Semiconductor News & Analysis Feed
267 articles
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Nvidia(NVDA4.39%)has been the "go-to" artificial intelligence (AI) stock since the start of this technology revolution. Why? Because the company offers the most powerful chips that fuel the most essential of AI operations, such as training models and guiding them through their work. Other chip designers -- market giants such asAdvanced Micro DevicesandIntel-- also are benefiting from the AI boom,
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Micron Technology(MU6.58%)is having a moment. The maker of memory chips just posted second-quarter fiscal 2026 revenue of $23.9 billion, up 196% year over year. Gross margins have scaled up past 70%, a figure that would have seemed absurd for a memory company just three years ago. The stock trades at a forward P/E below 10, while the semiconductor industry median is around 30.If you squint, it loo
2026-05-18
news.google.com
2026-05-18
The Motley Fool
__fail__
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Demand for memory chips has skyrocketed over the past year as big tech companies upped their spending on artificial intelligence (AI) data centers. That's been a huge boon for bothMicron Technology(MU6.58%)andSandisk(SNDK+1.97%), which have benefited from tremendous pricing power. Earnings at both companies have soared, as have their stock prices. Micron shares are up over 700% in the past 12 mont
2026-05-18
www.fool.com
2026-05-18
The Motley Fool
Since the artificial intelligence (AI) revolution began in late 2022, chipmakerNvidia(NVDA4.39%)has seen its shares soar more than 700% as it dominated the market for high-end AI processors.But AI has boosted more than just chipmaker stocks. It's even supercharged legacy manufacturers whose businesses once had little or nothing to do with computer components or software. And one such company just
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Retirees who want exposure to artificial intelligence (AI) often run into a basic conflict. The companies most closely associated with the theme tend to be volatile and expensive, and they pay little to no dividends. The goal of a retirement portfolio is roughly the opposite: stable cash flow, moderate drawdowns, and enough growth to keep up with inflation.The good news is that one of the largest
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Qualcomm's(QCOM+0.69%)management team is buying back stock.*Stock prices used were the afternoon prices of May 14, 2026. The video was published on May 16, 2026.
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Micron Technology(MU6.58%)has been going ballistic over the past couple of years. It's up 157% year to date and 693% over the past 12 months. So, is it too late to grab a slice of that yourself?In short, it doesn't look like it.Thanks for the memoriesMicronmakes memory hardware, namely random access memory (RAM) and dynamic random access memory (DRAM).Those components are required for computers to
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Nvidia(NVDA1.38%)isn't just a top artificial intelligence (AI) stock to own; it's also an investor in other AI companies itself. It doesn't have a very large investment portfolio, so when it decides to take a position in a company, investors had better pay attention. There's only one reason a company like Nvidia would invest in another: Nvidia believes the investment will result in a greater retur
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Last month,Nvidia(NVDA1.38%)unveiled a family ofopen-sourceartificial intelligence (AI) models designed to address calibration and error-correction challenges in quantum computing. Known asIsing, Nvidia's new toolkit helps make fragile qubits more usable by pairing them with the power of graphics processing units (GPUs).The question smart investors are asking is not whether quantum computing matte
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Bank of America's(BAC0.16%)top semiconductor analyst, Vivek Arya, recently raisedNvidia's(NVDA4.39%)price target from $300 to $320, implying roughly 42% upside from its closing price as of May 15. The bullish call is supported by Bank of America's increasingly optimistic view of the AI opportunity.The company has raised its estimate of the total addressable market for AIdata centersystems from $1.
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Nvidia(NVDA4.39%)is going to report arguably the most anticipated investor update of 2026.*Stock prices used were the afternoon prices of May 13, 2026. The video was published on May 15, 2026.
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
__fail__
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
The next earnings report forNvidia(NVDA4.39%)is days away. It will report its first-quarter 2027 financial results on May 20.Nvidia and analysts expect quarterly revenue of $78 billion. The chipmaker exceeded revenue expectations in all four quarters of its fiscal 2026, so a revenue beat is essentially priced in at this point. For investors planning to dig into Nvidia's earnings, there's a more im
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Nvidia(NVDA4.39%)has been the go-to stock for investors aiming to bet on the artificial intelligence (AI) revolution. This is because the company designs a product that's crucial for this boom to march on: the AI chip. Of course, many others design AI chips, but Nvidia's graphics processing units (GPUs) have consistently delivered the top performance -- and the company updates them annually to ens
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Nvidia(NVDA1.38%)has had a stellar run over the past few years, but those gains have been marked by significant volatility. Theartificial intelligence (AI)chipmaker has gained 1,440% since the start of 2023 (as of this writing), but has fallen 10% or more on at least five occasions. Furthermore, in early 2025, the stock plunged 37%, so it isn't for the faint of heart.Some investors have been avoid
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Tower Semiconductor(TSEM9.63%)was towering above many tech hardware stocks over the past few days. An encouraging quarterly earnings report, followed by several bullish analyst updates, sparked a lively rally in the chipmaker's equity. This drove the shares nearly 30% higher over the week, according to data compiled byS&P Global Market Intelligence.A quarter to rememberIn itsfirst quarter, Tower b
2026-05-16
news.google.com
2026-05-16
The Motley Fool
__fail__
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
It's getting hard to tell whereNvidia(NVDA1.33%)stock stops, andMicron(MU5.81%)stock starts.Over in China, bad news is emerging from the just-concluded Trump-Xi summit. Yesterday, it was reported the U.S. will permit Nvidia to sell H200artificial intelligence chipsto 10 Chinese companies.Today, the news is that no sales actually happened.Upon discovering this, investors sold off Nvidia stock by 3.
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Shares ofNvidia(NVDA1.38%)hit a fresh 52-week high of more than $236 on Thursday, capping a six-day winning streak and pushing the AI chipmaker'smarket capitalizationto about $5.7 trillion. That valuation is now larger than the entire estimated market value of silver, sitting around $5 trillion -- making Nvidia the world's second-largest asset, behind only gold's roughly $33 trillion.For some cont