Anchor Number: $8.5 Billion Bank of America estimates that Meta Platforms (NASDAQ:META | META Price Prediction) could save roughly $8.5 billion in 2027 by running AI workloads on its own custom silicon…
Rich Duprey Broadcom's AI chip orders are tripling while the stock keeps sliding, and investors are stuck debating whether the business has already won or whether the hardest part of the trade is still…
Alex Sirois Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector holds firm. One top analyst thinks…
Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than…
Three names have quietly turned patient shareholders into wealthy ones, and each still has a specific forward case worth mapping out heading into the fall. A semiconductor designer riding the AI capex…
Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.
OpenAI's CFO just revealed how $122 billion in cash fundamentally changes the power dynamic between the world's most important AI lab and its chip suppliers, and the implications for Nvidia's premium pricing…
Omor Ibne Ehsan Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of…
Broadcom posted record AI chip numbers and Wall Street still hammered the stock, leaving analysts pointing to a gap between price and target that rarely opens this wide on a mega-cap. Here…
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.
AI infrastructure spending keeps accelerating. Hyperscalers keep pulling forward orders for custom accelerators, high-bandwidth memory, and high-speed networking silicon, and the three semiconductor names below all delivered raised guidance in their most…
Our AMD (NASDAQ:AMD | AMD Price Prediction) call is one of the tougher ones we’ve made this quarter. The stock has done what few thought possible, doubling in months on the back…
Broadcom's AI revenue just exploded 221% year-over-year while its stock sits 17% below recent highs, and CEO Hock Tan says the company is barely getting started. The path to $550 per share…
Vandita Jadeja 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…
Marvell has shed a third of its value since summer even as its fundamentals keep accelerating, and one Wall Street analyst just planted a target so far above the current price that…
