Semiconductor News & Analysis Feed
269 articles
2026-05-14
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2026-05-14
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2026-05-14
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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
2026-05-14
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2026-05-14
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When a stock is surging in value, it can be both frustrating and enticing. On the one hand, you want to buy into the rally, but on the other, you're worried it's priced too high and you might end up buying at the peak.Investors consideringMicron Technology(MU5.81%)stock may have that dilemma right now. In just the past year, the stock has shot up more than 700%. Many investors would be happy with
2026-05-14
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2026-05-14
The Motley Fool
Nvidia(NVDA+2.33%)will report earnings after the market closes on May 20. On average, the Wall Street analysts covering the company expect it to have pulled in a cool $78.8 billion in sales in its fiscal 2027 first quarter -- up 77% from the same period last year.I think we're so deep into the artificial intelligence boom that it's easy to forget how incredible this is. The largest company on Eart
2026-05-14
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2026-05-14
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2026-05-14
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2026-05-14
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When it comes to the artificial intelligence (AI) boom,Nvidia(NVDA+2.33%)is the stock by which all others are measured. The company supplies the semiconductors that enabled the recent advances in AI, and it has been one of the undeniable beneficiaries of the AI revolution. Despite concerns about growing competition, uncertainty about future AI adoption, and economic and geopolitical uncertainty, N
2026-05-14
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2026-05-14
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Memory chip stocks have been scorching hot in recent months, driven by a massive shortage amid AI demand.Two of the biggest winners have beenMicron(MU+4.72%)andSandisk(SNDK0.56%). Micron is one of the three large, diversified memory companies, along with the Korean giantsSamsungandSK Hynix, while Sandisk was spun off fromWestern Digitallast year and specializes in NAND flash memory.As you can see
2026-05-14
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2026-05-14
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Nvidia(NVDA+2.33%)is set to report its fiscal first-quarter 2027 results after the market closes on May 20. Heading into the report, shares sit near record highs, up about 21% year to date as of this writing. The AI chipmaker has also guided for fiscal first-quarter revenue of about $78 billion -- a forecast that implies approximately 75% year-over-year growth.So why am I not buying ahead of what
2026-05-14
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2026-05-14
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These catalysts could create momentum forQualcomm(QCOM+1.07%)stock.*Stock prices used were the afternoon prices of May 11, 2026. The video was published on May 13, 2026.
2026-05-14
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2026-05-14
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Micron(MU5.81%)has recently ripped off the type of rally that few stocks will ever replicate. Since dipping to a three-month low around April 1, the stock has gained a jaw-dropping 116% in just a month and a half. After a quick return like that, investors are likely wondering if it's worth hanging around for more, if they should take their quick double and run to the bank, or if they should add to
2026-05-14
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2026-05-14
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Valens Semiconductor(VLN7.54%)stock surged on Wednesdayfollowingtherelease of the company'sfirst-quarter results.The company's share price ended the day up 9.3% and had been up as much as 13.7% earlier in trading.Valens published its Q1 results before the market opened today, reporting sales and earningsfor the periodthat topped Wall Street's expectations. The company also issued promising guidanc
2026-05-14
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2026-05-14
The Motley Fool
In the chip manufacturing world, there are two primary types of chips made: memory and logic chips. Each serves a different purpose in a computer, and each is important.In the logic chip world, there is no bigger manufacturer thanTaiwan Semiconductor(TSM2.10%). In the memory world, it's a bit more spread out, andMicron(MU5.81%)is among the largest producers. However, many investors are intrigued b
2026-05-14
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2026-05-14
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Nvidia's(NVDA1.38%)upcoming quarterly report might be the most hotly anticipated update of the earnings season. The graphics processing unit (GPU) leader sits at the epicenter of the artificial intelligence (AI) revolution, and it has been reliable for high growth and earnings beats.The stock has already been rising recently as other AI companies have reported outstanding results.Here's what to ex
2026-05-14
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2026-05-14
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Shares ofTower Semiconductor(TSEM9.63%)spiked on Wednesday after the Israel-based provider of specialty foundry services issued an upbeat growth forecast.Image source: Getty Images.Broad-based gainsTower's revenue rose 15% year over year to $414 million in the first quarter.The tech developer serves a range of steadily expanding end markets, including the industrial, automotive, mobile, medical, a
2026-05-13
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2026-05-13
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ASML(ASML2.87%)serves an essential role in the artificial intelligence (AI) supply chain. It leads in the critical equipment used to make chips, and it's seeing solid revenue growth as investment floods into AI data centers.Even though the stock has more than doubled over the past year, Wall Street still appears to be underestimating demand for this company's most advanced chipmaking machines.Imag
2026-05-13
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2026-05-13
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2026-05-13
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Few stocks are as exciting asMicron Technology(MU3.75%)right now. With shares reaching all-time highs and trading up 787% over the past year, the debate over the memory company's valuation is dividing analysts. Bulls and bears are coming to very different conclusions.So is Micron too expensive, or is there still more room to run?Image source: The Motley Fool.Micron does have some metrics that coul
2026-05-13
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2026-05-13
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Surging demand for semiconductors has sentAdvanced Micro Devices(AMD2.27%)to fresh highs in May. The stock is currently up 115% year to date, leaving other topartificial intelligence (AI) stocksin the dust, includingPalantir(down 24%),Nvidia(up 18%), andAlphabet(up 25%).AMD recently reported strong first-quarter earnings results, fueling the stock's breakout run. Here's what's driving AMD's stunni