Semiconductor News & Analysis Feed
849 articles
2026-06-09
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Nvidia (
NVDA
+1.70%
) dominates many headlines about the booming artificial intelligence (AI) market. As the world's largest producer of data center GPUs for training AI algorithms, it's still selling the best picks and shovels for the AI gold rush.
Yet over the past 12 months, an oft-overlooked optical networking stock outperformed Nvidia by a wide margin. That stock was Coherent (
COHR
+6.15%
2026-06-09
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2026-06-09
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The artificial intelligence (AI) build-out has made semiconductors one of the market's hottest sectors. The two biggest ETFs in this category -- the VanEck Semiconductor ETF (
SMH
+5.47%
) and the iShares Semiconductor ETF (
SOXX
+6.62%
) -- are both up more than 100% over the past year and have 10-year average annual returns of well over 30%.
While there is a 71% overlap across the funds' portfo
2026-06-09
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Micron (
MU
+10.15%
) is riding massive AI memory demand, but its Virginia expansion adds a new layer to the story. The company could benefit from high-bandwidth memory growth and long-lifecycle chip demand, yet investors still have to weigh valuation, execution risk, and the danger of overbuilding into a cyclical market.
*Stock prices used were the market prices of June 2, 2026. The video was pu
2026-06-09
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Micron Technology (
MU
+10.70%
) has been one of the breakout successes in an otherwise volatile year for artificial intelligence (AI) stocks.
The semiconductor company -- which makes high-bandwidth memory (HBM) chips and solid-state drives for AI accelerators, data centers, computers, automotive systems, and smartphones, among others -- has been on a rocket ride.
The stock soared to $1,079 per
2026-06-09
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2026-06-09
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The Direxion Daily Semiconductor Bull 3X ETF (
SOXL
+18.21%
) is an ETF that uses leverage to seek to generate 300% of the performance of the NYSE Semiconductor Index. As such, when the semiconductor index does well, you can expect an inordinate return from this ETF, and today's near 21% jump by 12 pm comes on a big day for the sector.
Why semiconductor stocks surged today
The move is a combinat
2026-06-08
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2026-06-08
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Over the last few years, Nvidia (
NVDA
+1.34%
) transformed itself from a niche graphics chip designer into the undisputed king of artificial intelligence (AI) compute. Currently, the company's market capitalization is $5.3 trillion -- making Nvidia the most valuable company in the world.
Growth investors are constantly hunting for the next AI candidate capable of delivering Nvidia-style returns.
2026-06-08
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Shares of Nvidia (
NVDA
+1.34%
) and Broadcom (
AVGO
+2.46%
) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wonder whether there is still enough upside potential left in these stocks or whether the artificial intelligence (AI) opportunity is already priced in.
Image source: Getty Images.
That question becomes harder because Nvidia and Bro
2026-06-08
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Micron (
MU
+11.38%
) stock got caught in an epic sell-off last week as semiconductor chip stocks lost $1 trillion in market capitalization. Micron crashed 13.5% Friday -- but today it's bouncing back.
Shares of the computer memory specialist gained 6.9% through 10:20 a.m. ET Monday, and investors may have Nvidia (
NVDA
+1.61%
) CEO Jensen Huang to thank for this. As StreetInsider.com reports, Hu
2026-06-08
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2026-06-08
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Micron (
MU
12.36%
) stock posted a massive rally in May's trading. The company's share price surged 87.8% higher in a month that saw the S&P 500 gain 5.2% and the Nasdaq Composite jump 8.4%.
Micron has been on a huge rally this year thanks to a favorable demand outlook for memory chips used in artificial intelligence and data center applications. Even with a pullback in June's trading, the compa
2026-06-08
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Nvidia (
NVDA
5.93%
) has been the undisputed winner of the artificial intelligence boom.
Its graphics processing units (GPUs) became the foundation of modern AI infrastructure, powering everything from ChatGPT to autonomous driving systems. And Nvidia's data center revenue has exploded over the past few years as cloud infrastructure giants raced to build massive new AI clusters packed with thous
2026-06-08
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The companies that design custom chips for the world's largest cloud operators have been among the biggest winners of the artificial intelligence (AI) build-out. But last week, investors were handed a sharp reminder that expectations can outrun even rapid growth. Marvell Technology (
MRVL
15.74%
), which had soared roughly 32% in a single session days earlier, gave back a good chunk of that gain b
2026-06-08
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2026-06-08
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Nvidia (
NVDA
5.93%
) has become a staple investment amid the artificial intelligence (AI) build-out. Its returns have made many investors richer, and the company's future still looks bright. However, now and again, a shiny new toy comes along that makes investors look away, and recently, that has been Sandisk (
SNDK
11.39%
). The memory-chip maker has delivered unbelievably high returns in a shor
2026-06-08
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These are excellent AI companies, but only one can be the better investment in this comparison.
After a hotter-than-expected jobs report, the stock market is falling.
*Stock prices used were the afternoon prices of June 5, 2026. The video was published on June 7, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… a
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The semiconductor company sells equipment to manufacturing enterprises and holds strong competitive advantages.
ASML (
ASML
6.49%
) stock is soaring along with the semiconductor industry overall.
*Stock prices used were the afternoon prices of June 3, 2026. The video was published on June 5, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stock
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Micron (
MU
12.36%
) investors have had a banner year, with the stock rising over 270% so far. If you invested in a broad market index fund, a return like that can take well over a decade to achieve. This skyrocketing surge speaks to the results investors can obtain by picking individual stocks, but what's in the past is in the past. What really matters is what's coming.
Despite Micron's strong r
2026-06-08
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Nvidia (
NVDA
5.93%
) CEO Jensen Huang isn't afraid to praise other companies and call out their potential, and he did just that recently on stage at the Computex event in Taipei. He applauded Marvell Technology (
MRVL
15.74%
), saying it could be set to become the "next trillion-dollar company."
Huang's comments sent shares of the semiconductor stock soaring 32.5% last Tuesday (June 2). Followin
2026-06-08
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Just when you think it can't keep going higher, Nvidia (
NVDA
5.93%
) proves the bears wrong and adds fuel to the bull case. Shares of the tech company have climbed 17% in 2026 (as of June 4), supporting its colossal market cap of $5.3 trillion.
The long-term story is eye-popping. If you'd invested $10,000 in this artificial intelligence (AI) stock 10 years ago, here's how much you'd have today.