Semiconductor News & Analysis Feed
5351 articles
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
As Micron Technology (
MU
+5.07%
) gears up to report fiscal third-quarter results on June 24, some investors are wondering whether it makes sense to buy shares ahead of the announcement. The chip leader has been one of the most pronounced beneficiaries of the artificial intelligence (AI) infrastructure boom, yet its parabolic rise has left some wondering whether the easy money has already been ma
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
beincrypto.com
2026-06-01
BeInCrypto
Micron Technology surged to a record high on May 26, jumping nearly 23% intraday before closing up more than 19% at $895.88. The rally briefly pushed the company’s market capitalization above $1 trillion, marking a milestone that places Micron among the largest technology firms globally.
In overnight trading, shares extended gains toward $920 as momentum continued.
The explosive move was fueled
2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Just as Micron's memory chips play an essential role in AI data centers, Ciena's networking components do the same.
Ciena's revenue and earnings growth have been quite strong in recent quarters, and there is ample evidence that it will continue to grow.
10 stocks we like better than Ciena ›
Micron Technology (NASDAQ: MU) stock has delivered outstanding gains to investors so far in 2
2026-06-01
news.google.com
2026-06-01
The Globe and Mail
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) stock has delivered outstanding gains to investors so far in 2026, with shares of the memory specialist rising by 208% as of this writing, and the good part is that the stock could get a big shot in the arm in June.
Micron is set to release its fiscal 2026 third-quarter results on June 24. The favorable demand-supply conditions in the memory market, driven by artif
2026-06-01
www.aol.com
2026-06-01
AOL.com
Missed Out on Nvidia? Here's 1 AI Stock You Can Buy Right Now.
BRETT SCHAFER, THE MOTLEY FOOL
Mon, June 1, 2026 at 12:50 AM GMT+8
1
Key Points
Coupang is an e-commerce company that dominates the South Korean market
The company has many AI initiatives and is expanding aggressively into Taiwan.
The stock looks cheap for any investor with a time horizon longer than a year.
10 stocks we like bette
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Sitting here today, with stocks like Micron Technology zooming past a $1 trillion market cap and delivering 10x gains in a year, can make you feel like there is no opportunity left to buy artificial intelligence (AI) stocks. Stocks like Nvidia have been soaring for the last few years, and now trade at premium valuations with major downside risks if the AI spending boom peters out.
What if I told
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Cerebras and Nvidia are both using SRAM in their inference chips.
However, Cerebras is making massive-sized chips, while Nvidia has incorporated normal-sized LPUs into its chip ecosystem.
10 stocks we like better than Cerebras Systems ›
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the much larger market.
While LLM training is compute-heavy and more technically challenging, inference tends to be memory-centric and needs to be more cost-efficient given that it's an ongoing process. Traditionally, graphics processing units (GPUs) and
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Amazingly, shares of Micron Technology (
MU
+5.07%
) have doubled over the past 48 days.
As a result, this week the Boise, Idaho-based semiconductor manufacturer entered the rarefied $1 trillion club. Its market capitalization, as I write this, is about $1.04 trillion. That puts it, in terms of market value, above Walmart, Eli Lilly, and Berkshire Hathaway. Only about 14 publicly traded companies
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.barchart.com
2026-05-31
Barchart.com
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2026-05-31
uk.finance.yahoo.com
2026-05-31
Yahoo Finance UK
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2026-05-31
news.google.com
2026-05-31
Yahoo Finance