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These chipmakers trade anywhere from 6 to 33 times their expected earnings for this fiscal year or next -- and the cheapest one is the one I'd be most careful buying.

Every AI boom crowns a new king, and betting on the current one at peak valuation is how investors get caught holding the bag when the throne shifts. There is a quieter company already collecting royalties from every challenger lining up to take that crown.

Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.

Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.

Cybersecurity is at the center of this hottest AI debate.

Investing in the semiconductor space requires a nuanced approach.

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio’s Bridgewater Associates Q2 13F filings to see what new AI stocks the fund was buying. ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly […]

Every time the overpriced chorus grows louder on Nvidia, one investor adds more shares, and the reasoning behind that move cuts against almost everything the skeptics keep quoting.

Hyperscalers keep pulling forward orders for custom silicon, high-bandwidth memory, and networking chips, and three semiconductor names just raised guidance into the surge. One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.

Intel (INTC) stock has returned about 295% over the past year, but it has given back 22% over the past three months. It trades roughly 31% below its 52-week high. The question now is what powers the next leg, and the answer is what Intel can build, not what it can sell.

Outside of Nvidia (NVDA) and Broadcom (AVGO), Credo Technology (CRDO) and Marvell Technology (MRVL) are two of the most searched-for chip stocks on Zacks.com.

Broadcom (AVGO) just wrapped up two share repurchase authorizations and announced fresh fourth quarter revenue guidance alongside a new dividend affirmation. Together, these updates give investors a clearer snapshot of capital returns and expected near term sales. The recent pullback tells the story. Broadcom’s share price has retreated around 12% over the past month and is down about 8% over 90 days, even as headlines focus on AI guidance tweaks, regulatory questions around VMware, and...

NVIDIA's broader AI ecosystem, stronger profitability and lower valuation give it an edge over Broadcom as AI spending accelerates.

Everyone talks about one AI chip company, but a quieter rival is printing cash, slashing debt, and locking in the hyperscalers designing around it, and the recent pullback just made the case stronger.

Yee Jiun Song, Meta’s vice president of engineering, told Bloomberg the chips are being engineered to deliver better performance per watt and per dollar than “whatever Nvidia is currently shipping.”

Investing.com -- Citi told investors in a note Tuesday that the recent pullback in semiconductor stocks looks like a buying opportunity, arguing that fears of an AI spending slowdown are overdone.

Broadcom paid its former landlord, PRP Real Assets, $325 million for the 660,000-square-foot research campus in one of the largest office sales in Southern California in recent years.

Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.

The market didn't reward Broadcom's latest quarterly report with big stock gains, but the business's outlook remains promising.

Both chipmakers recently reported strong earnings results.

Broadcom commands a premium valuation on its diversified reach, while Micron offers a bargain on pure memory exposure. Customer concentration and geopolitical risks complicate both bets.

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

Marvell has outperformed every major chip stock, from NVDA and AMD to Broadcom, over the past year.

The semiconductors, memory, and AI infrastructure stocks are on sale. Now is your chance.

NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.

OpenAI is deepening its ties with Samsung Electronics Co. Ltd. to co-develop next-generation chips, in a move to advance its enterprise AI services. “Our joint production and research on the next-generation chips we are developing is one of the areas...

This venerable dividend stock has outperformed the AI trade this year, but key reasons behind Coca-Cola's improved results could normalize in the coming quarters.

The AI build-out is still going at full strength.