As data center demand surges, NextEra Energy emerges as a critical, and often overlooked, infrastructure player. Its partnerships with tech titans like Meta and Google highlight a strategic pivot in the energy sector.
While Intel grapples with supply constraints and valuation concerns, rival AMD is capitalizing on the AI boom with aggressive product roadmaps and surging market share, positioning itself for sustained long-term growth.
Rigetti Computing's roadmap hits a snag as it delays its next-generation 108-qubit processor to address error rates and fails to advance in a strategic DARPA program. The dual setbacks intensify scrutiny on the company's competitive position against well-funded rivals in the race for practical quantum computing.
Shares of Advantest Corp. have surged nearly 200% in the past year, riding the AI and advanced chipmaking wave. As the stock trades near record highs, investors are grappling with a critical question: has the rally run too far, too fast?
Amidst a cautiously recovering Eurozone economy, we spotlight three lesser-known European companies—spanning finance, telecom, and food production—that combine strong fundamentals with compelling growth narratives for discerning investors.
As Skyworks Solutions prepares to report Q4 earnings, investors are weighing its track record of beating estimates against a backdrop of expected revenue decline and mixed semiconductor sector performance.
Broadcom secures a pivotal, multi-year agreement to supply custom AI chips to OpenAI, cementing its role as a key silicon partner for tech giants. However, the semiconductor leader must simultaneously navigate customer churn from its VMware unit and heightened regulatory scrutiny, presenting a complex risk-reward profile for investors.
While investor attention fixates on flashier names, Marvell Technology's critical role in custom AI chips and data center infrastructure positions it for explosive growth, making its current valuation a potential opportunity.
As hyperscalers seek alternatives to expensive GPUs, Broadcom's custom chip design expertise positions it to capture a massive share of the projected $1.4 trillion data center capex market by 2030.
While major indices hold steady, a search for growth is turning the spotlight onto smaller companies. We examine three small-cap stocks—from insurance to banking to luxury watches—that are posting strong results and navigating unique challenges in the current market.
RBC Capital initiates coverage on Marvell Technology with an 'Outperform' rating, highlighting the chipmaker's strategic positioning in data center and custom AI silicon as key growth drivers.
Amid a broad crypto market downturn, Bitcoin's relative resilience and long-term growth narrative make it a standout choice for investors looking to deploy a modest $500, despite the allure of riskier, high-volatility alternatives.
With hyperscalers projected to pour $500 billion into AI infrastructure by 2026, investors are looking beyond headline chipmakers to the essential, yet often overlooked, backbone providers of the AI revolution.
Investment firm William Blair has initiated coverage on Rambus Inc. with an 'Outperform' rating, highlighting the chip designer's dominant market share in interface circuits and its strategic positioning to capitalize on surging demand from AI data centers and server DRAM upgrades.
With shares up over 100% in a year, investors are weighing whether to buy AMD stock before its February 3rd earnings report, as the chipmaker capitalizes on the AI boom.
ASML's Q4 2025 bookings, driven by AI chip demand, smashed forecasts. While management raises 2026 guidance, shareholders question the durability of the surge and the company's exposure to geopolitical headwinds.
Investment firm Ashva Capital Management reveals Micron Technology as its largest holding in its latest investor letter, detailing a conviction play on the memory chip giant's long-term trajectory amid AI-driven demand and market volatility.
As Nvidia prepares to report its fiscal Q4 earnings on February 25th, investors are weighing whether to buy ahead of the event. While the AI chip leader's long-term story remains compelling, a look at its recent post-earnings stock performance reveals a pattern that favors a measured approach over trying to time the market.
Morris Chang, the 94-year-old founder of Taiwan Semiconductor Manufacturing Co., made his first public appearance in over a year at a private dinner in Taipei with Nvidia CEO Jensen Huang. The meeting, which ended months of speculation about Chang's health and public role, also served as a platform to reaffirm TSMC's central position in the global chip supply chain.
A discounted cash flow analysis suggests Onto Innovation's stock is trading close to its intrinsic value. We break down the assumptions behind the model and what it means for investors in the competitive chip equipment sector.
