Semiconductor News & Analysis Feed
12153 articles
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Nvidia(NVDA+1.73%)is widely considered the most dominant "pick-and-shovel" maker in the artificial intelligence (AI) gold rush. Indeed, if you asked an AI chatbot, like Gemini or Claude, a question today, there's a good chance Nvidia's technology was doing most of the heavy lifting to provide you with an answer.The company makes super-fast brains for computers (called graphics processing units, or
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Even with all the chaos in the market this year so far, artificial intelligence (AI) stocks, both hardware and software, continue to surge to new highs.While there are great stocks on both sides of theAI industry, and even a few likeAlphabetthat operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.After all, it doesn't matter which AI program a c
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
The explosive growth of artificial intelligence (AI) is rewriting the rules for semiconductor demand, with memory and storage chips emerging as the next pillars deployed across data centers, model training, and real-time inference.Companies likeMicron Technology(MU+15.40%)andSanDisk(SNDK+16.40%)have delivered jaw-dropping financial results and stock gains as AI systems become increasingly memory-h
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Nvidia(NVDA+1.73%)stands at the center of the artificial intelligence (AI) revolution, and the company's upcoming earnings report on May 20 has investors buzzing. With the stock having delivered generational returns over the last few years, you might be wondering whether to add shares ahead of the print or wait for the results.The data we already have offers a compelling case for buying now -- not
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Evolving from its roots in industrial and electronics equipment,Nokia(NOK+3.81%)has long been a cornerstone of global connectivity. Once a dominant force in mobile handsets that defined an era of brick phones, the company has quietly reinvented itself as a leader in network infrastructure.Amid the explosive growth of artificial intelligence (AI), Nokia has forged a partnership withNvidia(NVDA+1.73
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Nvidia(NVDA+1.73%)has been one of the best-performing stocks in the market over the past three-and-a-half years. However, I wouldn't be surprised if it extends that run over the next three years. I'm so confident in its trajectory that I think it can outperformAlphabet(GOOG+0.41%)(GOOGL+0.66%)andAmazon(AMZN+0.55%)combined over that period. That would make it a no-brainer buy now.So, if you think y
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
These past few years have been major ones for stock splits. Some of the world's biggest companies have executed these operations after periods of explosive stock performance. The idea is to bring the price level back down to Earth, making the shares more accessible for investors -- and opening the door to another era of gains.From 2022 through last year, the following stock market giants have comp
2026-05-10
www.businesspost.ie
2026-05-10
Business Post
10:00Irish clinical trial firm bags funding from John Conroy’s Redesdale food fundAtlantia Clinical Trials, the Cork-headquartered company clinical research firm,...Laura Roddy
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Oil has been in the news since the start of the Iran war, but it's not the only natural resource facing disruptions. Qatar provides about a third of the global helium supply, and on Feb. 28, Iranian drone strikes hit QatarEnergy's Ras Laffan Industrial facility, one of only two in the world capable of producing semiconductor-grade helium.Although it appears the U.S. and Iran may be close to a peac
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Shares ofAdvanced Micro Devices(AMD0.61%)have rocketed more than 320% over the past year as investors have followed AMD's growth story in providing processors for agentic artificial intelligence (AI).The gains forNvidiaaren't anything to be embarrassed about; the stock has jumped 82% over the past 12 months, compared to theS&P 500's 32% gains.But the big disparity between AMD's and Nvidia's gains
2026-05-10
pulse2.com
2026-05-10
Pulse 2.0
Qualcomm Technologies has announced two new mobile platforms — the Snapdragon 6 Gen 5 and Snapdragon 4 Gen 5 — expanding its portfolio with next-generation capabilities designed for real-world smartphone experiences. Both platforms are set to power commercial devices from global OEMs, including Honor, OPPO, realme, and REDMI, in the second half of 2026.The centerpiece feature across both new platf
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Few companies have benefited more from the artificial intelligence megatrend thanNvidia(NVDA1.38%). The company has leveraged its market-leading GPU design capabilities to capture a massive share of the rapidly expanding AI compute market. It's built an entire ecosystem around its chips, ensuring it remains a key component of future data center buildouts.AndAmazon(AMZN+0.21%)is one of its largest
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Shares of chipmakerIntel(INTC0.55%)have been on a remarkable run. As of this writing, the stock has soared nearly 500% over the past year, with much of that gain piling up in the last several weeks alone. After the company posted its first-quarter results in late April and was reported to have reached a preliminary chip-manufacturing agreement withAppleearlier this month, the stock notched a fresh
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Over the past few years,Nvidia(NVDA1.38%)has gone from a mid-tier tech company to the world's most valuable public company, with a market cap of over $5.1 trillion as of May 7. It has the artificial intelligence (AI) boom to thank, but you could make the strong case that the AI boom wouldn't have happened without Nvidia.Nvidia isn't just stopping at its highly sought-after GPUs, either. Its CEO,Je
2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Nvidia(NVDA1.38%)has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-after on
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Shares ofTower Semiconductor(TSEM9.46%)rallied 26% in April, according to data fromS&P Global Market Intelligence.Tower Semiconductor is a "lagging edge," or specialty semiconductor manufacturing company, which means it doesn't produce the most leading-edge chips in the world. However, Tower still differentiates itself through intellectual property in important chip types and materials, such as si
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Shares ofMicron Technology(MU5.81%)have soared by 710% over the past 12 months as the company has benefited from the rising demand for memory processors used in artificial intelligence (AI) data centers. Even amid the surging share prices of many AI stocks, Micron's performance stands out among the crowd.Technology companies -- includingAlphabet,Amazon,Microsoft,Meta Platforms, and others -- are c
2026-05-09
www.tomshardware.com
2026-05-09
Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article6Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterWe took Nvidia's RTX Mega Geometry technology through a series of tests in Alan Wake 2 and the RTX Bonsai Diorama Demo to see how this tech reduces VRAM consumption and eliminates visual artifacts, thus helping pave the w
2026-05-09
247wallst.com
2026-05-09
24/7 Wall St.
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily?
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Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) and Intel an even more
2026-05-09
hothardware.com
2026-05-09
HotHardware
NVIDIA Confirms GeForce NOW Data Breach Affecting Regional Alliance Partner
by Paul Lilly — Saturday, May 09, 2026, 08:42 AM EDT
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Hackers have managed to infiltrate a regional GeForce NOW partner and make off with sensitive user information, including full names, email addresses, and other private data, NVIDIA confirmed. Fortunately, the data breach is limited to one specific region an