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After GPT-6 launched, Cramer came to CNBC’s “Morning Meeting” with a very specific opinion.

The AI build-out is still going at full strength.

Marvell Technology (MRVL) raised its revenue outlook again with its fiscal Q2 2027 results in late August. The size of the raise is the easy story. What fell out of management's script matters more, because the business you own has narrowed toward a single bet.

The famous investment manager is concentrating his AI chip bets on just a few names.

Investing.com -- Piper Sandler launched coverage of the artificial intelligence chip sector on Thursday, initiating five semiconductor stocks at Overweight and framing the group as prime beneficiaries of surging demand for AI compute.

Even record-breaking monthly revenue from the world’s biggest chip manufacturer isn’t reviving the faltering AI trade.

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

This chipmaker's revenue can keep accelerating during the next few years.

State Street has an ETF that invests 90% of assets in the S&P 500 and 10% in investment-grade corporate bonds. But it’s a concentrated bet on AI.

At a press conference in Seoul on September 9, 2026, Harrison Kim, General Manager of OpenAI Korea, offered a clear signal regarding the company’s hardware strategy: “One of the areas where we have made the most progress and gained the most recognition with Samsung Electronics is our joint production and research on the next-generation chips […]

Marvell Technology (NASDAQ:MRVL) executives outlined the company’s expanding role in AI data-center infrastructure at Citi’s Global TMT Conference, pointing to growth opportunities in networking, optical connectivity, custom silicon and supply-chain-backed capacity expansion. Chairman and CEO Matt

Twenty-two times the money in 10 years -- with nearly nine-tenths of the gain packed into the last four of them.

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.

The custom chip designer could be one of the best buys in the market at today's prices.

Custom AI accelerators drove record revenue with $230B AI projection by 2028.

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

What do massive earnings beats from Broadcom, Credo Technology Group, and Snowflake really tell us about the current state of the AI trade? During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith discussed why stocks like Credo and Broadcom faced brutal pullbacks despite stellar numbers, while Snowflake surged on accelerated cloud and consumption growth. The two also examined forward price-to-earnings multiples, hardware versus software margins, peak earnings anxieties, and why the market is treating today's tech boom differently than past megatrends like the smartphone surge.

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

Broadcom Inc. (NASDAQ:AVGO) could be one of the biggest beneficiaries of Anthropic’s accelerating compute requirements. The opportunity comes amid growing concerns that Google’s decision to develop more of its chips internally could threaten Broadcom’s custom silicon business. However, Macquarie analyst Arthur Lai argued on September 3 that many of these concerns may already be priced […]

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.

Jim Cramer called Qualcomm's latest partnership deal "something special" for a stock that has been treading water, but whether Wall Street agrees depends on a series of execution checkpoints that begin this December.

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.

Broadcom's AI Chip Business Could Double Again

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

Lumentum is scaling pump, EML and CW laser capacity as AI-driven optical demand rises, positioning it against Broadcom and Applied Optoelectronics.

OpenAI just raised its compute spending target by 25% and still calls itself short on capacity, which puts Oracle's $638 billion backlog and a bleeding cash flow statement on a collision course investors cannot afford to ignore.

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.

Hock Tan built something rare in tech: a tollbooth that the biggest AI spenders on the planet have no choice but to pay. Here is why that changes where my next dollar goes.

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 […]