Semiconductor News & Analysis Feed
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) 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 20, 2026. The video was published on May 20, 2026.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) 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 26, 2026. The video was published on May 26, 2026.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Shares of Micron Technology (
MU
+19.54%
) climbed to record highs on Tuesday, following bullish analyst remarks.
Image source: The Motley Fool.
AI needs enormous amounts of memory
The booming demand for artificial intelligence (AI)-powered applications has created a shortage of ultra-fast memory chips required to process the massive amounts of data needed for AI model training and inference.
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) crossed a milestone on Tuesday that few would have predicted a year ago: a market value north of $1 trillion. Shares of the memory chipmaker jumped about 19% to a record high, lifting the company into 10th place among America's most valuable businesses -- ahead of even Walmart and Eli Lilly.
The spark for the stock's big gain on Tuesday was a bold call from UBS, w
2026-05-27
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2026-05-27
The Motley Fool
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2026-05-27
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2026-05-27
The Motley Fool
Revenue, profits, and cash flow keep increasing, while the stock price lags their performance.
Nvidia (
NVDA
0.38%
) delivered its highly anticipated investor update.
*Stock prices used were the afternoon prices of May 21, 2026. The video was published on May 23, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… a
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The artificial intelligence (AI) build-out continues. AI hyperscalers will spend an estimated $725 billion this year, much of it on data centers and the chips and hardware that power them.
In discussions about AI stocks, Nvidia gets a lot of the credit, and for good reason. The graphics processing unit (GPU) juggernaut has been the runaway leader, selling the overwhelming majority of the AI GPU c
2026-05-27
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2026-05-27
The Motley Fool
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Nvidia (
NVDA
0.65%
) released its fiscal 2027 first-quarter results (for the three months ended April 26) on May 20, and the company's numbers make it clear that its grip on the artificial intelligence (AI) chip market remains as strong as ever.
Nvidia has dominated the AI chip market since the technology gained prominence in November 2022, following the launch of ChatGPT. Since then, companies
2026-05-27
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2026-05-27
The Motley Fool
Micron (
MU
+19.70%
) has been one of the biggest stories on the stock market, and it just hit a major milestone.
Shares of the memory chip superstar just topped the $1 trillion market cap threshold for the first time in its history, joining top chip stocks like Nvidia, Broadcom, Taiwan Semiconductor, and Samsung in the club.
An unusually aggressive price target hike from UBS was the catalyst fo
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
In midday trading, the S&P 500 (
^GSPC
+0.41%
) rose 0.57% to 7,516.11, the Nasdaq Composite (
^IXIC
+0.81%
) climbed 1.00% to 26,606.90 on AI strength, while the Dow Jones Industrial Average (
^DJI
0.38%
) slipped 0.23% to 50,463.03 as non-tech blue chips lagged.
Market movers
Micron Technology (
MU
+18.32%
) jumped roughly 18% toward a $1 trillion valuation after UBS (
UBS
+1.45%
) tripled its
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+16.00%
) supplies some of the world's best high-bandwidth memory (HBM) for data centers, which is critically important for processing artificial intelligence (AI) workloads. Demand for this hardware far exceeds supply, which is why Micron stock has exploded higher by 700% over the past year.
But another company is also benefiting from the blistering demand for memory. Axce
2026-05-26
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2026-05-26
The Motley Fool
Nvidia (
NVDA
0.52%
) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for its artificial intelligence (AI) chips remains high, leading to an acceleration of its growth rate. It generated 85% revenue growth in the first quarter of Fiscal 2027 (which ended on April 26), which was better than the 73% growth it posted a quarter earlier.
But de
2026-05-26
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2026-05-26
The Motley Fool
In this video, I will cover Nvidia's (
NVDA
1.86%
) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 21, 2026. The video was published on May. 21, 2026.
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is a business that truly looks unstoppable these days. Its growth continues to be impressive as it dominates the artificial intelligence (AI) chip market. Its margins remain strong, and while there are stories of tech companies making their own chips, slowing demand clearly hasn't been a problem for Nvidia.
In the past five years, the stock has rallied more than 1,300%, easi
2026-05-26
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2026-05-26
The Motley Fool
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2026-05-26
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2026-05-26
The Motley Fool
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2026-05-26
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2026-05-26
The Motley Fool
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players.
Image source: Getty Images.
As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity techn
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the best-performing stocks ever, thanks to the growth of artificial intelligence, but for much of its run, people have called it overvalued. Cathie Wood wrote that it was "priced ahead of the curve" in May 2023. In early 2024, Morningstar analysts called it overvalued.
This is Exhibit A for why investors shouldn't see "overvalued" as a bad word. Over the last