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Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals a quiet but widening competitive gap.

NVIDIA posted the largest data center quarter in history, yet one rival is growing AI revenue faster and quietly locking up the customers who matter most. The custom silicon war is already underway, and the scoreboard looks nothing like the headlines.

Ark Invest was a buyer of tech stocks that have hit fresh all-time highs in the last three months.

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

Taiwan Semiconductor and Broadcom are expecting strong growth.

Most of what AMD sells now comes from data center, and management puts the gross margin on the accelerator ramp driving that growth just below average.

AMD and Broadcom both just posted monster AI quarters, but only one of them actually complements an Nvidia position without picking a fight with it. The case for each comes down to a fundamental question about how the datacenter gets built.

Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers say about where MRVL goes from here.

Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.

Cathie Wood's firm added roughly $43M in AI chip stocks on Monday while continuing to pare its Deere position

Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.

The AI target looks more achievable every quarter -- and almost all of it rests on six buyers.

A retiree who chose VYM for its reliable quarterly deposits may have traded away a surprising fortune without realizing it, and the expense ratio has almost nothing to do with it.

Chip designers have one distinct advantage.

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

Nvidia reached a deal with some of Wall Street’s largest firms to help raise $500 billion to fund the AI infrastructure build-out. Apollo Global Management Blackstone BlackRock Brookfield Asset Management Goldman Sachs and KKR agreed to help Nvidia assemble financing in a deal that could be announced as soon as Monday, people familiar with the matter said. Spending commitments on data centers and other AI infrastructure have reached eye-popping levels, and Wall Street’s banks and investment firms have been rushing to finance the boom in increasingly creative ways.

AVGO expands VCF security with faster vDefend deployment, on-prem malware sandboxing and API protection as rivals intensify competition.

CBRS heads into Q2 earnings with 88% core revenue growth expected, AI inference momentum and OpenAI gains, but margin pressures remain.

Broadcom has major momentum heading into 2027.

A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it.

Every AI investor faces the same dilemma: pick the winner of the compute race or find the one company that gets paid no matter who wins. One stock quietly sits on the bill of materials for Google, Meta, OpenAI, and Anthropic all at once.

The shareholder-friendliness of these companies often floats under the radar.

Here is how Avnet (AVT) and Broadcom Inc. (AVGO) have performed compared to their sector so far this year.

Intel just rattled its own shareholders with a massive equity raise while every other major chipmaker barely flinched, and the gap between Intel's selloff and the flat sector tells a story about where this company is actually headed.

TSMC Sales Soar to $14.5 Billion as AI Spending Keeps Accelerating

The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.

Taiwan Semiconductor is a fantastic stock pick.

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.’s share was trading at $211.02 as of August 6th 2026. MRVL’s trailing and forward P/E were 64.45 and 46.30 […]