TSMC's growth relative to its valuation is difficult to match.
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TSMC's growth relative to its valuation is difficult to match.
AVGO, TSM and NVDA combine AI-driven growth with dividend payouts, giving income-focused investors exposure to the booming tech trade.
Broadcom (NasdaqGS:AVGO) is reported to be facing an $18b financing roadblock tied to its custom AI chip deal with OpenAI. The issue raises questions around one of Broadcom's flagship AI partnerships and the funding structure behind large custom silicon orders. This development is material for investors tracking Broadcom's position in the AI infrastructure supply chain and its exposure to a key customer relationship. Broadcom has become a central supplier in the AI infrastructure stack,...
Synaptics (SYNA) delivered earnings and revenue surprises of +8.35% and +1.41%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
While these three dividend-paying tech stocks aren't high-yield, the bullish EPS outlooks paired with rock-solid growth outlooks can't be overlooked by income-focused investors looking to obtain some AI exposure.
Stocks (^GSPC, ^DJI, ^IXIC) are taking a breather after notching record highs yesterday, while the 30-year Treasury yield (^TYX) edges closer to 5%. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the key market moves investors should be watching.
OpenAI cannot close $18 billion for its Broadcom chip deal, fueling fresh concerns about AI capex sustainability.
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
Investing.com -- Broadcom (NASDAQ:AVGO) shares fell 4% Thursday afternoon following a report that its AI chip deal with OpenAI has encountered an $18 billion financing obstacle.
Marvell Technology's AI-driven data center growth and NVIDIA tie-up are fueling gains, but rich valuation and competition may limit upside for MRVL.
FTNT posts Q1 beats on earnings and revenues, fueled by strong enterprise demand and growth across AI security, SASE and OT markets.
On a recent Prof G Markets segment titled How China Wins The AI War, NVIDIA (NASDAQ: NVDA) CEO Jensen Huang delivered a blunt assessment of the competitive threat from China’s Huawei. “The day that Deepseek comes out on Huawei first, that is a horrible outcome for our nation,” he said, adding that, “AI models around ... Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage
SABR rises 22% in pre-market after Q1 earnings beat estimates, fueled by stronger air bookings, higher rates and robust EBITDA growth.
Buying a stock is easy, but buying the right stock without a good strategy is incredibly hard. Here are five top-performing stocks to buy now or put on a watchlist.
NVDA rises near its 52-week high as booming AI demand, strong Data Center growth and a lower P/E multiple fuel investor optimism.
The first wave of the AI boom rewarded the most obvious names. The next wave spreads wealth across the entire infrastructure stack: foundries, custom silicon, networking fabric, and enterprise deployment tools. Hyperscaler CapEx is climbing, agentic AI drives inference loads that dwarf training, and every gigawatt of new compute pulls dollars through a long supply ... The Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM) just delivered its fourth consecutive earnings beat, confirmed a hyperscaler custom silicon program, and authorized a fresh $20 billion buyback. The market is ... Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close
AMD surged to a record high after Q1 revenue jumped 38%, free cash flow hit a quarterly record, and Q2 guidance topped estimates.
Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.
Crypto market down 0.59% as money rotated into equities after the S&P's all-time high, with Bitcoin rejected on a bearish divergence.
Celestica Inc. (NYSE:CLS) is one of the best growth stocks to invest in for the next 2 years. On April 29, Celestica announced that its DS6000-series 1.6TbE switches are now available for order, marking a transition from development to market-ready status. These switches are designed to serve as the high-speed backbone for GenAI and ML […]
Investors applauded AMD's strong Q1 report yesterday evening, with shares spiking over 20% in Wednesday morning's trading session to a new all-time high of $430.
Most dividend ETFs make you pick a lane. You can chase yield with funds packed full of utilities, telecoms, and tobacco names that throw off cash but barely grow, or you can buy dividend growth funds that pay you almost nothing today on the promise of bigger checks a decade out. JPMorgan Dividend Leaders ETF ... This New Dividend Fund Is Chasing Yield And Growth At The Same Time
The iPhone maker is reportedly in talks with Intel to manufacture its processors.
AMD’s earnings beat highlighted a deeper shift inside AI infrastructure. The company’s growing role in inference computing may matter more than investors currently appreciate.