Semiconductor News & Analysis Feed
512 articles
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
At midday, the S&P 500 (
^GSPC
+0.26%
) inched up 0.07% to 7,585.26, the Nasdaq Composite (
^IXIC
+0.42%
) rose 0.23% to 27,034.50 on artificial intelligence (AI) strength. The Dow Jones Industrial Average (
^DJI
+0.09%
) slipped 0.24% to 50,912.06 as oil-linked cyclicals lagged.
Market movers
Nvidia jumped more than 4% this morning, after unveiling a new AI-focused PC chip. The news helped push
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Memory chips are a major market opportunity right now. There is huge demand and little supply, so the price of memory chips is soaring. That allows memory chip producers like Sandisk (
SNDK
+2.83%
) and Micron Technology (
MU
+6.00%
) to cash in on the rise, and both of them have done just that -- and then some.
But which is the better stock to buy today? Let's take a look.
Image source: Getty I
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Nvidia (
NVDA
1.00%
) is the most highly valued company in the world, but that doesn't mean it's expensive. In this video, Certified Financial Planner® Matt Frankel explains why Nvidia's recent results make the stock look surprisingly attractive.
*Stock prices used were the morning prices of May 29, 2026. The video was published on May 30, 2026.
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) shareholders have been rewarded with incredible returns over this year. If you invested $10,000 into Micron stock at the start of 2026, congratulations; that investment is now worth more than $30,000. But there could be even more in store for Micron in the coming weeks.
Micron announces its Q3 of fiscal year (FY) 2026 earnings on June 24 (encompassing the period en
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Nvidia offered investors a nearly certain path to gains over the past few years. As the leader in the artificial intelligence (AI) chip market, the company generated explosive revenue growth, and its innovation suggested that this momentum could keep on going over time. As a result, investors piled into the stock, and it rose more than 400% over the past three years.
Pharmaceutical giant Eli Lill
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
An important anniversary is right around the corner: Just about two years ago,Nvidia(NVDA1.00%)completed a major stock split, bringing its shares down from more than $1,000 to about $100. Since that time, the world's most-watched artificial intelligence (AI) company has seen its shares advance 75% -- and they now trade for about $215.What's pushed the stock along this path? Investors remain eager
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Long known for mobile brick phones and traditional telecom infrastructure, Nokia (
NOK
2.88%
) is quietly in the middle of an exciting transformation. Back in October, Nvidia (
NVDA
1.00%
) made a $1 billion strategic investment in Nokia, marking a major turning point as the telecom provider pushed into artificial intelligence (AI).
Since Nvidia's investment, Nokia's stock has climbed from roughl
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
COMPUTEX 2026 is set to run from Tuesday, June 2, to Friday, June 5, local time at the Taipei Nangang Exhibition Center in Taipei, Taiwan. (The dates generally correspond to June 1 to June 4 in the United States, with Eastern time lagging Taipei time by 12 hours.)
COMPUTEX is one of the world's largest annual trade shows focused on technology and computer hardware. Global industry giants unveil a
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
As Micron Technology (
MU
+5.07%
) gears up to report fiscal third-quarter results on June 24, some investors are wondering whether it makes sense to buy shares ahead of the announcement. The chip leader has been one of the most pronounced beneficiaries of the artificial intelligence (AI) infrastructure boom, yet its parabolic rise has left some wondering whether the easy money has already been ma
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) stock has delivered outstanding gains to investors so far in 2026, with shares of the memory specialist rising by 208% as of this writing, and the good part is that the stock could get a big shot in the arm in June.
Micron is set to release its fiscal 2026 third-quarter results on June 24. The favorable demand-supply conditions in the memory market, driven by artif
2026-06-01
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2026-06-01
The Motley Fool
Iren (
IREN
0.87%
) has rallied by more than 45% year to date, and its recently announced deal with Nvidia (
NVDA
1.00%
) added to the momentum. The GPU leader will support Iren in deploying AI chips for up to 5 gigawatts of its data centers. That sets the stage for substantial revenue growth for Iren.
Image source: Getty Images.
The terms of the deal
Iren was already a heavy buyer of Nvidia's
2026-06-01
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2026-06-01
The Motley Fool
Sitting here today, with stocks like Micron Technology zooming past a $1 trillion market cap and delivering 10x gains in a year, can make you feel like there is no opportunity left to buy artificial intelligence (AI) stocks. Stocks like Nvidia have been soaring for the last few years, and now trade at premium valuations with major downside risks if the AI spending boom peters out.
What if I told
2026-05-31
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2026-05-31
The Motley Fool
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the much larger market.
While LLM training is compute-heavy and more technically challenging, inference tends to be memory-centric and needs to be more cost-efficient given that it's an ongoing process. Traditionally, graphics processing units (GPUs) and
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Amazingly, shares of Micron Technology (
MU
+5.07%
) have doubled over the past 48 days.
As a result, this week the Boise, Idaho-based semiconductor manufacturer entered the rarefied $1 trillion club. Its market capitalization, as I write this, is about $1.04 trillion. That puts it, in terms of market value, above Walmart, Eli Lilly, and Berkshire Hathaway. Only about 14 publicly traded companies
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Two of the most impressive stocks over the past year have been Micron (
MU
+5.07%
) and Sandisk (
SNDK
+3.25%
). Micron's stock has risen an outstanding 860%, and any investor would be thrilled with a return like that. However, after comparing it to Sandisk's meteoric rise, it looks a bit lacking. Sandisk's stock has risen a jaw-dropping 4,160% over the past year. So, if you had the foresight to i