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…
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…
