Semiconductor News & Analysis Feed
518 articles
2026-05-12
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2026-05-12
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Nvidia(NVDA+1.90%)stock has offered many investors a clear path to explosive gains in recent years. As leader in the artificial intelligence (AI) chip market, the company has been among the first to benefit from AI-driven earnings growth -- and this has prompted investors to pile into the stock.Though others also sell AI chips, Nvidia was first to market with the most powerful product -- and Nvidi
2026-05-12
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2026-05-12
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2026-05-12
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2026-05-12
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WhenIntel(INTC+3.56%)was added to theDow Jones Industrial Average(^DJI+0.19%)in November 1999, it was a sign of the tech industry's rising importance to the U.S. stock market -- Intel and another new addition,Microsoft, were the first two stocks from the tech-heavy Nasdaq exchange to join the DJIA.When Intel was replaced in the Dow byNvidia(NVDA+1.90%)in November 2024, the chipmaker had lost not o
2026-05-12
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2026-05-12
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The artificial intelligence (AI) data center boom has driven strong demand for memory. As a result, memory chip stocks, most notablyMicron Technology(MU+6.49%)andSandisk(SNDK1.02%), have both made major moves higher, rising 770% and 4,000%, respectively, over the past year.Which of these two top-performingtech stocksis the better buy moving forward? Interestingly, there could be a case for owning
2026-05-12
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2026-05-12
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Qualcomm(QCOM+1.07%)stock is soaring.*Stock prices used were the afternoon prices of May 9, 2026. The video was published on May 11, 2026.
2026-05-12
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2026-05-12
The Motley Fool
Few companies have benefited more from theartificial intelligence (AI)boom thanTaiwan Semiconductor Manufacturing(TSM2.10%). The Taiwan-based foundry fabricates the vast majority of the world's most advanced chips, including the graphics processing units (GPUs) and custom accelerators that hyperscalers likeMicrosoftandAlphabetuse to train and run AI models. Up nearly 150% over the past year and tr
2026-05-12
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2026-05-12
The Motley Fool
ExpandNYSE:IONQIonQToday's Change(-5.08%) $-2.64Current Price$49.31Key Data PointsMarket Cap$18BDay's Range$47.48- $52.2052wk Range$25.89- $84.64Volume32MAvg Vol28MGross Margin-2879.52%IonQ(IONQ5.08%), developer of trapped-ion quantum computers and software for complex problem-solving, closed Monday at $56.89, up 15.54%. The stock moved higher after SkyWater Technology shareholders approved their
2026-05-12
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2026-05-12
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Shares of small-cap power semiconductor designerNavitas Semiconductor(NVTS7.74%)rallied on Monday, up 24.5% during the day's trading.While Navitas didn't release any financial information today, a news report on a new product partnership in India was enough to send the stock flying higher.ExpandNASDAQ:NVTSNavitas SemiconductorToday's Change(-7.74%) $-1.65Current Price$19.67Key Data PointsMarket Ca
2026-05-12
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2026-05-12
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Theartificial intelligence (AI)memory boom has been kind to bothSandisk Corporation(SNDK5.30%)andMicron Technology(MU5.81%). Sandisk shares are up about 560% year to date, while Micron has risen more than 180%. Further, both companies recently posted quarterly results showing record revenue and significant margin expansion.But the two sit in different corners of the memory market. Micron sells the
2026-05-12
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2026-05-12
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Micron Technology(MU5.81%)continues to be one of the hottest stocks on the market in 2026, jumping an incredible 162% as of this writing. Investors have been buying its shares hand over fist to capitalize on strong memory demand that continues to outpace supply.What's more, the good news just keeps flowing in forMicron stockinvestors. Tom's Hardware reports that contract prices for dynamic random-
2026-05-12
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2026-05-12
The Motley Fool
Nvidia(NVDA1.38%)has reigned for several years as the king of artificial intelligence (AI) chips. The company'sgraphics processing units (GPUs)became the de facto gold standard for training and running these sophisticated algorithms when the AI boom kicked off in late 2022. While growing competition has long been on the minds of investors, Nvidia continues to reap the rewards of its unrelenting fo
2026-05-11
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2026-05-11
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I think it's official now:Micron(MU5.81%)is a momentum stock.Granted, it's not anordinary momentum stock, one that just goes up and up primarily on positive headlines, but without revenue or earnings numbers to back up the rally. Fact is, Microndoeshave revenue and earnings growth. Sales surged 196% last quarter, and Micron's earnings were up 771%.But Micron also has positive headlines in abundanc
2026-05-11
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2026-05-11
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U.S. hyperscalers came into the year planning to spend over $700 billion to build new data centers. Just three months later, most of them realized they would need to spend even more. Three of the four major hyperscalers increased their capital expenditure (capex) budgets for the year alongside their first-quarter earnings reports. And they may be just getting started.Leading contract chip manufact
2026-05-11
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2026-05-11
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Nvidia(NVDA1.38%)remains the center of the artificial intelligence boom, but the stock is up just 15% in 2026, both because investors worry the current pace of AI spending is unsustainable and because they question the durability of Nvidia's dominance in the AI infrastructure market.Meanwhile,DigitalOcean(DOCN4.80%)is a little-known cloud computing company whose aggressive expansion into AI servic
2026-05-11
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2026-05-11
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Although the busiest week of earnings season is now in the rearview mirror, the most consequential report of the quarter is yet to come. Graphics processing unit (GPU) goliathNvidia(NVDA1.38%)is slated to lift the hood on its fiscal first-quarter operating results (ending April 26) after the closing bell on Wednesday, May 20.While all signs continue to point to Nvidia delivering sales and profit g
2026-05-11
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2026-05-11
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2026-05-11
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Nvidia(NVDA+1.73%)is widely considered the most dominant "pick-and-shovel" maker in the artificial intelligence (AI) gold rush. Indeed, if you asked an AI chatbot, like Gemini or Claude, a question today, there's a good chance Nvidia's technology was doing most of the heavy lifting to provide you with an answer.The company makes super-fast brains for computers (called graphics processing units, or
2026-05-11
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2026-05-11
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Even with all the chaos in the market this year so far, artificial intelligence (AI) stocks, both hardware and software, continue to surge to new highs.While there are great stocks on both sides of theAI industry, and even a few likeAlphabetthat operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.After all, it doesn't matter which AI program a c
2026-05-10
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2026-05-10
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The explosive growth of artificial intelligence (AI) is rewriting the rules for semiconductor demand, with memory and storage chips emerging as the next pillars deployed across data centers, model training, and real-time inference.Companies likeMicron Technology(MU+15.40%)andSanDisk(SNDK+16.40%)have delivered jaw-dropping financial results and stock gains as AI systems become increasingly memory-h
2026-05-10
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2026-05-10
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Nvidia(NVDA+1.73%)stands at the center of the artificial intelligence (AI) revolution, and the company's upcoming earnings report on May 20 has investors buzzing. With the stock having delivered generational returns over the last few years, you might be wondering whether to add shares ahead of the print or wait for the results.The data we already have offers a compelling case for buying now -- not