Semiconductor News & Analysis Feed
847 articles
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Micron Technology (
MU
+7.40%
) has had a phenomenal 2026 so far, rising around 240%, though it was up around 300% until a few days ago before artificial intelligence (AI)-centric stocks started to sell off. Regardless, Micron has had a great run, and it isn't looking to slow down anytime soon.
Micron recently announced another jaw-dropping quarter with huge growth and incredible expectations for
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Micron Technology (
MU
+6.87%
) has been a great stock to own for the first half of 2026. It has risen around 240%, easily ranking it among the best-performing stocks in the market. After a run-up like that, before taking a position in the stock, investors must ask themselves what catalyst will sustain the stock's incredible momentum.
Well, Micron's management team delivered that news to sharehol
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
No trend has captured the attention and capital of investors since the start of this century quite like the evolution of artificial intelligence (AI). Giving software and systems the tools to make autonomous, split-second decisions is a technology that PwC analysts believe can add $15.7 trillion to the global economy by 2030.
Nvidia's (
NVDA
1.77%
) graphics processing units (GPUs) are the cataly
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Sandisk (
SNDK
+6.29%
) stock has made investors significantly richer over the past year, delivering stunning gains of more than 3,660% as of this writing. The stock's phenomenal jump can be justified by the incredible increase in its revenue and earnings, fueled by the artificial intelligence (AI)-driven demand for storage chips.
The demand for the NAND flash chips that Sandisk sells has signifi
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Intel (
INTC
0.28%
) and Taiwan Semiconductor (
TSM
+1.09%
) are generating significant revenue growth.
*Stock prices used were the afternoon prices of July 2, 2026. The video was published on July 4, 2026.
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you’d invested $5,000 then, you’d be sitting on $2,557,026 today.*
Now, for the first time in years, th
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
In a move that underscores the growing convergence of advanced computing hardware and enterprise software platforms, Nvidia (
NVDA
+3.74%
) and Palantir Technologies (
PLTR
1.57%
) announced a collaboration designed to bring powerful open AI models into highly sensitive, classified environments.
The collaboration targets U.S. government agencies -- where data control, security requirements, and c
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
Micron Technology (
MU
+1.24%
) just delivered the biggest quarter in its history, as its critical positioning as a leader in a key input for the AI boom has led to soaring revenue and profits, with a memory shortage benefiting its business enormously. And yet the stock sits about 22% below the high near $1,255 it reached in June. Record results on one side of the ledger and a falling share price
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The Nasdaq Composite (
^IXIC
+0.20%
) gained 1.12% to 26,121 as semiconductor strength persisted, while the S&P 500 (
^GSPC
0.28%
) rose 0.72% to 7,537.43 and the Dow Jones Industrial Average (
^DJI
1.09%
) climbed 0.29% to 53,055.91, marking its first close above the 53,000 milestone.
Gold prices rose 1.23% to $4,176.30 as of U.S. market close, while the 10-Year Treasury yield edged up 0.01% to
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The stock market is having a good year. The Nasdaq-100 technology index is up 17%, while the more diversified S&P 500 has gained 9%. But at the start of April, Roundhill Investments launched a new exchange-traded fund (ETF) that has already risen 121%.
It's called the Roundhill Memory ETF (
DRAM
+2.39%
), and as the name suggests, it exclusively invests in semiconductor companies that design, man
2026-07-07
www.fool.com
2026-07-07
The Motley Fool
The artificial intelligence (AI) investment opportunity has become more measured throughout 2026. After years of parabolic gains driven by explosive demand for generative models and the underlying infrastructure that supports them, both Nvidia (
NVDA
+3.74%
) and Palantir Technologies (
PLTR
1.57%
) have been relatively subdued stocks so far this year.
With that said, I think the muted stock perf
2026-07-07
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2026-07-07
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2026-07-06
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2026-07-06
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