Semiconductor News & Analysis Feed
1291 articles
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
On March 11,Nvidiaannounced that it would invest $2 billion inNebius Group(NBIS5.19%), a neocloud company that offers dedicated artificial intelligence (AI) data centers and software solutions to companies looking to run AI workloads in the cloud.Nebius stock has jumped by 57% since that investment was revealed. However, the good news for investors is that it isn't too late to buy shares of this f
2026-05-07
www.insidermonkey.com
2026-05-07
Insider Monkey
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2026-05-07
www.msn.com
2026-05-07
MSN
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2026-05-07
eetimes.com
2026-05-07
Greg Fallon
Industrial AI is moving beyond controlled environments, with factories deploying systems designed to manage operational uncertainty.
2026-05-07
www.thestreet.com
2026-05-07
thestreet.com
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2026-05-07
www.cnbc.com
2026-05-07
CNBC
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2026-05-07
www.tweaktown.com
2026-05-07
TweakTown
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2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Artificial intelligence (AI) has dominated the attention of U.S. equity markets since 2023. However,quantum computingis emerging as a potential trend on Wall Street.Image source: Getty Images.In April,Nvidia(NVDA1.65%)expanded its quantum computing footprint with the launch of the Ising AI model family, designed to improve how quantum computers are calibrated and how they correct their errors. Bec
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Today's HighlightsUpstart Grows Fast, Spends Faster, and Margins Take a HitCan Vertical Video Save Disney's Streaming?Visa Flexes Its Moat and Earnings Power📌Top story -- scroll down for more updatesClosing Bell4:05 pmStocks are closing in on records for a second consecutive day, driven by AI chip enthusiasm and a sharp drop in oil prices tied to reports of a potential U.S.-Iran peace deal.Advance
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Amazon(AMZN2.89%)has developed quite the chip business. Its chip revenue increased 40% consecutively in the first quarter, and there was a triple-digit percentage increase in the run rate. As a stand-alone business, it's one of thethree largest data center chip companiesin the world.But on the first-quarter earnings call, CEO Andy Jassy reassured listeners that it maintains a strong relationship w
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Nvidia(NVDA1.65%)stock has been treading water over the last six months. Until today, that is. As of 12:23 p.m. ET, shares have jumped 4.4% today, providing nearly the entire gain the stock has realized over the past half year.Today's move came after news that the artificial intelligence (AI) leader is partnering with glass and optical companyCorningto build three new cutting-edge manufacturing pl
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Nvidia(NVDA1.70%)has been one of the undisputed winners of theartificial intelligence (AI)boom, and demand for these next-generation algorithms continues to ramp higher. Comments from big tech executives in recent months suggest the only thing slowing even more rapid adoption is supply constraints for crucial components used by data centers.The AI chipmaker just unveiled a massive new deal with gl
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Not much has gone wrong forNvidia(NVDA1.72%)over the past three years. The company's shares have soared thanks to its dominance in the market for artificial intelligence (AI) chips. However, there have been some headwinds for the tech leader. Last year, the U.S. government restricted exports of some of Nvidia's products to China, with the Chinese government also going after the company.These issue
2026-05-06
www.openpr.com
2026-05-06
openPR.com
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2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Nvidia(NVDA1.72%)is the largest company in the world right now, with a market capitalization of over $4.8 trillion. But we know it can go at least a little bit higher: In April, the company briefly topped $5.2 trillion in market cap.The company reports Q1 earnings on May 20, and analysts are expectinganother blowout quarter, with a consensus of $78.8 billionin revenue(up 78.6% year over year) and
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Microsoft(MSFT+0.14%)is investing significantly in its proprietary chip technology.*Stock prices used were the afternoon prices of May 3, 2026. The video was published on May 5, 2026.
2026-05-06
www.koreaherald.com
2026-05-06
The Korea Herald
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2026-05-06
moneymorning.com
2026-05-06
Money Morning
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2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Shares ofNvidia(NVDA1.13%)spiked in March, rising 14.4%, according to data supplied byS&P Global Market Intelligence.While general market enthusiasm helped lift the stock, there were company-specific catalysts that sent theartificial intelligence (AI)specialist higher.Image source: Nvidia.Fingers in a lot of piesNvidia kicked off April with a bang.Alphabet(GOOGL2.07%)(GOOG1.83%)unveiled the latest
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
WhileNvidiagets most of the attention as Wall Street's AI kingpin because of its prolonged dominance in AI data center GPU chips, a competitor has been building something special.Broadcom(AVGO2.70%)has landed major chip deals with various major AI companies, includingAlphabet,Meta Platforms, Anthropic, and OpenAI.With these deals, Broadcom might actually be the betterAI stockto own. The best part?