NVIDIA's fiscal 2026 free cash flow hits $96.6B as AI demand surges. Will increasing AI inference spending and 75% gross margins push it even higher?
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NVIDIA's fiscal 2026 free cash flow hits $96.6B as AI demand surges. Will increasing AI inference spending and 75% gross margins push it even higher?
MU hits a 52-week high as AI/HPC memory demand surges. Strong quarterly results and a low P/E keep bulls buying.
May is full of excellent AI investing opportunities.
Celestica rides the AI data center boom, boosting guidance as earnings and revenue are set to more than double by 2027 amid surging hyperscaler demand.
In the closing of the recent trading day, Broadcom Inc. (AVGO) stood at $414.71, denoting a -1.56% move from the preceding trading day.
FLXR is a Los Angeles-based ETF targeting high current income with a flexible, multi-sector strategy and daily liquidity for investors.
The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
AVGO and AMAT tend outperform in May over the last decade
Advanced Micro Devices eyes strong Q1 2026 results as Data Center revenues surge on EPYC and Instinct demand, fueled by AI and cloud expansion.
CRDO stock has surged 28% YTD, fueled by AI infrastructure demand and AEC growth. Strong hyperscaler traction and M&A moves hint at further upside.
GlobalFoundries shares are rising after Cantor Fitzgerald upgrades the chip stock ahead of two major company events taking place this week.
Based on the average brokerage recommendation (ABR), Broadcom Inc. (AVGO) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
TXN surges 62% YTD as AI demand lifts analog and embedded chips, data center sales jump, and cash flow stays strong. Is more upside ahead?
With Big Tech earnings behind it, stock markets face the gnawing worry of a rise in global crude prices and tensions in the Middle East.
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom
Broadcom and Taiwan Semiconductor may cross the $3 trillion mark by the end of next year.
The people who know these artificial intelligence (AI) leaders best are sending worrisome signals.
AI chip stocks continue to be some of the biggest winners for technology investors this year.
One of the world's most recognizable tech giants is quietly building a chip business large enough to rival the biggest names in semiconductors.
Broadcom launched its fourth wave of Wi-Fi 8 chips and a new 10G PON chip, expanding its broadband product lineup. The release aims to support wider deployment of high-capacity, lower-latency Wi-Fi 8 and fiber services to mass-market users. The new chips are designed to cut cost and complexity for service providers rolling out next generation broadband networks. Broadcom, listed as NasdaqGS:AVGO, is adding this broadband-focused launch to a story that has recently centered on AI and cloud...
(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho
Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months
Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations