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Chip stocks fell sharply following Anthropic CEO Dario Amodei's call to pace AI capability development. The decline was led by Intel and AMD, reflecting a positioning unwind and profit-taking across …
AMD's Data Center revenue doubled year-over-year behind surging AI GPU demand from hyperscalers like Meta and OpenAI. Management raised long-term growth guidance above 35% with EPS targets exceeding …
Broadcom delivered exceptional quarterly results, with revenue jumping 85.5% year-over-year to $29.59 billion and diluted EPS soaring 215.3% to $2.68. Explosive growth was fueled by massive demand fo…
Broadcom reported strong Q3 earnings, led by a 221% surge in AI semiconductor sales, beating revenue and EPS estimates. However, fourth-quarter revenue guidance came in slightly below Wall Street for…
Broadcom delivered strong fiscal Q3 results, with revenue jumping 85% and AI sales up 221%. However, AVGO shares dipped 3% as Q4 guidance slightly missed peak Wall Street expectations. Despite short-…
Rosenblatt has maintained its $390 price target on Nvidia, reaffirming its bullish stance on the semiconductor giant as AI chip demand continues to drive strong market momentum.
Broadcom delivered strong quarterly results, with revenue jumping 86% YoY to $29.6 billion and AI semiconductor sales surging 221% to $16.7 billion. Despite robust forward guidance targeting $115 bil…
Broadcom reported strong Q3 earnings beating consensus, with revenue surging 85.5% to $29.59 billion propelled by a 221% jump in AI chip sales. The company raised fiscal 2026 AI revenue outlook to $5…
Broadcom reported strong Q2 results with revenue rising 85.5% year-over-year to $29.59 billion and adjusted EPS beating consensus at $3.32. Although Q3 revenue guidance slightly missed analyst expect…
Broadcom shares declined as Marvell expanded its partnership with Google, which gained warrants to buy Marvell stock tied to spending targets. The deal introduces direct competition to Broadcom's cus…
Marvell Technology demonstrates robust AI momentum ahead of earnings, raising multi-year revenue outlooks behind accelerating bookings in custom silicon and interconnects, underscoring broader semico…
Guinness Global Innovators Fund added Advanced Micro Devices (AMD) as a new holding in Q2. The fund highlighted AMD's closing performance gap with Nvidia, expanding AI datacenter rack-scale solutions…
Aristotle Capital Management highlighted Advanced Micro Devices (AMD) in its Q2 2026 investor letter, emphasizing long-term opportunities tied to AI infrastructure, cloud computing, and semiconductor…
Alpha Wealth Funds' Q2 2026 letter underperformed the S&P 500 due to heavy Alphabet concentration amid its capital-intensive data center buildout and premature AMD/Intel sales that missed subsequent …
Cathie Wood's ARK Invest bought $16.2M in Broadcom shares ahead of Sep. 3 earnings, betting on AI semiconductor growth despite stock lagging semiconductor index peers this year.
Alpha Wealth Funds' Q2 2026 letter reveals underperformance vs S&P 500, driven by heavy Alphabet concentration turning capital-intensive due to data center funding, and premature AMD/Intel sales that…
AI-driven HBM/DRAM memory shortage boosts chipmaker margins and pricing power (NVDA, AMD, Micron, SK Hynix, Samsung), while squeezing downstream automakers and device makers with higher costs through…
Ashva Capital's Q2 2026 letter highlights Micron (MU) as its top holding, citing AI-driven demand shifting memory chip economics from cyclical to more structurally strong, despite MU's recent pullbac…
Marvell (MRVL) plunged 11% then rebounded 25% on profit-taking, not sector weakness—AVGO (+16%) and NVDA (+9%) outperformed. KeyBanc's $400 MRVL target implies strong AI-chip demand, benefiting the b…
Article compares TSMC and ASML as top AI infrastructure plays, highlighting TSMC's dominant 73% foundry market share, 33.7% revenue growth, and $100B Arizona expansion, alongside ASML's critical EUV …