Semiconductor News & Analysis Feed
269 articles
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
When looking at the recent earnings increases from some of the most prominent growth stocks, the effect of artificial intelligence (AI) is nothing short of spectacular. Although such numbers do not reflect the entire company,Microsoftreported 40% Azure cloud growth yearly, and 63% for Google's parent company,Alphabet.For now, most of that growth depends on AI and, by extension, the AI accelerators
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
A shift is happening in the artificial intelligence (AI) computing space. Hyperscalers and AI companies are transitioning from training large language models to putting those models to work on real-world data to unlock the productivity gains that this technology promises.A lot ofmoney has been spenton data center infrastructure that's optimized to train models using large datasets. Inference, on t
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
On March 11,Nvidiaannounced that it would invest $2 billion inNebius Group(NBIS5.19%), a neocloud company that offers dedicated artificial intelligence (AI) data centers and software solutions to companies looking to run AI workloads in the cloud.Nebius stock has jumped by 57% since that investment was revealed. However, the good news for investors is that it isn't too late to buy shares of this f
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Artificial intelligence (AI) has dominated the attention of U.S. equity markets since 2023. However,quantum computingis emerging as a potential trend on Wall Street.Image source: Getty Images.In April,Nvidia(NVDA1.65%)expanded its quantum computing footprint with the launch of the Ising AI model family, designed to improve how quantum computers are calibrated and how they correct their errors. Bec
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Today's HighlightsUpstart Grows Fast, Spends Faster, and Margins Take a HitCan Vertical Video Save Disney's Streaming?Visa Flexes Its Moat and Earnings Power📌Top story -- scroll down for more updatesClosing Bell4:05 pmStocks are closing in on records for a second consecutive day, driven by AI chip enthusiasm and a sharp drop in oil prices tied to reports of a potential U.S.-Iran peace deal.Advance
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Amazon(AMZN2.89%)has developed quite the chip business. Its chip revenue increased 40% consecutively in the first quarter, and there was a triple-digit percentage increase in the run rate. As a stand-alone business, it's one of thethree largest data center chip companiesin the world.But on the first-quarter earnings call, CEO Andy Jassy reassured listeners that it maintains a strong relationship w
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Nvidia(NVDA1.65%)stock has been treading water over the last six months. Until today, that is. As of 12:23 p.m. ET, shares have jumped 4.4% today, providing nearly the entire gain the stock has realized over the past half year.Today's move came after news that the artificial intelligence (AI) leader is partnering with glass and optical companyCorningto build three new cutting-edge manufacturing pl
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Nvidia(NVDA1.70%)has been one of the undisputed winners of theartificial intelligence (AI)boom, and demand for these next-generation algorithms continues to ramp higher. Comments from big tech executives in recent months suggest the only thing slowing even more rapid adoption is supply constraints for crucial components used by data centers.The AI chipmaker just unveiled a massive new deal with gl
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Not much has gone wrong forNvidia(NVDA1.72%)over the past three years. The company's shares have soared thanks to its dominance in the market for artificial intelligence (AI) chips. However, there have been some headwinds for the tech leader. Last year, the U.S. government restricted exports of some of Nvidia's products to China, with the Chinese government also going after the company.These issue
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Nvidia(NVDA1.72%)is the largest company in the world right now, with a market capitalization of over $4.8 trillion. But we know it can go at least a little bit higher: In April, the company briefly topped $5.2 trillion in market cap.The company reports Q1 earnings on May 20, and analysts are expectinganother blowout quarter, with a consensus of $78.8 billionin revenue(up 78.6% year over year) and
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Microsoft(MSFT+0.14%)is investing significantly in its proprietary chip technology.*Stock prices used were the afternoon prices of May 3, 2026. The video was published on May 5, 2026.
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Shares ofNvidia(NVDA1.13%)spiked in March, rising 14.4%, according to data supplied byS&P Global Market Intelligence.While general market enthusiasm helped lift the stock, there were company-specific catalysts that sent theartificial intelligence (AI)specialist higher.Image source: Nvidia.Fingers in a lot of piesNvidia kicked off April with a bang.Alphabet(GOOGL2.07%)(GOOG1.83%)unveiled the latest
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
WhileNvidiagets most of the attention as Wall Street's AI kingpin because of its prolonged dominance in AI data center GPU chips, a competitor has been building something special.Broadcom(AVGO2.70%)has landed major chip deals with various major AI companies, includingAlphabet,Meta Platforms, Anthropic, and OpenAI.With these deals, Broadcom might actually be the betterAI stockto own. The best part?
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Nvidia's(NVDA1.13%)start to 2026 wasn't great, but it has been an absolute rocketship since the calendar flipped to April. Since then, Nvidia's stock is up 13%, but I think that's just the beginning.Nvidia has a lot going for it, and I think its rally could easily extend throughout the rest of the year. So, if you've missed out on Nvidia's recent run, don't worry, there's more where that came from
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Taiwan Semiconductor Manufacturing(TSM1.89%)has become a multibagger over the past three years, clocking impressive gains of almost 379% as of this writing.The foundry specialist's remarkable rally during this period has been fueled by the rapidly growing demand for artificial intelligence (AI) chips and advanced processors used across multiple applications. TSMC's factories produce advanced chips
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Investing in tech and artificial intelligence (AI) has been the hottest theme in the markets in the past few years. Recently, investors have specifically pivoted to memory and storage stocks, as demand for those types of products has been through the roof as a result of AI. And in doing so, shares of bothSandisk(SNDK1.80%)andMicron Technology(MU0.72%)have been taking off.Within the past 12 months,
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Can anything stopMicron(MU0.19%)stock's relentless rise?Shares of the popularcomputer memory-makerare up in each of the past three trading sessions, including a quick 10.4% climb through 10 a.m. ET Tuesday. Partly this is in response toterrific earnings newsfrom rivalSandisk(SNDK0.72%)-- but today's news is all about Micron.Image source: Getty Images.Micron's (literally) big newsMicron this mornin
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Nvidia(NVDA0.79%)supplies the world's best graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) development. Sales have been so strong that the company's valuation has ballooned from $360 billion to $4.8trillionsince the start of 2023, but there might be even more upside ahead.Nvidia is scheduled to release its operating results for it
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
2026-05-05
news.google.com
2026-05-05
The Motley Fool