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…
Broadcom, Marvell, and Oracle have gone in completely opposite directions in 2026, yet analysts see a path where all three deliver the same outsized result in 2027. Here is why the worst…
Semiconductor shares are extending their recent run, and Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is moving with a chip complex that buyers are bidding up across the board. AMD…
Broadcom designs chips for Google, Meta, and OpenAI, beats earnings quarter after quarter, and still trades at a discount to the broader market. Here is the specific scenario where all of that…
Vandita Jadeja Marvell Technology has already surged over 200% this year, yet analysts keep piling on buy ratings and management is forecasting explosive custom chip growth through 2028. Whether that momentum can survive rising…
Broadcom just agreed to loan a customer tens of billions of dollars to buy Broadcom's own chips, putting the company on both sides of the deal at once. Whether that circles cash…
Omor Ibne Ehsan Broadcom's biggest headlines drew the biggest crowds, but buying on those moments produced wildly different outcomes depending on which milestone you picked. One entry turned $1,000 into a fortune, another turned it…
Trey Thoelcke AI spending is shifting from raw compute power to the wiring that holds massive clusters together, and one under-the-radar connectivity chipmaker just posted triple-digit revenue growth while trading at a fraction of…
Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.
Nvidia just unlocked nearly $100 billion in buyback firepower while demand for its chips outstrips supply through 2028, and the valuation tells a story most investors are reading backwards.
