.
*Stock prices used were the afternoon prices of May 25, 2026. The video was published on May 27, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may
2026-06-02
www.tradingkey.com
2026-06-02
TradingKey
Nvidia's AI expansion into PC chips fueled market gains, with NVDA up over 6% and impacting competitors and PC manufacturers. Software stocks continued to rally, and HPE surged post-earnings. Crude oil prices rose due to geopolitical tensions, while US manufacturing data pressured gold and silver. Nvidia announced new AI models and PC processors, partnering with Microsoft. Alphabet plans an $80 bi
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia's (
NVDA
+6.26%
) GPU Technology Conference (GTC) Taipei kicked off this week. As a major regional edition of the company's flagship GTC event, it promised to provide a view into recent developments in artificial intelligence (AI), gathering developers from around the world who will shape the future of AI. It is one of several annual events that showcase Nvidia's latest products, highlight
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
In recent years, Nvidia (
NVDA
+6.26%
) has driven the artificial intelligence (AI) revolution by bringing its graphics processing units (GPUs) to data centers. These are the high-performance chips that fuel the simultaneous and complex calculations needed for tasks such as the training of large language models. And this chip, along with related products and services, has helped the company genera
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) stock's bullish rally continued with another day of strong gains in Monday's trading. The memory chip leader's share price ended the daily session up 6.6% and had been up as much as 7.8% earlier in trading.
Micron's valuation moved higher today in response to bullish analyst coverage and rising excitement surrounding the company's artificial intelligence (AI) opportunities. A
2026-06-02
www.thestreet.com
2026-06-02
thestreet.com
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
When a company such as Nvidia (
NVDA
+6.26%
) has grown the way it has -- at an exceptionally high rate for years -- you may be tempted to believe that it may soon be approaching a peak. However, according to CEO Jensen Huang, that isn't the case at all. In fact, Huang still sees some exciting opportunities ahead for his company.
On its recent earnings call, the company identified a new opportuni
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) is benefiting from one of AI's most important bottlenecks: memory. With high-bandwidth memory supply all but sold out through 2027, and earnings estimates rising, the stock could keep gaining if investors continue to revalue it as core AI infrastructure instead of a cyclical memory company.
Stock prices used were the market prices of May 21, 2026. The video was published on M
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
At first glance, I expected the S&P 500 (
^GSPC
+0.26%
) and Nasdaq Composite (
^IXIC
+0.42%
) indexes to soar today. Nvidia (
NVDA
+6.26%
) is up by 5.1% at 12:44 p.m. ET, and that kind of move is usually enough to drive substantial boosts to the cap-weighted indexes. After all, Nvidia accounts for 7.8% of the S&P 500's total score and 11.2% of the Nasdaq Composite's.
Instead, the gains are mode
2026-06-02
www.insidermonkey.com
2026-06-02
Insider Monkey
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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
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
At midday, the S&P 500 (
^GSPC
+0.26%
) inched up 0.07% to 7,585.26, the Nasdaq Composite (
^IXIC
+0.42%
) rose 0.23% to 27,034.50 on artificial intelligence (AI) strength. The Dow Jones Industrial Average (
^DJI
+0.09%
) slipped 0.24% to 50,912.06 as oil-linked cyclicals lagged.
Market movers
Nvidia jumped more than 4% this morning, after unveiling a new AI-focused PC chip. The news helped push
2026-06-01
mashable.com
2026-06-01
Mashable
Nvidia CEO Jensen Huang took the stage at Computex to unveil the new Vera Rubin AI computing platform, the Vera CPU, a new collaboration with Microsoft that promises to “reinvent” the PC and its new open source AI models.
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2026-06-01
pro.thestreet.com
2026-06-01
TheStreet Pro
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New AMD Price Target After Nvidia ‘Superchip’ Threatens Key Business
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Stephen Guilfoyle·Jun 1, 2026, 11:05 AM EDT
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Memory chips are a major market opportunity right now. There is huge demand and little supply, so the price of memory chips is soaring. That allows memory chip producers like Sandisk (
SNDK
+2.83%
) and Micron Technology (
MU
+6.00%
) to cash in on the rise, and both of them have done just that -- and then some.
But which is the better stock to buy today? Let's take a look.
Image source: Getty I
2026-06-01
news.google.com
2026-06-01
TradingKey
2026-06-01
www.yourvalley.net
2026-06-01
yourvalley.net
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TAIPEI, Taiwan (AP) — Nvidia on Monday unveiled new powerful chips that would bring advanced artificial intelligence functions into laptops and desktop computers, with the new personal computer models from brands including Microsoft and Dell set to roll out later this year.
Whil
2026-06-01
siliconangle.com
2026-06-01
SiliconANGLE
Useful artificial intelligence has arrived, and if Nvidia Chief Executive Jensen Huang is right, it is about to reshape not only data centers but also the structure of the global economy and the tech labor market.
In his GTC Taipei 2026 keynote, Huang laid out his vision for the “age of agents,” agentic AI systems that don’t just answer questions but also observe, reason, plan and act across dist
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
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