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…
Nvidia shares just dropped over 8% in a week while AI slowdown headlines pile up, and that is exactly when one investor keeps hitting the buy button with more conviction than ever.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) shares are falling sharply midday Monday as a fresh debate over the pace of artificial intelligence (AI) infrastructure spending collides with a Federal Reserve policy…
Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing…
President Donald J. Trump used a Truth Social post on Monday morning to call Anthropic CEO Dario Amodei “Dario (Anthropic!), who is now pretending to be a “perfect little angel””. In the…
Chip stocks are sliding in early Monday trading after an AI pacing appeal over the weekend rippled beyond memory suppliers and into logic and accelerator names. Intel (NASDAQ:INTC | INTC Price Prediction)…
Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.
A static dividend yield quietly loses ground every month inflation climbs, but five companies have been raising their payouts fast enough to fight back. The question is which ones have the cash…
Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by…
The math behind living off dividends exposes a brutal tradeoff: every percentage point of extra yield you chase to shrink your required capital brings a hidden cost that most income investors never…
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…
