MarketPulse

AI chip demand

14 articles
The Motley FoolThe Motley Fool··Rich Smith

SanDisk Rebounds 8.5% as Analyst Signals Q4 Guidance Safety Amid Memory Price Surge

SanDisk stock surged 8.5% after analyst confirmed Q4 guidance safety despite NAND weakness, citing price strength offsetting volume concerns.
NVDAAMDSNDKanalyst upgradeAI chip demand
The Motley FoolThe Motley Fool··Anders Bylund

Wall Street's Calm Opening Gives Way to Afternoon Selloff Amid Geopolitical Tensions

Wall Street declined midday as Strait of Hormuz tensions drove oil up 3%, while Micron surged 6% on AI demand. Berkshire Hathaway's record $408.4B cash signals caution.
GSGSpAGSpCGSpDMU+5market volatilityoil prices
BenzingaBenzinga··Sweta Killa

Semiconductor Stocks Become Tech's 'North Star' as AI Chip Boom Reshapes Market

Semiconductor stocks now represent 41.9% of S&P 500 tech market cap and 47.1% of forward earnings, surging 27% monthly on AI chip demand.
NVDASNDKMUWDCSMH+1semiconductor stocksearnings growth
The Motley FoolThe Motley Fool··Adam Levy

ASML Rides AI Chip Boom to 36% Gain in 2026, Raises Full-Year Outlook

ASML surges 36% YTD on strong Q1 earnings and raised 2026 guidance to 16% growth, driven by major chipmaker orders for AI and memory equipment.
MUTSMINTCASMLcapital expenditurememory chips
The Motley FoolThe Motley Fool··Howard Smith

Nvidia Soars Past $5 Trillion as AI Chip Demand Reaches New Heights

Nvidia surges to $5 trillion valuation on robust AI chip demand, posting 4.3% gain with May 20 earnings expected to show triple-digit growth.
NVDAAMDINTCdata centersearnings growth
BenzingaBenzinga··Piero Cingari

Nasdaq 100 Hits Record High as Intel Surges 23% on AI Chip Demand

Nasdaq 100 reaches record highs as Intel surges 22.6% on earnings beat; semiconductor ETFs post 18th consecutive day of gains amid AI chip demand.
NVDAAMDMETAAMZNGOOG+14tech stocksAI chip demand
Investing.comInvesting.com··Ali Merchant

Intel's AI Bet Faces Margin Squeeze Despite 80% Rally and Google Partnership

Intel's 80% rally faces headwinds as Q1 revenue expected to fall 2.2% YoY amid production constraints. Rising memory costs threaten margins despite AI demand surge.
MUINTCPENGmemory costsAI chip demand
Investing.comInvesting.com··Thomas Hughes

GPU Shortage Drives Chip Prices Higher: Three Ways to Capitalize on AI Boom

GPU rental prices surge as HBM shortages persist through 2027, creating investment opportunities in memory makers like Micron, alternative GPU suppliers like AMD, and GPU-as-a-Service providers including CoreWeave and Applied Digital.
NVDAAMDMUCRWVAPLD+2AI infrastructureAI chip demand
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC's AI Dominance Drives Strong Case for $1,000 Investment Before Earnings

TSMC trades at 25x forward earnings with 35% YoY revenue growth and 72% foundry market share, ahead of April 16 earnings release.
NVDAAMDAAPLTSMAVGO+1semiconductor stocksearnings growth
BenzingaBenzinga··Bamboo Works

Foxconn's Phone Unit Swings to Profit as Memory Chip Costs Threaten Outlook

FIH Mobile returned to profitability with $52.73M net profit in 2025, but surging memory chip prices pose significant margin risks ahead.
FXCNYsupply chain disruptioncontract manufacturing
The Motley FoolThe Motley Fool··Joe Tenebruso

Marvell Technology Soars 18% on Blowout AI Earnings and Bullish Guidance

Marvell Technology shares surge 18% after reporting $2.2B in Q4 revenue with 22% YoY growth, driven by AI demand, with bullish Q1 2027 guidance of $2.4B revenue.
MRVLdata centerearnings growth
The Motley FoolThe Motley Fool··Adria Cimino

Nvidia Faces High Earnings Expectations as Prediction Markets Signal Strong Beat Probability

Prediction markets give Nvidia 95% odds of beating earnings expectations Wednesday, buoyed by four consecutive quarters of surpassing estimates and strong AI/data center demand.
NVDAAMDMSFTAMZNprediction marketsearnings beat
The Motley FoolThe Motley Fool··Bram Berkowitz

Market Participants Price in Nvidia Earnings Beat Ahead of Feb. 25 Report

Prediction markets assign 95% probability Nvidia beats earnings estimates on Feb. 25, but high expectations may already be priced in, creating asymmetrical risk for the stock.
NVDAstock volatilityprediction markets
The Motley FoolThe Motley Fool··Robert Izquierdo

Nvidia's February Earnings Offer Clarity Amid AI Sector Uncertainty

Nvidia reports Q4 earnings February 25 with $65B in guided sales amid AI sector scrutiny. Results expected to clarify AI spending trends and market sentiment.
NVDAINTCsemiconductor stocksNvidia earnings