Semiconductor News & Analysis Feed
269 articles
2026-05-13
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2026-05-13
The Motley Fool
Nvidia(NVDA+0.64%)isn't just any stock. And May 20 isn't just any date.With a market cap of $5.3 trillion, Nvidia ranks as the largest component in theS&P 500(^GSPC0.16%). The GPU maker holds considerable sway over how the overall market performs. That's especially the case forartificial intelligence (AI) stocks. May 20 is an important date for Nvidia because it's when the company is scheduled to
2026-05-13
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2026-05-13
The Motley Fool
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2026-05-13
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2026-05-13
The Motley Fool
May 20 will be an important day for the stock market, asNvidia(NVDA+0.64%), the largest company in the world, is set to release its first-quarter fiscal year 2027 results for the period ending April 26.No single earnings release has commanded the attention of Wall Street as much as Nvidia's in recent years, and the upcoming one will be no different. Should investors consider purchasing the company
2026-05-13
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2026-05-13
The Motley Fool
Qualcomm(QCOM11.46%)is expanding into new categories.*Stock prices used were the afternoon prices of May 10, 2026. The video was published on May 12, 2026.
2026-05-13
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2026-05-13
The Motley Fool
While there may be questions surrounding the validity of companies spending hundreds of billions of dollars on artificial intelligence (AI) infrastructure, the reality is, that money is being spent, a handful of companies are directly benefiting from it -- most prominent among them, chipmakers.With those hardware companies getting paid right now, these businesses have major upside, and I think mos
2026-05-13
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2026-05-13
The Motley Fool
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2026-05-13
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2026-05-13
The Motley Fool
Direxion Daily Semiconductor Bull 3X ETF(SOXL14.37%)has been a market-beater in recent years, but it was a different story today. The exchange-traded fund (ETF) highlighted the downside of leveraged funds, falling as much as 20.9% at 1 p.m. ET as investors rotated out of lofty valuations in the chip sector.ExpandNYSEMKT:SOXLDirexion Shares ETF Trust - Direxion Daily Semiconductor Bull 3x SharesTod
2026-05-12
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2026-05-12
The Motley Fool
"I'm from the government, and I'm here to help."This punchline to the Reagan-era joke, "What are the nine most terrifying words in the English language?", is gaining currency today on fears that global governments will impose windfall profits taxes onAI companies.Micron(MU3.86%)stock is suffering in response, its shares down 3.8% through 10:10 a.m. on worries government may kill the golden AI goos
2026-05-12
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2026-05-12
The Motley Fool
Advanced Micro Devices: Moderate Revenue ExpansionAdvanced Micro Devices(AMD0.61%)primarily earns its revenue by designing and selling microprocessors, graphics processing units, and embedded processors for consumer, commercial, and enterprise computing markets.It announced an expanded infrastructure partnership withMeta Platformsin February 2026, and it reported an approximately 13% net income ma
2026-05-12
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2026-05-12
The Motley Fool
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2026-05-12
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2026-05-12
The Motley Fool
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2026-05-12
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2026-05-12
The Motley Fool
Nvidia(NVDA+1.90%)stock has offered many investors a clear path to explosive gains in recent years. As leader in the artificial intelligence (AI) chip market, the company has been among the first to benefit from AI-driven earnings growth -- and this has prompted investors to pile into the stock.Though others also sell AI chips, Nvidia was first to market with the most powerful product -- and Nvidi
2026-05-12
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2026-05-12
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2026-05-12
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2026-05-12
The Motley Fool
WhenIntel(INTC+3.56%)was added to theDow Jones Industrial Average(^DJI+0.19%)in November 1999, it was a sign of the tech industry's rising importance to the U.S. stock market -- Intel and another new addition,Microsoft, were the first two stocks from the tech-heavy Nasdaq exchange to join the DJIA.When Intel was replaced in the Dow byNvidia(NVDA+1.90%)in November 2024, the chipmaker had lost not o
2026-05-12
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2026-05-12
The Motley Fool
The artificial intelligence (AI) data center boom has driven strong demand for memory. As a result, memory chip stocks, most notablyMicron Technology(MU+6.49%)andSandisk(SNDK1.02%), have both made major moves higher, rising 770% and 4,000%, respectively, over the past year.Which of these two top-performingtech stocksis the better buy moving forward? Interestingly, there could be a case for owning
2026-05-12
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2026-05-12
The Motley Fool
Qualcomm(QCOM+1.07%)stock is soaring.*Stock prices used were the afternoon prices of May 9, 2026. The video was published on May 11, 2026.
2026-05-12
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2026-05-12
The Motley Fool
Few companies have benefited more from theartificial intelligence (AI)boom thanTaiwan Semiconductor Manufacturing(TSM2.10%). The Taiwan-based foundry fabricates the vast majority of the world's most advanced chips, including the graphics processing units (GPUs) and custom accelerators that hyperscalers likeMicrosoftandAlphabetuse to train and run AI models. Up nearly 150% over the past year and tr
2026-05-12
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2026-05-12
The Motley Fool
ExpandNYSE:IONQIonQToday's Change(-5.08%) $-2.64Current Price$49.31Key Data PointsMarket Cap$18BDay's Range$47.48- $52.2052wk Range$25.89- $84.64Volume32MAvg Vol28MGross Margin-2879.52%IonQ(IONQ5.08%), developer of trapped-ion quantum computers and software for complex problem-solving, closed Monday at $56.89, up 15.54%. The stock moved higher after SkyWater Technology shareholders approved their
2026-05-12
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2026-05-12
The Motley Fool
Shares of small-cap power semiconductor designerNavitas Semiconductor(NVTS7.74%)rallied on Monday, up 24.5% during the day's trading.While Navitas didn't release any financial information today, a news report on a new product partnership in India was enough to send the stock flying higher.ExpandNASDAQ:NVTSNavitas SemiconductorToday's Change(-7.74%) $-1.65Current Price$19.67Key Data PointsMarket Ca
2026-05-12
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2026-05-12
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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