Custom chips anchor the Investor Day pitch from Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction). The argument is lifting shares of both Marvell and Broadcom (NASDAQ:AVGO), the other major design partner hyperscale…
Broadcom's AI revenue is exploding at triple-digit growth rates, yet the stock has barely moved in 2025. Something has to give, and figuring out which way it breaks could make or break…
A $10,000 bet on Nvidia a decade ago quietly became a life-changing sum, but with a $5.57 trillion market cap, the same math no longer applies the same way. Here is how…
The Fed just pushed rates higher and the 10-year Treasury sits above 5%, conditions that typically punish growth stocks hard. NVIDIA may be built differently enough that the standard playbook simply does…
A key Taiwanese supplier’s best month ever has handed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) a fresh artificial intelligence (AI) demand signal, and the chip designer’s record rally now has to answer…
Arm just posted a 187% year-to-date run on the back of real AI demand, but a beta of 3.89 turns every market hiccup into a violent swing, and the stock has already…
Early-stage, unconfirmed talks with Terafab, a chip-manufacturing venture planned for Texas, have sent Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock to a record. Taiwan Semiconductor stock is up 2% to…
Broadcom turned a $13 investment into $348 over ten years, and its AI chip ambitions now target revenue that would dwarf most tech companies. But a 29% pullback from its highs and…
Broadcom's AI revenue is tripling while its stock sits nearly 30% below its peak, creating a gap that either signals a buying opportunity or a warning sign worth understanding before December's earnings…
TSMC reports before the open on October 15, and what its CEO says next will matter far more for one of these AI chip giants than for the other. The reason comes…
Qualcomm is entering data center and automotive markets at full speed while Apple shrinks its handset business and analysts pile on with downward revisions. Whether those new revenue streams arrive fast enough…
Broadcom’s $42 Billion Number Makes the Supplier the Lender Broadcom (NASDAQ:AVGO | AVGO Price Prediction) has agreed to lend Anthropic up to $42 billion, according to the AI lab’s IPO filing, as…
Most chipmakers struggle to sustain dividends through brutal industry downturns, but three semiconductor companies have quietly built the cash flow machines and balance sheet discipline to keep raising payouts no matter where…
The biggest dividend checks in tech and travel come from companies most income investors never put on a screen because the yields look too small to bother with. Four names hiding in…
Broadcom's AI revenue exploded 221% last quarter yet the stock sits nearly flat for the year, while Marvell and SanDisk have already handed investors life-changing gains. Here is whether all three can…
