Semiconductor News & Analysis Feed
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2026-07-05
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2026-07-04
The Motley Fool
Comparing Roundhill Generative AI & Technology ETF (
CHAT
+2.52%
) and iShares Semiconductor ETF (
SOXX
+1.87%
) involves weighing a broad approach to artificial intelligence software and infrastructure against a concentrated bet on semiconductor hardware.
Both funds target the high-growth technological backbone of the modern economy but take distinct strategic paths. While the iShares fund focus
2026-07-04
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2026-07-04
The Motley Fool
Micron Technology (
MU
+1.11%
) once again turned in a spectacular quarter when it reported its fiscal third-quarter results after the bell on June 24. While the stock initially surged, it has since given back most of its gains. The stock is still up around 236% on the year.
Let's dig into the memory maker's results and prospects to see whether the artificial intelligence (AI) stock is a buy.
Mi
2026-07-04
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2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) stock has rocketed more than 755% in the past year. Memory chips are now one of the biggest, if not the biggest, bottlenecks in the artificial intelligence (AI) build-out. This has boosted memory prices and sent Micron's earnings soaring.
The stock's forward earnings multiple of 14 is expensive relative to Micron's historical trading range, where it usually trades
2026-07-04
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2026-07-04
The Motley Fool
Every so often, a company's numbers stop making sense next to its soaring profits. Micron Technology (
MU
+1.24%
) is having one of those moments. In its fiscal third quarter (the period ended May 28, 2026), the memory maker earned $24.67 per share on a generally accepted accounting principles (GAAP) basis. Its quarterly dividend, declared the same week, was $0.15 -- the same $0.15 it declared las
2026-07-04
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2026-07-04
The Motley Fool
Micron Technology (
MU
+1.24%
) and Intel (
INTC
0.14%
) have been some of the top-performing stocks of the year. Both stocks are up by more than 200% year to date as AI tailwinds extend their rallies. Micron specializes in memory chips, while Intel's AI products have excited investors.
Here's what investors should know when comparing both stocks.
Image source: Getty Images.
Intel's CPUs, Found
2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
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Nvidia (
NVDA
+3.74%
), the world's largest producer of data center GPUs, is the linchpin of the booming AI market. Most of the world's top AI companies use its GPUs to train their large language models (LLMs), and Nvidia locks in those clients with its proprietary software.
Nvidia still has a bright future, but it's already the world's largest company with a market cap of $4.7 trillion. So if yo
2026-07-04
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2026-07-04
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The online investing platform Robinhood Markets (
HOOD
+0.58%
) is one of the go-to places for retail investors to buy stocks, as well as for other banking activities the platform now offers. Robinhood is also a good platform for gauging retail sentiment, which is important given retail's increased presence in the broader market.
Each month, Robinhood lists the 10 most widely held stocks on its p
2026-07-04
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2026-07-03
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2026-07-03
The Motley Fool
Last week, the artificial intelligence (AI) community held its breath ahead of Micron Technology's (
MU
+1.24%
) fiscal third-quarter earnings call. Both revenue and earnings per share (EPS) absolutely blew Wall Street's expectations out of the water. But interestingly enough, sales and profits weren't the most important takeaway from the report.
What most investors are overlooking is how Micron
2026-07-03
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2026-07-03
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
+1.09%
) is one of the most important semiconductor companies in the world, as it manufactures chips for almost all the leading companies that design chips for data centers, gaming consoles, smartphones, personal computers (PCs), cars, and factories, among other things.
It controls nearly three-fourths of the global foundry market, according to Counterpoin
2026-07-03
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2026-07-03
The Motley Fool
It's no secret that Wall Street loves Micron Technology (
MU
+1.24%
) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjusted) earnings per share of $25.11 on sales of $41.46 billion in the third quarter of its current fiscal year, which ended May 28. Meanwhile, the average analyst estimate had called for an adjusted profit of
2026-07-03
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2026-07-03
The Motley Fool
Micron
(
MU
5.68%
)
booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the
S&P 500
fell roughly 1.1%%, and the
Nasdaq Composite
declined 2.8%.
Micron stock saw big gains in the lead-up to its quarterly report on June 24 amid strong demand indicators for the
artificial intelligence
(AI) memory chip market, and the company's blowout results for the third quarter