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Intel's stunning 176% run has the semiconductor sector buzzing, but with AMD trading at a jaw-dropping 123x earnings and a fresh dilution event on the table, figuring out where to hold and where to fold across chip stocks has never been more consequential.
Wall Street keeps punishing Qualcomm for its handset headaches while ignoring two growth engines quietly building toward a $40 billion target. The valuation gap between what the market prices in and what management just promised on Investor Day is where the real story lives.
NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.
Recent developments in the AI chip market highlight a significant shift towards advanced chip packaging technologies. According to BCC Research, this market is expected to grow substantially, from $38.6 billion in 2024 to $87.6 billion by 2030, driven by increasing demand for AI and high-performance computing applications. This growth is largely influenced by the need for improved data throughput, reduced latency, and greater interconnect density, surpassing what traditional packaging can...
The best AI stocks of 2026 are shifting. See which AI stocks to watch as money quietly rotates, and why this year's winners may not last.
The chip and software giant's reported profits more than doubled over the past year -- which happens to be how this gap closed both times before.
At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.
On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to the numbers coming out of Broadcom’s chip business, but it hints […]
As Broadcom has outperformed the SPX over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.
NVIDIA posted the largest data center quarter in history, yet one rival is growing AI revenue faster and quietly locking up the customers who matter most. The custom silicon war is already underway, and the scoreboard looks nothing like the headlines.
Ark Invest was a buyer of tech stocks that have hit fresh all-time highs in the last three months.
Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.
Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.
Taiwan Semiconductor and Broadcom are expecting strong growth.
AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.
Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers say about where MRVL goes from here.
Cathie Wood's firm added roughly $43M in AI chip stocks on Monday while continuing to pare its Deere position
The AI target looks more achievable every quarter -- and almost all of it rests on six buyers.
Chip designers have one distinct advantage.
Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.
AVGO expands VCF security with faster vDefend deployment, on-prem malware sandboxing and API protection as rivals intensify competition.
CBRS heads into Q2 earnings with 88% core revenue growth expected, AI inference momentum and OpenAI gains, but margin pressures remain.
Broadcom has major momentum heading into 2027.
A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it.
Every AI investor faces the same dilemma: pick the winner of the compute race or find the one company that gets paid no matter who wins. One stock quietly sits on the bill of materials for Google, Meta, OpenAI, and Anthropic all at once.
The shareholder-friendliness of these companies often floats under the radar.
Here is how Avnet (AVT) and Broadcom Inc. (AVGO) have performed compared to their sector so far this year.
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