Semiconductor News & Analysis Feed
262 articles
2026-05-11
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2026-05-11
The Motley Fool
Nvidia(NVDA+1.73%)is widely considered the most dominant "pick-and-shovel" maker in the artificial intelligence (AI) gold rush. Indeed, if you asked an AI chatbot, like Gemini or Claude, a question today, there's a good chance Nvidia's technology was doing most of the heavy lifting to provide you with an answer.The company makes super-fast brains for computers (called graphics processing units, or
2026-05-11
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2026-05-11
The Motley Fool
Even with all the chaos in the market this year so far, artificial intelligence (AI) stocks, both hardware and software, continue to surge to new highs.While there are great stocks on both sides of theAI industry, and even a few likeAlphabetthat operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.After all, it doesn't matter which AI program a c
2026-05-10
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2026-05-10
The Motley Fool
The explosive growth of artificial intelligence (AI) is rewriting the rules for semiconductor demand, with memory and storage chips emerging as the next pillars deployed across data centers, model training, and real-time inference.Companies likeMicron Technology(MU+15.40%)andSanDisk(SNDK+16.40%)have delivered jaw-dropping financial results and stock gains as AI systems become increasingly memory-h
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Nvidia(NVDA+1.73%)stands at the center of the artificial intelligence (AI) revolution, and the company's upcoming earnings report on May 20 has investors buzzing. With the stock having delivered generational returns over the last few years, you might be wondering whether to add shares ahead of the print or wait for the results.The data we already have offers a compelling case for buying now -- not
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Evolving from its roots in industrial and electronics equipment,Nokia(NOK+3.81%)has long been a cornerstone of global connectivity. Once a dominant force in mobile handsets that defined an era of brick phones, the company has quietly reinvented itself as a leader in network infrastructure.Amid the explosive growth of artificial intelligence (AI), Nokia has forged a partnership withNvidia(NVDA+1.73
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Nvidia(NVDA+1.73%)has been one of the best-performing stocks in the market over the past three-and-a-half years. However, I wouldn't be surprised if it extends that run over the next three years. I'm so confident in its trajectory that I think it can outperformAlphabet(GOOG+0.41%)(GOOGL+0.66%)andAmazon(AMZN+0.55%)combined over that period. That would make it a no-brainer buy now.So, if you think y
2026-05-10
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2026-05-10
The Motley Fool
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2026-05-10
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2026-05-10
The Motley Fool
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2026-05-10
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2026-05-10
The Motley Fool
These past few years have been major ones for stock splits. Some of the world's biggest companies have executed these operations after periods of explosive stock performance. The idea is to bring the price level back down to Earth, making the shares more accessible for investors -- and opening the door to another era of gains.From 2022 through last year, the following stock market giants have comp
2026-05-10
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2026-05-10
The Motley Fool
Oil has been in the news since the start of the Iran war, but it's not the only natural resource facing disruptions. Qatar provides about a third of the global helium supply, and on Feb. 28, Iranian drone strikes hit QatarEnergy's Ras Laffan Industrial facility, one of only two in the world capable of producing semiconductor-grade helium.Although it appears the U.S. and Iran may be close to a peac
2026-05-10
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2026-05-10
The Motley Fool
Shares ofAdvanced Micro Devices(AMD0.61%)have rocketed more than 320% over the past year as investors have followed AMD's growth story in providing processors for agentic artificial intelligence (AI).The gains forNvidiaaren't anything to be embarrassed about; the stock has jumped 82% over the past 12 months, compared to theS&P 500's 32% gains.But the big disparity between AMD's and Nvidia's gains
2026-05-10
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2026-05-10
The Motley Fool
Few companies have benefited more from the artificial intelligence megatrend thanNvidia(NVDA1.38%). The company has leveraged its market-leading GPU design capabilities to capture a massive share of the rapidly expanding AI compute market. It's built an entire ecosystem around its chips, ensuring it remains a key component of future data center buildouts.AndAmazon(AMZN+0.21%)is one of its largest
2026-05-10
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2026-05-10
The Motley Fool
Shares of chipmakerIntel(INTC0.55%)have been on a remarkable run. As of this writing, the stock has soared nearly 500% over the past year, with much of that gain piling up in the last several weeks alone. After the company posted its first-quarter results in late April and was reported to have reached a preliminary chip-manufacturing agreement withAppleearlier this month, the stock notched a fresh
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Over the past few years,Nvidia(NVDA1.38%)has gone from a mid-tier tech company to the world's most valuable public company, with a market cap of over $5.1 trillion as of May 7. It has the artificial intelligence (AI) boom to thank, but you could make the strong case that the AI boom wouldn't have happened without Nvidia.Nvidia isn't just stopping at its highly sought-after GPUs, either. Its CEO,Je
2026-05-10
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2026-05-10
The Motley Fool
Nvidia(NVDA1.38%)has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-after on
2026-05-09
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2026-05-09
The Motley Fool
Shares ofTower Semiconductor(TSEM9.46%)rallied 26% in April, according to data fromS&P Global Market Intelligence.Tower Semiconductor is a "lagging edge," or specialty semiconductor manufacturing company, which means it doesn't produce the most leading-edge chips in the world. However, Tower still differentiates itself through intellectual property in important chip types and materials, such as si
2026-05-09
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2026-05-09
The Motley Fool
Shares ofMicron Technology(MU5.81%)have soared by 710% over the past 12 months as the company has benefited from the rising demand for memory processors used in artificial intelligence (AI) data centers. Even amid the surging share prices of many AI stocks, Micron's performance stands out among the crowd.Technology companies -- includingAlphabet,Amazon,Microsoft,Meta Platforms, and others -- are c
2026-05-09
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2026-05-09
The Motley Fool
Shares of materials science specialistCorning(GLW+2.49%)surged earlier this week after the company announced a multi-year partnership withartificial intelligence (AI)chipmakerNvidia. The deal, which dramatically expands U.S. manufacturing of the optical components that AI data centers rely on, sent the stock to fresh 52-week highs. With shares now up an incredible 315% over the last 12 months, the
2026-05-09
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2026-05-09
The Motley Fool
Nvidia(NVDA1.38%), the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far?Image source: Getty
2026-05-09
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2026-05-09
The Motley Fool
ExpandNASDAQ:IRENIrenToday's Change(-4.68%) $-2.48Current Price$50.46Key Data PointsMarket Cap$18BDay's Range$48.48- $53.1152wk Range$8.27- $76.87Volume366KAvg Vol40MGross Margin19.13%Iren(IREN4.68%), which develops and operates renewable-powered data centers forBitcoin(BTC0.04%)mining and AI cloud services, closed Friday at $61.2, up 7.65%. The stock moved higher after announcing a multi-year par