Semiconductor News & Analysis Feed
510 articles
2026-05-12
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2026-05-12
The Motley Fool
Theartificial intelligence (AI)memory boom has been kind to bothSandisk Corporation(SNDK5.30%)andMicron Technology(MU5.81%). Sandisk shares are up about 560% year to date, while Micron has risen more than 180%. Further, both companies recently posted quarterly results showing record revenue and significant margin expansion.But the two sit in different corners of the memory market. Micron sells the
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Micron Technology(MU5.81%)continues to be one of the hottest stocks on the market in 2026, jumping an incredible 162% as of this writing. Investors have been buying its shares hand over fist to capitalize on strong memory demand that continues to outpace supply.What's more, the good news just keeps flowing in forMicron stockinvestors. Tom's Hardware reports that contract prices for dynamic random-
2026-05-12
www.fool.com
2026-05-12
The Motley Fool
Nvidia(NVDA1.38%)has reigned for several years as the king of artificial intelligence (AI) chips. The company'sgraphics processing units (GPUs)became the de facto gold standard for training and running these sophisticated algorithms when the AI boom kicked off in late 2022. While growing competition has long been on the minds of investors, Nvidia continues to reap the rewards of its unrelenting fo
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
I think it's official now:Micron(MU5.81%)is a momentum stock.Granted, it's not anordinary momentum stock, one that just goes up and up primarily on positive headlines, but without revenue or earnings numbers to back up the rally. Fact is, Microndoeshave revenue and earnings growth. Sales surged 196% last quarter, and Micron's earnings were up 771%.But Micron also has positive headlines in abundanc
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
U.S. hyperscalers came into the year planning to spend over $700 billion to build new data centers. Just three months later, most of them realized they would need to spend even more. Three of the four major hyperscalers increased their capital expenditure (capex) budgets for the year alongside their first-quarter earnings reports. And they may be just getting started.Leading contract chip manufact
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Nvidia(NVDA1.38%)remains the center of the artificial intelligence boom, but the stock is up just 15% in 2026, both because investors worry the current pace of AI spending is unsustainable and because they question the durability of Nvidia's dominance in the AI infrastructure market.Meanwhile,DigitalOcean(DOCN4.80%)is a little-known cloud computing company whose aggressive expansion into AI servic
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Although the busiest week of earnings season is now in the rearview mirror, the most consequential report of the quarter is yet to come. Graphics processing unit (GPU) goliathNvidia(NVDA1.38%)is slated to lift the hood on its fiscal first-quarter operating results (ending April 26) after the closing bell on Wednesday, May 20.While all signs continue to point to Nvidia delivering sales and profit g
2026-05-11
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2026-05-11
The Motley Fool
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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
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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
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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.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
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2026-05-10
The Motley Fool
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2026-05-10
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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
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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
www.fool.com
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
www.fool.com
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