Semiconductor News & Analysis Feed

996 articles
2026-05-11
www.fool.com 2026-05-11 The Motley Fool
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www.insidermonkey.com 2026-05-11 Insider Monkey
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www.insidermonkey.com 2026-05-11 Insider Monkey
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www.insidermonkey.com 2026-05-11 Insider Monkey
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www.insidermonkey.com 2026-05-11 Insider Monkey
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2026-05-11
drrobertcastellano.substack.com 2026-05-11 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
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2026-05-11
news.google.com 2026-05-11 Pittsburgh Post-Gazette
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2026-05-11
www.fool.com 2026-05-11 The Motley Fool
Nvidia(NVDA+1.73%)is widely considered the most dominant "pick-and-shovel" maker in the artificial intelligence (AI) gold rush. Indeed, if you asked an AI chatbot, like Gemini or Claude, a question today, there's a good chance Nvidia's technology was doing most of the heavy lifting to provide you with an answer.The company makes super-fast brains for computers (called graphics processing units, or
2026-05-11
finance.yahoo.com 2026-05-11 Yahoo Finance
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2026-05-11
www.fool.com 2026-05-11 The Motley Fool
Even with all the chaos in the market this year so far, artificial intelligence (AI) stocks, both hardware and software, continue to surge to new highs.While there are great stocks on both sides of theAI industry, and even a few likeAlphabetthat operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.After all, it doesn't matter which AI program a c
2026-05-10
www.marketbeat.com 2026-05-10 MarketBeat
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2026-05-10
www.fool.com 2026-05-10 The Motley Fool
The explosive growth of artificial intelligence (AI) is rewriting the rules for semiconductor demand, with memory and storage chips emerging as the next pillars deployed across data centers, model training, and real-time inference.Companies likeMicron Technology(MU+15.40%)andSanDisk(SNDK+16.40%)have delivered jaw-dropping financial results and stock gains as AI systems become increasingly memory-h
2026-05-10
www.fool.com 2026-05-10 The Motley Fool
Nvidia(NVDA+1.73%)stands at the center of the artificial intelligence (AI) revolution, and the company's upcoming earnings report on May 20 has investors buzzing. With the stock having delivered generational returns over the last few years, you might be wondering whether to add shares ahead of the print or wait for the results.The data we already have offers a compelling case for buying now -- not
2026-05-10
www.fool.com 2026-05-10 The Motley Fool
Evolving from its roots in industrial and electronics equipment,Nokia(NOK+3.81%)has long been a cornerstone of global connectivity. Once a dominant force in mobile handsets that defined an era of brick phones, the company has quietly reinvented itself as a leader in network infrastructure.Amid the explosive growth of artificial intelligence (AI), Nokia has forged a partnership withNvidia(NVDA+1.73
2026-05-10
www.tipranks.com 2026-05-10 TipRanks
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2026-05-10
www.fool.com 2026-05-10 The Motley Fool
Nvidia(NVDA+1.73%)has been one of the best-performing stocks in the market over the past three-and-a-half years. However, I wouldn't be surprised if it extends that run over the next three years. I'm so confident in its trajectory that I think it can outperformAlphabet(GOOG+0.41%)(GOOGL+0.66%)andAmazon(AMZN+0.55%)combined over that period. That would make it a no-brainer buy now.So, if you think y
2026-05-10
www.fool.com 2026-05-10 The Motley Fool
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2026-05-10
www.fool.com 2026-05-10 The Motley Fool
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2026-05-10
www.fool.com 2026-05-10 The Motley Fool
These past few years have been major ones for stock splits. Some of the world's biggest companies have executed these operations after periods of explosive stock performance. The idea is to bring the price level back down to Earth, making the shares more accessible for investors -- and opening the door to another era of gains.From 2022 through last year, the following stock market giants have comp
2026-05-10
www.fool.com 2026-05-10 The Motley Fool
Oil has been in the news since the start of the Iran war, but it's not the only natural resource facing disruptions. Qatar provides about a third of the global helium supply, and on Feb. 28, Iranian drone strikes hit QatarEnergy's Ras Laffan Industrial facility, one of only two in the world capable of producing semiconductor-grade helium.Although it appears the U.S. and Iran may be close to a peac