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TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on ‌Tuesday said it has raised $43 million in early ‌funding to help companies build their own AI chips. The market for such AI ​chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips ‌talk to each ⁠other at high speed, and the only way to access that technology is to work with ⁠them to develop a custom chip.

China could take steps that would cripple Taiwan Semi.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock.

NVDA's expanding AI partnerships deepen its ecosystem across cloud, networking, autos and telecom as rivals intensify AI investments.

Wall Street looked set for a mixed open as investors digested a 23% plunge in IBM shares, another jump in oil prices and the start of the second-quarter earnings season. Dow Jones futures were down 281 points, or 0.5%, while S&P 500 futures were 0.1% lower. Nasdaq futures were pointing...

🔎 Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C): The banks will report second-quarter earnings today. Analysts expect them to post higher revenue and profit.

NVIDIA's, Microsoft, Micron, SanDisk and Marvell have been highlighted in this Investment Ideas article.

A number of stocks fell in the afternoon session after investors took profits following the chip sector's strong rally in the first half of the year as Middle East tensions escalated. SK Hynix shares fell over 5% in South Korea following its strong Nasdaq debut the previous week.

U.S. stocks fell as a sharp selloff in chip stocks rattled investor confidence in the artificial-intelligence trade.

MXL's operating momentum is improving, but a 411.7% year-to-date surge and premium valuation leave less room for execution missteps.

MXL's optics ramp and AI-linked demand strengthen its growth outlook, but uneven broadband trends and cash-flow pressure keep execution in focus.

Backed by historic corporate profits, insider buying, and bargain valuations, tech stocks are proving that the 2026 rally is built on rock-solid fundamentals, not hot air.

Chip stocks sold off on Monday despite an upbeat report from Taiwan Semiconductor Manufacturing. Arm and other stocks broke support.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...

Data from investment platform eToro showed that investors sought out memory chip makers and energy providers last quarter.

The average brokerage recommendation (ABR) for Marvell (MRVL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

After a historic run, the critical questions for NVIDIA are no longer about this quarter's numbers but where the next layers of growth will come from and if the company can actually execute on its breathtakingly complex roadmap.

Nvidia still dominates AI training, but a quiet shift in how hyperscalers spend their next trillion dollars is opening a lane for two chip designers most investors have barely considered.

Here is a way to collect an upfront income stream from one of the market's hottest stocks, which you keep no matter what, while lining up a chance to buy it at a serious discount if it ever pulls back.

US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...

↘️ SK Hynix (KR:000660, SKHY): The chipmaker’s Korean shares sank more than 15%, its biggest one-day drop on record, as investors cashed out after its ADRs’ Nasdaq debut on Friday sparked a price rally.

Wall Street's biggest banks are split on two AI chip stocks. Here's why they're backing Marvell Technology while remaining cautious on Intel.

The company's photonics business is gaining traction as Tower Semiconductor ships 5 million PICs to customers.

Marvell shares have surged 186% this year on a tidal wave of AI infrastructure spending, but the real question is whether the momentum behind custom silicon and hyperscaler deals can carry this stock to a price that would shock most analysts by 2027.

Broadcom and Marvell are both riding the custom AI chip boom, but one offers faster growth while the other may be the better value for long-term investors.

ASML's lithography machines are needed to manufacture advanced logic and memory chips for AI workflows.

Coca-Cola offers one of the best ways to participate in the stock market while generating reliable passive income.

Broadcom and Marvell both rode AI tailwinds to blockbuster quarters, but their cash flows, growth strategies, and risk profiles point in completely different directions. Before you put $10,000 into either ticker, understand which one is actually built to deliver on the hype.

While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that Wall Street models still can't keep pace with.