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.
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.
A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.
CNBC's Jim Cramer suggests Intel shares could surge significantly, as the chipmaker's strategic overhaul and analyst upgrades fuel investor optimism amid a 140% yearly gain.
Citi has updated its model for GlobalFoundries, lifting the price target to $42 and extending its valuation horizon to 2027. The move follows the chipmaker's strategic acquisition of Synopsys' ARC Processor IP business, aimed at accelerating its physical AI roadmap.
Applied Optoelectronics (AAOI) has secured a significant order for its high-speed 800G optical transceivers from a key hyperscale client, coinciding with a strategic expansion of its Texas manufacturing facility to meet surging AI data center demand.
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.
Taiwan Semiconductor Manufacturing Company's planned Arizona gigafab cluster, backed by a US$250 billion U.S.-Taiwan initiative, underscores its pivotal role in powering the AI revolution while raising questions about capital intensity and long-term returns in the reshoring era.
CNBC's Jim Cramer highlights Texas Instruments (TXN) for its operational strength, as the chipmaker navigates a challenging market with better-than-expected guidance and analyst optimism.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
Lam Research capitalizes on soaring demand for AI chipmaking equipment, reporting record quarterly and annual revenue. While the company is aggressively expanding capacity to address supply chain bottlenecks, some analysts question if its valuation already reflects the AI-driven growth.
In a bold bid to reclaim semiconductor leadership, Intel is aggressively deploying ASML's next-generation lithography systems years ahead of rival TSMC. The 2026 timeline is critical for the chipmaker's turnaround plan.
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.
Ford Motor Company launches a dedicated energy storage business, Ford Energy, appointing Lisa Drake to lead the charge into the rapidly growing battery storage market, signaling a strategic expansion beyond vehicle manufacturing.
