Semiconductor News & Analysis Feed
512 articles
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Check out how magnificently Nvidia (
NVDA
3.58%
) stock has performed in recent years:
TIME PERIOD
AVERAGE ANNUAL RETURN
Past 1 year
62.22%
Past 3 years
78.30%
Past 5 years
67.76%
Past 10 years
68.93%
Past 15 years
50.68%
Source: Data from Morningstar.com as of June 2, 2026.
That's enough to turn a single $10,000 investment into more than $130,000 ove
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Nvidia (
NVDA
3.58%
) has spent the past three years becoming the world's most valuable company on the back of one business: selling the chips that power artificial intelligence (AI) data centers. Now it wants the device on your desk.
At the Computex trade show in Taipei this week, Nvidia founder and CEO Jensen Huang unveiled RTX Spark, a new superchip built for Windows PCs -- a direct push into
2026-06-04
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2026-06-04
The Motley Fool
Shares of ASML (
ASML
+1.22%
) were on the move last month as the maker of extreme ultraviolet lithography (EUV) equipment rode a bullish wave in the semiconductor industry, as most sector stocks posted double-digit gains.
There wasn't much news out on the Dutch semicap company, but it signed a new customer, and the tailwinds in the sector helped propel it up 13%, according to data from S&P Globa
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
Your personal portfolio doesn't necessarily need to mirror a billionaire investor's holdings. But let's face it -- they manage billion-dollar portfolios for a reason.
And that's what makes Stanley Druckenmiller's current positions so interesting to investors on the hunt for a new pick. The former hedge fund manager doesn't own the obvious and usual suspects, such as Nvidia or Alphabet, even thoug
2026-06-04
www.fool.com
2026-06-04
The Motley Fool
When Micron Technology (
MU
+1.56%
) stock reaches a $1 trillion valuation, many investors assume the easy money has already been made. That is a reasonable concern. After all, a trillion-dollar company needs to create an enormous amount of value to deliver strong returns from here.
But investors may be asking the wrong question. The real question is not whether Micron has become too large. The r
2026-06-04
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2026-06-04
The Motley Fool
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2026-06-04
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2026-06-04
The Motley Fool
Navitas Semiconductor (
NVTS
+19.26%
) stock is posting big gains in Wednesday's trading despite bearish pressures for the broader market. The company's share price was up 22.5% as of 1:30 p.m. ET despite the S&P 500 being down 0.7% and the Nasdaq Composite being down 0.5%.
While rising oil costs and bond yields are weighing on the broader market today, Navitas's valuation is surging thanks to ne
2026-06-04
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2026-06-04
The Motley Fool
As Micron Technology (
MU
+1.56%
) prepares to report fiscal third-quarter earnings on June 24, the artificial intelligence (AI) memory sector stands at a pivotal inflection point. Growth investors have become increasingly bullish, fueled by a wave of recent analyst price target upgrades that reflect confidence in both near-term results and future guidance.
A decisive earnings beat from Micron do
2026-06-03
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2026-06-03
The Motley Fool
Nvidia (
NVDA
3.62%
) and Micron Technology (
MU
+1.56%
) have been at the center of the artificial intelligence (AI) infrastructure boom in recent years, as they design and manufacture mission-critical chips that help run AI applications.
Not surprisingly, shares of both companies have delivered stellar returns. Nvidia stock has shot up 492% over the past three years. Micron, on the other hand,
2026-06-03
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2026-06-03
The Motley Fool
The VanEck Semiconductor ETF (
SMH
+0.10%
) surged 18.2% in May according to data from S&P Global Market Intelligence. It's a remarkable move for an ETF, given that ETFs' usual role is to trade off outperformance for the security of being tied to sectorwide movement. However, in this case it was sectorwide movement that produced the exceptional results.
Why the semiconductor market flew higher in
2026-06-03
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2026-06-03
The Motley Fool
Since 2022, Nvidia (
NVDA
0.75%
) has dominated the artificial intelligence accelerator market, and estimates still place its current market share at about 80%. However, other chipmakers are chipping away at its lead. Broadcom (
AVGO
+4.85%
), which recently surpassed a market cap of $2 trillion, is now its biggest competitor.
Although Nvidia still offers the most popular general-purpose graphics
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
No trend has played a bigger role in sending the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record highs than the evolution and proliferation of artificial intelligence (AI). Empowering software and systems with the tools to make autonomous, split-second decisions is a $15.7 trillion global opportunity by 2030, according to PwC analysts.
And no company has been more foundation
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Perhaps one of the surprises in the AI boom has been Micron (
MU
+2.70%
) stock. The memory chip giant that once struggled to hold on to its gains during bull cycles has surged to record levels, even surpassing the $1 trillion market cap level. This would have been unthinkable 10 years ago, when the stock sold for just $12 per share.
Amid the nearly 7,800% increase in the chip stock's price, inve
2026-06-03
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2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) and Broadcom (
AVGO
+4.85%
) are the top artificial intelligence (AI) chipmakers by market cap, and both delivered record results in their most recent quarters.
Of the two, Broadcom has been the better investment in 2026 and over the last year, but Nvidia is the winner if you look further back. Its five-year and 10-year returns are much higher than Broadcom's.
Let's see how
2026-06-03
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2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) is forecasting revenue will surpass $90 billion in the upcoming quarter.
*Stock prices used were the afternoon prices of May 27, 2026. The video was published on May 29, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produ
2026-06-03
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2026-06-03
The Motley Fool
There's currently only one company valued at $5 trillion: Nvidia (
NVDA
0.75%
). While that's a huge market cap, I actually think Nvidia is undervalued.
It may seem counterintuitive to say the world's largest company is undervalued, but after digging in a bit, I think you'll see what I mean.
Image source: Getty Images.
Impressive growth despite its size
Nvidia has risen to the top thanks to in
2026-06-03
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2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) has been the gold standard for artificial intelligence (AI) investing, specifically in the computing chip sector. Nvidia's GPUs are synonymous with the AI build-out, and it has ridden the wave of massive AI spending to become the world's largest company (at the time of this writing). However, there's a competitor that's looking to challenge that status.
Broadcom (
AVGO
+4.85
2026-06-03
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2026-06-03
The Motley Fool
It isn't like that company needed any help. Broadcom (
AVGO
+4.85%
) has been experiencing strong demand for its artificial intelligence (AI) solutions for much of the past three years. Since the advent of AI in early 2023, the stock had surged 723% through market close on Monday.
Yet Tuesday saw the stock climb 5% to a record high, as a confluence of events in the AI space conspired to send the
2026-06-03
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2026-06-03
The Motley Fool
Collapse
NASDAQ: MRVL
Marvell Technology
Today's Change
(32.71%) $71.77
Current Price
$291.20
KEY DATA POINTS
Market Cap
$254B
Day's Range
$252.43 - $291.22
52wk Range
$61.44 - $291.30
Volume
4.4M
Avg Vol
28.9M
Gross Margin
50.64%
Dividend Yield
0.08%
Marvell Technology (
MRVL
+32.71%
), provides data infrastructure semiconductor solutions from data center core to network edge. The stock closed a
2026-06-03
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2026-06-03
The Motley Fool
The company is launching new products that could capture meaningful revenue.
*Stock prices used were the afternoon prices of May 31, 2026. The video was published on June 2, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensat