Semiconductor News & Analysis Feed
963 articles
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
At midday, the S&P 500 (
^GSPC
+0.26%
) inched up 0.07% to 7,585.26, the Nasdaq Composite (
^IXIC
+0.42%
) rose 0.23% to 27,034.50 on artificial intelligence (AI) strength. The Dow Jones Industrial Average (
^DJI
+0.09%
) slipped 0.24% to 50,912.06 as oil-linked cyclicals lagged.
Market movers
Nvidia jumped more than 4% this morning, after unveiling a new AI-focused PC chip. The news helped push
2026-06-01
mashable.com
2026-06-01
Mashable
Nvidia CEO Jensen Huang took the stage at Computex to unveil the new Vera Rubin AI computing platform, the Vera CPU, a new collaboration with Microsoft that promises to “reinvent” the PC and its new open source AI models.
Related Stories
Microsoft Surface Ultra is a portable AI supercomputer powered by Nvidia's RTX Spark chip
NVIDIA reports huge Q1 earnings due to AI boom despite struggles in Chi
2026-06-01
pro.thestreet.com
2026-06-01
TheStreet Pro
HOME>TRADE-IDEAS
TRADE-IDEAS
New AMD Price Target After Nvidia ‘Superchip’ Threatens Key Business
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Stephen Guilfoyle·Jun 1, 2026, 11:05 AM EDT
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Memory chips are a major market opportunity right now. There is huge demand and little supply, so the price of memory chips is soaring. That allows memory chip producers like Sandisk (
SNDK
+2.83%
) and Micron Technology (
MU
+6.00%
) to cash in on the rise, and both of them have done just that -- and then some.
But which is the better stock to buy today? Let's take a look.
Image source: Getty I
2026-06-01
news.google.com
2026-06-01
TradingKey
2026-06-01
www.yourvalley.net
2026-06-01
yourvalley.net
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TAIPEI, Taiwan (AP) — Nvidia on Monday unveiled new powerful chips that would bring advanced artificial intelligence functions into laptops and desktop computers, with the new personal computer models from brands including Microsoft and Dell set to roll out later this year.
Whil
2026-06-01
siliconangle.com
2026-06-01
SiliconANGLE
Useful artificial intelligence has arrived, and if Nvidia Chief Executive Jensen Huang is right, it is about to reshape not only data centers but also the structure of the global economy and the tech labor market.
In his GTC Taipei 2026 keynote, Huang laid out his vision for the “age of agents,” agentic AI systems that don’t just answer questions but also observe, reason, plan and act across dist
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
__fail__
2026-06-01
mashable.com
2026-06-01
Mashable
Nvidia CEO Jensen Huang took the stage at GTC to unveil the new Vera Rubin AI computing platform, the Vera CPU, a new collaboration with Microsoft that promises to “reinvent” the PC and its new open source AI models.
Related Stories
Microsoft Surface Ultra is a portable AI supercomputer powered by Nvidia's RTX Spark chip
NVIDIA reports huge Q1 earnings due to AI boom despite struggles in China
NV
2026-06-01
news.google.com
2026-06-01
TheStreet Pro
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Nvidia (
NVDA
1.00%
) is the most highly valued company in the world, but that doesn't mean it's expensive. In this video, Certified Financial Planner® Matt Frankel explains why Nvidia's recent results make the stock look surprisingly attractive.
*Stock prices used were the morning prices of May 29, 2026. The video was published on May 30, 2026.
2026-06-01
dominotheory.com
2026-06-01
dominotheory.com
__fail__
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) shareholders have been rewarded with incredible returns over this year. If you invested $10,000 into Micron stock at the start of 2026, congratulations; that investment is now worth more than $30,000. But there could be even more in store for Micron in the coming weeks.
Micron announces its Q3 of fiscal year (FY) 2026 earnings on June 24 (encompassing the period en
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Nvidia offered investors a nearly certain path to gains over the past few years. As the leader in the artificial intelligence (AI) chip market, the company generated explosive revenue growth, and its innovation suggested that this momentum could keep on going over time. As a result, investors piled into the stock, and it rose more than 400% over the past three years.
Pharmaceutical giant Eli Lill
2026-06-01
www.hungarianconservative.com
2026-06-01
Hungarian Conservative
Nvidia unveiled a new artificial intelligence chip on Monday that brings advanced AI capabilities directly to laptops and desktop computers, marking a significant step in the company’s effort to reshape personal computing for the AI era.
Speaking in Taiwan ahead of the annual Computex exhibition, Nvidia Chief Executive Jensen Huang introduced the RTX Spark PC chip, which is expected to begin ship
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
An important anniversary is right around the corner: Just about two years ago,Nvidia(NVDA1.00%)completed a major stock split, bringing its shares down from more than $1,000 to about $100. Since that time, the world's most-watched artificial intelligence (AI) company has seen its shares advance 75% -- and they now trade for about $215.What's pushed the stock along this path? Investors remain eager
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
2026-06-01
news.google.com
2026-06-01
CNET