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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 …
ClearBridge highlighted MaxLinear (MXL) as a promising fabless semiconductor pick benefiting from AI transceiver demand, despite the Small Cap Growth Strategy underperforming its benchmark despite po…
An analyst predicts Alphabet (GOOGL) will capture significant AI chip market share from Nvidia (NVDA), boosting its cloud business and driving strong revenue growth, while Nvidia faces competitive pr…