Semiconductor News & Analysis Feed
335 articles
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
AI and memory go together like peanut butter and jelly.
Micron's customers are rushing to lock in long-term supply deals.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) surged on Monday after an investment bank's research team highlighted the memory chip leader's staggering artificial intelligence (AI)-fueled growth potential.
Image sourc
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
AUSTIN, Texas, June 15, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The global race to build artificial intelligence infrastructure has triggered a capital spending surge unlike anything the technology sector has seen in a generation. Hyperscalers are committing hundreds of billions of dollars to data centers, global semiconductor sales hit $791.7 billion in 2025 and are projected to a
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
Nvidia sells the world’s most sought-after AI chips, those that fuel key tasks along every step of the AI path.
This has translated into explosive earnings growth and stock performance.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) has proven itself to be an excellent investment in recent years -- it's soared 1,000% over the past five. The artificial intelligence (AI)
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
Nvidia sells the world’s most sought-after AI chips, those that fuel key tasks along every step of the AI path.
This has translated into explosive earnings growth and stock performance.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) has proven itself to be an excellent investment in recent years -- it's soared 1,000% over the past five. The artificial intelligence (AI)
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
Nvidia sells the world’s most sought-after AI chips, those that fuel key tasks along every step of the AI path.
This has translated into explosive earnings growth and stock performance.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) has proven itself to be an excellent investment in recent years -- it's soared 1,000% over the past five. The artificial intelligence (AI)
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
Nvidia sells the world’s most sought-after AI chips, those that fuel key tasks along every step of the AI path.
This has translated into explosive earnings growth and stock performance.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) has proven itself to be an excellent investment in recent years -- it's soared 1,000% over the past five. The artificial intelligence (AI)
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is more top-heavy and allocates the most to mega-caps.
The iShares Semiconductor ETF (SOXX) is more spread out to smaller companies, but is one of the more expensive choices.
The Invesco PHLX Semiconductor ETF (SOXQ) has a portfolio that is substantially the same as SOXX's, but with nearly half the expense ratio.
10 stocks we like better than VanEc
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-14
www.theglobeandmail.com
2026-06-14
The Globe and Mail
Key Points
Nvidia's revenue growth accelerated again in its most recent quarter.
The company's data center business makes up the vast majority of its sales.
Management's guidance assumes no data center compute revenue from China.
10 stocks we like better than Nvidia ›
Few companies have ever defined a technology shift the way Nvidia(NASDAQ: NVDA) has defined the rise of artificial intelligenc
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Explore the exciting world of ASML(NASDAQ: ASML) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 12, 2026.
Should you buy stock in ASML right now?
Before you buy stock in
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Explore the exciting world of ASML(NASDAQ: ASML) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 12, 2026.
Should you buy stock in ASML right now?
Before you buy stock in
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Explore the exciting world of ASML(NASDAQ: ASML) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 12, 2026.
Should you buy stock in ASML right now?
Before you buy stock in
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Explore the exciting world of ASML(NASDAQ: ASML) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 12, 2026.
Should you buy stock in ASML right now?
Before you buy stock in
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Synopsys’ SNPS Design IP segment faced pressure in the second quarter of fiscal 2026. Revenues declined to $454.2 million from $482 million in the year-ago quarter, while adjusted operating margin fell to 24% from 31%. The weakness was not limited to a single quarter, as the segment’s adjusted operating margin for the first six months of fiscal 2026 was 21%, down from 30% in the same period last y
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Micron Technology, Inc.MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive, demand for storage solutions is rising across cloud and enterprise data centers. This trend is favoring Micron Technology’s NAND business.