Semiconductor News & Analysis Feed
1177 articles
2026-05-31
www.tradingview.com
2026-05-31
TradingView
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027, which keeps the entire industry on track to achieve a massive $3 trillion to $4 trillion annual spend by 2030. That's a huge growth prediction, but Nvidia is already probably receiving orders for 2027 products that allow it to back this projectio
2026-05-31
news.google.com
2026-05-31
The Motley Fool
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Being the largest and being the most important company aren't necessarily the same thing. Nvidia (
NVDA
1.00%
) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place Alphabet -- but does that mean it's also the most important?
Let's take a look to see how important Nvidia is, and if the world could survive without it.
Im
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron Technology shares jumped more than 19% on Tuesday, the memory-chip maker's biggest single-session gain since 2011, and the move pushed the company past $1 trillion in market value for the first time -- making it one of the 10 most valuable public companies in the U.S., as of this writing. The catalyst for the stock's big surge this week was a sharply higher price target from a major Wall St
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
As one of the big three DRAM chipmakers, SK Hynix (KOSE: A000660) is one of the prime beneficiaries of the trends powering the memory market; it recently hit a market capitalization of $1 billion. However, most U.S. investors have been left out of the chance to own the stock, as it doesn't yet offer American depositary receipts (ADRs). While it has filed to offer ADRs, which could begin trading la
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) infrastructure spending has rocketed higher in recent years. Importantly, there are no signs of a slowdown in AI infrastructure spending.
This is great news for Micron Technology (
MU
+5.07%
), which provides a critical component that helps chips used for running AI applications unlock their full potential. In fact, a recent report suggests that massive investments in
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
news.google.com
2026-05-31
Insider Monkey
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Arm Holdings (
ARM
+5.47%
) and Qualcomm (
QCOM
+3.19%
) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology, driving growing demand for chips.
While Arm has grown its revenue at higher rates over the past few years, Qualcomm is worth watching as it shifts its bus
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron (
MU
+5.07%
) has been one of the biggest winners of the artificial intelligence (AI) megatrend. Demand for memory chips has soared as memory has proven to be one of the biggest bottlenecks controlling the pace of the AI infrastructure build-out. With demand for training and inference processing power rising, and with supplies from memory chipmakers limited, sellers such as Micron have enjo
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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