Semiconductor News & Analysis Feed
260 articles
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
On Thursday,Cerebras Systems(CBRS+5.87%)soared 68.2% in its debut on the Nasdaq stock exchange. The artificial intelligence (AI) chipmaker'sinitial public offeringwas the largest IPO in 2026 so far. That title, however, may be lost if Elon Musk's SpaceX goes public this year, as widely expected.Here's what investors should know.Cerebras' wafer-scale AI chip. Image source: Cerebras Systems.Cerebras
2026-05-15
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2026-05-15
The Motley Fool
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
There are 10 publicly listed U.S. companies worth $1 trillion or more, but onlyNvidia,Alphabet, andAppleare currently in the ultra-exclusive $4 trillion club.Microsoftwas also a member late last year, but its stock has since plummeted.I thinkAmazon(AMZN+0.21%)could be the next company to cross the $4 trillion mark. Its cloud computing business continues to deliver accelerating revenue growth thank
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Micron's(MU5.81%)positioning in the AI build-out and recent results have put it on course for a benchmark that would have been inconceivable last year. The maker of memorychipshas a real shot at surpassing a $1 trillion market cap this year.A 150% year-to-date rally has helped, but the stock's gains are fueled by fundamentals, not hype. Micron can reach $1 trillion this year, and it has plenty of
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
WhenNvidia(NVDA1.38%)hands you a five-year,$3.4 billion cloud infrastructure contractand simultaneously agrees to a warrant to buy $2.1 billion worth of your stock, the instinct is to call it a turning point.ForIren(IREN4.68%), the Australian-born neocloud operator that pivoted fromBitcoinmining into artificial intelligence (AI) infrastructure management, the announcements delivered last week are
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
When it comes to investing in the AI (artificial intelligence) build-out from the chip side, two names stand out right now as particularly interesting investment ideas: AI chip designerBroadcom(AVGO1.09%)and contract chipmakerTaiwan Semiconductor(TSM2.10%). Broadcom designs the custom silicon and networking chips that hyperscalers likeAlphabet,Meta Platforms, and Anthropic depend on for their grow
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Shares ofNvidia(NVDA1.38%)were sharply higher on Thursday, climbing as much as 4.7% to a new all-time high. As of 2:12 p.m. ET, the stock was still up 3.8%.There was a tidal wave of positive news that sent theartificial intelligence (AI)chipmaker higher, all of which bodes well for Nvidia's future.Image source: The Motley Fool.Let the chips fall where they mayPresident Donald Trump traveled to Bei
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
TheDow Jones Industrial Average(^DJI+0.66%)just crossed 50,000 for the first time ever, and honestly, it feels like the market has been building toward this moment all week.As of 12:17 p.m. ET Thursday, all three major indexes are up by very similar percentages. TheNasdaq-100has increased by 1%, theS&P 500(^GSPC+0.61%)is also up 1%, and the Dow is a rounding error away from 1% at a 0.94% gain.The
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Artificial intelligence(AI) demand has shown little sign of slowing despite rising concerns around the sustainability of massive AI infrastructure spending.Image source: Getty ImagesMicron Technologyhas been one of the biggest beneficiaries of this trend. Shares of this memory player have soared by more than 810% in the past year. The company's revenue was up 196% year over year to $23.9 billion,
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Nvidia(NVDA+4.36%)is heading into earnings with enormous AI momentum, a massive revenue guide, and investor expectations that may be harder to beat than the numbers themselves. The bull case still looks strong, but China pressure, Data Center demand, and management's outlook could decide whether the stock keeps climbing or finally hits resistance.Stock prices used were the market prices of May 8,
2026-05-14
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2026-05-14
The Motley Fool
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2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Alphabet(GOOGL1.24%)(GOOG1.18%)andMicron Technology(MU0.99%)have both rocketed to the top of investors' attention, benefiting from their leads in their respective artificial intelligence (AI) markets.Alphabet stockhas surged by more than 150% over the past year as the company's cloud sales rose and its Google Gemini AI model continued to gain traction. Meanwhile,Micron stockrocketed by more than 8
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
When a stock is surging in value, it can be both frustrating and enticing. On the one hand, you want to buy into the rally, but on the other, you're worried it's priced too high and you might end up buying at the peak.Investors consideringMicron Technology(MU5.81%)stock may have that dilemma right now. In just the past year, the stock has shot up more than 700%. Many investors would be happy with
2026-05-14
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2026-05-14
The Motley Fool
Nvidia(NVDA+2.33%)will report earnings after the market closes on May 20. On average, the Wall Street analysts covering the company expect it to have pulled in a cool $78.8 billion in sales in its fiscal 2027 first quarter -- up 77% from the same period last year.I think we're so deep into the artificial intelligence boom that it's easy to forget how incredible this is. The largest company on Eart
2026-05-14
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2026-05-14
The Motley Fool
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2026-05-14
www.fool.com
2026-05-14
The Motley Fool
When it comes to the artificial intelligence (AI) boom,Nvidia(NVDA+2.33%)is the stock by which all others are measured. The company supplies the semiconductors that enabled the recent advances in AI, and it has been one of the undeniable beneficiaries of the AI revolution. Despite concerns about growing competition, uncertainty about future AI adoption, and economic and geopolitical uncertainty, N
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Memory chip stocks have been scorching hot in recent months, driven by a massive shortage amid AI demand.Two of the biggest winners have beenMicron(MU+4.72%)andSandisk(SNDK0.56%). Micron is one of the three large, diversified memory companies, along with the Korean giantsSamsungandSK Hynix, while Sandisk was spun off fromWestern Digitallast year and specializes in NAND flash memory.As you can see
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Nvidia(NVDA+2.33%)is set to report its fiscal first-quarter 2027 results after the market closes on May 20. Heading into the report, shares sit near record highs, up about 21% year to date as of this writing. The AI chipmaker has also guided for fiscal first-quarter revenue of about $78 billion -- a forecast that implies approximately 75% year-over-year growth.So why am I not buying ahead of what
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
These catalysts could create momentum forQualcomm(QCOM+1.07%)stock.*Stock prices used were the afternoon prices of May 11, 2026. The video was published on May 13, 2026.