The Motley Fool
18 Jun 2026, 08:22 UTC · 2h ago
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4 claims · each scored for market impact
Micron Technology's management guidance suggests revenue more than tripled and earnings soared tenfold for its fiscal 2026 third quarter. — Extreme growth in both top and bottom lines for a major AI hardware supplier is a powerful bullish signal for the semiconductor sector.
+0.80Demand for Nvidia's GPUs continues to exceed supply for AI training and inference workloads. — Persistent supply deficits for the industry-standard AI chip indicate continued pricing power and revenue growth potential.
+0.60Intel is seeing significant demand for its data center CPUs and a revival in its foundry business due to the global semiconductor shortage. — Diversification of AI workloads toward CPUs and the recovery of the foundry segment reduce reliance on GPUs and improve Intel's competitive position.
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The iShares Semiconductor ETF (SOXX) has returned 108% in 2026, significantly outperforming the S&P 500's 10% gain. — While reflective of past performance, the magnitude of the gap confirms a massive capital rotation into AI-focused semiconductor assets.
+0.30Which stocks this story touches
Explosive demand for HBM and guidance suggesting revenue tripled and earnings soared tenfold.
Identified as a major contributor to the ETF's staggering 108% return.
Strong demand for data center CPUs and a revival of the foundry business.
Demand continues to exceed supply for GPUs and the stock is noted to have more room for upside.
[mutual] Both companies are leading designers of chips and components for the AI market.
[mutual] Both companies provide GPUs and AI chips for data center workloads.
[mutual] Intel's CPUs compete with Nvidia's GPUs for certain AI workloads.
[mutual] Both companies are leading suppliers of AI chips and components in the semiconductor industry.
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