Semiconductor News & Analysis Feed
267 articles
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Easy come, easy go.Shares of AI superstarNvidia(NVDA1.38%)stock toucheda new all-time highon Thursday after reports from the Trump-Xi summit in China confirmed the U.S. will permit Nvidia to sell H200artificial intelligence chipsto as many as 10 Chinese companies.Nownewreports are filtering out -- and according to these, despite receivingpermissionto sell, no actual sales of H200 chips were made.
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Given that it's already the world's largest company, it's natural to wonder how much largerNvidia(NVDA+4.39%)can get. I think the answer is fairly simple: much larger. Though hyperscalers have already set new records year after year with how much they are devoting to capital expenditures, the future still looks like it will bring even higher spending, which bodes well for a company that is supplyi
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Micron Technology(MU3.17%)is one of the world's leading suppliers of memory hardware for computers, smartphones, and data centers. The company is experiencing more demand than it can possibly supply for its data center high-bandwidth memory (HBM), which is a crucial component for running artificial intelligence (AI) workloads.As a result, Micron's revenue and earnings are growing at a lightning-fa
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The semiconductor industry is the beating heart of the artificial intelligence (AI) boom, because developing this revolutionary technology wouldn't be possible without specialized data center chips and networking components. Demand is heavily outstripping supply for this hardware, which is benefiting suppliers likeAdvanced Micro Devices(AMD+1.21%)andBroadcom(AVGO+5.52%).Since the AI boom started g
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
After the market closes on May 20, the artificial intelligence chip giantNvidia(NVDA1.38%)will report its fiscal 2027 first-quarter results.The report will be followed by a conference call between Nvidia's management team, led by CEO Jensen Huang, and Wall Street analysts to further discuss the quarter, market conditions, and the chipmaker's future.Based on Nvidia's track record of beating earning
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The artificial intelligence (AI) infrastructure build-out remains one of the biggest growth drivers the stock market has ever seen. However, the AI market is shifting in a way that could lead to new leaders emerging. The first phase of AI was all about training foundational large language models (LLMs), while the importance ofinferenceand AI agents is dominating the second phase.Nvidia(NVDA1.38%)w
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The market was pretty down onNvidia(NVDA+4.39%)earlier this year, and it dipped back below the $5 trillion market-cap threshold. Smart investors saw the opportunity in March, and Nvidia is back to hitting new highs.It's up 18% year to date, trouncing theS&P 500, and it has a record $5.36 trillion value. Is it too late to buy?Why everything is about NvidiaNvidia was hardly a household name over its
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
On Thursday,Cerebras Systems(CBRS+5.87%)soared 68.2% in its debut on the Nasdaq stock exchange. The artificial intelligence (AI) chipmaker'sinitial public offeringwas the largest IPO in 2026 so far. That title, however, may be lost if Elon Musk's SpaceX goes public this year, as widely expected.Here's what investors should know.Cerebras' wafer-scale AI chip. Image source: Cerebras Systems.Cerebras
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
There are 10 publicly listed U.S. companies worth $1 trillion or more, but onlyNvidia,Alphabet, andAppleare currently in the ultra-exclusive $4 trillion club.Microsoftwas also a member late last year, but its stock has since plummeted.I thinkAmazon(AMZN+0.21%)could be the next company to cross the $4 trillion mark. Its cloud computing business continues to deliver accelerating revenue growth thank
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Micron's(MU5.81%)positioning in the AI build-out and recent results have put it on course for a benchmark that would have been inconceivable last year. The maker of memorychipshas a real shot at surpassing a $1 trillion market cap this year.A 150% year-to-date rally has helped, but the stock's gains are fueled by fundamentals, not hype. Micron can reach $1 trillion this year, and it has plenty of
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
WhenNvidia(NVDA1.38%)hands you a five-year,$3.4 billion cloud infrastructure contractand simultaneously agrees to a warrant to buy $2.1 billion worth of your stock, the instinct is to call it a turning point.ForIren(IREN4.68%), the Australian-born neocloud operator that pivoted fromBitcoinmining into artificial intelligence (AI) infrastructure management, the announcements delivered last week are
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
When it comes to investing in the AI (artificial intelligence) build-out from the chip side, two names stand out right now as particularly interesting investment ideas: AI chip designerBroadcom(AVGO1.09%)and contract chipmakerTaiwan Semiconductor(TSM2.10%). Broadcom designs the custom silicon and networking chips that hyperscalers likeAlphabet,Meta Platforms, and Anthropic depend on for their grow
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Shares ofNvidia(NVDA1.38%)were sharply higher on Thursday, climbing as much as 4.7% to a new all-time high. As of 2:12 p.m. ET, the stock was still up 3.8%.There was a tidal wave of positive news that sent theartificial intelligence (AI)chipmaker higher, all of which bodes well for Nvidia's future.Image source: The Motley Fool.Let the chips fall where they mayPresident Donald Trump traveled to Bei
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
TheDow Jones Industrial Average(^DJI+0.66%)just crossed 50,000 for the first time ever, and honestly, it feels like the market has been building toward this moment all week.As of 12:17 p.m. ET Thursday, all three major indexes are up by very similar percentages. TheNasdaq-100has increased by 1%, theS&P 500(^GSPC+0.61%)is also up 1%, and the Dow is a rounding error away from 1% at a 0.94% gain.The
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Artificial intelligence(AI) demand has shown little sign of slowing despite rising concerns around the sustainability of massive AI infrastructure spending.Image source: Getty ImagesMicron Technologyhas been one of the biggest beneficiaries of this trend. Shares of this memory player have soared by more than 810% in the past year. The company's revenue was up 196% year over year to $23.9 billion,
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Nvidia(NVDA+4.36%)is heading into earnings with enormous AI momentum, a massive revenue guide, and investor expectations that may be harder to beat than the numbers themselves. The bull case still looks strong, but China pressure, Data Center demand, and management's outlook could decide whether the stock keeps climbing or finally hits resistance.Stock prices used were the market prices of May 8,
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
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2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Alphabet(GOOGL1.24%)(GOOG1.18%)andMicron Technology(MU0.99%)have both rocketed to the top of investors' attention, benefiting from their leads in their respective artificial intelligence (AI) markets.Alphabet stockhas surged by more than 150% over the past year as the company's cloud sales rose and its Google Gemini AI model continued to gain traction. Meanwhile,Micron stockrocketed by more than 8