Edge AI Semiconductor Market Size to Hit USD 151.30 Billion by 2035 | Research by SNS Insider

The global Edge AI Semiconductor Market was valued at $25.36 billion in 2025 and is projected to reach $151.30 billion by 2035, growing at a CAGR of 19.57%. Growth is driven by rising adoption of edge AI computing across consumer electronics, automotive, industrial IoT, and healthcare sectors. North America leads with 39% market share, while Asia Pacific is expected to experience the highest growth rate.

07/10/2026, 3:30 AM • GlobeNewswire

Why Arm Holdings Stock Soared 224.4% Through The First Half Of 2026

Arm Holdings stock surged 224.4% in the first half of 2026, driven by investor anticipation of its expansion into AI infrastructure and its new AGI CPU chip. The company projects revenue could grow 5x from $4.92 billion in 2026 to $25 billion by 2031. However, analysts caution the stock appears overvalued at current prices, with a projected P/E ratio of 36 in 2031 based on management guidance.

07/09/2026, 9:12 PM • The Motley Fool

3 European Stocks to Carry Investors Through the Back Half of 2026

European stocks are nearly at parity with U.S. stocks, with the Euro Stoxx 50 index up 8.2% year-to-date as of June 30, 2026. The article recommends three European stocks poised to outperform: ArcelorMittal (steel producer), ARM Holdings (semiconductor IP company), and Novartis (biopharma company). While European stock gains have been driven by currency dynamics and valuation re-rating rather than fundamental performance, these three companies offer strong earnings growth prospects for the remainder of 2026.

07/01/2026, 1:37 PM • Investing

3 Artificial Intelligence (AI) Stocks I'd Buy Now and Never Sell

The article recommends three AI stocks for long-term investment: Arm Holdings for its energy-efficient chip architecture dominating data centers, IREN for its data center capacity expansion with major contracts from Microsoft and Nvidia, and Nvidia for its leadership in AI hardware and diversified revenue streams. With Morgan Stanley projecting $3 trillion in global data center construction costs through 2028, these companies are positioned to benefit from sustained AI infrastructure growth.

06/28/2026, 12:05 AM • The Motley Fool

Great News for Micron Stock Investors!

Micron Technology reported revenue and profits that beat expectations, delivering one of the best quarters of performance in recent years. The strong results also have positive implications for related semiconductor companies including Intel, AMD, Arm, and Qualcomm.

06/26/2026, 8:21 PM • The Motley Fool

Nasdaq Selloff Shows AI Leadership Is Turning Into Market Drag

The Nasdaq is experiencing its fourth consecutive losing session as AI-related stocks face pressure from multiple headwinds: OpenAI's delayed IPO to 2027, surging memory chip costs forcing price increases across the hardware industry, and concerns about the sustainability of AI infrastructure spending. While memory chip makers benefit from tight supply, device manufacturers like Apple are forced to raise prices, signaling margin compression across the tech ecosystem. The Dow, meanwhile, reaches record highs on strength in non-AI sectors like industrials and healthcare, highlighting a significant rotation away from crowded growth stocks.

06/26/2026, 2:03 PM • Investing

OpenAI IPO Delay Risk Exposes Fragility in the AI Trade

U.S. markets declined as AI jitters returned following reports that OpenAI may delay its IPO until 2027. Technology stocks fell amid growing concerns about whether massive capital spending on AI infrastructure will generate sufficient returns. Chip makers and memory stocks were particularly pressured, while oil prices fell nearly 10% for the week on improving supply conditions.

06/26/2026, 9:27 AM • Investing

Seven Boson Group Launches Sovereign AI Decision Intelligence Service for the AGI Era

Seven Boson Group Ltd. announced the launch of its Sovereign AI Decision Intelligence software, enabling nations to develop and govern frontier AI independently. The launch follows the EU's Tech Sovereignty Package mandate in June 2026. The company is establishing AI World Model Labs in San Francisco, Chennai, Singapore, and Malaysia, targeting a $20 trillion global market with deployments across 20 nations by 2030.

