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Texas Instruments' second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive demand acceleration that TI's own management didn't see coming three months ago, and the first analog price increases the company has executed in years. Together, they suggest the current upcycle is broadening in ways the supply chain has not fully absorbed.

Nvidia Just Revealed It Owns 9.3% of Nebius. The Stock Jumped Nearly 19% on Tuesday -- Here's What Nvidia Is Actually Buying. - The Motley Fool

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news.google.com 2026-07-23 The Motley Fool

Texas Instruments (TXN) Reports Q2 Earnings: What Key Metrics Have to Say - Yahoo Finance

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finance.yahoo.com 2026-07-23 Yahoo Finance

Paper money millionaires: Big stock runup can impact Micron employees, Boise economy - BoiseDev

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boisedev.com 2026-07-23 BoiseDev

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Michael Burry Is Short the iShares Semiconductor ETF. The Fund Has Still Gained 73% in 2026. - The Motley Fool

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www.fool.com 2026-07-23 The Motley Fool

Michael Burry was one of the first investors to spot the subprime mortgage crisis before it became a full-fledged economic fiasco, earning acclaim for his prescience. As such, when he opines on various segments or specific stocks, investors listen. So it's understandable that, in the wake of his recent revelation that he's short the iShares Semiconductor ETF ( SOXX +0.58% ) and some of that excha

Semiconductor ETF Short Position Michael Burry iShares SOXX NVIDIA Micron Technology AI Chips Valuation

TSMC Can't Make Chips Fast Enough, and Rivals Are Pouncing - The Motley Fool

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www.fool.com 2026-07-23 The Motley Fool

Taiwan Semiconductor's ( TSM -0.44% ) second quarter results were stellar. Revenue soared nearly 34% year over year, earnings per share jumped by 77%, and operating margin topped 60%. TSMC's 2nm process is ramping up, accounting for 3% of total wafer revenue so far, and advanced processes now generate more than three-quarters of total wafer revenue. Booming demand for AI accelerators, CPUs, and o

TSMC Semiconductor Manufacturing AI Chips Advanced Process Capital Expenditure Market Competition Intel Samsung

Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market Leader - The Motley Fool

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www.fool.com 2026-07-23 The Motley Fool

Nvidia ( NVDA +3.03% ) was the undisputed chip design champion during the first phase of the AI megatrend, when workloads centered on the training of frontier large language models (LLMs). Its powerful graphics processing units (GPUs) were ideal for this task, and it benefited even more from the wide moat provided by its CUDA software platform, which was where most foundational AI code was written

Artificial Intelligence Chip Design GPU CPU AI Inference Agentic AI Semiconductor Industry AMD

Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market Leader - Yahoo Finance

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finance.yahoo.com 2026-07-23 Yahoo Finance

Beyond Nvidia: Why the Next Phase of AI Could Crown a New Market Leader Geoffrey Seiler, The Motley Fool Wed, July 22, 2026 at 11:45 AM PDT 4 min read NVDA +2.91% AMD +2.13% Explore stocks on Coinbase Trading disclosure Nvidia (NASDAQ: NVDA) was the undisputed chip design champion during the first phase of the AI megatrend, when workloads centered on the training of frontier large language models

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