Semiconductor News & Analysis Feed
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2026-05-10
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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
2026-05-10
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2026-05-10
The Motley Fool
Shares ofAdvanced Micro Devices(AMD0.61%)have rocketed more than 320% over the past year as investors have followed AMD's growth story in providing processors for agentic artificial intelligence (AI).The gains forNvidiaaren't anything to be embarrassed about; the stock has jumped 82% over the past 12 months, compared to theS&P 500's 32% gains.But the big disparity between AMD's and Nvidia's gains
2026-05-10
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2026-05-10
The Motley Fool
Few companies have benefited more from the artificial intelligence megatrend thanNvidia(NVDA1.38%). The company has leveraged its market-leading GPU design capabilities to capture a massive share of the rapidly expanding AI compute market. It's built an entire ecosystem around its chips, ensuring it remains a key component of future data center buildouts.AndAmazon(AMZN+0.21%)is one of its largest
2026-05-10
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2026-05-10
The Motley Fool
Shares of chipmakerIntel(INTC0.55%)have been on a remarkable run. As of this writing, the stock has soared nearly 500% over the past year, with much of that gain piling up in the last several weeks alone. After the company posted its first-quarter results in late April and was reported to have reached a preliminary chip-manufacturing agreement withAppleearlier this month, the stock notched a fresh
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Over the past few years,Nvidia(NVDA1.38%)has gone from a mid-tier tech company to the world's most valuable public company, with a market cap of over $5.1 trillion as of May 7. It has the artificial intelligence (AI) boom to thank, but you could make the strong case that the AI boom wouldn't have happened without Nvidia.Nvidia isn't just stopping at its highly sought-after GPUs, either. Its CEO,Je
2026-05-10
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2026-05-10
The Motley Fool
Nvidia(NVDA1.38%)has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-after on
2026-05-09
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2026-05-09
The Motley Fool
Shares ofTower Semiconductor(TSEM9.46%)rallied 26% in April, according to data fromS&P Global Market Intelligence.Tower Semiconductor is a "lagging edge," or specialty semiconductor manufacturing company, which means it doesn't produce the most leading-edge chips in the world. However, Tower still differentiates itself through intellectual property in important chip types and materials, such as si
2026-05-09
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2026-05-09
The Motley Fool
Shares ofMicron Technology(MU5.81%)have soared by 710% over the past 12 months as the company has benefited from the rising demand for memory processors used in artificial intelligence (AI) data centers. Even amid the surging share prices of many AI stocks, Micron's performance stands out among the crowd.Technology companies -- includingAlphabet,Amazon,Microsoft,Meta Platforms, and others -- are c
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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Micron Surges 38% in a Week, Market Cap Breaks 840 Billion, Can This AI Memory Leader Continue the Rally?
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AuthorJay Qian
May 9, 2026 4:52 AM
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Micron Technology's stock has surged due to high demand for AI storage, particularly Hi
2026-05-09
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2026-05-09
The Motley Fool
Shares of materials science specialistCorning(GLW+2.49%)surged earlier this week after the company announced a multi-year partnership withartificial intelligence (AI)chipmakerNvidia. The deal, which dramatically expands U.S. manufacturing of the optical components that AI data centers rely on, sent the stock to fresh 52-week highs. With shares now up an incredible 315% over the last 12 months, the
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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Nvidia(NVDA1.38%), the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far?Image source: Getty
2026-05-09
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2026-05-09
The Motley Fool
ExpandNASDAQ:IRENIrenToday's Change(-4.68%) $-2.48Current Price$50.46Key Data PointsMarket Cap$18BDay's Range$48.48- $53.1152wk Range$8.27- $76.87Volume366KAvg Vol40MGross Margin19.13%Iren(IREN4.68%), which develops and operates renewable-powered data centers forBitcoin(BTC0.04%)mining and AI cloud services, closed Friday at $61.2, up 7.65%. The stock moved higher after announcing a multi-year par
2026-05-09
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2026-05-09
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2026-05-09
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2026-05-09
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Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
2026-05-08
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2026-05-08
The Motley Fool
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