Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is…
Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI…
Qualcomm's handset business is shrinking while its automotive and data center ambitions are scaling fast, and the tension between those two forces will determine whether the stock revisits its highs or stalls…
TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast…
Generating $500 a month from dividends sounds straightforward until you see how wildly the required capital swings depending on which stocks you pick and which trade-offs you are willing to accept.
Both Broadcom and NVIDIA just posted blowout AI quarters, yet rising Treasury yields and compressing multiples are forcing investors to pick sides. The answer may surprise anyone still treating these two as…
OpenAI just disclosed a Samsung chip partnership, and investors are already punishing Broadcom stock for it. But the key question nobody is asking is whether Samsung actually took anything Broadcom had.
Omor Ibne Ehsan Broadcom's AI semiconductor revenue just surged 221% in a single year, yet the stock sits 13% below its highs and analysts are quietly debating whether it could eventually challenge NVIDIA for the…
Rising Treasury yields should be pushing investors toward bonds, but one AI chipmaker keeps earning a spot in the portfolio every time rates climb. The reason comes down to a cost advantage…
Alex Sirois Jim Cramer called Qualcomm's latest partnership deal "something special" for a stock that has been treading water, but whether Wall Street agrees depends on a series of execution checkpoints that begin this…
OpenAI just raised its compute spending target by 25% and still calls itself short on capacity, which puts Oracle's $638 billion backlog and a bleeding cash flow statement on a collision course…
Marvell has already handed investors a 242% gain over the past year, yet Wall Street analysts are piling on fresh buy ratings ahead of an October catalyst that could define the next…
Hock Tan built something rare in tech: a tollbooth that the biggest AI spenders on the planet have no choice but to pay. Here is why that changes where my next dollar…
NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating. But ballooning supply commitments, margin pressure, and a China-shaped hole in its revenue raise…
Broadcom and Marvell both crushed their AI quarters, but the real story is how one company's weakness quietly became the other's most powerful sales pitch.
