Semiconductor News & Analysis Feed
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2026-05-28
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2026-05-27
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2026-05-27
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Given its integral role in artificial intelligence (AI) and over $5 trillion market cap, Nvidia (
NVDA
2.48%
) certainly has the size and influence to move markets. But Nvidia's quarterly earnings reports aren't producing the fireworks of years past.
In fact, if we look at the last year of Nvidia's releases, the stock has fallen each time -- down 1.8% on May 21 after reporting first-quarter fisca
2026-05-27
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2026-05-27
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With shares up 214% year to date, Micron Technology (
MU
+1.59%
) remains one of the biggest winners in the generative artificial intelligence (AI) megatrend -- far outpacing early infrastructure leaders like Nvidia, which is up by a relatively modest 14% over the same time frame.
The reason for the optimism around Micron is simple. Technology companies have realized that access to enough high-ba
2026-05-27
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2026-05-27
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The market loves growth, and two of the artificial intelligence (AI) infrastructure names with the biggest growth opportunities still ahead are Advanced Micro Devices (
AMD
2.13%
) and Broadcom (
AVGO
0.78%
). That's why both semiconductor stocks have the potential for 50% or more upside over the next year.
Right now, AI infrastructure spending is booming, with the five largest hyperscalers (owne
2026-05-27
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2026-05-27
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Micron (
MU
+1.16%
) stock joined the trillion-dollar club on Tuesday, surging 19.3% to close above $900 a share after UBS endorsed the stock with a $1,625 price target, predicting Micron will earn more than $100 per share total over the next three years.
And Micron stock isn't looking back. Shares of the computer memory-maker gained another 3.4% through 10 a.m. ET this morning -- and this time,
2026-05-27
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2026-05-27
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2026-05-27
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The Motley Fool
It's time to revisit the investment case for ON Semiconductor (
ON
4.87%
). The stock is up 114% year to date as I write, and many of the factors that made it a top stock to buy for 2026 remain in place today. However, valuations still matter, so is ON Semiconductor still a great stock for long-term investors? I think the answer is yes, and here's why.
The case for buying ON Semiconductor stock i
2026-05-27
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The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware.
However, many lesser-known companies operate behind the sc
2026-05-27
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2026-05-27
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More than 30 years ago, the advent and proliferation of the internet opened new doors for businesses and changed corporate America forever. It also spurred the retail investor revolution by breaking down information barriers that had existed between Wall Street and Main Street for over a century.
The rise of artificial intelligence (AI) is the next leap forward investors have been waiting for --
2026-05-27
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2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) has been one of the biggest winners of the last 12 months. Shares of the memory chip maker have skyrocketed close to 850%. And one top Wall Street analyst thinks Micron has plenty of room to run.
UBS Group (
UBS
+1.75%
) analyst Timothy Arcuri raised his 12-month price target on Micron from $535 to $1,625 on Tuesday. His move sparked a huge rally for the tech stoc
2026-05-27
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2026-05-27
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Another quarter, another set of blowout Nvidia (
NVDA
0.38%
) earnings. However, the market seemed to shrug off the results of the world's largest company.
This is incredible because there has never been a multi-trillion-dollar company growing as large as Nvidia is, and there seems to be some hesitation to give Nvidia the premium valuation it deserves, even if all signs point to a strong future.
2026-05-27
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2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Advanced Micro Devices (
AMD
+7.91%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 22, 2026. The video was published on May 22, 2026.
2026-05-27
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2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 20, 2026. The video was published on May 20, 2026.
2026-05-27
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2026-05-27
The Motley Fool
In today's video, I discuss recent updates affecting Nvidia (
NVDA
0.38%
) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
*Stock prices used were the post-market prices of May 26, 2026. The video was published on May 26, 2026.
2026-05-27
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2026-05-27
The Motley Fool
Shares of Micron Technology (
MU
+19.54%
) climbed to record highs on Tuesday, following bullish analyst remarks.
Image source: The Motley Fool.
AI needs enormous amounts of memory
The booming demand for artificial intelligence (AI)-powered applications has created a shortage of ultra-fast memory chips required to process the massive amounts of data needed for AI model training and inference.
2026-05-27
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2026-05-27
The Motley Fool
Micron Technology (
MU
+19.54%
) crossed a milestone on Tuesday that few would have predicted a year ago: a market value north of $1 trillion. Shares of the memory chipmaker jumped about 19% to a record high, lifting the company into 10th place among America's most valuable businesses -- ahead of even Walmart and Eli Lilly.
The spark for the stock's big gain on Tuesday was a bold call from UBS, w
2026-05-27
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Revenue, profits, and cash flow keep increasing, while the stock price lags their performance.
Nvidia (
NVDA
0.38%
) delivered its highly anticipated investor update.
*Stock prices used were the afternoon prices of May 21, 2026. The video was published on May 23, 2026.
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