Why the iShares Semiconductor ETF (SOXX) Jumped 23% in May

The iShares Semiconductor ETF (SOXX) surged 23% in May driven by strong earnings reports, memory chip shortages expected through 2029, and growing demand for CPUs in AI inference. Top holdings Micron and AMD led gains, though a Broadcom earnings miss and concerns about Google diversifying away from custom chips caused a 6% pullback on Thursday.

06/04/2026, 2:20 PM • The Motley Fool

Arm Holdings Surged on Nvidia's New Chip Announcement. Is It Too Late to Buy ARM Stock?

Arm Holdings stock has surged over 250% in 2026, driven by Nvidia's announcement of a new AI chip for Windows PCs built on Arm's architecture. While Arm's business is thriving with strong growth in AI-optimized designs across multiple markets, the stock's valuation is extremely high at 337x earnings and 74x sales, making it risky to buy at current prices. Analysts recommend waiting for a pullback rather than chasing the explosive gains.

06/04/2026, 2:10 PM • The Motley Fool

Micron vs. Nvidia: Does the Memory Giant Deserve a "Magnificent Seven" Valuation?

Micron Technology has reached a $1 trillion market cap driven by surging demand for memory chips in AI applications, with projected $100 billion net income for 2027-2028. However, the article argues Micron lacks the competitive advantages and durable business moat of true 'Magnificent Seven' stocks like Nvidia and Amazon, and faces historical cyclicality risks in the semiconductor industry that could reverse current gains.

06/04/2026, 1:15 PM • The Motley Fool

DAZ 3D Launches Daz Studio 6, the Next Generation of Its Flagship 3D Creation Platform

Daz 3D announced the release of Daz Studio 6, featuring Victoria AI Chat integrated directly into the application, faster asset loading, improved content organization, and support for the latest NVIDIA GPUs. The update focuses on reducing workflow interruptions for 3D artists through enhanced tools for managing large content libraries, viewport performance improvements, and new rendering capabilities.

06/04/2026, 12:43 PM • GlobeNewswire

Nvidia Looks Like a Genius Buy With $1 Trillion in Data Center Capital Expenditures Coming in 2027

Nvidia is positioned as an excellent investment as AI hyperscalers are projected to spend $1 trillion on data center capital expenditures in 2027, up from $650 billion in 2026. The company will benefit from both increased total spending and higher prices for its new Vera Rubin processors. Alphabet has also confirmed significant capital expenditure expansion planned for 2027, with projections suggesting global data center spending could reach $3-4 trillion annually by 2030.

06/04/2026, 12:13 PM • The Motley Fool

SpaceX’s IPO Will Test How Investors Price Vision

SpaceX's upcoming IPO at a reported $1.75 trillion valuation presents a significant challenge for investors in pricing a company whose future potential far exceeds current financials. The article examines whether the valuation leaves adequate margin of safety given SpaceX's diverse business segments (launch services, Starlink, defense, AI infrastructure) and the difficulty of finding comparable companies, while cautioning that extraordinary companies can still be overvalued when investors pay heavily for future possibilities rather than current earnings.

06/04/2026, 10:33 AM • Investing

AI Employees Are Coming. 3 Stocks Wall Street Thinks Will Benefit Most

As AI agents become the next frontier in artificial intelligence, demand for CPUs is expected to surge alongside GPUs. Three semiconductor companies are positioned to benefit: AMD is the strongest pick with impressive revenue growth and market share gains; Intel faces headwinds despite potential upside; and Nvidia maintains its dominance while expanding into the CPU market.

06/04/2026, 8:30 AM • The Motley Fool

After Dell, TSMC CEO Issues Stark Warning On AI Capacity Constraints For 'Very Long Time,' Hints At Potential Price Hike— 'We Still Need To...'

