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The custom chip designer recently offered stunning guidance for its fiscal 2028.

AMD has gained more than 180% this year and recently crossed a $1 trillion market cap.

Broadcom's latest earnings dropped a set of forward projections so aggressive that ignoring them starts to feel like a mistake. Here is why one investor keeps adding shares on every single paycheck.

Nvidia just posted triple-digit revenue growth and Jensen Huang says the company can only fulfill 70% of demand, yet the stock still trades well below where the math points. Three converging forces suggest the gap between current price and fair value may close faster than most investors expect.

The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.

In the past few weeks, Broadcom reported that it completed a multi-year share repurchase program totaling 41,000,000 shares for about US$10.93 billion, alongside launching a fixed-income exchange offer for its US$654.00 million 4.926% Notes due 2037. At the same time, management highlighted that AI semiconductors now generate more than half of Broadcom’s sales, supported by long-term commitments from hyperscale customers such as Anthropic, Alphabet, and Meta. We’ll now examine how Broadcom’s...

If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.

NVIDIA stands out among four trillion-dollar chipmakers with broad AI hardware, networking and software strength as rivals face valuation and cycle risks.

AMD touched $1 trillion as Meta's Muse agent, a 10% chip price hike and a CPU rotation left Nvidia trailing.

Broadcom's AI revenue roadmap is secured for years, backed by commitments from the world's tech giants. Intel's turnaround is making progress, but the foundry business still needs to prove it can win at commercial scale.

Advanced Micro Devices Inc. shares jumped Monday, putting the company on track to close above $1 trillion in market value for the first time amid renewed optimism for chipmakers necessary to power artificial intelligence.

CRDO targets over 85% fiscal 2027 revenue growth as optics expand, but premium valuation and customer concentration keep execution in focus.

Broadcom Rallies as Anthropic Set to Overtake Google as Top AI Chip Customer

The semiconductor rally came alongside a roughly 3% decline in U.S. crude prices and lower Treasury yields, helping lift broader U.S. equity indexes.

Broadcom looks like the better buy at the moment.

A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.

These chipmakers trade anywhere from 6 to 33 times their expected earnings for this fiscal year or next -- and the cheapest one is the one I'd be most careful buying.

Every AI boom crowns a new king, and betting on the current one at peak valuation is how investors get caught holding the bag when the throne shifts. There is a quieter company already collecting royalties from every challenger lining up to take that crown.

Broadcom, Meta Platforms, and Microsoft are all trading close to flat for the year.

Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.

Semiconductor stocks are posting a third straight session of gains, but one chip name is running so far ahead of the pack that it raises an uncomfortable question about whether the move reflects genuine conviction or something riskier.

Cybersecurity is at the center of this hottest AI debate.

Investing in the semiconductor space requires a nuanced approach.

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio’s Bridgewater Associates Q2 13F filings to see what new AI stocks the fund was buying. ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly […]

Every time the overpriced chorus grows louder on Nvidia, one investor adds more shares, and the reasoning behind that move cuts against almost everything the skeptics keep quoting.

Hyperscalers keep pulling forward orders for custom silicon, high-bandwidth memory, and networking chips, and three semiconductor names just raised guidance into the surge. One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.

Intel (INTC) stock has returned about 295% over the past year, but it has given back 22% over the past three months. It trades roughly 31% below its 52-week high. The question now is what powers the next leg, and the answer is what Intel can build, not what it can sell.

Outside of Nvidia (NVDA) and Broadcom (AVGO), Credo Technology (CRDO) and Marvell Technology (MRVL) are two of the most searched-for chip stocks on Zacks.com.

Broadcom (AVGO) just wrapped up two share repurchase authorizations and announced fresh fourth quarter revenue guidance alongside a new dividend affirmation. Together, these updates give investors a clearer snapshot of capital returns and expected near term sales. The recent pullback tells the story. Broadcom’s share price has retreated around 12% over the past month and is down about 8% over 90 days, even as headlines focus on AI guidance tweaks, regulatory questions around VMware, and...