Semiconductor News & Analysis Feed
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2026-05-06
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2026-05-06
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Nvidia(NVDA1.72%)is the largest company in the world right now, with a market capitalization of over $4.8 trillion. But we know it can go at least a little bit higher: In April, the company briefly topped $5.2 trillion in market cap.The company reports Q1 earnings on May 20, and analysts are expectinganother blowout quarter, with a consensus of $78.8 billionin revenue(up 78.6% year over year) and
2026-05-06
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2026-05-06
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Microsoft(MSFT+0.14%)is investing significantly in its proprietary chip technology.*Stock prices used were the afternoon prices of May 3, 2026. The video was published on May 5, 2026.
2026-05-06
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2026-05-06
The Motley Fool
Shares ofNvidia(NVDA1.13%)spiked in March, rising 14.4%, according to data supplied byS&P Global Market Intelligence.While general market enthusiasm helped lift the stock, there were company-specific catalysts that sent theartificial intelligence (AI)specialist higher.Image source: Nvidia.Fingers in a lot of piesNvidia kicked off April with a bang.Alphabet(GOOGL2.07%)(GOOG1.83%)unveiled the latest
2026-05-06
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2026-05-06
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WhileNvidiagets most of the attention as Wall Street's AI kingpin because of its prolonged dominance in AI data center GPU chips, a competitor has been building something special.Broadcom(AVGO2.70%)has landed major chip deals with various major AI companies, includingAlphabet,Meta Platforms, Anthropic, and OpenAI.With these deals, Broadcom might actually be the betterAI stockto own. The best part?
2026-05-06
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2026-05-06
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Nvidia's(NVDA1.13%)start to 2026 wasn't great, but it has been an absolute rocketship since the calendar flipped to April. Since then, Nvidia's stock is up 13%, but I think that's just the beginning.Nvidia has a lot going for it, and I think its rally could easily extend throughout the rest of the year. So, if you've missed out on Nvidia's recent run, don't worry, there's more where that came from
2026-05-06
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2026-05-06
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Taiwan Semiconductor Manufacturing(TSM1.89%)has become a multibagger over the past three years, clocking impressive gains of almost 379% as of this writing.The foundry specialist's remarkable rally during this period has been fueled by the rapidly growing demand for artificial intelligence (AI) chips and advanced processors used across multiple applications. TSMC's factories produce advanced chips
2026-05-06
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2026-05-06
The Motley Fool
Investing in tech and artificial intelligence (AI) has been the hottest theme in the markets in the past few years. Recently, investors have specifically pivoted to memory and storage stocks, as demand for those types of products has been through the roof as a result of AI. And in doing so, shares of bothSandisk(SNDK1.80%)andMicron Technology(MU0.72%)have been taking off.Within the past 12 months,
2026-05-05
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2026-05-05
The Motley Fool
Can anything stopMicron(MU0.19%)stock's relentless rise?Shares of the popularcomputer memory-makerare up in each of the past three trading sessions, including a quick 10.4% climb through 10 a.m. ET Tuesday. Partly this is in response toterrific earnings newsfrom rivalSandisk(SNDK0.72%)-- but today's news is all about Micron.Image source: Getty Images.Micron's (literally) big newsMicron this mornin
2026-05-05
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2026-05-05
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Nvidia(NVDA0.79%)supplies the world's best graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) development. Sales have been so strong that the company's valuation has ballooned from $360 billion to $4.8trillionsince the start of 2023, but there might be even more upside ahead.Nvidia is scheduled to release its operating results for it
2026-05-05
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2026-05-05
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2026-05-05
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2026-05-05
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Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet (
GOOG
+0.41%
) (
GOOGL
+0.66%
). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products.
While Google continues to use its TPUs internally, it's
2026-05-05
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2026-05-05
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Competition in the artificial intelligence (AI) chip market is about to ramp even higher. In mid-April, Cerebras Systems filed an S-1 registration statement with the Securities and Exchange Commission (SEC) announcing plans for its long-awaited initial public offering (IPO). At the time, the start-up hadn't provided all the key details for investors about its public debut.
Cerebras has taken a no
2026-05-05
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2026-05-05
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Qualcomm Stock is Soaring The Motley Fool
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2026-05-05
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Nvidia (
NVDA
+1.73%
) is in some ways a seemingly predictable stock. Every year, the market assumes that this will be the year that the company's revenue growth will slow down and the stock will come back down to Earth. As a result, the stock looks a bit undervalued at the start of the year and delivers ho-hum returns. But then, artificial intelligence investing fever tends to make an appearance
2026-05-04
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2026-05-04
The Motley Fool
Micron (
MU
+15.40%
) stock popped on Friday, gaining nearly 5% after peer semiconductor company Sandisk crushed its Q3 earnings report.
Today, shares of both popular computer memory-makers are soaring again, and Micron in particular is up another 8.2% through 10:10 a.m. ET. Wall Street may be the reason.
Image source: Getty Images.
Wall Street loves Sandisk (and maybe Micron?)
In back-to-back
2026-05-04
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2026-05-04
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