Semiconductor News & Analysis Feed
512 articles
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
When Nvidia (
NVDA
0.75%
) reported earnings last month, much of the focus was on its impressive numbers and encouraging outlook. And it's hard to argue with that, given that the growth story around the tech giant and its artificial intelligence (AI) chips is what makes the stock a buy. As long as its results are strong, demand is robust, and the outlook is solid, investors are likely to continue
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Advanced Micro Devices just had one of its best months in two decades. The stock soared more than 40% in May to a record high, as investors poured back into chipmakers on relentless demand for AI hardware. And it wasn't alone. Smartphone-chip designer Qualcomm climbed about 40% to a record of its own, while the broader Philadelphia Semiconductor Index gained more than 60% for the year, far outpaci
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) recently reported yet another round of amazing quarterly growth. Still riding the artificial intelligence (AI) adoption wave, its Q1 top line improved to $81.6 billion, up 85% year over year.
Lost in all the bullish noise, however, is that Nvidia isn't just an AI hardware company. Although data centers now account for more than 90% of its revenue, it still operates another d
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) CEO Jensen Huang isn’t afraid to make bold statements, and his bravado and vision have served the company well. Nvidia has become the largest publicly traded company in the world by market cap, with a valuation exceeding $5 trillion.
Obviously, Huang knows what it takes to get a company to the $1 trillion mark, and now he’s identified a fellow chipmaker with a market cap of
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
AMD (
AMD
+2.36%
) and Nvidia (
NVDA
0.75%
) are two stocks that are often compared. It makes sense, as these two are the top dogs in the graphics processing unit (GPU) space. GPUs have been the primary computing chip utilized for artificial intelligence (AI) training and computing up to this point, and they'll likely maintain a dominant hold on this industry because of their ability to handle a v
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
One of the most widely followed aggressive growth fund managers kicked off this week with a hankering for Nvidia (
NVDA
0.75%
). Cathie Wood -- founder and CEO at Ark Invest -- only added to two existing positions across her high-octane ETFs on Monday. Nvidia was one of those two purchases.
It wasn't just a nibble. Ark Invest purchased shares of the world's most valuable company in all five of it
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) is the most valuable company in the world, and it remains the only company worth more than $5 trillion. However, despite a brilliant first-quarter report, the stock moved lower.
Here's what I think is going on with Nvidia stock and what investors can expect going forward.
Image source: Nvidia.
The $4 trillion opportunity
According to Nvidia CFO Collette Kress, the company
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Intel's (
INTC
1.28%
) shares have soared 489%, and Micron Technology (
MU
+2.70%
) stock is up a shocking 869% over the past year. The artificial intelligence spending boom that's currently underway is fueling interest in these stocks, and both could benefit from rising semiconductor demand in the coming years.
But which is the better AI stock to buy right now?
Image source: Getty Images.
Ther
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) stock has had a lackluster year by its standards. It's up about 13% so far, which would be OK in a normal year because the S&P 500 (
^GSPC
+0.13%
) typically averages about a 10% return in a year.
But this isn't a normal year. The S&P 500 is already up 11% so far, and the S&P 500 technology-only sector is up nearly 25%. With the average tech stock showing more than double Nv
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Shares of Nvidia (
NVDA
+6.26%
) and Arm Holdings (
ARM
+15.73%
) rose sharply on Monday, as investors celebrated the launch of their game-changing new computer processor.
Image source: The Motley Fool.
Nvidia wants to power your PC
After dominating the massive and still rapidly expanding market for graphics processing units (GPUs) used in artificial intelligence (AI) data centers, Nvidia has s
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia is making it more feasible for manufacturers and tech companies to develop driverless car systems.
Nvidia's (
NVDA
+6.26%
) partnering with companies that are developing driverless car technology.
*Stock prices used were the afternoon prices of May 26, 2026. The video was published on May 28, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recom
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
The next-generation technology is already generating significant interest from customers.
*Stock prices used were the afternoon prices of May 25, 2026. The video was published on May 27, 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
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia's (
NVDA
+6.26%
) GPU Technology Conference (GTC) Taipei kicked off this week. As a major regional edition of the company's flagship GTC event, it promised to provide a view into recent developments in artificial intelligence (AI), gathering developers from around the world who will shape the future of AI. It is one of several annual events that showcase Nvidia's latest products, highlight
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
In recent years, Nvidia (
NVDA
+6.26%
) has driven the artificial intelligence (AI) revolution by bringing its graphics processing units (GPUs) to data centers. These are the high-performance chips that fuel the simultaneous and complex calculations needed for tasks such as the training of large language models. And this chip, along with related products and services, has helped the company genera
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) stock's bullish rally continued with another day of strong gains in Monday's trading. The memory chip leader's share price ended the daily session up 6.6% and had been up as much as 7.8% earlier in trading.
Micron's valuation moved higher today in response to bullish analyst coverage and rising excitement surrounding the company's artificial intelligence (AI) opportunities. A
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
When a company such as Nvidia (
NVDA
+6.26%
) has grown the way it has -- at an exceptionally high rate for years -- you may be tempted to believe that it may soon be approaching a peak. However, according to CEO Jensen Huang, that isn't the case at all. In fact, Huang still sees some exciting opportunities ahead for his company.
On its recent earnings call, the company identified a new opportuni
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) is benefiting from one of AI's most important bottlenecks: memory. With high-bandwidth memory supply all but sold out through 2027, and earnings estimates rising, the stock could keep gaining if investors continue to revalue it as core AI infrastructure instead of a cyclical memory company.
Stock prices used were the market prices of May 21, 2026. The video was published on M
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
At first glance, I expected the S&P 500 (
^GSPC
+0.26%
) and Nasdaq Composite (
^IXIC
+0.42%
) indexes to soar today. Nvidia (
NVDA
+6.26%
) is up by 5.1% at 12:44 p.m. ET, and that kind of move is usually enough to drive substantial boosts to the cap-weighted indexes. After all, Nvidia accounts for 7.8% of the S&P 500's total score and 11.2% of the Nasdaq Composite's.
Instead, the gains are mode