Semiconductor News & Analysis Feed
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Blowout Earnings Could Be Great News for Nvidia Investors
Daniel Sparks, The Motley Fool
Thu, June 25, 2026 at 4:03 PM PDT 4 min read
MU
+15.81%
NVDA
-1.59%
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Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (NASDAQ: MU) just posted a quarter big enough to do exactly that -- and the read-through ma
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (
MU
+14.50%
) just posted a quarter big enough to do exactly that -- and the read-through may matter most for investors in Nvidia (
NVDA
1.86%
), whose artificial intelligence (AI) accelerators are built around the very memory Micron is scrambling to supply.
Micron's stock jumped about 16% as of this
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Companies want an alternative to Nvidia's data center technology.
Hyperscalers are increasingly investing in proprietary chip technology.
*Stock prices used were the afternoon prices of June 23, 2026. The video was published on June 25, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of the
2026-06-26
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2026-06-26
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Nvidia CEO sends serious wake up call to all Americans
Jensen Huang had something specific to say at Nvidia’s stockholder meeting. It was not about chips
Jun 25, 2026 5:45 PM EDT
By Hillary Remy
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2026-06-26
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Battle of the Artificial Intelligence (AI) Computing Companies: Is AMD, Broadcom, Nvidia, or Marvell the Best Stock to Buy Now?
Keithen Drury, The Motley Fool
Thu, June 25, 2026 at 1:37 PM PDT 5 min read
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There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (NASDAQ: NVDA),
2026-06-26
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2026-06-26
The Motley Fool
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2026-06-26
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There are four major competitors in the artificial intelligence (AI) chip game: Nvidia (
NVDA
1.86%
), AMD (
AMD
+2.18%
), Broadcom (
AVGO
1.02%
), and Marvell (
MRVL
+1.49%
). These four can be split up into two groups: designers of broad-purpose computing chips and designers of narrow-purpose custom AI chips. Nvidia and AMD both make GPUs, which fall into the broad-purpose category, while Broadc
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
AI Stock Face-Off: Is Nvidia or AMD the Smarter Long-Term Buy?
Geoffrey Seiler, The Motley Fool
Thu, June 25, 2026 at 1:25 PM PDT 5 min read
NVDA
-1.59%
AMD
+2.60%
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Trading disclosure
Two of the biggest stock winners of the past decade are Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), which are up over 16,320% and 9,770%, respectively. The two chip riva
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s claim that “the next generation of millionaires will be carpenters, plumbers and electricians”. Rusk’s framing was blunter. “If I was a young man or young woman, I
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Missed NVIDIA's 900% Run? Micron Could Be AI's Next Big Winner
Tirthankar Chakraborty
Thu, June 25, 2026 at 12:00 PM PDT 3 min read
MU
+15.81%
NVDA
-1.59%
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Trading disclosure
With the advent of artificial intelligence (AI), NVIDIA Corporation's NVDA shares have soared 902.3% over the past five-year period, pushing the company's market capitalization above $4 trillion, an
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.87%
) and AMD (
AMD
+1.34%
) are the two largest producers of discrete GPUs. They both produce data center GPUs for the booming AI market.
However, Nvidia often attracts more attention than AMD because it controls more than 90% of the discrete GPU market. AMD, which tries to compete against Nvidia with its cheaper chips, only holds a single-digit share. Nvidia also generates most
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both posted earnings confirming AI infrastructure dominates semis. NVIDIA reported a $75.246 billion Data Center quarter. AMD reported $5.775 billion. The scale gap is one part of the picture. The software lock-in is the more durable factor.
Video Muted
CUDA Carries NVIDIA. MI450 Carries AMD’s Hopes.
NVIDIA’s Q1
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
Trefis Team
Thu, June 25, 2026 at 10:56 AM PDT 3 min read
AMD
+2.21%
INTC
+0.61%
NVDA
-1.82%
AVGO
-1.05%
MRVL
+1.61%
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Trading disclosure
Image by Cristian Ibarra from Pixabay
While investors fixate on NVIDIA's dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete pla
2026-06-26
www.trefis.com
2026-06-26
Trefis
The Supply-Chain Bet That Underpins The NVIDIA Stock Story
June 25th, 2026 by Trefis Team
+2.25%
Upside
196
Market
200
Trefis
NVDA
NVIDIA
While investors fixate on NVIDIA’s dizzying growth rate, a far more telling number lies in its supply commitments, revealing a concrete plan to meet demand that skeptics think is unsustainable.
After a significant run, NVIDIA (NVDA) stock has cooled. Shares si
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
In June 2022, I made what was likely a mistake by choosing to buy Advanced Micro Devices (
AMD
+1.51%
) stock over Nvidia (
NVDA
2.24%
). It was a cheaper stock in terms of valuation, and this was before Nvidia's "ChatGPT moment," when the market discovered the power of Nvidia's AI accelerators.
Also, buying AMD is only a mistake in a relative sense. It is still up around 560% from my initial buy
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why I Continue to Prioritize AMD Stock Over Nvidia
Will Healy, The Motley Fool
Thu, June 25, 2026 at 9:05 AM PDT 5 min read
NVDA
-1.81%
AMD
+1.57%
^GSPC
+0.34%
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Trading disclosure
In June 2022, I made what was likely a mistake by choosing to buy Advanced Micro Devices (NASDAQ: AMD) stock over Nvidia (NASDAQ: NVDA). It was a cheaper stock in terms of valuation, and this w
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
NVIDIA (NVDA) Projects $1 Trillion in AI Infrastructure Demand By 2027
Soumya Eswaran
Thu, June 25, 2026 at 8:38 AM PDT 3 min read
NVDA
-2.23%
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Trading disclosure
Antipodes Partners published its "Antipodes Global Strategy" first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be dow
2026-06-25
www.foreignpolicyjournal.com
2026-06-25
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is making an aggressive push into the AI data center market, unveiling a broad range of new products including AI accelerators, CPUs, memory technology, and software.
The company has already secured deals with major customers, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), with Meta signing a multigeneration agreement to deploy Qualcomm’s new Dragonfly C1000 C
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU) both posted blockbuster AI infrastructure quarters, but the market reacted in opposite directions. NVIDIA sells the compute. Micron sells the memory that keeps those GPUs fed.
Video Muted
Comparing them now makes sense because each just told investors something different about where AI hardware spending actually lands