Semiconductor News & Analysis Feed
509 articles
2026-05-26
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2026-05-26
The Motley Fool
During its fiscal first-quarter 2027 earnings release, Nvidia (
NVDA
1.86%
) announced that it would be increasing its quarterly dividend from $0.01 to $0.25 per share. All shareholders on record as of June 4 will be eligible for the increase.
I see this move as a deliberate evolution in Nvidia's capital-allocation playbook. For the last few years, the company has been the archetype of hypergrowt
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
When it released quarterly results, Nvidia (
NVDA
1.86%
) surprised investors by announcing a 2,400% increase to its dividend, ratcheting up the payout to $0.25 per share per quarter from a measly $0.01 per share.
That takes the semiconductor stock's dividend yield to 0.4%. While that's less than half the yield on the S&P 500, it is more in line with yields on other mega-cap stocks and the Nasdaq
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is still the cream of the crop of artificial intelligence (AI) stocks. It continues to post nearly unbelievable results, yet lately the market has been unwilling to show it the love that it's showing to some of its competitors. I think that makes Nvidia a perfect AI stock to invest in right now, as it's actually being underhyped compared to its performance -- particularly in
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
While investors once again yawned when Nvidia (
NVDA
1.86%
) reported its fiscal first-quarter earnings after the bell on May 20, the results were still nothing short of extraordinary. Despite the muted investor reaction, the company continues to show why it remains the dominant force in the artificial intelligence (AI) infrastructure space.
Let's dig into Nvidia's fiscal Q1 results and prospects
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Micron (
MU
1.23%
) and Sandisk (
SNDK
3.79%
) have both rallied sharply, but their AI stories aren't identical. Micron looks more directly tied to high-bandwidth memory, stronger margins, and AI infrastructure demand, while Sandisk offers a more aggressive NAND storage recovery angle. The key question is which stock's upside is backed by stronger fundamentals today.
Stock prices used were the ma
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Many tech investors are building a diversified AI stock portfolio, and it turns out Nvidia (
NVDA
1.86%
) is joining them. The AI chipmaker isn't just the largest company in the industry (and indeed, in any industry) -- it's also taking equity positions in other tech companies. When those smaller companies outperform, it directly translates into a better balance sheet for Nvidia. Although these eq
2026-05-25
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2026-05-25
The Motley Fool
As earnings season comes to a close, artificial intelligence (AI) investors eagerly awaited Nvidia (
NVDA
1.86%
) to report its first-quarter results last Wednesday. I wasn't too surprised to learn that the company once again blew past Wall Street's expectations and also beat its own internal guidance.
After all, the rest of big tech -- many of which are Nvidia's largest customers -- already repo
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Although Nvidia (
NVDA
1.86%
) may be the world's most valuable company, I think the stock still has a lot of room to rise. The market may have come to expect a lot from Nvidia, but there is a major growth runway ahead for the stock, and I think it's among the best buys right now.
I've got three reasons Nvidia can continue rising, and all of them add up to make the stock a genius buy right now.
2026-05-25
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2026-05-25
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2026-05-24
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