Semiconductor News & Analysis Feed
513 articles
2026-05-28
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2026-05-28
The Motley Fool
Shares of artificial intelligence (AI) chipmaker Nvidia (
NVDA
0.99%
) have struggled lately. The stock closed at about $213 on Wednesday, down about 6% over the past week and off about 10% from an all-time high of $236.54 earlier this month.
That weakness comes despite a fiscal first-quarter report on May 20 that, by almost any measure, was outstanding. Revenue rose 85% year over year to a recor
2026-05-28
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2026-05-28
The Motley Fool
Memory specialist Micron Technology has rightly grabbed much of the spotlight in recent conversations about how artificial intelligence (AI) is reshaping the broader storage industry. But while investors talk about Micron, another company in the data storage space has quietly put together one of the more striking financial inflections in hardware.
Western Digital (
WDC
+1.00%
) -- now operating a
2026-05-28
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2026-05-28
The Motley Fool
Micron Technology (
MU
+3.50%
) has become one of the hottest names in the tech sector. While advanced graphics processing units (GPUs) from Nvidia and other players continue to be the foundational hardware powering the artificial intelligence (AI) revolution, Micron's high-bandwidth-memory (HBM) chips are key components in these advanced processors and have become an increasingly important part o
2026-05-28
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2026-05-28
The Motley Fool
Investors are surprised that Nvidia stock is not moving higher following excellent results.
Nvidia's (
NVDA
0.99%
) management is optimistic about its prospects.
*Stock prices used were the afternoon prices of May 22, 2026. The video was published on May 24, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nv
2026-05-28
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2026-05-28
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2026-05-28
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2026-05-27
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2026-05-27
The Motley Fool
Given its integral role in artificial intelligence (AI) and over $5 trillion market cap, Nvidia (
NVDA
2.48%
) certainly has the size and influence to move markets. But Nvidia's quarterly earnings reports aren't producing the fireworks of years past.
In fact, if we look at the last year of Nvidia's releases, the stock has fallen each time -- down 1.8% on May 21 after reporting first-quarter fisca
2026-05-27
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2026-05-27
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With shares up 214% year to date, Micron Technology (
MU
+1.59%
) remains one of the biggest winners in the generative artificial intelligence (AI) megatrend -- far outpacing early infrastructure leaders like Nvidia, which is up by a relatively modest 14% over the same time frame.
The reason for the optimism around Micron is simple. Technology companies have realized that access to enough high-ba
2026-05-27
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2026-05-27
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The market loves growth, and two of the artificial intelligence (AI) infrastructure names with the biggest growth opportunities still ahead are Advanced Micro Devices (
AMD
2.13%
) and Broadcom (
AVGO
0.78%
). That's why both semiconductor stocks have the potential for 50% or more upside over the next year.
Right now, AI infrastructure spending is booming, with the five largest hyperscalers (owne
2026-05-27
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2026-05-27
The Motley Fool
Micron (
MU
+1.16%
) stock joined the trillion-dollar club on Tuesday, surging 19.3% to close above $900 a share after UBS endorsed the stock with a $1,625 price target, predicting Micron will earn more than $100 per share total over the next three years.
And Micron stock isn't looking back. Shares of the computer memory-maker gained another 3.4% through 10 a.m. ET this morning -- and this time,
2026-05-27
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2026-05-27
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2026-05-27
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2026-05-27
The Motley Fool
It's time to revisit the investment case for ON Semiconductor (
ON
4.87%
). The stock is up 114% year to date as I write, and many of the factors that made it a top stock to buy for 2026 remain in place today. However, valuations still matter, so is ON Semiconductor still a great stock for long-term investors? I think the answer is yes, and here's why.
The case for buying ON Semiconductor stock i
2026-05-27
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2026-05-27
The Motley Fool
The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc
2026-05-27
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2026-05-27
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More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
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2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run.
UBS Group (
UBS
+1.75%
) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stoc
2026-05-27
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2026-05-27
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Another quarter, another set of blowout Nvidia (
NVDA
0.38%
) earnings. However, the market seemed to shrug off the results of the world's largest company.
This is incredible because there has never been a multi-trillion-dollar company growing as large as Nvidia is, and there seems to be some hesitation to give Nvidia the premium valuation it deserves, even if all signs point to a strong future.
2026-05-27
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2026-05-27
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In today's video, I discuss recent updates affecting Advanced Micro Devices (
AMD
+7.91%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 22, 2026. The video was published on May 22, 2026.