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

Broadcom just posted 143% AI revenue growth, yet its stock shed a quarter of its value in a single month while a founder quietly dumped over a million shares. The hyperscaler quietly disintermediating its own chip suppliers may explain why.

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

Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.

Broadcom Insiders Sell Millions in Stock After Landmark Apple Chip Deal

Intel said it will upgrade existing fabrication facilities, install the latest manufacturing equipment, and make infrastructure enhancements at its facility in Ireland.

One stock keeps earning a larger slice of my portfolio every quarter, and it is not because the thesis is obvious. Here is the specific combination of forces that keeps pulling my money back.

Meta Platforms, Inc. (NASDAQ:META) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer discussed the company’s competition, as he stated: Consider what each of these companies really is. Hey, why don’t we start with Meta? Okay, that’s become a real […]

Chip players are churning out cash while hyperscalers spend big on the AI build-out.

Jim Cramer keeps pounding the table on one chip stock even as rivals flood the AI market with competing silicon. The reason he gives sounds almost too simple, but the financials suggest he has a point.

Yahoo Finance Executive Editor Brian Sozzi sits down with Yahoo Finance Markets and Data Editor Jared Blikre to break down the recent KOSPI pullback, what's driving the decline, and what it could mean for global markets and investors.

Meta just broke its open-source religion to charge developers for AI, and Zuckerberg is betting a $145 billion infrastructure gamble on a pricing strategy that undercuts every major rival. Whether that math works out depends on a model the world hasn't seen yet.

Jeff Bezos just told a Paris crowd that AI will cause a labor shortage, five months after his own company cited AI to justify cutting thousands of jobs. The contradiction runs deeper than it looks.

A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a much bigger risk lurking beneath a historic rally.

While the biggest names in tech burn through a historic spending spree, a small cluster of suppliers is quietly printing cash at a pace that has no precedent in this industry. Understanding who wins at each stage of the AI cycle could completely change how you position your portfolio.

While the Nasdaq bleeds and investors pile into healthcare and staples at record highs, one Wall Street strategist is shopping the wreckage in memory chips, and her valuation case is harder to dismiss than it looks.

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.

Semiconductor Stocks Tumble as SK Hynix Weakness Ripples Through the Sector

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.

This chip designer is on a powerful run fueled by real business quality, but its legacy market is hitting a rough patch. The question is whether the new engines can outpace the old drag.

Behind the chipmaker's soaring share price was an overlooked story: the quiet, powerful resurgence of its oldest and most dominant product.

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.

Broadcom and NVIDIA both crushed their latest earnings, but the gap between them is widening in ways the headline numbers hide. One company carries a timing advantage, a marquee customer anchor, and an AI growth rate that puts its rival on defense through year-end.

Chip stocks moved lower on Monday after SK Hynix shares sank in Asia.

Chip stocks moved lower on Monday as shares of SK Hynix in Asia sank.

Citi expects Apple to report higher margins for the third quarter due to recent price hikes across its product portfolio.

Recent developments in the AI chip sector include a notable collaboration between VERAXA Biotech and Ardigen. This partnership focuses on integrating artificial intelligence into drug discovery processes to enhance VERAXA's BiTAC pipeline, targeting cancer treatments. The AI will aid in selecting synergistic cancer target pairs, potentially improving therapeutic outcomes by reducing toxicity and systemic effects. This initiative highlights the growing role of AI chips in revolutionizing...

The top threat for America's largest publicly traded company comes from within.

The selloff in chip stocks comes amid a broader rotation within the tech sector, with investor money flowing out of chip names and back into Big Tech.

This trio is dominating the AI computing space.