Semiconductor News & Analysis Feed
848 articles
2026-06-24
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2026-06-24
The Motley Fool
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2026-06-24
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2026-06-24
The Motley Fool
Nvidia: Rapid Revenue Expansion
Nvidia (
NVDA
0.40%
) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
It announced that its Vera Rubin platform entered full production on June 1, 2026, and it reported 72% net income margin for its fiscal first quarter ended April 26, 2026.
Advanced Micro Devices: Steady Revenue Trajectory
Advanced Micro
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
According to reports, Amazon (
AMZN
+2.80%
) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chips for the benefit of its cloud computing clients. This shouldn't come as a surprise: Amazon's CEO, Andy Jassy, had already said that the company could be moving in that direction. However, one potential loser
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia (
NVDA
+0.52%
) has been one of the biggest winners from the artificial intelligence (AI) infrastructure build-out. The stock has advanced more than 1,300% since January 2023. But most Wall Street analysts still believe Nvidia is deeply undervalued.
In fact, the consensus target price has increased from $265 per share to $295 per share in the last 90 days, according to LSEG. That implies 4
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
When it comes to buzz factor, two companies stand out right now: Micron Technology (
MU
0.69%
) and Space Exploration Technologies (
SPCX
+2.06%
). Micron's share price has skyrocketed more than 9x over the past 12 months. SpaceX recently set the record for the biggest initial public offering (IPO) ever, with a market cap of roughly $1.8 trillion right out of the gate.
Both Micron and SpaceX are
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Ask investors about the most influential stock of the past several years, and many would respond with Nvidia (
NVDA
+0.30%
). The company's state-of-the-art processors have taken artificial intelligence (AI) to the next level, propelling its revenue and profits into the stratosphere. Consider this: Since the AI revolution kicked off in earnest in early 2023, Nvidia's revenue has surged 1,250%, dri
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Micron (
MU
0.02%
) has been one of the biggest winners on the stock market over the past year, thanks to an epic AI-driven shortage of memory chips.
As a result, memory stocks have soared across the board, with Micron gaining 767% in a year. The stock even topped $1 trillion in market cap along the way, as have the two other South Korean memory giants, SK Hynix and Samsung.
The memory chip mark
2026-06-24
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2026-06-24
The Motley Fool
Nvidia
(
NVDA
3.99%
)
is the largest company in the world, and by a large margin. Second-place
Alphabet
(
GOOG
0.61%
)
(
GOOGL
0.85%
)
sits at a $4.5 trillion market cap, while Nvidia hovers around $5.1 trillion. That $600 billion gap is massive, equivalent to the size of
Visa
.
With Nvidia being the largest company in the world, some investors would consider the stock expensive. However, after br
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (
SPCX
+0.46%
), better known as SpaceX. It may not sound like an AI investment at first, but it is. Earlier this year, before it went public, SpaceX acquired another of Elon Musk's companies -- xAI, the business behind the Grok generative AI platform and the social media platform X
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia (
NVDA
3.99%
) is the largest company in the world because it's highly exposed to the AI build-out and produces best-in-class computing units. It's doing business with countless companies, giving it valuable insight into which stocks are also solid investments. Nvidia has an investment portfolio comprising seven stocks, and three of them look like strong investment options to me.
The three
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Collapse
NASDAQ: MU
Micron Technology
Today's Change
(-13.08%) $-158.47
Current Price
$1052.91
MU
YTD
1W
1M
3M
6M
1Y
5Y
PRICE
VS S&P
KEY DATA POINTS
Market Cap
$1.2T
Day's Range
$1038.70 - $1125.00
52wk Range
$103.38 - $1213.56
Volume
55.9K
Avg Vol
50.8M
Gross Margin
58.54%
Dividend Yield
0.05%
Micron Technology (
MU
13.08%
), an AI-focused memory and storage chipmaker, closed at $1,051.77, down
2026-06-24
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2026-06-24
The Motley Fool
As graphics processing unit (GPU) clusters grow larger and more power-hungry, electrical connections are reaching their limits when it comes to speed, heat, and energy use. In separate announcements, both Goldman Sachs and Nokia (
NOK
5.06%
) recently flagged photonics as the next critical layer in artificial intelligence (AI) infrastructure. Optical networking, which uses light to move data, offe
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
While all eyes are on Micron Technology's (
MU
13.08%
) fiscal 2026 third-quarter earnings report, which will be released after the market closes on June 24, the memory specialist has just announced a strategic partnership with artificial intelligence (AI) specialist Anthropic, which could be a big deal in the long run.
On June 22, Micron said that its strategic agreement with Anthropic involves
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Did the AI memory chip bubble just burst? Shares of memory specialist Micron (
MU
13.08%
) collapsed Tuesday morning, falling 10% through 11:05 a.m. ET. And you can trace the origins of this sell-off straight to one place:
South Korea.
Image source: Getty Images.
Big trouble in little Korea
Home to computer memory giants Samsung and SK Hynix, South Korea is the epicenter of money-making in the
2026-06-23
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2026-06-23
The Motley Fool
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2026-06-23
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2026-06-23
The Motley Fool
Nvidia (
NVDA
3.99%
) has been a cornerstone of the artificial intelligence boom since OpenAI released ChatGPT in November 2022. The stock has returned 1,340% since January 2023. Yet, it trades around 20 times forward earnings today, near the cheapest valuation in the past decade.
Nvidia is "too cheap to ignore," wrote Morningstar analyst Brian Colello on June 17, adding, "We don't foresee a slow
2026-06-23
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2026-06-23
The Motley Fool
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
Few stocks have been as exciting to invest in as Micron Technology (
MU
13.08%
) has over the past few months. Sky-high demand for memory chips has driven Micron's revenue and earnings to swell, resulting in unprecedented business growth. On June 24, investors will get another update on the strength of the business, and the odds are good that Micron will report even greater demand for memory chips
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-23
www.fool.com
2026-06-23
The Motley Fool
I started investing in ASML (
ASML
7.84%
) in early 2021. As of this writing, I'm sitting on an unrealized gain of about 230% on that position, which accounts for 5% of my portfolio. It might seem prudent to take some profits, but I'm not planning to sell my shares anytime soon.
Why did I invest in ASML?
ASML, which is based in the Netherlands, is the world's largest producer of lithography mach