Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling…
Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?”…
The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach.…
The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected. Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock ran away with…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) are surging 4% this Monday afternoon, breaking out to a fresh all-time high as the broader semiconductor rally finally pulls the AI bellwether higher.…
Semiconductor stocks have ridden the AI wave to eye-popping heights. Data centers now devour chips for training and running large language models, pushing the sector’s valuations sky-high. Yet smart investors know not…
Shares of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) closed Thursday at $199.64, leaving the AI chip leader up just 7% year to date. NVIDIA shares trade only slightly above $200 on Friday…
Shares of Marvell (NASDAQ:MRVL | MRVL Price Prediction) have really been put on the map after enjoying a parabolic move since the start of March. With shares up a whopping 96% in…
Joey Frenette Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock just earned a bullish endorsement from RBC Capital Markets, which raised its price target from $115 to $170 while maintaining its Outperform rating. The…
AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is picking up fresh bullish analyst attention, with Stifel raising its price target to $140 from $120 while maintaining a Buy rating. The move…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are up 3% today, rising from $189.31 to $195 as of midday Tuesday. The move adds to a strong run, with NVDA stock up 76%…
The artificial intelligence boom keeps reshaping semiconductors. Hyperscalers now spend billions of dollars on custom chips to slash costs and lift performance, and the custom ASIC market for AI data centers is…
Rich Duprey Most investors seeking Nasdaq exposure reach for QQQ without hesitation. It’s the most traded ETF in the world, liquid, and synonymous with tech growth. The problem is that QQQ tracks the Nasdaq-100,…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock got a fresh vote of confidence on Thursday when Barclays raised its rating to Overweight, signaling that the firm sees meaningful runway ahead for…
