Semiconductor News & Analysis Feed

260 articles
2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-19
www.fool.com 2026-05-19 The Motley Fool
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2026-05-18
www.fool.com 2026-05-18 The Motley Fool
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2026-05-18
www.fool.com 2026-05-18 The Motley Fool
Two of the hottest stocks on the market areNvidia(NVDA4.39%)andMicron(MU6.58%). Both companies are thriving on heightened data center demand, and each has integral products for the artificial intelligence (AI) training ecosystem. Nvidia makes graphics processing units (GPUs), while Micron makes memory chips. That makes these two partners rather than competitors.However, there can only be one stock
2026-05-18
www.fool.com 2026-05-18 The Motley Fool
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2026-05-18
www.fool.com 2026-05-18 The Motley Fool
May 20 is going to be a big day forNvidia(NVDA4.39%)shareholders, but also for every investor. Nvidia has grown to become a massive $5 trillion company that is a huge part of every major stock index. So, if Nvidia does well, so does the whole market. If Nvidia skips a beat, the broader market will also take a hit. Luckily for investors, I think good news is coming after market close on May 20 that
2026-05-18
www.fool.com 2026-05-18 The Motley Fool
Nvidia(NVDA4.39%)has been the "go-to" artificial intelligence (AI) stock since the start of this technology revolution. Why? Because the company offers the most powerful chips that fuel the most essential of AI operations, such as training models and guiding them through their work. Other chip designers -- market giants such asAdvanced Micro DevicesandIntel-- also are benefiting from the AI boom,
2026-05-18
www.fool.com 2026-05-18 The Motley Fool
Micron Technology(MU6.58%)is having a moment. The maker of memory chips just posted second-quarter fiscal 2026 revenue of $23.9 billion, up 196% year over year. Gross margins have scaled up past 70%, a figure that would have seemed absurd for a memory company just three years ago. The stock trades at a forward P/E below 10, while the semiconductor industry median is around 30.If you squint, it loo
2026-05-18
news.google.com 2026-05-18 The Motley Fool
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2026-05-18
www.fool.com 2026-05-18 The Motley Fool
Demand for memory chips has skyrocketed over the past year as big tech companies upped their spending on artificial intelligence (AI) data centers. That's been a huge boon for bothMicron Technology(MU6.58%)andSandisk(SNDK+1.97%), which have benefited from tremendous pricing power. Earnings at both companies have soared, as have their stock prices. Micron shares are up over 700% in the past 12 mont
2026-05-18
www.fool.com 2026-05-18 The Motley Fool
Since the artificial intelligence (AI) revolution began in late 2022, chipmakerNvidia(NVDA4.39%)has seen its shares soar more than 700% as it dominated the market for high-end AI processors.But AI has boosted more than just chipmaker stocks. It's even supercharged legacy manufacturers whose businesses once had little or nothing to do with computer components or software. And one such company just
2026-05-17
www.fool.com 2026-05-17 The Motley Fool
Retirees who want exposure to artificial intelligence (AI) often run into a basic conflict. The companies most closely associated with the theme tend to be volatile and expensive, and they pay little to no dividends. The goal of a retirement portfolio is roughly the opposite: stable cash flow, moderate drawdowns, and enough growth to keep up with inflation.The good news is that one of the largest
2026-05-17
www.fool.com 2026-05-17 The Motley Fool
Qualcomm's(QCOM+0.69%)management team is buying back stock.*Stock prices used were the afternoon prices of May 14, 2026. The video was published on May 16, 2026.