Semiconductor News & Analysis Feed
848 articles
2026-07-01
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2026-07-01
The Motley Fool
Since the release of ChatGPT in November 2022, Nvidia stock has surged by over 1,090%, helping make it one of the most valuable artificial intelligence (AI) stocks around. Now hyperscalers are facing bottlenecks in power and equipment and are scrambling to secure reliable energy.
One company making headlines in recent weeks for its partnership with Nvidia to power next-generation AI factories is
2026-07-01
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2026-07-01
The Motley Fool
Micron Technology's (
MU
5.25%
) fiscal 2026 third-quarter earnings left no doubt that the memory boom is still here. Not only did the company smash guidance, but it also told investors to expect more than 20% sequential growth for its fiscal 2026 fourth quarter.
Naturally, investors piled into Micron after earnings, but it's not the only winner. Sandisk (
SNDK
7.42%
) might be the better play po
2026-07-01
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2026-07-01
The Motley Fool
Taiwan Semiconductor Manufacturing Company (
TSM
4.43%
) may be the forgotten giant behind names like Nvidia and Apple. This video explores why TSMC's manufacturing dominance, customer lock-in, and geopolitical importance could make it one of the most critical companies in the world, while also raising a risk investors can't afford to ignore.
Stock prices used were the market prices of June 18, 2
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
If you purchased shares of Micron Technology (
MU
5.25%
) and Sandisk (
SNDK
7.42%
) stock at the beginning of the year, you look like an absolute genius right now. The stocks have performed remarkably well, with Micron rising 325%, and Sandisk delivering nearly 900% gains. Most investors see those returns over decades, not months.
But there's a growing question investors must answer: Is there ro
2026-07-01
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2026-07-01
The Motley Fool
Of course, when you're generating record profit margins, people notice.
I think the primary reason why Micron (
MU
5.25%
) is so interesting is because of the surge in component pricing.
*Stock prices used were the afternoon prices of June 27, 2026. The video was published on June 29, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for i
2026-07-01
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2026-07-01
The Motley Fool
Nvidia's (
NVDA
+0.62%
) CEO and co-founder, Jensen Huang, has no problem calling out stocks that he thinks will be worthwhile investments. Recently, he made another one of those calls, pinpointing Marvell (
MRVL
7.45%
) as a top stock pick. In fact, he thinks it will be one of the next trillion-dollar companies.
That's high praise from the CEO of the world's largest company, but does that assess
2026-07-01
www.fool.com
2026-07-01
The Motley Fool
Micron Technology (
MU
5.25%
) stock has surged more than 800% during the past 12 months on soaring demand for the company's high-bandwidth memory (HBM) for data centers, which has become a key component in the artificial intelligence (AI) hardware stack.
Despite its incredible gains, Micron stock is still technically cheap when valued against its future potential earnings. However, that paints a
2026-07-01
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2026-07-01
The Motley Fool
Nvidia (
NVDA
+0.62%
) may have once made many millionaires. If you had invested $1,000 in the company in its early days of trading and held on, today you would have more than $5 million. Most of the gains happened over the past few years, as the artificial intelligence (AI) boom took shape -- Nvidia makes the key chips that power crucial AI tasks, like the training of AI models, and has built out
2026-07-01
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2026-07-01
The Motley Fool
Nvidia (
NVDA
+0.62%
) has been the hottest stock on Wall Street in recent memory. Over the past five years, the company has delivered incredible returns. But how incredible, exactly? Read on to find out how much a $1,000 investment in Nvidia would be worth today.
Image source: The Motley Fool.
The party may not be over
Nvidia has posted a compound annual growth rate (CAGR) of 59.49% since 2021
2026-07-01
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2026-07-01
The Motley Fool
Micron (
MU
4.71%
) stock investors will not want to miss these developments.
*Stock prices used were the afternoon prices of June 28, 2026. The video was published on June 30, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce m
2026-07-01
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2026-07-01
The Motley Fool
Artificial intelligence (AI) compute workloads in data centers are now shifting toward inference. Deloitte estimates that inference workloads will account for two-thirds of AI-focused computational workloads in data centers this year, up from 50% in 2025.
This has led to a strong jump in demand for chips capable of executing inference workloads cost-effectively. Nvidia currently leads the market
2026-07-01
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2026-07-01
The Motley Fool
DeepSeek released DSpark last week. The market noticed the speed numbers and moved on. What the speed numbers actually signal is more important than the benchmark: A Chinese AI lab keeps finding ways to make inference faster using software and open weights, at no cost to anyone who wants to use it.
Nvidia (
NVDA
+0.62%
), meanwhile, is ramping a specialized decode rack called the Groq 3 LPX that
2026-06-30
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2026-06-30
The Motley Fool
Qualcomm's (
QCOM
1.88%
) 51% total return over the past five years looks bad if you compare it to Nvidia and Broadcom, which posted five-year returns of 920% and 720%, respectively. That gap is a consequence of Qualcomm's late entry into the artificial intelligence (AI) chip race.
But Qualcomm just shared some news that changes the entire investment thesis for the company, turning it into one of
2026-06-30
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2026-06-30
The Motley Fool
Micron Technology (
MU
5.25%
) is the big name in tech these days. Its numbers have been out of this world, with both sales and profits rising at exceptionally high rates. Demand is high for its memory and storage products, while supply is limited, creating a terrific scenario for the company to be able to raise prices and for demand to remain robust.
This year, the stock has more than tripled in
2026-06-30
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2026-06-30
The Motley Fool
Nvidia (
NVDA
+0.82%
) is capping off another successful quarter of trading. The global leader in artificial intelligence (AI) is trading 12% higher heading into the final trading day of the calendar quarter.
But June has been a bust. Nvidia is trading 8% lower in this otherwise resilient month for the markets. Market leadership has shifted from the initial AI leaders to beneficiaries like memory
2026-06-30
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2026-06-30
The Motley Fool
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2026-06-30
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2026-06-30
The Motley Fool
It's fair to say that investors were skeptical heading into Micron's (
MU
7.26%
) latest earnings report. The stock had already gained more than 700% over the previous year, and had posted several blowout earnings reports in a row. In fact, on the day of Micron's latest earnings report, the stock was down significantly during the trading day before the afternoon announcement.
However, it's fair t
2026-06-30
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2026-06-30
The Motley Fool
In recent years, everyone has been talking about graphics processing units (GPUs). That's because these are the chips that power crucial artificial intelligence (AI) tasks like the training of large language models. Companies with expertise here saw their revenue soar. Two perfect examples are Nvidia (
NVDA
1.94%
) and Advanced Micro Devices (
AMD
8.02%
).
Though Nvidia dominates the market, AMD
2026-06-30
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2026-06-30
The Motley Fool
The semiconductor company is reporting booming sales and profits.
Micron (
MU
7.24%
) stock soared after it delivered fantastic results.
*Stock prices used were the afternoon prices of June 26, 2026. The video was published on June 28, 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 $2,539,108 today.*
2026-06-30
www.fool.com
2026-06-30
The Motley Fool
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