TSMC CEO C.C. Wei warned of significant AI capacity constraints lasting a 'very long time' and signaled openness to raising prices for advanced chips. The company is considering a 15% price increase for 3nm chips in H2 2026 and potentially another 10% in 2027. Despite rising costs, customers remain positive about AI's future, though fully satisfying U.S. domestic production demands will take considerable time.

06/04/2026, 5:38 AM • Benzinga

These 6%+ Dividends Surged 20%+ This Year and It’s Just the Start

Two tech-focused closed-end funds (BTX and BST) offer attractive combinations of high dividends (6.1-6.8%), significant price gains (20%+), and wide discounts to net asset value. Despite strong performance this year, both funds trade at discounts well below their historical averages, suggesting further upside potential as market conditions normalize. Both funds are expected to increase payouts given strong NAV gains outpacing current dividend yields.

06/04/2026, 5:19 AM • Investing

3 Artificial Intelligence (AI) Stocks That Could Make You a Millionaire

The article highlights three AI stocks with millionaire-making potential: Nvidia, the undisputed leader in AI processors with 85% revenue growth and 139% net income growth despite its $5 trillion market cap; Alphabet, which has successfully integrated AI into its Google Search and Cloud businesses with 19% ad revenue growth and 63% Google Cloud revenue growth; and SoundHound AI, an emerging AI voice chat specialist that recently launched its OASYS platform for autonomous AI agents, though it remains unprofitable.

06/04/2026, 5:06 AM • The Motley Fool

SpaceX IPO Effect? Space ETFs Surpass $5 Billion In Assets For The First Time Ever

Space-focused ETFs have surpassed $5 billion in total assets under management for the first time, with assets doubling since the start of the year and surging over 900% year-over-year. The Tema Space Innovators ETF (NASA) has grown to $2.6 billion in assets since its March launch, with a 50% price surge. SpaceX is preparing for its IPO with plans to sell over 555 million shares at $135 per share, with the ETF offering retail investors exposure to the company at a 7.5% fund weight.

06/04/2026, 4:45 AM • Benzinga

YY Group (YYGH) Stock Jumps After Hours: Why Is It Moving?

YY Group Holding Limited (NASDAQ:YYGH) shares surged 33.29% to $0.20 in after-hours trading following the announcement of new AI and robotics initiatives. The Singapore-based workforce management company unveiled a humanoid robotics training lab in Singapore using NVIDIA technology, alongside its existing facility in Malaysia. The company plans pilot deployments at a shopping mall and luxury hotel to gather operational data. Despite the after-hours jump, the stock has declined 99.8% over the past 12 months and carries negative technical trends.

06/04/2026, 2:40 AM • Benzinga

Why Intel Stock Rallied Today

Intel shares rose 4.29% after the chipmaker unveiled new AI-focused computing infrastructure featuring Xeon 6+ processors designed for AI inference and agentic workloads. As AI inference demand grows, Intel's CPUs are gaining prominence in data centers, positioning the company to compete with Nvidia in the lucrative AI market.

06/03/2026, 10:35 PM • The Motley Fool

The SpaceX IPO Could Blow Up This Mega-Popular Investing Strategy

SpaceX is set to join the S&P 500 and Nasdaq-100 indexes shortly after its IPO at a $2 trillion valuation, despite not meeting traditional inclusion criteria such as GAAP profitability and adequate public float. The company's inclusion breaks long-standing index standards and could set a dangerous precedent for future IPOs, potentially forcing index funds to buy overvalued stock and diluting the quality that has made these indexes successful.

06/03/2026, 10:30 PM • The Motley Fool

Why Super Micro Computer Stock Jumped 68% in May

Super Micro Computer's stock surged 68% in May following strong quarterly results with net sales of $10.2 billion (up from $4.6 billion year-over-year) and improving gross margins. However, the analyst recommends avoiding the stock despite rapid growth due to short-seller allegations of circular revenue deals and export ban violations, weak cash conversion from inventory/receivables buildup, and heavy dependence on AI infrastructure spending that could collapse if demand slows.

06/03/2026, 9:05 PM • The Motley Fool