Semiconductor News & Analysis Feed
494 articles
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
Nvidia (
NVDA
+0.15%
) has been one of the biggest artificial intelligence (AI) success stories so far. The company provides a crucial tool -- and one of the highest quality -- used in the development of this technology. This is the graphics processing unit (GPU), a chip that powers important tasks such as the training of models.
The company's GPU strengths and its portfolio of related products a
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
Explore the exciting world of ASML (
ASML
1.70%
) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 12, 2026.
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
Navitas Semiconductor (
NVTS
+5.31%
) stock posted a day of strong gains in Friday's trading, rising 5.3% in the session. Meanwhile, the S&P 500 closed out the day up 0.5%, and the Nasdaq Composite was up 0.6%.
The stock market enjoyed broadly positive momentum in today's session, and the recent SpaceX initial public offering (IPO) likely played a role in the bullish backdrop. Navitas stock is no
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
On June 3, Micron Technologies (
MU
0.14%
) hit an all-time high of $1,079. The move capped off months of explosive gains as investors started pivoting away from chipmakers like Nvidia in favor of the memory hardware producers poised to benefit from the changing dynamics of artificial intelligence (AI) infrastructure demand.
While graphics processing units (GPUs) are still important, data center
2026-06-12
news.google.com
2026-06-12
The Motley Fool
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried that some have become overvalued and may not be worth holding. That's sent the share prices of Nvidia (
NVDA
+0.18%
), Broadcom (
AVGO
1.20%
), and Cerebras (
CBRS
6.84%
) lower over the past several weeks.
But does this volatility among semiconductor stocks really mean you should get out of thes
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
If you had the foresight to invest in Micron (
MU
+11.48%
) and Sandisk (
SNDK
+14.50%
) stock during this time last year, you look like a genius right now. Micron is up about 700%, while Sandisk is up more than 3,800%. Those are monster returns in a short time frame, and would thrill any investor.
But that doesn't matter anymore. What really matters is if these two can continue their run.
Image
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Micron Technology (
MU
+11.48%
) and Intel (
INTC
+9.34%
) are popular with investors right now because the artificial intelligence (AI) boom represents a significant growth opportunity for both companies. The stocks have added 228% and 192%, respectively, this year. Yet, certain Wall Street analysts think Micron and Intel are wildly overvalued.
William Kerwin at Morningstar has given Micron a ta
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The S&P 500 (
^GSPC
+1.75%
) rose 1.75% to 7,394.30, the Nasdaq Composite (
^IXIC
+2.54%
) jumped 2.54% to 25,809.66, and the Dow Jones Industrial Average (
^DJI
+1.86%
) climbed 1.86% to 50,848.75 as a de-escalation of U.S.-Iran tensions lead a broad rebound.
Market movers
Memory stocks surged today as Micron Technology bounced almost 12% to erase this week’s losses and Sandisk gained 14%. An a
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
After two days of dispiriting declines, Micron (
MU
+11.48%
) stock bounced back on Thursday, closing the day up 11.7% and returning its share price to where it was one week ago -- before the epic sell-off in semiconductor chip stocks.
Wolfe Research helped make that happen.
Image source: Micron.
Why Wolfe still loves Micron stock
Despite investor worries about the health of the market for art
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Semiconductor stocks were routed last Friday, June 5, with the sector losing a whopping $1.4 trillion in market cap in a single day. The PHLX Semiconductor Sector index shed more than 10% of its value in a single session, driven by a stronger-than-expected jobs report that has led to an increase in the odds of the Federal Reserve raising interest rates this year.
Not surprisingly, major semicondu
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Rising memory costs, in-house solutions, and shifting capital returns are reshaping expectations for vendors' total cost of ownership, margin durability, and growth prospects. Watch the video below to see how this might affect Nvidia (
NVDA
+2.30%
) and investor valuation assumptions.
*This video was published on May 29, 2026.
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
AI's land‑grab era is giving way to hard questions about costs, pricing power, and semiconductor cyclicality. Discover why rising model prices, tighter supply chains, and shifting unit economics may reshape the winners and losers in this space by watching the video below.
*This video was published on May 29, 2026.
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
ASML (
ASML
+9.76%
) shares gained 5.2% through 11:40 a.m. ET Thursday, and investors can thank Oracle (
ORCL
8.53%
) for the good news.
Oracle "beat" on earnings last night, earning $2.11 per share on $19.2 billion in quarterly sales -- both numbers higher than analysts had expected. More important to ASML investors, though, is what Oracle revealed about its plans.
Image source: Getty Images.
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Shares of Micron Technology (
MU
+0.88%
) have been falling recently. Entering trading on Thursday, the stock's valuation remained just above $1 trillion in market cap, but its price was just under $900, down 18% from its 52-week high of just over $1,089. The stock, however, is still sitting on some mammoth gains, with 12-month returns north of 680%.
Is this slowdown a good opportunity to buy Mic
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
If you bought Micron (
MU
3.81%
) stock at the start of 2025, you're up more than 1,000% on your investment. Many investors dream of seeing that many zeros on their percentage gain on a single stock, but few actually get those returns.
These gains have allowed Micron to become a $1 trillion company, potentially meeting all of the expectations that investors had for the company.
Unfortunately, in
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
In 2026, some stocks have overtaken Nvidia (
NVDA
3.39%
) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD (
AMD
4.63%
).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in the dust. For longtime Nvidia bulls like myself who have championed Nvidia's stock over AMD's, this is disappointing. However, a change in market sent
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
There's no question that Nvidia (
NVDA
3.39%
) has been a successful investment for shareholders. The company's graphics processing units (GPUs) still dominate gaming with a 95% share of the market. Nvidia didn't stop there, adapting its processors for all manner of technology, including cryptocurrency, autonomous driving systems, robotics, cloud computing, artificial intelligence (AI), and more.
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Broadcom (
AVGO
5.12%
) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now, it's down around 20% from its all-time highs.
Prior to the sell-off, it was pretty clear that Nvidia (
NVDA
3.39%
) was a better buy than Broadcom, but now that there has been a significant price correction
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing