Semiconductor News & Analysis Feed
2442 articles
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Nvidia(NVDA1.38%), the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far?Image source: Getty
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
ExpandNASDAQ:IRENIrenToday's Change(-4.68%) $-2.48Current Price$50.46Key Data PointsMarket Cap$18BDay's Range$48.48- $53.1152wk Range$8.27- $76.87Volume366KAvg Vol40MGross Margin19.13%Iren(IREN4.68%), which develops and operates renewable-powered data centers forBitcoin(BTC0.04%)mining and AI cloud services, closed Friday at $61.2, up 7.65%. The stock moved higher after announcing a multi-year par
2026-05-09
www.forbes.com
2026-05-09
Forbes
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2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
2026-05-08
chromewebdata
2026-05-08
The Motley Fool
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
The proliferation of artificial intelligence (AI) has supercharged the semiconductor industry in recent years. That isn't surprising, as chips are the basic building blocks of AI applications.From training AI models to running inference applications to storing and moving data, chips are essential at every step of the AI lifecycle. Simply put, there won't be any large language models (LLMs) or AI s
2026-05-08
www.benzinga.com
2026-05-08
Benzinga
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2026-05-08
autonews.gasgoo.com
2026-05-08
Gasgoo
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Micron(MU5.81%)stock took a tumble Thursday, falling 3% on a report from Bernstein highlighting trouble in the computer memory spot market.On Friday, shares of the popularcomputer memory-makerbounced 9.3% through 10:30 a.m. ET -- Bernstein may be behind this movement, too.Image source: Getty Images.What Bernstein says about MicronBernstein warned yesterday of a shortage of both DRAM and NAND flash
2026-05-08
www.insidermonkey.com
2026-05-08
Insider Monkey
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
ChipmakerNvidia(NVDA1.38%)is the largest publicly traded company in the world by market capitalization. It's also the largest publicly traded company in history, hitting a high of $5.26 trillion on April 27. It's currently at $5.17 trillion.That's a jaw-dropping valuation, and Nvidia reached it quickly.The company's market capis up more than 80% over the past year alone and more than 1,300% in the
2026-05-08
news.google.com
2026-05-08
South China Morning Post
2026-05-08
www.investing.com
2026-05-08
Investing.com
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2026-05-08
stories.prf.org
2026-05-08
Purdue Research Foundation
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)has been one of the biggest beneficiaries of the artificial intelligence (AI) chip boom. Its graphics processing units (GPUs) are parallel processors, designed to break down certain types of massively complex calculations into a host of smaller parts, and then perform all of those small calculations simultaneously, rather than taking each task in sequence. And it turns out, the pr
2026-05-08
www.chartmill.com
2026-05-08
ChartMill
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)isn't just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it has more information than the average investor about what's going on inside some of these companies.
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
After a rough start to 2026, shares of AI (artificial intelligence) chipmakerNvidia(NVDA1.38%)have come roaring back. The stock has soared about 19% over the last 30 days, and at one point in late April completed more than a 32% rally off a late-March low. With the stock trading close to $212 as of this writing, they're just shy of their April 27 all-time closing high of $216.61.That kind of run m
2026-05-08
www.heygotrade.com
2026-05-08
Gotrade
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
A few years ago, the primary argument in the AI computing space was whetherNvidia(NVDA1.38%)could maintain its dominance or whether a competitor like AMD could rise to steal market share. For the most part, Nvidia has maintained its dominance and has grown to own a far larger corner of the market than AMD. That argument has faded a bit, and a new one has emerged: custom AI chips.This debate is ver