Semiconductor News & Analysis Feed
849 articles
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
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Oracle (
ORCL
0.62%
), one of the biggest players in the artificial intelligence (AI) hardware ecosystem, released its fiscal 2026 results (for the year ended May 31) on June 10.
The reaction to the company's financial results wasn't great, as concerns about its fast-growing capital expenditures and mounting debt to finance the build-out of new data centers led investors to press the panic button
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
When you think about artificial intelligence (AI), the name Nvidia might be the first to come to mind. That's because the company designs one of the most crucial AI tools: the graphics processing unit (GPU), or the powerful chip that drives the training of models and AI's use across real-world problems.
But Nvidia isn't the only company that's offering a product critical to the development of AI.
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Space Exploration Technologies (
SPCX
+4.36%
) blasted off on its market debut on Friday, climbing 19%, then advanced by an additional 19% on its second trading day. All of this has brought SpaceX to a market cap of $2.5 trillion, placing it among the world's largest tech companies.
The SpaceX IPO was the biggest ever, as the company raised $75 billion. But the operation just became even bigger.
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Microsoft (
MSFT
1.43%
) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shri
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron (
MU
5.50%
) and Nvidia (
NVDA
2.16%
), two of the biggest winners of the AI build-out thus far?
Collapse
NASDAQ: NVDA
Nvidia
Today's Change
(-2.16%)
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
__fail__
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Nvidia (
NVDA
2.16%
) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
__fail__
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The artificial intelligence (AI) revolution has made Nvidia (
NVDA
2.16%
) the world's largest public company at a market cap of approximately $5 trillion today. That's a share price of $205, thanks to stock splits. But despite Nvidia's historic run these past several years, there could be more upside ahead.
How much? Wall Street analysts have 12-month price targets as high as $743 per share. It'
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The S&P 500 (
^GSPC
0.57%
) fell 0.57% to 7,511.35, and the Nasdaq Composite (
^IXIC
1.15%
) dropped 1.15% to 26,376.34 on tech and chip weakness. The Dow Jones Industrial Average (
^DJI
+0.64%
) rose 0.64% to 51,999.67, closing a four-day winning streak at a fresh record high.
Market movers
Artificial intelligence (AI) infrastructure player CoreWeave jumped almost 10% today on bullish analyst s
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (
NVDA
2.16%
) with its graphics processing units (GPUs) and Alphabet (
GOOGL
+1.10%
) (
GOOG
+1.19%
) with its Tensor Processing Units (TPUs). The success of both is undeniable, as they are the two largest companies in the world by market cap as of this writing.
L
2026-06-17
news.google.com
2026-06-17
The Motley Fool
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Tesla (
TSLA
1.55%
) and Space Exploration Technologies (
SPCX
+4.36%
), or SpaceX, CEO Elon Musk recently addressed ASML (
ASML
4.53%
) employees during a fireside chat with ASML CEO Christophe Fouquet at the European company's technology conference. It's an important development, as it further validates Musk's intent with the Terafab initiative and ASML's role in facilitating it.
Terafab and AS
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Chip designers Nvidia (
NVDA
2.16%
) and Broadcom (
AVGO
4.24%
) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure build-out. Yet in 2026, a much smaller semiconductor company, Credo Technology (
CRDO
7.80%
), is leaving both behind in share price gains.
Image source: Getty Images.
Shares of Credo are up about 74% year to date as of June 13, while Nvi
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology is a widely followed artificial intelligence (AI) infrastructure stock, as it supplies a critical component in the form of memory chips that go into a variety of AI accelerator chips.
The company's revenue and earnings have been growing rapidly, driven by an acute shortage of memory chips. Micron is poised to release its fiscal 2026 third-quarter results on June 24, and there is
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to his stakes in SpaceX (
SPCX
+4.36%
) and Tesla (
TSLA
1.55%
), Elon Musk's net worth now tops $1 trillion. Musk has pioneered innovations in electric vehicles. He has successfully commercialized rocket launches. And now he plans to take on Nvidia (
NVDA
2.16%
).
Musk told Baron Capital founder R
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology (
MU
5.50%
) has been one of the best performers in the S&P 500 (
^GSPC
0.57%
) year to date, with shares up 240%. The stock has become a popular way to participate in the artificial intelligence trade because the company is a key supplier of memory chips.
I think Micron will reach $1,500 per share after the company reports fourth-quarter financial results for fiscal 2027 (which
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Shares of Micron Technology (
MU
5.50%
) surged on Monday after an investment bank's research team highlighted the memory chip leader's staggering artificial intelligence (AI)-fueled growth potential.
Image source: The Motley Fool.
Demand is outstripping supply
The rapid build-out of AI data centers is creating enormous demand for the high-speed memory chips needed to run machine-learning appli