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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.
NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.
Broadcom's previous ambitious guidance turned out to underestimate its AI chip growth.
OpenAI's CFO just revealed how $122 billion in cash fundamentally changes the power dynamic between the world's most important AI lab and its chip suppliers, and the implications for Nvidia's premium pricing are only beginning to surface.
Broadcom (NasdaqGS:AVGO) shares were caught in a sector-wide pullback after AI leaders urged slower development of advanced models. Anthropic's CEO published a high-profile essay calling for a pause on rapidly scaling AI systems, citing safety and ethical risks. OpenAI's CEO echoed similar caution, which prompted investors to reassess longer term demand assumptions for AI chips and infrastructure suppliers. This call from Anthropic and OpenAI leadership to slow AI model development is...
AI’s potential benefits are enormous, but so are the consequences.
Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple. Something in that math does not add up.
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 […]
Broadcom posted record AI chip numbers and Wall Street still hammered the stock, leaving analysts pointing to a gap between price and target that rarely opens this wide on a mega-cap. Here is what the sell side is betting the market is missing.
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.
Broadcom's market position is perfect for the coming AI specialization.
The chipmaker is sticking with its long-term targets despite growing questions about the AI spending cycle.
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.
Blackstone (NYSE:BX) CFO Michael Chae said the firm sees a constructive backdrop for corporate profits, investment deployment and fundraising, citing accelerating earnings growth, expanding margins and demand for capital across infrastructure, private credit and private wealth markets. Speaking at
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.
Advanced Micro Devices (AMD) has returned more than 200% over the past year. The number that should worry a holder is 19.5: the price-to-sales multiple, against a ten-year high of 23.0, in the top decile of the stock's own decade. That multiple sits in the top decile of the stock's own decade, and the growth behind it, a doubling of the data center business in 2027, rests on a product that had not shipped when management last reported.
Different industries, different products, same shape: a company with several genuine paths forward, not just one.
Qualcomm (QCOM) stock rose 40% between mid-March and mid-September 2026, from near the bottom of its 52-week range, while the S&P 500 gained 15.5%. The market was paying for a data center business moving from talks to purchase orders. That timeline had already been public and had moved earlier, across three quarterly reports.
Monday's chip selloff may be missing a bigger trend
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...
Custom silicon is consuming Broadcom's revenue mix--and making every shift in AI sentiment more consequential.
NVIDIA's broader AI ecosystem, stronger profitability and lower valuation give it an edge over Broadcom as AI spending accelerates.
Our AMD (NASDAQ:AMD) call is one of the tougher ones we’ve made this quarter. The stock has done what few thought possible, doubling in months on the back of an AI accelerator story that is finally landing with hyperscalers. The 24/7 Wall St. price target for AMD is $480.90 over the next 12 months, roughly […]
Broadcom's AI revenue just exploded 221% year-over-year while its stock sits 17% below recent highs, and CEO Hock Tan says the company is barely getting started. The path to $550 per share is narrower than Wall Street thinks, but the math behind it is harder to dismiss than the skeptics admit.
Meta has committed to more than a gigawatt of the chips over twelve months
Everyone talks about one AI chip company, but a quieter rival is printing cash, slashing debt, and locking in the hyperscalers designing around it, and the recent pullback just made the case stronger.
Yee Jiun Song, Meta’s vice president of engineering, told Bloomberg the chips are being engineered to deliver better performance per watt and per dollar than “whatever Nvidia is currently shipping.”
Investing.com -- Meta Platforms (NASDAQ:META) shares rose 2% Tuesday morning after Bloomberg reported the company plans to deploy new in-house artificial intelligence chips in data centers during the first half of next year. The stock later pared gains to up 0.75%.
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