Semiconductor News & Analysis Feed
5572 articles
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
When you think of Nvidia (
NVDA
1.86%
), dividends probably aren't one of the things that come to mind. But given just how much the company generates in earnings and how much room it has to grow its dividend, that could change in the future. Apple and Microsoft are two top tech companies that have been paying and increasing their payouts for years.
Nvidia, with some deep pockets and terrific grow
2026-05-26
www.aol.com
2026-05-26
AOL.com
The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030
CHRIS NEIGER, THE MOTLEY FOOL
Tue, May 26, 2026 at 6:20 AM GMT+8
0
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
sg.finance.yahoo.com
2026-05-26
Yahoo Finance Singapore
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a leading artificial intelligence (AI) stock for years now, with its share price surging 600% over the past three years. But a funny thing happened after the company reported its impressive October quarter results: Its share price fell.
That's not Nvidia's fault, nor did investors have a good reason to punish the stock. But after its long and impressive run, it's be
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
__fail__
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
__fail__
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
__fail__
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Shares of Micron Technology (
MU
1.23%
) have been surging in the past year, and the company, which sells memory and storage products, has a valuation that may still not look all that expensive given ongoing product shortages. Memory is in high demand, and that has enabled the business to generate robust results, with not only sales volumes rising significantly but Micron being able to raise price
2026-05-26
www.thestreet.com
2026-05-26
thestreet.com
__fail__
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is still the cream of the crop of artificial intelligence (AI) stocks. It continues to post nearly unbelievable results, yet lately the market has been unwilling to show it the love that it's showing to some of its competitors. I think that makes Nvidia a perfect AI stock to invest in right now, as it's actually being underhyped compared to its performance -- particularly in
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
AI Manufacturing Edge: Social media discussions emphasize Taiwan Semiconductor Manufacturing Company’s pivotal position in the global AI ecosystem, where it supplies the advanced chips powering major technology leaders. Participants note accelerating revenue growth exceeding 40 percent year-over-year alongside robust profit expansion. Analysts cited in these conversations maintain buy ratings with
2026-05-26
ca.finance.yahoo.com
2026-05-26
Yahoo! Finance Canada
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
intellectia.ai
2026-05-26
Intellectia AI
NVIDIA has once again demonstrated why it sits at the center of the artificial intelligence revolution. With the stock rallying 18% this week following blockbuster earnings, investors are asking a critical question: how much runway remains for the world's most valuable semiconductor company? The numbers tell a compelling story—revenue surged to $81.6 billion in the most recent quarter, while data
2026-05-26
cryptorank.io
2026-05-26
CryptoRank
Nvidia reported record Q1 revenue of $81.6 billion (+85% YoY) with data-center sales of $75.2 billion (+92%), a 74.9% gross margin and Q2 revenue guidance of about $91 billion ±2%, while expecting roughly $20 billion in CPU revenue this year. A top investor and a TipRanks Strong Buy consensus (39 Buys, 1 Hold, 1 Sell) say Nvidia is evolving into a full AI infrastructure layer by bundling CPUs, GPU