Semiconductor News & Analysis Feed
514 articles
2026-05-19
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2026-05-19
The Motley Fool
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2026-05-19
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2026-05-19
The Motley Fool
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2026-05-19
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2026-05-19
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2026-05-18
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2026-05-18
The Motley Fool
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2026-05-18
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2026-05-18
The Motley Fool
Two of the hottest stocks on the market areNvidia(NVDA4.39%)andMicron(MU6.58%). Both companies are thriving on heightened data center demand, and each has integral products for the artificial intelligence (AI) training ecosystem. Nvidia makes graphics processing units (GPUs), while Micron makes memory chips. That makes these two partners rather than competitors.However, there can only be one stock
2026-05-18
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2026-05-18
The Motley Fool
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2026-05-18
www.fool.com
2026-05-18
The Motley Fool
May 20 is going to be a big day forNvidia(NVDA4.39%)shareholders, but also for every investor. Nvidia has grown to become a massive $5 trillion company that is a huge part of every major stock index. So, if Nvidia does well, so does the whole market. If Nvidia skips a beat, the broader market will also take a hit. Luckily for investors, I think good news is coming after market close on May 20 that
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Nvidia(NVDA4.39%)has been the "go-to" artificial intelligence (AI) stock since the start of this technology revolution. Why? Because the company offers the most powerful chips that fuel the most essential of AI operations, such as training models and guiding them through their work. Other chip designers -- market giants such asAdvanced Micro DevicesandIntel-- also are benefiting from the AI boom,
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Micron Technology(MU6.58%)is having a moment. The maker of memory chips just posted second-quarter fiscal 2026 revenue of $23.9 billion, up 196% year over year. Gross margins have scaled up past 70%, a figure that would have seemed absurd for a memory company just three years ago. The stock trades at a forward P/E below 10, while the semiconductor industry median is around 30.If you squint, it loo
2026-05-18
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2026-05-18
The Motley Fool
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2026-05-18
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2026-05-18
The Motley Fool
Demand for memory chips has skyrocketed over the past year as big tech companies upped their spending on artificial intelligence (AI) data centers. That's been a huge boon for bothMicron Technology(MU6.58%)andSandisk(SNDK+1.97%), which have benefited from tremendous pricing power. Earnings at both companies have soared, as have their stock prices. Micron shares are up over 700% in the past 12 mont
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Since the artificial intelligence (AI) revolution began in late 2022, chipmakerNvidia(NVDA4.39%)has seen its shares soar more than 700% as it dominated the market for high-end AI processors.But AI has boosted more than just chipmaker stocks. It's even supercharged legacy manufacturers whose businesses once had little or nothing to do with computer components or software. And one such company just
2026-05-17
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2026-05-17
The Motley Fool
Retirees who want exposure to artificial intelligence (AI) often run into a basic conflict. The companies most closely associated with the theme tend to be volatile and expensive, and they pay little to no dividends. The goal of a retirement portfolio is roughly the opposite: stable cash flow, moderate drawdowns, and enough growth to keep up with inflation.The good news is that one of the largest
2026-05-17
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2026-05-17
The Motley Fool
Qualcomm's(QCOM+0.69%)management team is buying back stock.*Stock prices used were the afternoon prices of May 14, 2026. The video was published on May 16, 2026.
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Micron Technology(MU6.58%)has been going ballistic over the past couple of years. It's up 157% year to date and 693% over the past 12 months. So, is it too late to grab a slice of that yourself?In short, it doesn't look like it.Thanks for the memoriesMicronmakes memory hardware, namely random access memory (RAM) and dynamic random access memory (DRAM).Those components are required for computers to
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Nvidia(NVDA1.38%)isn't just a top artificial intelligence (AI) stock to own; it's also an investor in other AI companies itself. It doesn't have a very large investment portfolio, so when it decides to take a position in a company, investors had better pay attention. There's only one reason a company like Nvidia would invest in another: Nvidia believes the investment will result in a greater retur
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Last month,Nvidia(NVDA1.38%)unveiled a family ofopen-sourceartificial intelligence (AI) models designed to address calibration and error-correction challenges in quantum computing. Known asIsing, Nvidia's new toolkit helps make fragile qubits more usable by pairing them with the power of graphics processing units (GPUs).The question smart investors are asking is not whether quantum computing matte
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Bank of America's(BAC0.16%)top semiconductor analyst, Vivek Arya, recently raisedNvidia's(NVDA4.39%)price target from $300 to $320, implying roughly 42% upside from its closing price as of May 15. The bullish call is supported by Bank of America's increasingly optimistic view of the AI opportunity.The company has raised its estimate of the total addressable market for AIdata centersystems from $1.
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Nvidia(NVDA4.39%)is going to report arguably the most anticipated investor update of 2026.*Stock prices used were the afternoon prices of May 13, 2026. The video was published on May 15, 2026.
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
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