Semiconductor News & Analysis Feed
969 articles
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Given its integral role in artificial intelligence (AI) and over $5 trillion market cap, Nvidia (
NVDA
2.48%
) certainly has the size and influence to move markets. But Nvidia's quarterly earnings reports aren't producing the fireworks of years past.
In fact, if we look at the last year of Nvidia's releases, the stock has fallen each time -- down 1.8% on May 21 after reporting first-quarter fisca
2026-05-27
hothardware.com
2026-05-27
HotHardware
NVIDIA Eyes $150 Billion Annual Taiwan Investment To Fuel Surging AI Demand
by Aaron Leong — Wednesday, May 27, 2026, 10:51 AM EDT
Comments
NVIDIA is aggressively cementing its dominance in the artificial intelligence landscape by dramatically escalating its fiscal and physical footprint in Taiwan. Ahead of the upcoming GTC Taipei and Computex 2026 tech shows, CEO Jensen Huang announced a mass
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
With shares up 214% year to date, Micron Technology (
MU
+1.59%
) remains one of the biggest winners in the generative artificial intelligence (AI) megatrend -- far outpacing early infrastructure leaders like Nvidia, which is up by a relatively modest 14% over the same time frame.
The reason for the optimism around Micron is simple. Technology companies have realized that access to enough high-ba
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The market loves growth, and two of the artificial intelligence (AI) infrastructure names with the biggest growth opportunities still ahead are Advanced Micro Devices (
AMD
2.13%
) and Broadcom (
AVGO
0.78%
). That's why both semiconductor stocks have the potential for 50% or more upside over the next year.
Right now, AI infrastructure spending is booming, with the five largest hyperscalers (owne
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron (
MU
+1.16%
) stock joined the trillion-dollar club on Tuesday, surging 19.3% to close above $900 a share after UBS endorsed the stock with a $1,625 price target, predicting Micron will earn more than $100 per share total over the next three years.
And Micron stock isn't looking back. Shares of the computer memory-maker gained another 3.4% through 10 a.m. ET this morning -- and this time,
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Qualcomm Inc (QCOM) moved down by 7.03%. The Technology Equipment sector is down by 0.15%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 2.88%; NVIDIA Corp (NVDA) down 1.85%; SanDisk Corporation (SNDK) up 0.49%.
Qualcomm (QCOM) experienced significant intraday volatility, culminating in a notable downward movement today. This declin
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
It's time to revisit the investment case for ON Semiconductor (
ON
4.87%
). The stock is up 114% year to date as I write, and many of the factors that made it a top stock to buy for 2026 remain in place today. However, valuations still matter, so is ON Semiconductor still a great stock for long-term investors? I think the answer is yes, and here's why.
The case for buying ON Semiconductor stock i
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology Inc (MU) opened up by 4.75%. The Technology Equipment sector is up by 2.58%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 4.75%; NVIDIA Corp (NVDA) down 1.17%; SanDisk Corporation (SNDK) up 2.69%.
Micron Technology's stock has experienced notable positive movement, primarily driven by a significant analyst upgrade a
2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.tikr.com
2026-05-27
TIKR.com
Key Stats for Nvidia Stock
YTD price change for Nvidia stock: 14%
$NVDA Share Price as of May. 26: $215
52-Week High: $236
$NVDA Stock Price Target: $296
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
NVIDIA (NVDA) stock is moving higher after Rothschild & Co Redburn raised its price target from $280 to $300, whi
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron Technology (MU) shows strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Q2 FY2026 results revealed 62% YoY revenue growth to $8.71B, with Data Center revenue up 150%. HBM3E is sold out through most of 2026, and full-year guidance was raised to $31.5-$33.5B. HBM's custom nature and high switching costs differentiate it from commodity DRAM, supporting sustainable
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc
2026-05-27
phemex.com
2026-05-27
Phemex
Quick Answer: Micron Technology (NASDAQ: MU) is the breakout semiconductor story of 2026, surging 19.29% on May 26 to close at $895.88 and briefly topping a $1 trillion market cap for the first time. The rally was triggered by a UBS price target hike to $1,625 — nearly tripling its prior target — on the back of fully sold-out HBM AI memory production, a record Q2 2026 of $23.86B in revenue (+196.2
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
2026-05-27
www.fool.com
2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run.
UBS Group (
UBS
+1.75%
) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stoc
2026-05-27
en.sedaily.com
2026-05-27
Seoul Economic Daily
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2026-05-27
www.marketbeat.com
2026-05-27
MarketBeat
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