Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps getting pressed even after…
Broadcom shed nearly 30% in a single month after a blowout earnings report, then roared back on a blockbuster chip deal. Whether that whipsaw marks a buying opportunity or a warning sign…
Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.
Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin edge when the optical ramp arrives.
Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding…
Marvell Technology dropped 33% in a single month while its business kept accelerating, and that tension between price and fundamentals is exactly what pushed one investor to keep hitting the buy button.
Alex Sirois With the semiconductor sector deep in bear market territory, one chip name has taken a beating far worse than its peers, and a growing chorus of analysts thinks the market has it…
Joey Frenette Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here…
Rambus just shed nearly 30% from its June peak while two major Wall Street firms initiated coverage with aggressive buy ratings. Before the July 27 earnings report arrives, here is what the…
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying…
One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household names dominating the conversation. Here is why I keep adding shares instead…
Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is…
Nvidia's GPUs keep getting faster, but a deeper problem is quietly throttling AI's progress and reshaping where the next wave of infrastructure spending lands. Three stocks are positioned to profit from the…
After a violent June rally sent Rambus shares soaring and a brutal July pullback erased nearly a third of those gains, the memory interface specialist sits at a crossroads between AI-driven growth…
