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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.

This band is not a panic premium; it sits close to what the stock has actually delivered over the past year, and a holder carries every bit of that width.

Memory costs are already squeezing Apple hard enough that Tim Cook called it a once-in-a-century event, but the worst may still be ahead for iPhone buyers and Apple shareholders alike.

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

Most of what AMD sells now comes from data center, and management puts the gross margin on the accelerator ramp driving that growth just below average.

QUALCOMM (QCOM) shares are back in focus after the company issued fourth quarter 2026 revenue guidance of US$9.7b to US$10.5b, alongside third quarter results showing lower revenue and earnings per share than a year earlier. See our latest analysis for QUALCOMM. QUALCOMM's share price has been volatile around the latest earnings update and guidance, with a 7 day share price return of 6.99% but a 90 day share price return down 22.89%, while the 3 year total shareholder return of 51.80% points...

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it.

The memory shortage behind the run was laid out in Micron's own supply disclosures long before the price caught up.

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast.

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer relationships are stretching longer and becoming more predictable across more than […]

Qualcomm pivots to data center and automotive amid handset contraction.

Advanced Micro Devices just posted huge growth forecasts, but on its earnings call, analysts zeroed in on whether the company can actually build it all without the success eating its own margins.

Get paid a healthy income now for a chance to own the AI leader at a price well below today's, an income you keep whether the stock soars or sinks.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.

Here is a way to collect an attractive income stream on an AI chip powerhouse now, which you keep no matter what, while lining up a chance to buy the stock at a serious discount if it ever stumbles.

QUALCOMM’s updated fair value estimate has been cut from US$221.23 to US$196.27, trimming roughly 11% from the prior price target. This shift lines up with a research backdrop where bullish AI and data center expectations are being weighed against concerns around handset weakness and margin pressure. As you read on, you will see how these moving targets feed into the evolving QUALCOMM story and how to track the narrative from here. Analyst Price Targets don't always capture the full story...

A high-momentum chip stock with a real business engine just hit a speed bump, forcing investors to decide if the pullback is a pit stop or the end of the race.

The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.

Arm Holdings has already traded near $450 this year, then lost nearly a quarter of its value in a month. Now Wall Street analysts are split on whether the AI compute giant can claw back those highs or if the real trouble is just beginning.

The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.

The contracts that put a floor under its record margins also cap what rising memory prices can add.

The earnings multiple looks ordinary, but the sales multiple is where the real bet on margins sits.

Intel stock has dropped harder than the index in past shocks, and the spending it carries into the next one is rising rather than easing.

Qualcomm (NASDAQ:QCOM) signed a long-term deal on July 29 to supply chips for BMW’s future digital cockpit and advanced driver-assistance systems through the next decade. The agreement builds on a partnership that already put the Snapdragon Ride Pilot system into BMW’s iX3, and it arrives while investors are still deciding whether Qualcomm’s push beyond smartphones […]

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

Get paid a significant income stream now, which you keep no matter what, for the chance to buy a semiconductor leader at a steep discount if it ever gets there.

QRVO has surged 11.6% in a month as stronger margins and earnings fuel optimism amid smartphone market and pending deal uncertainties.