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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires. On June 10, Bloomberg reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) posted a 30% jump in May sales because of sustained demand tied to global artificial intelligence infrastructure buildouts. The company had May revenue of […]
AMD's MEXT acquisition is an efficiency upgrade for data centers, not a disruption to the AI memory market.
There's a clear answer for today, but a murky one for the future.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the Top 13 Stocks That Will Skyrocket. This stock is part of a pitch made by George Gilder. In the pitch, he discusses three titans that “are the only companies to successfully develop, build, and ship wafer-scale processors – redefining the limits of AI computing.” Delving deeper, […]
Intel's comeback story is getting real. See what's driving the rally, what Foundry still must prove, and whether this AI bet makes the stock worth a second look.
Intel Corporation (NASDAQ:INTC) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 25, 2026, Goldman Sachs analyst James Schneider initiated coverage of Intel Corporation (NASDAQ:INTC) with a Neutral rating and $150 price target, representing 12% upside. Schneider expects Intel to benefit from rising server demand tied […]
Advanced Micro Devices’ stock has risen more than 100-fold in the decade through 2026, benefiting from demand for its processors — central processing units (CPUs) and graphics processing units (GPUs) — and the associated software used in artificial intelligence programs and applications. Revenue ...
Investors can look outside of the biggest names in the tech ETF space and still find excellent performance, although a niche strategy comes with risks.
Advanced Micro Devices has been flush with cash from sales of its hardware, which is widely used in the artificial intelligence industry — the latest tech trend. With so much money on hand, the company can undertake many initiatives. In recent years, the company has used some of its earnings ...
AI's real bottleneck isn't chips, it's power. Meet the stocks delivering the electricity, grid, and equipment behind every data center, from Constellation to GE Vernova.
Could a delayed mega-IPO be the first crack in the AI spending boom?
At $195.74, NVIDIA (NVDA) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.
The past six months have been a windfall for AMD’s shareholders. The company’s stock price has jumped 147%, hitting $530.48 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year. Qualcomm shares rose 13.3% ... Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet
Advanced Micro Devices has been having its “It” moment of late. With the widespread interest in artificial intelligence, AMD, as the company is more commonly known, has been benefiting from the AI boom. With its stock trading near all-time highs, some investors are wondering if a stock split (a ...
MRVL nearly doubles Q1 fiscal 2027 operating cash flow to a record $638.8M, even as it completes major acquisitions and boosts investment spending.
Even if OpenAI delays its IPO, AMD stock should be fine.
In a note on Friday, Kindig argued that widespread shortages across high-bandwidth memory, conventional DRAM and NAND flash continue to give memory makers significant pricing power.
Shares of ON Semiconductor (NASDAQ:ON) are down 20% in early Friday trading, sliding to $95 after the chipmaker unveiled an all-stock acquisition of Synaptics (NASDAQ:SYNA). The drop erases a meaningful slice of ON stock’s recent rally. ON Semiconductor stock entered the session up 119% year to date (YTD), so today’s air pocket lands on a ... ON Semiconductor Tumbles 20%: Is It Dragging Down Semiconductor Names Like AMD and Intel?
Our Advanced Micro Devices (NASDAQ:AMD) call sits on a strong analyst tailwind and a stretched multiple. After a 148.68% year-to-date rally, the question is whether the next leg pays you to chase. Our model says yes, modestly. Our 24/7 Wall St. Price Target Says BUY With Room to Run Metric Value Current Price $532.57 24/7 ... Is AMD a Buy? The Forecast and the 80% Bullish Analyst Wall
The ARK Space Exploration & Innovation ETF (CBOE:ARKX) has become a popular parking spot for investors seeking space exposure without waiting for the SpaceX IPO. With Elon Musk’s rocket company reportedly headed toward a public listing at a valuation north of a trillion dollars, retail demand for a single ticker capturing the theme has surged. ARKX, with ... Forget Pouring Everything Into the SpaceX IPO. This Fund Spreads the Space Bet and Is Up 46% in a Year
AVGO's role in OpenAI's Jalapeno chip boosts its custom AI silicon roadmap, with deployment set for late 2026 and revenue visibility improving.
Memory stocks rarely produce 84% gross margins. Commodity DRAM is the business school case study for cyclical pain, where pricing power goes to die. So when Micron Technology (NASDAQ:MU) posted non-GAAP gross margins of 84.9% for its fiscal third quarter, the number stopped being a memory number and became a question about what kind of ... Micron Smashed Even the Bulls: Evercore Says This AI Rally Has the ‘Earnings Power’ to Last
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