Semiconductor News & Analysis Feed
962 articles
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
According to a pair of recent Form 4 filings with the Securities and Exchange Commission (SEC), Micron Technology (
MU
12.36%
) CEO Sanjay Mehrotra just sold nearly 40,000 shares of stock worth approximately $38 million.
Given Micron stock's explosive recent performance and entrance into the trillion-dollar club, plus quarterly earnings scheduled for June 24, the timing of Mehrotra's stock sale m
2026-06-07
tomshardware.com
2026-06-07
Jowi Morales
SpaceX is set to make big money from its data centers.
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Nvidia (
NVDA
5.93%
) has been a life-changing investment in this golden era of artificial intelligence (AI). The stock has risen more than 1,070% over the past five years. That turns $10,000 into over $116,680. With AI investments continuing to pour into chips and data centers, it's fair to wonder how much more investors can expect.
Could Nvidia, already at a market cap of $4.96 trillion, with a
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Since the artificial intelligence (AI) arms race kicked off in 2023, Nvidia's (
NVDA
5.93%
) stock has risen nearly 1,400%. That's a huge run that has made it the world's largest company, leaving many investors worried that they missed out on one of the biggest winners of their lifetimes.
However, I don't think that's the case. While Nvidia isn't going to deliver another 1,000% run anytime soon (
2026-06-07
en.sedaily.com
2026-06-07
Seoul Economic Daily
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2026-06-07
tomshardware.com
2026-06-07
Hassam Nasir
The CPU market has never been this fierce.
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Micron Technology (
MU
12.36%
) stock has been on a parabolic run in 2026, with shares of the memory specialist jumping by a whopping 174% as of this writing.
A parabolic jump refers to the rapid rise in a company's shares in a short time, akin to the right side of a parabolic curve. The sharp increase in memory prices explains the red-hot rally in Micron stock this year. The good news for invest
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Navitas (
NVTS
18.23%
) stock saw a substantial valuation pullback this week, with it share price falling 7.6% across the stretch. Over the same period, the S&P 500 fell 2.6%, and the Nasdaq Composite declined by 4.7%.
Navitas had actually been strongly in the green earlier in the week thanks to bullish momentum for semiconductor stocks and news that Nvidia was featuring its tech at a conference,
2026-06-07
www.foreignpolicyjournal.com
2026-06-07
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence era, with its graphics processors powering everything from large language models to cloud-scale data centers worldwide.
The chip giant’s most recent quarterly results underscored just how dominant its position has become, with record revenue of $81.6 billion, up 85% from a year earlier.
Border funding clears Senat
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Nvidia (
NVDA
5.93%
) is the only company ever to reach a $5 trillion market cap. While there are a few milestones between its current price and a $10 trillion valuation, that one may be the next major milestone investors will be looking toward. But just how quickly could Nvidia essentially double in size again (if it can do that at all)?
Image source: The Motley Fool.
Nvidia's GPUs continue to
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Jon Quast, Matt Frankel, and Rachel Warren discuss:
Nvidia’s new Vera CPU.
The potential fallout in the CPU markout.
Berkshire Hathaway’s latest acquisition.
Passive investing’s impact on the stock market.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Nvidia (
NVDA
5.93%
) CEO Jensen Huang is one of the most well-respected names in the artificial intelligence (AI) industry. As the head of the largest AI semiconductor company, working closely with the world's leading cloud computing companies, he has unique insight into their evolving needs.
That's why investors pay close attention to what Huang has to say. On stage at Computex Week in Taipei,
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
Micron’s trip to $1 trillion.
Eli Lilly’s winning streak.
Zscaler earnings.
To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.
A full transcript is
2026-06-07
www.fool.com
2026-06-07
The Motley Fool
AI chip company Nvidia (
NVDA
5.93%
) became the first company ever worth $5 trillion in late 2025. As of this writing, it sits just below this after a recent pullback. But it's still the most valuable company in the world by a comfortable margin.
What's striking is how few companies are even in the conversation to pass it. But I personally think this is a conversation worth having, because I don
2026-06-06
news.google.com
2026-06-06
Yahoo Finance
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
__fail__
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
When it comes to outperforming Nvidia (
NVDA
5.93%
), investors may underestimate what a major accomplishment that is. Despite its huge size, the artificial intelligence (AI) chipmaker reported 85% revenue growth in the 2027 fiscal first quarter (ended April 26), a feat difficult for most smaller companies growing from much smaller bases.
Nonetheless, amid a cloud and AI build-out, a key Nvidia p
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Micron (
MU
12.36%
) has become one of the biggest winners of the artificial intelligence (AI) boom.
Demand for the memory specialist's DRAM and other data storage products has surged well beyond the available supply. Customers have already signed contracts for most of the memory that the entire sector will be able to produce in the near future, and investors increasingly view Micron as one of th
2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Nvidia (
NVDA
5.93%
) has long been a giant in the world of graphics processing units (GPUs), or high-powered chips that fuel the simultaneous computations needed for certain applications. In the company's early days, it mainly sold GPUs to the gaming market, but in more recent times, these chips have become the staple of AI -- and turned into a billion-dollar profit engine for Nvidia.
Nvidia als