Semiconductor News & Analysis Feed
503 articles
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
The VanEck Semiconductor ETF (
SMH
+0.10%
) surged 18.2% in May according to data from S&P Global Market Intelligence. It's a remarkable move for an ETF, given that ETFs' usual role is to trade off outperformance for the security of being tied to sectorwide movement. However, in this case it was sectorwide movement that produced the exceptional results.
Why the semiconductor market flew higher in
2026-06-03
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2026-06-03
The Motley Fool
Since 2022, Nvidia (
NVDA
0.75%
) has dominated the artificial intelligence accelerator market, and estimates still place its current market share at about 80%. However, other chipmakers are chipping away at its lead. Broadcom (
AVGO
+4.85%
), which recently surpassed a market cap of $2 trillion, is now its biggest competitor.
Although Nvidia still offers the most popular general-purpose graphics
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
No trend has played a bigger role in sending the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record highs than the evolution and proliferation of artificial intelligence (AI). Empowering software and systems with the tools to make autonomous, split-second decisions is a $15.7 trillion global opportunity by 2030, according to PwC analysts.
And no company has been more foundation
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Perhaps one of the surprises in the AI boom has been Micron (
MU
+2.70%
) stock. The memory chip giant that once struggled to hold on to its gains during bull cycles has surged to record levels, even surpassing the $1 trillion market cap level. This would have been unthinkable 10 years ago, when the stock sold for just $12 per share.
Amid the nearly 7,800% increase in the chip stock's price, inve
2026-06-03
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2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) and Broadcom (
AVGO
+4.85%
) are the top artificial intelligence (AI) chipmakers by market cap, and both delivered record results in their most recent quarters.
Of the two, Broadcom has been the better investment in 2026 and over the last year, but Nvidia is the winner if you look further back. Its five-year and 10-year returns are much higher than Broadcom's.
Let's see how
2026-06-03
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2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) is forecasting revenue will surpass $90 billion in the upcoming quarter.
*Stock prices used were the afternoon prices of May 27, 2026. The video was published on May 29, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produ
2026-06-03
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2026-06-03
The Motley Fool
There's currently only one company valued at $5 trillion: Nvidia (
NVDA
0.75%
). While that's a huge market cap, I actually think Nvidia is undervalued.
It may seem counterintuitive to say the world's largest company is undervalued, but after digging in a bit, I think you'll see what I mean.
Image source: Getty Images.
Impressive growth despite its size
Nvidia has risen to the top thanks to in
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) has been the gold standard for artificial intelligence (AI) investing, specifically in the computing chip sector. Nvidia's GPUs are synonymous with the AI build-out, and it has ridden the wave of massive AI spending to become the world's largest company (at the time of this writing). However, there's a competitor that's looking to challenge that status.
Broadcom (
AVGO
+4.85
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
It isn't like that company needed any help. Broadcom (
AVGO
+4.85%
) has been experiencing strong demand for its artificial intelligence (AI) solutions for much of the past three years. Since the advent of AI in early 2023, the stock had surged 723% through market close on Monday.
Yet Tuesday saw the stock climb 5% to a record high, as a confluence of events in the AI space conspired to send the
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Collapse
NASDAQ: MRVL
Marvell Technology
Today's Change
(32.71%) $71.77
Current Price
$291.20
KEY DATA POINTS
Market Cap
$254B
Day's Range
$252.43 - $291.22
52wk Range
$61.44 - $291.30
Volume
4.4M
Avg Vol
28.9M
Gross Margin
50.64%
Dividend Yield
0.08%
Marvell Technology (
MRVL
+32.71%
), provides data infrastructure semiconductor solutions from data center core to network edge. The stock closed a
2026-06-03
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2026-06-03
The Motley Fool
The company is launching new products that could capture meaningful revenue.
*Stock prices used were the afternoon prices of May 31, 2026. The video was published on June 2, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensat
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
When Nvidia (
NVDA
0.75%
) reported earnings last month, much of the focus was on its impressive numbers and encouraging outlook. And it's hard to argue with that, given that the growth story around the tech giant and its artificial intelligence (AI) chips is what makes the stock a buy. As long as its results are strong, demand is robust, and the outlook is solid, investors are likely to continue
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Advanced Micro Devices just had one of its best months in two decades. The stock soared more than 40% in May to a record high, as investors poured back into chipmakers on relentless demand for AI hardware. And it wasn't alone. Smartphone-chip designer Qualcomm climbed about 40% to a record of its own, while the broader Philadelphia Semiconductor Index gained more than 60% for the year, far outpaci
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) recently reported yet another round of amazing quarterly growth. Still riding the artificial intelligence (AI) adoption wave, its Q1 top line improved to $81.6 billion, up 85% year over year.
Lost in all the bullish noise, however, is that Nvidia isn't just an AI hardware company. Although data centers now account for more than 90% of its revenue, it still operates another d
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) CEO Jensen Huang isn’t afraid to make bold statements, and his bravado and vision have served the company well. Nvidia has become the largest publicly traded company in the world by market cap, with a valuation exceeding $5 trillion.
Obviously, Huang knows what it takes to get a company to the $1 trillion mark, and now he’s identified a fellow chipmaker with a market cap of
2026-06-02
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2026-06-02
The Motley Fool
AMD (
AMD
+2.36%
) and Nvidia (
NVDA
0.75%
) are two stocks that are often compared. It makes sense, as these two are the top dogs in the graphics processing unit (GPU) space. GPUs have been the primary computing chip utilized for artificial intelligence (AI) training and computing up to this point, and they'll likely maintain a dominant hold on this industry because of their ability to handle a v
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
One of the most widely followed aggressive growth fund managers kicked off this week with a hankering for Nvidia (
NVDA
0.75%
). Cathie Wood -- founder and CEO at Ark Invest -- only added to two existing positions across her high-octane ETFs on Monday. Nvidia was one of those two purchases.
It wasn't just a nibble. Ark Invest purchased shares of the world's most valuable company in all five of it
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) is the most valuable company in the world, and it remains the only company worth more than $5 trillion. However, despite a brilliant first-quarter report, the stock moved lower.
Here's what I think is going on with Nvidia stock and what investors can expect going forward.
Image source: Nvidia.
The $4 trillion opportunity
According to Nvidia CFO Collette Kress, the company
2026-06-02
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2026-06-02
The Motley Fool
Intel's (
INTC
1.28%
) shares have soared 489%, and Micron Technology (
MU
+2.70%
) stock is up a shocking 869% over the past year. The artificial intelligence spending boom that's currently underway is fueling interest in these stocks, and both could benefit from rising semiconductor demand in the coming years.
But which is the better AI stock to buy right now?
Image source: Getty Images.
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