Notícias

Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.

Broadcom Shares Rise as EU Scrutiny Deepens Over VMware Licensing Shake-Up

The semiconductors, memory, and AI infrastructure stocks are on sale. Now is your chance.

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X

If you own Ciena (CIEN) or Arista Networks, you own one idea: AI is driving fast growth in network traffic, and both sell the equipment that carries it. Both raised their revenue outlooks in their latest reports, and both say they could ship more if supply loosened. Then the pair splits. Ciena's case rests on orders it cannot yet fill, while Arista already keeps about 43 cents of every sales dollar as operating profit.

Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is a strength or a liability ahead of a high-stakes October roadmap event is the real question.

Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.

Qualcomm's handset business is shrinking while its automotive and data center ambitions are scaling fast, and the tension between those two forces will determine whether the stock revisits its highs or stalls out entirely.

TSMC is up over 66% in the past year, AI customers are booking capacity years out, and the only foundry rival is hemorrhaging billions. So why does one critical number still cast doubt on how high this stock can actually go?

Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 46.2% compared to 12.7% for the S&P 500.

Broadcom's custom AI chips are becoming more popular with AI hyperscalers.

Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.

Marvell Technology is riding on AI infrastructure growth with custom silicon, interconnect and optics, but faces trade risks and rising competition.

NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.

Qualcomm Deal Slips Into Trouble as Samsung Resists 2nm Price Cuts

Both Nvidia and Broadcom forecast huge growth next year.

The Amazon CEO has a keen understanding of what's next in the artificial intelligence space.

Broadcom has become a leading supplier of data center chips and components to the artificial intelligence industry.

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.

Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve. At 20.1 times earnings against an S&P 500 median of 22.9, a profitable chip designer sits below the market. The question is whether that is a good business on sale or a fair price for a business under real pressure.

Broadcom's latest quarter revenue hit $29.6 billion — nearly 11 times Marvell's $2.7 billion — with both companies posting steady gains over the past two years.

Generating $500 a month from dividends sounds straightforward until you see how wildly the required capital swings depending on which stocks you pick and which trade-offs you are willing to accept.

Marvell Technology (MRVL) trades at $235.01, and it has expanded its agreement with a key hyperscaler, a deal analysts size at up to $120 billion of revenue over about six and a half years. Most of that money, though, arrives after the fiscal 2028 outlook you would be paying for today.

Both Broadcom and NVIDIA just posted blowout AI quarters, yet rising Treasury yields and compressing multiples are forcing investors to pick sides. The answer may surprise anyone still treating these two as interchangeable AI bets.

OpenAI just disclosed a Samsung chip partnership, and investors are already punishing Broadcom stock for it. But the key question nobody is asking is whether Samsung actually took anything Broadcom had.

Broadcom's AI semiconductor revenue just surged 221% in a single year, yet the stock sits 13% below its highs and analysts are quietly debating whether it could eventually challenge NVIDIA for the top spot in tech market cap rankings.

OpenAI is deepening its ties with Samsung Electronics Co. Ltd. to co-develop next-generation chips, in a move to advance its enterprise AI services. “Our joint production and research on the next-generation chips we are developing is one of the areas...

This venerable dividend stock has outperformed the AI trade this year, but key reasons behind Coca-Cola's improved results could normalize in the coming quarters.

Marvell Technology is riding AI infrastructure demand and higher growth forecasts, but competition, valuation and execution risks support a hold stance.

Rising Treasury yields should be pushing investors toward bonds, but one AI chipmaker keeps earning a spot in the portfolio every time rates climb. The reason comes down to a cost advantage hyperscalers cannot afford to walk away from.