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MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.

TSMC could pile even more pain on Big Tech companies, which are already stretching their finances to invest in AI.

The chipmaker sent shareholders a fortune in cash, yet the stock itself went nowhere fast. Here’s what owners actually got for their patience and what the trade-off really cost them.

After a monumental run, the chipmaker's stock asks you to weigh resurgent demand for its core products against the steep and uncertain costs of its transformation.

These five industry leaders are riding the AI and connectivity boom, making them compelling long-term stocks to consider adding to today.

The market is pricing a future where NVIDIA shares are either far higher or significantly lower, and if you own the stock, you already carry that full, two-sided uncertainty.

Wall Street sees SpaceX doubling from here while one prominent analyst calls it worth half the current price, and the gap between those two targets is wider than almost any large-cap stock on the market right now.

Wall Street keeps punishing Broadcom while its cash registers keep ringing, and one investor believes the gap between those two facts is the trade of the decade.

Hock Tan turned a struggling chip company into a trillion-dollar AI powerhouse through relentless acquisitions and brutal capital discipline. What that journey actually returned to patient investors since day one will make you rethink how long you hold a winning stock.

A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.

Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center of nearly every AI trend unfolding right now.

The Nasdaq-100 index is sinking as investors trim their exposure to the high-flying artificial intelligence trade.

What if the next $5 trillion tech company isn't Apple or Microsoft but the AI infrastructure powerhouse that supplies the entire industry?

Broadcom (AVGO) is back in focus after the U.S. International Trade Commission opened an investigation into Samsung memory products and several customers, including Broadcom, following a patent infringement complaint from Netlist. See our latest analysis for Broadcom. Broadcom’s share price has been choppy, with a 1-day share price return of 1.98% after recent regulatory headlines, a 30-day share price return that is down 8.07%, and a 90-day share price return that is down 5.97%. Its 1-year...

The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.

Broadcom (NASDAQ:AVGO) is one of the stocks Claude AI recently pulled the plug on. Claude’s total return was about 20% since its first purchase in March. The AI agent said it sold the stock because the math no longer worked. Its 12-month expected return on Broadcom had dropped to 5.9%, the 1-month outlook had turned […]

In the closing of the recent trading day, Broadcom Inc. (AVGO) stood at $378.16, denoting a +1.98% move from the preceding trading day.

U.S. crude futures closed higher at $83.23 a barrel, while international benchmark Brent settled at $89.22.

(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck

Meta Platforms' deployment of an in-house chip this September can supercharge Broadcom's growth.

Yahoo Finance Senior Business Reporter Ines Ferre joins Market Domination to break down the biggest market movers and key trends shaping trading as Wall Street heads into the closing bell.

Micron's AI-driven growth, margins and valuation are compared with TSMC as both semiconductor leaders capitalize on strong demand.

Nvidia just posted 85% revenue growth and raised its buyback to $80 billion, yet the stock sits 28% below its 52-week high and Wall Street is split on whether the AI trade has legs. Our proprietary model puts a hard number on where NVDA lands by year-end, and it will surprise bulls and bears alike.

The AI sell-off extended on Friday and affected stock markets around the world. Oil prices remained volatile amid the U.S.-Iran tensions. Chip stocks, in particular, took the largest hit after a poor week. There is skepticism that AI chip prices are too high and that demand for computer memory and processors would be unsustainable if […]

According to a CNBC report, Morgan Stanley analyst Joseph Moore said in a note on Monday the firm's preferred AI investments remain compute names.

While investors fixate on the volatile handset market, a different business inside Qualcomm is quietly accelerating and reshaping the company's future.

Micron, Texas Instruments, NVIDIA and Broadcom pair AI-driven growth with billions in free cash flow amid market volatility.

The hottest AI ETF of 2026 isn't focused on Nvidia. It targets the overlooked memory chips powering the entire AI revolution.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.