Semiconductor News & Analysis Feed
262 articles
2026-05-09
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2026-05-09
The Motley Fool
Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
2026-05-08
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2026-05-08
The Motley Fool
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2026-05-08
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2026-05-08
The Motley Fool
The proliferation of artificial intelligence (AI) has supercharged the semiconductor industry in recent years. That isn't surprising, as chips are the basic building blocks of AI applications.From training AI models to running inference applications to storing and moving data, chips are essential at every step of the AI lifecycle. Simply put, there won't be any large language models (LLMs) or AI s
2026-05-08
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2026-05-08
The Motley Fool
Micron(MU5.81%)stock took a tumble Thursday, falling 3% on a report from Bernstein highlighting trouble in the computer memory spot market.On Friday, shares of the popularcomputer memory-makerbounced 9.3% through 10:30 a.m. ET -- Bernstein may be behind this movement, too.Image source: Getty Images.What Bernstein says about MicronBernstein warned yesterday of a shortage of both DRAM and NAND flash
2026-05-08
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2026-05-08
The Motley Fool
ChipmakerNvidia(NVDA1.38%)is the largest publicly traded company in the world by market capitalization. It's also the largest publicly traded company in history, hitting a high of $5.26 trillion on April 27. It's currently at $5.17 trillion.That's a jaw-dropping valuation, and Nvidia reached it quickly.The company's market capis up more than 80% over the past year alone and more than 1,300% in the
2026-05-08
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2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)has been one of the biggest beneficiaries of the artificial intelligence (AI) chip boom. Its graphics processing units (GPUs) are parallel processors, designed to break down certain types of massively complex calculations into a host of smaller parts, and then perform all of those small calculations simultaneously, rather than taking each task in sequence. And it turns out, the pr
2026-05-08
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2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)isn't just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it has more information than the average investor about what's going on inside some of these companies.
2026-05-08
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2026-05-08
The Motley Fool
After a rough start to 2026, shares of AI (artificial intelligence) chipmakerNvidia(NVDA1.38%)have come roaring back. The stock has soared about 19% over the last 30 days, and at one point in late April completed more than a 32% rally off a late-March low. With the stock trading close to $212 as of this writing, they're just shy of their April 27 all-time closing high of $216.61.That kind of run m
2026-05-08
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2026-05-08
The Motley Fool
A few years ago, the primary argument in the AI computing space was whetherNvidia(NVDA1.38%)could maintain its dominance or whether a competitor like AMD could rise to steal market share. For the most part, Nvidia has maintained its dominance and has grown to own a far larger corner of the market than AMD. That argument has faded a bit, and a new one has emerged: custom AI chips.This debate is ver
2026-05-08
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2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)andPalantir Technologies(PLTR+0.92%)both were superstars in the early days of the artificial intelligence (AI) boom. This is because they were among the first to benefit from the revenue opportunity -- and as a result, investors rushed to get in on their shares. Nvidia stock has soared more than 500% over the past three years, while Palantir has surged 1,700%.But in recent times,
2026-05-08
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2026-05-08
The Motley Fool
Chips are the building blocks of artificial intelligence (AI), and the growing demand has sent thePHLX SemiconductorSectorup 258% over the past three years. The bull market may not be over, as Statista estimates the industry will increase from $891 billion in 2026 to nearly $1.3 trillion by 2030.Those estimates won't hold up without growth fromTaiwan Semiconductor Manufacturing(TSM2.10%)andBroadco
2026-05-08
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2026-05-08
The Motley Fool
Nvidia’s Next Big Market The Motley Fool
2026-05-07
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2026-05-07
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2026-05-07
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2026-05-07
The Motley Fool
When looking at the recent earnings increases from some of the most prominent growth stocks, the effect of artificial intelligence (AI) is nothing short of spectacular. Although such numbers do not reflect the entire company,Microsoftreported 40% Azure cloud growth yearly, and 63% for Google's parent company,Alphabet.For now, most of that growth depends on AI and, by extension, the AI accelerators
2026-05-07
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2026-05-07
The Motley Fool
A shift is happening in the artificial intelligence (AI) computing space. Hyperscalers and AI companies are transitioning from training large language models to putting those models to work on real-world data to unlock the productivity gains that this technology promises.A lot ofmoney has been spenton data center infrastructure that's optimized to train models using large datasets. Inference, on t
2026-05-07
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2026-05-07
The Motley Fool
On March 11,Nvidiaannounced that it would invest $2 billion inNebius Group(NBIS5.19%), a neocloud company that offers dedicated artificial intelligence (AI) data centers and software solutions to companies looking to run AI workloads in the cloud.Nebius stock has jumped by 57% since that investment was revealed. However, the good news for investors is that it isn't too late to buy shares of this f
2026-05-07
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2026-05-07
The Motley Fool
Artificial intelligence (AI) has dominated the attention of U.S. equity markets since 2023. However,quantum computingis emerging as a potential trend on Wall Street.Image source: Getty Images.In April,Nvidia(NVDA1.65%)expanded its quantum computing footprint with the launch of the Ising AI model family, designed to improve how quantum computers are calibrated and how they correct their errors. Bec
2026-05-07
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2026-05-07
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Today's HighlightsUpstart Grows Fast, Spends Faster, and Margins Take a HitCan Vertical Video Save Disney's Streaming?Visa Flexes Its Moat and Earnings Power📌Top story -- scroll down for more updatesClosing Bell4:05 pmStocks are closing in on records for a second consecutive day, driven by AI chip enthusiasm and a sharp drop in oil prices tied to reports of a potential U.S.-Iran peace deal.Advance
2026-05-07
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2026-05-07
The Motley Fool
Amazon(AMZN2.89%)has developed quite the chip business. Its chip revenue increased 40% consecutively in the first quarter, and there was a triple-digit percentage increase in the run rate. As a stand-alone business, it's one of thethree largest data center chip companiesin the world.But on the first-quarter earnings call, CEO Andy Jassy reassured listeners that it maintains a strong relationship w
2026-05-07
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2026-05-07
The Motley Fool
Nvidia(NVDA1.65%)stock has been treading water over the last six months. Until today, that is. As of 12:23 p.m. ET, shares have jumped 4.4% today, providing nearly the entire gain the stock has realized over the past half year.Today's move came after news that the artificial intelligence (AI) leader is partnering with glass and optical companyCorningto build three new cutting-edge manufacturing pl