Semiconductor News & Analysis Feed
513 articles
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Micron (
MU
+4.05%
) stock climbed 4.5% through 12:30 p.m. ET today on two encouraging news items.
The biggest news of the day, of course, is the remarkable 28% run-up in Dell Technologies' (
DELL
+28.37%
) stock price after it reported earnings last night. The second is... another price target hike for Micron itself.
Let's take those in order.
Image source: Micron.
What Dell's success means f
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Many, if not most, of us would love to own some terrific growth stocks that could help our portfolios surge in value. It's smart when owning such stocks, though, to plan to hang on for lots of years, and to not get impatient. For example, Microsoft (
MSFT
+3.94%
) shares have averaged only 10% annual gains over the past three years and are down 13% year to date as of May 22 -- but over the past de
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
On Tuesday, May 26, Micron Technology (
MU
+4.66%
) surpassed $1 trillion in market capitalization for the very first time, capping off an explosive 830% gain in its stock over the last 12 months. It's officially the third American semiconductor company to join the exclusive trillion-dollar club, behind Nvidia and Broadcom.
Micron is one of the world's top suppliers of high-bandwidth memory (HBM)
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones,
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
At its recent I/O conference, Alphabet (
GOOGL
+0.34%
) (
GOOG
+0.36%
) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone.
While in its early stages, this new company could impact Nvidia's (
NVDA
+0.80%
) AI hardware business and
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has arguably been the quintessential growth stock over the past three years. The chipmaker has increased its revenue and earnings much faster than its similarly sized peers, while delivering extraordinary returns. That's why Nvidia's status as a high-growth company can hardly be denied, even by the bears. But what about the semiconductor specialist's dividend profile? Nvidia
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (
INTC
0.72%
) and CoreWeave (
CRWV
+2.50%
), accounted for about 71.6% of its portfolio as of March 31. Gi
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Expansion into the data center market is driving shares of this semiconductor stock higher.
*Stock prices used were the afternoon prices of May 26, 2026. The video was published on May 28, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Qualcomm wasn’t one of them. The 10 stocks that made the cut could produc
2026-05-29
news.google.com
2026-05-29
The Motley Fool
2026-05-29
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2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has built much of its success thanks to one key product: the graphics processing unit (GPU). This is the chip driving key AI tasks such as the training and inference of large language models, and while other companies sell GPUs and similar chips, Nvidia's have consistently been the fastest and most efficient. As a result, customers have rushed to get in on the company's GPUs
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
It's not easy being on top. Nvidia (
NVDA
+0.80%
) has certainly done well as the world's leading artificial intelligence (AI) play. It's a 12-bagger over the past five years. It's beaten the market over the past year, rising 57%. However, its 14% climb so far in 2026 is just marginally ahead of the market averages.
Adding insult to injury, several companies providing memory and infrastructure so
2026-05-29
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2026-05-29
The Motley Fool
Renting out artificial intelligence (AI) computing power to businesses hungry for GPUs has become one of Wall Street’s most closely watched new investment themes. This emerging class of winners sits at the center of the AI build-out, benefiting from surging demand for compute infrastructure as companies race to train and deploy increasingly large models.
AI researcher-turned-investor Leopold Asch
2026-05-29
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2026-05-29
The Motley Fool
Few investors a year ago would have predicted that Micron Technology (
MU
0.44%
) would deliver one of the U.S. stock market's most extraordinary 12-month runs. The shares traded in the mid-$90s as recently as late May 2025, and memory chips still carried the reputation of being one of the most cyclical corners of the semiconductor industry. A boom-and-bust pattern had defined the business for dec
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
The artificial intelligence (AI) revolution extends far beyond which chip designer makes the best graphics processing units (GPUs). At the core of AI workloads are memory and storage -- the DRAM and high-bandwidth memory (HBM) chips that keep massive training clusters fed with data at high speeds. As data centers scale to support larger AI models, memory demand is shifting from cyclical commodity
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron (
MU
+1.08%
) has been one of the hottest stocks to own over the past year. If you bought it one year ago, you paid about $90 per share. Now it's around $750 per share. However, Micron may not be done producing jaw-dropping results.
Micron is chasing a major growth trend, and it could propel the stock to four-digit levels and beyond. In fact, I wouldn't be surprised if the stock more than
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
In the world of technology investing, few companies have commanded the level of cultural and financial dominance thatApple(AAPL+0.34%)achieved during the first two decades of the 21st century. From the iPod to the iPhone, it delivered an impressive run of must-have devices that redefined entire hardware categories.Yet once the smartphone market matured and rival products became competitive, Apple'
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron Technology's (
MU
+3.50%
) meteoric rise over the last year marks more than just a generic bullish upgrade in the semiconductor industry. Micron's ascent is a symbolic rebuke to a long-held belief that memory chip demand is trapped in boom-and-bust cycles.
Let's dive into the structural changes shifting the memory market and understand how Micron is becoming a key enabler of the artificial
2026-05-28
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2026-05-28
The Motley Fool
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2026-05-28
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2026-05-28
The Motley Fool
The CRSP U.S. Total Market Index is made up of all 3,498 companies listed on American stock exchanges. However, the 59 largest companies represent a staggering 70% of the index's total market capitalization, highlighting the extreme concentration of wealth in the corporate sector.
The CRSP U.S. Mega Cap Growth Index exclusively holds those 59 companies. Its top four positions are Nvidia, Apple, A
2026-05-28
www.fool.com
2026-05-28
The Motley Fool
Micron's (
MU
+3.50%
) scorching hot run isn't over yet.
The memory chip stock jumped 19.3% on Tuesday after UBS lifted its price target to $1,650 on the stock, more than double from where it was trading before the hike. Micron has now topped $1 trillion in market value, putting it in an elite stock club along with the "Magnificent Seven" and chip stock peers like Broadcom and Taiwan Semiconducto