Semiconductor News & Analysis Feed
505 articles
2026-06-02
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2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) is the most valuable company in the world, and it remains the only company worth more than $5 trillion. However, despite a brilliant first-quarter report, the stock moved lower.
Here's what I think is going on with Nvidia stock and what investors can expect going forward.
Image source: Nvidia.
The $4 trillion opportunity
According to Nvidia CFO Collette Kress, the company
2026-06-02
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2026-06-02
The Motley Fool
Intel's (
INTC
1.28%
) shares have soared 489%, and Micron Technology (
MU
+2.70%
) stock is up a shocking 869% over the past year. The artificial intelligence spending boom that's currently underway is fueling interest in these stocks, and both could benefit from rising semiconductor demand in the coming years.
But which is the better AI stock to buy right now?
Image source: Getty Images.
Ther
2026-06-02
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2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) stock has had a lackluster year by its standards. It's up about 13% so far, which would be OK in a normal year because the S&P 500 (
^GSPC
+0.13%
) typically averages about a 10% return in a year.
But this isn't a normal year. The S&P 500 is already up 11% so far, and the S&P 500 technology-only sector is up nearly 25%. With the average tech stock showing more than double Nv
2026-06-02
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2026-06-02
The Motley Fool
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Shares of Nvidia (
NVDA
+6.26%
) and Arm Holdings (
ARM
+15.73%
) rose sharply on Monday, as investors celebrated the launch of their game-changing new computer processor.
Image source: The Motley Fool.
Nvidia wants to power your PC
After dominating the massive and still rapidly expanding market for graphics processing units (GPUs) used in artificial intelligence (AI) data centers, Nvidia has s
2026-06-02
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2026-06-02
The Motley Fool
Nvidia is making it more feasible for manufacturers and tech companies to develop driverless car systems.
Nvidia's (
NVDA
+6.26%
) partnering with companies that are developing driverless car technology.
*Stock prices used were the afternoon prices of May 26, 2026. The video was published on May 28, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recom
2026-06-02
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2026-06-02
The Motley Fool
The next-generation technology is already generating significant interest from customers.
*Stock prices used were the afternoon prices of May 25, 2026. The video was published on May 27, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia's (
NVDA
+6.26%
) GPU Technology Conference (GTC) Taipei kicked off this week. As a major regional edition of the company's flagship GTC event, it promised to provide a view into recent developments in artificial intelligence (AI), gathering developers from around the world who will shape the future of AI. It is one of several annual events that showcase Nvidia's latest products, highlight
2026-06-02
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2026-06-02
The Motley Fool
In recent years, Nvidia (
NVDA
+6.26%
) has driven the artificial intelligence (AI) revolution by bringing its graphics processing units (GPUs) to data centers. These are the high-performance chips that fuel the simultaneous and complex calculations needed for tasks such as the training of large language models. And this chip, along with related products and services, has helped the company genera
2026-06-02
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2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) stock's bullish rally continued with another day of strong gains in Monday's trading. The memory chip leader's share price ended the daily session up 6.6% and had been up as much as 7.8% earlier in trading.
Micron's valuation moved higher today in response to bullish analyst coverage and rising excitement surrounding the company's artificial intelligence (AI) opportunities. A
2026-06-02
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2026-06-02
The Motley Fool
When a company such as Nvidia (
NVDA
+6.26%
) has grown the way it has -- at an exceptionally high rate for years -- you may be tempted to believe that it may soon be approaching a peak. However, according to CEO Jensen Huang, that isn't the case at all. In fact, Huang still sees some exciting opportunities ahead for his company.
On its recent earnings call, the company identified a new opportuni
2026-06-02
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2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) is benefiting from one of AI's most important bottlenecks: memory. With high-bandwidth memory supply all but sold out through 2027, and earnings estimates rising, the stock could keep gaining if investors continue to revalue it as core AI infrastructure instead of a cyclical memory company.
Stock prices used were the market prices of May 21, 2026. The video was published on M
2026-06-02
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2026-06-02
The Motley Fool
At first glance, I expected the S&P 500 (
^GSPC
+0.26%
) and Nasdaq Composite (
^IXIC
+0.42%
) indexes to soar today. Nvidia (
NVDA
+6.26%
) is up by 5.1% at 12:44 p.m. ET, and that kind of move is usually enough to drive substantial boosts to the cap-weighted indexes. After all, Nvidia accounts for 7.8% of the S&P 500's total score and 11.2% of the Nasdaq Composite's.
Instead, the gains are mode
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-02
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2026-06-02
The Motley Fool
At midday, the S&P 500 (
^GSPC
+0.26%
) inched up 0.07% to 7,585.26, the Nasdaq Composite (
^IXIC
+0.42%
) rose 0.23% to 27,034.50 on artificial intelligence (AI) strength. The Dow Jones Industrial Average (
^DJI
+0.09%
) slipped 0.24% to 50,912.06 as oil-linked cyclicals lagged.
Market movers
Nvidia jumped more than 4% this morning, after unveiling a new AI-focused PC chip. The news helped push
2026-06-01
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2026-06-01
The Motley Fool
Memory chips are a major market opportunity right now. There is huge demand and little supply, so the price of memory chips is soaring. That allows memory chip producers like Sandisk (
SNDK
+2.83%
) and Micron Technology (
MU
+6.00%
) to cash in on the rise, and both of them have done just that -- and then some.
But which is the better stock to buy today? Let's take a look.
Image source: Getty I
2026-06-01
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2026-06-01
The Motley Fool
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2026-06-01
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2026-06-01
The Motley Fool
Nvidia (
NVDA
1.00%
) is the most highly valued company in the world, but that doesn't mean it's expensive. In this video, Certified Financial Planner® Matt Frankel explains why Nvidia's recent results make the stock look surprisingly attractive.
*Stock prices used were the morning prices of May 29, 2026. The video was published on May 30, 2026.
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) shareholders have been rewarded with incredible returns over this year. If you invested $10,000 into Micron stock at the start of 2026, congratulations; that investment is now worth more than $30,000. But there could be even more in store for Micron in the coming weeks.
Micron announces its Q3 of fiscal year (FY) 2026 earnings on June 24 (encompassing the period en
2026-06-01
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2026-06-01
The Motley Fool
Nvidia offered investors a nearly certain path to gains over the past few years. As the leader in the artificial intelligence (AI) chip market, the company generated explosive revenue growth, and its innovation suggested that this momentum could keep on going over time. As a result, investors piled into the stock, and it rose more than 400% over the past three years.
Pharmaceutical giant Eli Lill