Semiconductor News & Analysis Feed
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2026-05-09
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2026-05-09
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Shares ofTower Semiconductor(TSEM9.46%)rallied 26% in April, according to data fromS&P Global Market Intelligence.Tower Semiconductor is a "lagging edge," or specialty semiconductor manufacturing company, which means it doesn't produce the most leading-edge chips in the world. However, Tower still differentiates itself through intellectual property in important chip types and materials, such as si
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Shares ofMicron Technology(MU5.81%)have soared by 710% over the past 12 months as the company has benefited from the rising demand for memory processors used in artificial intelligence (AI) data centers. Even amid the surging share prices of many AI stocks, Micron's performance stands out among the crowd.Technology companies -- includingAlphabet,Amazon,Microsoft,Meta Platforms, and others -- are c
2026-05-09
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Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally?
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AuthorJay Qian
May 9, 2026 4:52 AM
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Micron Technology's stock has surged due to high demand for AI storage, particularly Hi
2026-05-09
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2026-05-09
The Motley Fool
Shares of materials science specialistCorning(GLW+2.49%)surged earlier this week after the company announced a multi-year partnership withartificial intelligence (AI)chipmakerNvidia. The deal, which dramatically expands U.S. manufacturing of the optical components that AI data centers rely on, sent the stock to fresh 52-week highs. With shares now up an incredible 315% over the last 12 months, the
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
The Motley Fool
Nvidia(NVDA1.38%), the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far?Image source: Getty
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
ExpandNASDAQ:IRENIrenToday's Change(-4.68%) $-2.48Current Price$50.46Key Data PointsMarket Cap$18BDay's Range$48.48- $53.1152wk Range$8.27- $76.87Volume366KAvg Vol40MGross Margin19.13%Iren(IREN4.68%), which develops and operates renewable-powered data centers forBitcoin(BTC0.04%)mining and AI cloud services, closed Friday at $61.2, up 7.65%. The stock moved higher after announcing a multi-year par
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
The Motley Fool
Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
2026-05-08
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2026-05-08
The Motley Fool
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2026-05-08
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2026-05-08
The Motley Fool
The proliferation of artificial intelligence (AI) has supercharged the semiconductor industry in recent years. That isn't surprising, as chips are the basic building blocks of AI applications.From training AI models to running inference applications to storing and moving data, chips are essential at every step of the AI lifecycle. Simply put, there won't be any large language models (LLMs) or AI s
2026-05-08
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2026-05-08
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2026-05-08
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2026-05-08
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2026-05-08
The Motley Fool
Micron(MU5.81%)stock took a tumble Thursday, falling 3% on a report from Bernstein highlighting trouble in the computer memory spot market.On Friday, shares of the popularcomputer memory-makerbounced 9.3% through 10:30 a.m. ET -- Bernstein may be behind this movement, too.Image source: Getty Images.What Bernstein says about MicronBernstein warned yesterday of a shortage of both DRAM and NAND flash
2026-05-08
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2026-05-08
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2026-05-08
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2026-05-08
The Motley Fool
ChipmakerNvidia(NVDA1.38%)is the largest publicly traded company in the world by market capitalization. It's also the largest publicly traded company in history, hitting a high of $5.26 trillion on April 27. It's currently at $5.17 trillion.That's a jaw-dropping valuation, and Nvidia reached it quickly.The company's market capis up more than 80% over the past year alone and more than 1,300% in the