Semiconductor News & Analysis Feed
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2026-06-22
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In just the past 12 months, Micron Technology (
MU
13.08%
) stock has surged more than 800%. Demand for the company's memory products has been through the roof, driving explosive growth that has captivated investors. Entering trading this week, its valuation was approaching $1.3 trillion, making it one of the most valuable companies in the world.
The tech stock has already made many investors ric
2026-06-22
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With gains of 260% in 2026 already, Micron Technology (
MU
10.19%
) has proven to be one of the best investments on the stock market this year.
There is a good chance of Micron stock getting another big boost after it releases its fiscal 2026 third-quarter earnings on June 24, driven by the persistent shortage in memory chip supply. Artificial intelligence (AI) chips, such as graphics cards and c
2026-06-22
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Over the last four years, no trend has played a bigger role in lifting Wall Street's major stock indexes to new heights than the artificial intelligence (AI) revolution. Arguably, no companies have been more foundational to the evolution of AI than Nvidia (
NVDA
1.13%
) and Google parent Alphabet (
GOOGL
4.98%
)(
GOOG
5.07%
).
But quarterly Form 13F filings with regulators tell a different story.
2026-06-22
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Bing Xue, Executive Vice President of Worldwide Sales and Business Development at Alpha and Omega Semiconductor Limited (
AOSL
+2.75%
), reported the sale of 4,916 shares of Common Stock for ~$231,000 on June 16, 2026, according to an SEC Form 4 filing.
Transaction summary
METRIC VALUE
Shares sold (direct) 4,916
Transaction value $231,494
Post-transaction shares (direct) 123,660 shares
Post-trans
2026-06-22
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Nvidia (
NVDA
1.13%
), the world's largest producer of data center GPUs, has been one of the biggest beneficiaries of the AI boom. The world's top AI companies use its GPUs to train their large language models (LLMs), and it locks in its customers with its proprietary software.
From fiscal 2022 to fiscal 2026 (which ended this January), Nvidia's revenue and EPS grew at CAGRs of 68% and 89%, respe
2026-06-22
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Even with a recent pullback, Micron Technology's (
MU
+6.34%
) stock remains sizzling hot. Shares of the memory chipmaker have soared roughly 750% over the past 12 months. Micron is up more than 250% year to date, ranking it No. 4 among top performers in the S&P 500 (
^GSPC
0.37%
).
Can this high-flying stock's momentum continue? Probably. I predict that Micron's stock will skyrocket after the co
2026-06-22
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Nvidia (
NVDA
1.13%
) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the market isn't prepared at all for a 2027 where Nvidia sees strong growth.
If your investment horizon spans more than a few months (as it should for an individu
2026-06-22
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Most investors believe Micron (
MU
+6.34%
) must sell memory into more artificial intelligence (AI) servers to keep growing. That sounds reasonable.
After all, the artificial intelligence boom has sparked a massive wave of spending on data centers. Technology companies continue to build the infrastructure needed to train and run increasingly powerful AI models.
But investors may be focusing on t
2026-06-22
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Intel (
INTC
+5.19%
) is having a moment. The stock spiked to an all-time high on Thursday after President Donald Trump said on social media that Apple had agreed to work with the company to design and build chips in the U.S. It was the latest in a run of high-profile interest that includes an announced collaboration with Nvidia.
After years of being written off, Intel's foundry comeback suddenly
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Spending on artificial intelligence (AI) is not slowing down. Companies that are addressing the growing demand for computing hardware and software are reporting strong revenue and earnings.
Three companies that recently delivered strong earnings results -- Hewlett Packard Enterprise (
HPE
+2.09%
), Micron Technology (
MU
+6.34%
), and Palantir Technologies (
PLTR
7.08%
) -- all exceeded Wall Stre
2026-06-21
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Nvidia (
NVDA
1.13%
) stock has richly rewarded investors. Shares of the artificial intelligence (AI) chip and technology infrastructure leader have returned 18,300% over the last decade, transforming a modest $1,000 investment into a whopping $184,000. The S&P 500 index returned 328% over this period.
Over the last year, Nvidia stock has returned 45% through June 18, which is lower than most of
2026-06-21
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Shares of Micron Technology (
MU
+6.34%
) have rocketed past $1,000, propelling the company into the elite trillion-dollar club. That meteoric rise reflects the seismic shift that artificial intelligence (AI) is imposing on the semiconductor landscape, where memory chips have shifted from boring commodity to mission-critical infrastructure.
While Micron's rally is still in full swing, smart inves
2026-06-21
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Investors hoping for an artificial intelligence (AI) win have flocked to Nvidia (
NVDA
1.13%
) in recent years, and it's proven to be a winning bet. The stock has climbed 1,000% over five years. The reason for such a move? Nvidia designs a product that's unavoidable for those running AI workloads: the AI chip. But this isn't just any AI chip. Nvidia's graphics processing units (GPUs) are the faste
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This semiconductor stock is booming, and investors want to know if the good times will persist.
Micron (
MU
+6.34%
) is scheduled to report quarterly financial results with significant implications for stock market investors.
*Stock prices used were the afternoon prices of June 18, 2026. The video was published on June 20, 2026.
The Motley Fool Stock Advisor analyst team just identified what th
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