Semiconductor News & Analysis Feed
854 articles
2026-05-13
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The Motley Fool
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2026-05-13
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2026-05-13
The Motley Fool
Few stocks are as exciting asMicron Technology(MU3.75%)right now. With shares reaching all-time highs and trading up 787% over the past year, the debate over the memory company's valuation is dividing analysts. Bulls and bears are coming to very different conclusions.So is Micron too expensive, or is there still more room to run?Image source: The Motley Fool.Micron does have some metrics that coul
2026-05-13
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2026-05-13
The Motley Fool
Surging demand for semiconductors has sentAdvanced Micro Devices(AMD2.27%)to fresh highs in May. The stock is currently up 115% year to date, leaving other topartificial intelligence (AI) stocksin the dust, includingPalantir(down 24%),Nvidia(up 18%), andAlphabet(up 25%).AMD recently reported strong first-quarter earnings results, fueling the stock's breakout run. Here's what's driving AMD's stunni
2026-05-13
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2026-05-13
The Motley Fool
Nvidia(NVDA+0.64%)isn't just any stock. And May 20 isn't just any date.With a market cap of $5.3 trillion, Nvidia ranks as the largest component in theS&P 500(^GSPC0.16%). The GPU maker holds considerable sway over how the overall market performs. That's especially the case forartificial intelligence (AI) stocks. May 20 is an important date for Nvidia because it's when the company is scheduled to
2026-05-13
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2026-05-13
The Motley Fool
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2026-05-13
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2026-05-13
The Motley Fool
May 20 will be an important day for the stock market, asNvidia(NVDA+0.64%), the largest company in the world, is set to release its first-quarter fiscal year 2027 results for the period ending April 26.No single earnings release has commanded the attention of Wall Street as much as Nvidia's in recent years, and the upcoming one will be no different. Should investors consider purchasing the company
2026-05-13
www.fool.com
2026-05-13
The Motley Fool
Qualcomm(QCOM11.46%)is expanding into new categories.*Stock prices used were the afternoon prices of May 10, 2026. The video was published on May 12, 2026.
2026-05-13
www.fool.com
2026-05-13
The Motley Fool
While there may be questions surrounding the validity of companies spending hundreds of billions of dollars on artificial intelligence (AI) infrastructure, the reality is, that money is being spent, a handful of companies are directly benefiting from it -- most prominent among them, chipmakers.With those hardware companies getting paid right now, these businesses have major upside, and I think mos
2026-05-13
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2026-05-13
The Motley Fool
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2026-05-13
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2026-05-13
The Motley Fool
Direxion Daily Semiconductor Bull 3X ETF(SOXL14.37%)has been a market-beater in recent years, but it was a different story today. The exchange-traded fund (ETF) highlighted the downside of leveraged funds, falling as much as 20.9% at 1 p.m. ET as investors rotated out of lofty valuations in the chip sector.ExpandNYSEMKT:SOXLDirexion Shares ETF Trust - Direxion Daily Semiconductor Bull 3x SharesTod
2026-05-12
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2026-05-12
The Motley Fool
"I'm from the government, and I'm here to help."This punchline to the Reagan-era joke, "What are the nine most terrifying words in the English language?", is gaining currency today on fears that global governments will impose windfall profits taxes onAI companies.Micron(MU3.86%)stock is suffering in response, its shares down 3.8% through 10:10 a.m. on worries government may kill the golden AI goos
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Advanced Micro Devices: Moderate Revenue ExpansionAdvanced Micro Devices(AMD0.61%)primarily earns its revenue by designing and selling microprocessors, graphics processing units, and embedded processors for consumer, commercial, and enterprise computing markets.It announced an expanded infrastructure partnership withMeta Platformsin February 2026, and it reported an approximately 13% net income ma
2026-05-12
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2026-05-12
The Motley Fool
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2026-05-12
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2026-05-12
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2026-05-12
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2026-05-12
The Motley Fool
Nvidia(NVDA+1.90%)stock has offered many investors a clear path to explosive gains in recent years. As leader in the artificial intelligence (AI) chip market, the company has been among the first to benefit from AI-driven earnings growth -- and this has prompted investors to pile into the stock.Though others also sell AI chips, Nvidia was first to market with the most powerful product -- and Nvidi
2026-05-12
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2026-05-12
The Motley Fool
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2026-05-12
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2026-05-12
The Motley Fool
WhenIntel(INTC+3.56%)was added to theDow Jones Industrial Average(^DJI+0.19%)in November 1999, it was a sign of the tech industry's rising importance to the U.S. stock market -- Intel and another new addition,Microsoft, were the first two stocks from the tech-heavy Nasdaq exchange to join the DJIA.When Intel was replaced in the Dow byNvidia(NVDA+1.90%)in November 2024, the chipmaker had lost not o
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
The artificial intelligence (AI) data center boom has driven strong demand for memory. As a result, memory chip stocks, most notablyMicron Technology(MU+6.49%)andSandisk(SNDK1.02%), have both made major moves higher, rising 770% and 4,000%, respectively, over the past year.Which of these two top-performingtech stocksis the better buy moving forward? Interestingly, there could be a case for owning