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Investors are missing the long-term opportunities for Broadcom and AMD.

If you own Marvell Technology (MRVL) or NVIDIA, you own one idea: the world is building AI data centers as fast as the supply chain allows. NVIDIA sells the whole factory and rents its architecture to everybody. Marvell designs the custom parts hyperscalers use to build alternatives to NVIDIA's chips. Same trend, opposite ends, which is why these two belong side by side.

In the most recent trading session, Advanced Micro Devices (AMD) closed at $519.73, indicating a +2.77% shift from the previous trading day.

On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD’s Instinct MI355X GPUs and EPYC CPUs directly with Cisco’s Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. […]

Oil prices and Treasury yields weighed on the indexes, But Meta, AMD were winners. Apple unveiled its foldable iPhone. Inflation data looms.

Qualcomm is gradually making a dent in the AI chip market.

Bank of America Flags a Major Shift in Semiconductor Bets. Micron and AMD Gain Ground

The opportunity dwarfs AMD's current business, leaving execution and supply--not market size--as the decisive tests.

Qualcomm (QCOM) has spent years telling shareholders it is becoming more than a smartphone chip company. What changed is where the new growth is expected to come from. Two years ago the big non-handset targets were automotive and IoT. Today, the newest leg of the story runs through the data center, and management has already put a number on it.

NVIDIA (NVDA) trades at $225.73, about 4% below its 52-week high after a 35% total return over the past twelve months. Management has just told the market to expect a much larger revenue quarter, and the easy read is that a step that size cannot already be in the price. But the stock's reaction suggests investors have already absorbed much of the news. The question is how much of the revenue step translates into value for shareholders.

Sixteen new Defiance ETFs would reset 2x leverage six times a session, which is more leverage than the SEC’s current 3x line in the sand

AMD returns 7.7% in a month as AI and Data Center growth strengthens, but premium valuation, competition and supply constraints support a hold.

By Niket Nishant and Tharuniyaa Lakshmi Sept 9 (Reuters) - The main U.S. stock indexes fell on Wednesday as oil prices soared past $100 a barrel and Treasury yields rose, putting pressure on equities

Intel (INTC) has been repriced as a comeback over the past year, and the products are cooperating. Revenue reached $16.1 billion in the second quarter of 2026, up 25% from a year earlier, while trailing-twelve-month revenue was up 7.5% to $57.0 billion. The server line is supply-constrained. The harder question is what your money buys at this price.

Marvell has already handed investors a 242% gain over the past year, yet Wall Street analysts are piling on fresh buy ratings ahead of an October catalyst that could define the next leg of the trade.

AMD is the IBD Stock Of The Day after the chipmaker's shares surged above a key technical level.

Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall Street expectations. Set beside that guide was a revenue schedule stretching to fiscal 2028. That schedule is where the upside case lives.

American Century Investments, an investment management company, released its first-quarter 2026 investor letter for the “American Century Investments Focused Dynamic Growth Fund”. The letter can be downloaded here. U.S. stocks advanced sharply with double-digit quarterly gains largely due to robust earnings, resilient economic data, and momentum in AI-related stocks. However, there was a slight pullback […]

AMD's CFO just reshaped how big the AI chip market could get, and investors sent the stock surging past a key technical level while quietly slamming a door on one of Intel's biggest hopes.

This chipmaker's stock has been on a historic tear, but for investors arriving now, the critical question is whether the business can still outrun its already premium price.

Nvidia stock was slipping after Qualcomm's announcement of an AI infrastructure deal with Amazon.

NVIDIA, Alphabet and other AI leaders may have stronger foundations than the internet boom, backed by utilization, profits and valuations.

NVIDIA has minted fortunes once before, and its latest earnings suggest the AI hardware machine is still accelerating. But ballooning supply commitments, margin pressure, and a China-shaped hole in its revenue raise a real question about what the next decade actually looks like.

Cathie Wood's firm ARK Invest added to its already sizable position in the trading platform Robinhood, which is back in a buy zone.

Nvidia looks better on paper, yet trades at a cheaper valuation.

Some AI stocks are rising even as investors fret about a flare-up in inflation, while Casey’s sinks despite a first-quarter earnings beat.

Retail sentiment on Stocktwits remained ‘bullish’ on SPY and QQQ.

AMD is growing its presence in the data center market.

Qualcomm targets $15 billion in fiscal 2029 data center revenue, with another unnamed hyperscaler engagement progressing.

UBS said last month that TSMC packaging constraints could steer AMD and other customers toward Intel’s EMIB-T tech, potentially in 2027.