Semiconductor News & Analysis Feed
848 articles
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
The Direxion Daily Semiconductor Bull 3X ETF (
SOXL
+5.36%
) is soaring today. What started as a milder 16% opening-bell increase evolved into gains around the 20% mark from 11 a.m. ET to noon ET. The 3x leveraged version of the classic iShares Semiconductor ETF (
SOXX
+1.80%
) reflects a swell of enthusiasm in the chip sector, based on several bullish developments.
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SOXL
NYSEMKT: SOXL
Di
2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
The Motley Fool
Nvidia (
NVDA
0.51%
) has a great investing track record, which makes sense considering its position in the tech world. Because of the central role it plays in the artificial intelligence (AI) industry, it has to interact with many companies to ensure that its products are compatible, and it even forms partnerships when the situation is right. One company it recently promoted was Marvell Technolog
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Semiconductors power everything from smartphones to artificial intelligence. As the global landscape shifts, choosing between Intel (
INTC
+3.10%
) and Qualcomm (
QCOM
0.37%
) requires a look at their very different paths toward growth.
Intel is transitioning from a traditional chipmaker to a massive manufacturing foundry. Qualcomm remains a leader in mobile connectivity and is expanding its reac
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
After defying a market sell-off Wednesday and rising, Micron (
MU
+5.05%
) stock raced ahead another 7.7% through 10:40 a.m. ET Thursday after President Trump announced he has arranged a partnership between Apple (
AAPL
+1.10%
) and Intel (
INTC
+3.92%
), whereby Intel will manufacture semiconductor chips for Apple.
Apple stock is gaining more than 1% on the news, and Intel's up more than 7%.
An
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
+3.08%
) has dominated the artificial intelligence (AI) revolution through its industry-leading suite of graphics processing units (GPUs) -- powerful parallel processors that were ideal for handling the computational complex workloads of training AI models. But the recent unveiling of the company's Vera central processing unit (CPU) platform signals a strategic broadening of its ambi
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
SpaceX (
SPCX
3.44%
) held its initial public offering (IPO) on June 12, closing the session with a market capitalization of $2.11 trillion. With Broadcom falling since reporting earnings in early June, SpaceX is now the seventh-most-valuable company in the world, behind Nvidia, Alphabet, Apple, Microsoft, Amazon, and Taiwan Semiconductor Manufacturing.
However, long-term investors care more abou
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
To date, Nvidia (
NVDA
+3.08%
) and Micron Technology (
MU
+8.80%
) are two of the biggest winners from the artificial intelligence infrastructure build-out. The stocks have added 1,320% and 1,940%, respectively, since January 2023. But most Wall Street analysts think one of the two is overvalued.
Among 69 analysts, Nvidia has a median target price of $300 per share. That implies 44% upside from
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
The iShares Semiconductor ETF (
SOXX
+6.62%
) is an exchange-traded fund (ETF) that exclusively invests in American companies that design and manufacture chips and components, but it's particularly focused on those involved in the artificial intelligence (AI) segment of the market.
As a result, the fund has large positions in stocks like Micron Technology, Advanced Micro Devices, and Nvidia, whic
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
On June 15, Nvidia (
NVDA
1.38%
) priced a $25 billion sale of senior notes -- its biggest bond offering to date and its first trip to the debt market since 2021. The deal spans seven tranches maturing between two and 30 years, with annual interest rates running from about 4.25% on the shortest notes to about 5.6% on the longest.
So why would a company like this borrow at all?
The short answer i
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Explore the exciting world of Intel (
INTC
+3.55%
) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on Jun. 17, 2026.
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
A shifting capital structure is a underappreciate catalyst for stock price appreciation.
Nvidia (
NVDA
1.38%
) is tapping the debt market to raise an estimated $20 billion.
*Stock prices used were the afternoon prices of June 15, 2026. The video was published on June 17, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to bu
2026-06-18
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2026-06-18
The Motley Fool
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NASDAQ: MRVL
Marvell Technology
Today's Change
(4.10%) $11.43
Current Price
$290.10
MRVL
YTD
1W
1M
3M
6M
1Y
5Y
PRICE
VS S&P
KEY DATA POINTS
Market Cap
$244B
Day's Range
$283.35 - $307.35
52wk Range
$61.44 - $324.20
Volume
1.8M
Avg Vol
35.9M
Gross Margin
50.64%
Dividend Yield
0.09%
Marvell Technology (
MRVL
+4.10%
), a data infrastructure semiconductor provider, closed at $289.54, up 3.90
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Micron Technology and Sandisk have delivered stunning gains to investors in 2026, driven by favorable memory market dynamics where demand is significantly outpacing supply.
Artificial intelligence (AI) data centers have been quickly cornering the available supply of memory chips, creating a substantial shortage for other applications such as smartphones, vehicles, personal computers, and gaming c
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia has invested in many artificial intelligence (AI)-focused companies lately, and neocloud provider Nebius Group (
NBIS
+5.91%
) is one of them.
In March this year, Nvidia announced that it will invest $2 billion in Nebius to help accelerate the build-out of data centers and AI factories. Nebius specializes in designing and building dedicated AI and high-performance computing (HPC) data cent
2026-06-18
news.google.com
2026-06-18
The Motley Fool
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
0.15%
) was one of the top stocks to own in 2023, 2024, and 2025. In 2026, it hasn't been so rewarding. Although it's up around 10% so far, the S&P 500 (
^GSPC
0.07%
) is up by nearly 9%. So, its shareholders are barely beating the market despite the chipmaker's growth rate and its dominance in one of the most critical parts of the artificial intelligence (AI) build-out. Nvidia is al
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
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2026-06-17
news.google.com
2026-06-17
The Motley Fool
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Micron Technology (
MU
+2.47%
) has a big event coming up on June 24: its quarterly earnings release. Normally, quarterly earnings aren't that big of an event. Still, with how quickly Micron is growing (Micron's stock is up nearly 250% in 2026 so far) and how rapidly the artificial intelligence (AI) landscape is shifting, this could be a monumental event.
While investors have enjoyed great return