Semiconductor News & Analysis Feed
996 articles
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Nvidia(NVDA1.38%)has reigned for several years as the king of artificial intelligence (AI) chips. The company'sgraphics processing units (GPUs)became the de facto gold standard for training and running these sophisticated algorithms when the AI boom kicked off in late 2022. While growing competition has long been on the minds of investors, Nvidia continues to reap the rewards of its unrelenting fo
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
I think it's official now:Micron(MU5.81%)is a momentum stock.Granted, it's not anordinary momentum stock, one that just goes up and up primarily on positive headlines, but without revenue or earnings numbers to back up the rally. Fact is, Microndoeshave revenue and earnings growth. Sales surged 196% last quarter, and Micron's earnings were up 771%.But Micron also has positive headlines in abundanc
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
U.S. hyperscalers came into the year planning to spend over $700 billion to build new data centers. Just three months later, most of them realized they would need to spend even more. Three of the four major hyperscalers increased their capital expenditure (capex) budgets for the year alongside their first-quarter earnings reports. And they may be just getting started.Leading contract chip manufact
2026-05-11
www.openpr.com
2026-05-11
openPR.com
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2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Nvidia(NVDA1.38%)remains the center of the artificial intelligence boom, but the stock is up just 15% in 2026, both because investors worry the current pace of AI spending is unsustainable and because they question the durability of Nvidia's dominance in the AI infrastructure market.Meanwhile,DigitalOcean(DOCN4.80%)is a little-known cloud computing company whose aggressive expansion into AI servic
2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
sg.finance.yahoo.com
2026-05-11
Yahoo Finance Singapore
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2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Although the busiest week of earnings season is now in the rearview mirror, the most consequential report of the quarter is yet to come. Graphics processing unit (GPU) goliathNvidia(NVDA1.38%)is slated to lift the hood on its fiscal first-quarter operating results (ending April 26) after the closing bell on Wednesday, May 20.While all signs continue to point to Nvidia delivering sales and profit g
2026-05-11
www.techpowerup.com
2026-05-11
TechPowerUp
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2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
www.tradingkey.com
2026-05-11
TradingKey
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2026-05-11
www.marketbeat.com
2026-05-11
MarketBeat
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2026-05-11
www.sdxcentral.com
2026-05-11
SDxCentral
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2026-05-11
technode.global
2026-05-11
TNGlobal
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2026-05-11
www.scmp.com
2026-05-11
South China Morning Post
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2026-05-11
www.moomoo.com
2026-05-11
Moomoo
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2026-05-11
stocktwits.com
2026-05-11
Stocktwits
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2026-05-11
www.insidermonkey.com
2026-05-11
Insider Monkey
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2026-05-11
www.tradingkey.com
2026-05-11
TradingKey
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