06/24/2026, 6:00 AM • GlobeNewswire

Wall Street Tuesday: Dow Green, Nasdaq Bleeding, SpaceX Wild

The Nasdaq fell sharply on Tuesday due to a semiconductor sector selloff triggered by South Korean regulators warning about leveraged ETFs. Micron Technology plummeted 11%, while ARM Holdings, Marvell Technology, and Texas Instruments dropped roughly 9%. SpaceX reversed early losses to gain 8% after announcing its new Starfall cargo delivery service. IBM gained 4.8% on analyst upgrades and an OpenAI partnership. The Dow Jones rose for the third consecutive day relative to other major indexes.

06/23/2026, 2:13 PM • The Motley Fool

Better AI Semiconductor Stock: Arm vs. Intel

Arm Holdings and Intel are competing in the AI semiconductor space with different strategies. Arm is benefiting from AI growth, efficiency improvements, and licensing expansion across multiple platforms, while Intel is pursuing a strategic comeback through data center expansion and foundry services. The article analyzes key catalysts and market prospects for both companies.

06/21/2026, 10:30 AM • The Motley Fool

SRAM and ROM Design IP Market Size to Hit USD 784.47 Million by 2035 | Research by SNS Insider

The global SRAM and ROM Design IP market, valued at $644.97 million in 2025, is expected to grow to $784.47 million by 2035 at a CAGR of 1.98%. Growth is driven by rising demand for AI, chiplet-based architectures, and advanced semiconductor memory solutions. Embedded Flash/NVM dominates with 54% market share, while MRAM is the fastest-growing segment at 9.20% CAGR. Asia-Pacific leads regionally with 40.5% of global revenue.

06/19/2026, 3:30 AM • GlobeNewswire

Advanced Micro Devices vs. Arm Holdings: Which AI CPU Stock Is the Better Buy?

AMD and Arm Holdings are both positioned to benefit from growing AI CPU demand, particularly in inference and agentic AI workloads. AMD's EPYC CPUs are already seeing strong adoption with 57% data center revenue growth and expectations for 70%+ year-over-year server CPU growth. Arm is expanding beyond licensing into finished chips with its AGI CPU, backed by over $2 billion in customer demand. However, both stocks trade at premium valuations (AMD at 75x and Arm at 179x forward earnings). AMD appears more attractive for near-term revenue visibility, while Arm offers longer-term platform potential with higher execution risk.

06/18/2026, 9:15 AM • The Motley Fool

Goldman Sachs Predicts AI Infrastructure Spending Could Hit More Than $1 Trillion in 2027. 3 AI Stocks to Buy.

Goldman Sachs projects AI infrastructure spending could reach $920 billion to $1.4 trillion in 2027, up from over $700 billion in 2026. The article recommends three stocks positioned to benefit: Nvidia for its dominance in AI chip training, AMD for its strength in inference and agentic AI, and Micron for its critical role in high-bandwidth memory supply.

06/14/2026, 9:30 AM • The Motley Fool

S&P 500 Rebound Looks Fragile as Chip Strength Masks Thin Breadth

U.S. equities rebounded Thursday driven by semiconductor strength, with Intel, Applied Materials, and Arm Holdings surging on AI chip demand. However, gains were narrow and fragile, masked by weak breadth as small-caps declined and Oracle tumbled on disappointing cloud revenue guidance. Hot inflation data (4.2% CPI, 6.5% PPI) reinforced expectations for Fed rate hikes, keeping the Russell 2000 under pressure and limiting broader market participation.

06/11/2026, 1:36 PM • Investing

NetBox Labs Announces Infrastructure Intelligence Platform With New Capabilities Spanning Entire Network and Infrastructure Lifecycle

NetBox Labs launched its infrastructure intelligence platform featuring new capabilities for modeling, visibility, AI-accelerated automation, and governance of network infrastructure. The announcement coincides with the 10th anniversary of open-source NetBox, which has achieved 20,000+ GitHub stars and is trusted by over 10,000 organizations. The company has raised $55 million and will host its inaugural NetBox Evolve conference in October 2026.

06/11/2026, 6:00 AM • GlobeNewswire