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NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. The tape has not changed. What changed is how management describes the company, and the description it dropped is the one most holders bought into.

Qualcomm (QCOM) is down 32% over the past three months, and the cause is not a mystery. The smartphone market has contracted as memory prices climbed, and Apple is exiting faster than the company had guided. Management has a credible plan to replace that revenue. The harder question is what the replacement earns.

Advanced Micro Devices (NasdaqGS:AMD) has taken a larger role in secure AI infrastructure through its contributions to the Linux Foundation TRACE project for verifiable AI runtime governance. TRACE aims to set common standards for how AI workloads are monitored and governed across cloud and data center environments, with AMD helping shape requirements for hardware based attestation. Anjuna has launched a confidential computing platform that runs on AMD Secure Encrypted Virtualization, giving...

Cathie Wood appears to have made a sharp choice inside the same AI trade. ARK Invest’s August 28 transaction disclosure showed sales of 156,286 shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) and purchases of 243,707 shares of NVIDIA Corporation (NASDAQ:NVDA). Based on the August 28 closing prices, the moves were worth an estimated $72.8 million […]

The chipmaker just posted a great quarter, but a lot of its expected success is already priced into the stock.

Nvidia is reportedly spending billions to acquire a platform that built its reputation by giving everything away for free, and the biggest threat this deal is meant to neutralize comes from Nvidia's own best customers.

Semi-conductor giant bets that support for open AI models could offset potential slowdown in demand for chips

Broadcom's (AVGO) guidance that its artificial intelligence revenue will double in fiscal 2027 was s

One stubborn number buried in Nvidia's latest earnings report signals something that almost never survives at hardware scale, and it is the reason this investor keeps adding shares despite a valuation that looks stretched on the surface.

Advanced Micro (AMD) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, […]

Semiconductor stocks have soared as the AI build-out marches on.

AMD, Costco and AstraZeneca headline Zacks' latest research, with AI demand, membership strength and new drugs shaping their outlooks.

NVDA's rising memory costs may pressure margins, but pricing power, Blackwell demand and supplier ties could keep profitability above 70%.

AMD just posted its best data center growth in years while Nvidia guided margins lower, and one number buried in both earnings calls reveals whether the AI chip race is actually tightening or if the gap is as wide as ever.

AMD and Intel both posted blockbuster data center quarters, but one company is bleeding billions from its own factories while the other signs gigawatt GPU deals with Anthropic and Microsoft. The gap between their margin stories reveals which x86 giant is actually winning the AI era.

AMD's stock is quite pricey compared to Nvidia's.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Billionaire entrepreneur addresses the recent rotation of “hot money” in the market.

Billionaire Stanley Druckenmiller made two very different-looking AI purchases in the second quarter that share one underlying thesis. Duquesne Family Office increased its Amazon.com, Inc. (NASDAQ:AMZN) position by 1,083% to 541,600 shares and opened a 72,900-share stake in Advanced Micro Devices, Inc. (NASDAQ:AMD). One company rents computing capacity through AWS; the other supplies accelerators and […]

If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter. Yet the stock is well off its highs, and it recently dropped even after reporting those results. This isn't a contradiction; it’s a signal that the market is focused on a new, more complicated question. The central risk for Marvell isn't that its AI-driven growth will stop. It’s that the very nature of t

Broadcom's (AVGO) fiscal third-quarter results topped Wall Street estimates, driven by a surge in ar

AMD, Costco and AstraZeneca headline today's stock reports, with AI demand, membership growth and drug pipelines shaping their outlooks.

Jensen Huang calls NVIDIA's $3.5 billion MediaTek investment anything but circular, but the ten-year horizon buried in his explanation points to a competitive pressure he is not saying out loud.

Advanced Micro Devices (AMD) stock is back in focus after the company and partners Cisco and HUMAIN outlined plans to deploy up to 250 MW of AI infrastructure in Saudi Arabia starting in 2027. Despite the Saudi AI announcement and other partnerships around secure AI infrastructure, Advanced Micro Devices’ recent share price has eased, with the 7-day share price return down 4.08% and the 90-day share price return down 15.28%. At the same time, the year-to-date share price return is up 105.67%...

AMD is scaling its Saudi AI push with HUMAIN, targeting 250 MW from 2027 and up to 1 GW by 2030 as it challenges NVIDIA and Broadcom.

The terrific growth opportunity in server CPUs will help AMD stock become a multibagger.

Intel has staged one of the most dramatic reversals in semiconductor history, but the real question is whether the forces driving its comeback can hold long enough to justify where the stock sits today.

A Chinese AI lab nobody on Wall Street watches just reported revenue growing at more than twice the pace of its research spending, and the implications land squarely on the three American chipmakers holding up a multi-trillion dollar buildout bet.