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.
Fueled by explosive growth in AI infrastructure spending, Nvidia's commanding market position sets the stage for significant potential gains. Analysts project a revenue path that could see its stock reach new heights by the end of the decade.
Mid-cap stocks offer a compelling blend of established operations and growth potential, but navigating this competitive landscape requires sharp discernment. We analyze one company with promising prospects and two where investors might want to apply the brakes.
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.
IonQ's acquisition of semiconductor foundry SkyWater Technology marks a pivotal shift, granting it a unique edge in chip manufacturing and positioning it as a frontrunner for lucrative government contracts in the nascent quantum computing race.
As 2026 unfolds, the AI investment thesis is maturing beyond initial skepticism, creating opportunities in both leading tech giants and overlooked sectors. We analyze five companies, from semiconductor powerhouses to regional e-commerce leaders, positioned for a pivotal year.
Intel's latest earnings reveal persistent supply challenges in the AI chip race, while Nvidia's strategic control over production capacity cements its long-term dominance, analysts say.
Rosenblatt Securities initiates coverage on Credo Technology with a Neutral rating and a $170 price target, highlighting its strong position in high-speed connectivity for AI infrastructure while flagging competitive pressures. The note follows a more bullish target hike from Barclays earlier in the month.
GCL Global's fiscal first-half revenue nearly doubled after consolidating Ban Leong Technologies, yet the company reported a net loss as it absorbed acquisition costs. Management lowered full-year guidance, citing delays for two key game titles.
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.
Mizuho Securities raised its rating on Applied Materials (AMAT) to Outperform, with a $370 price target, forecasting accelerated growth in global wafer fab equipment spending driven by major chipmakers' capital expenditure plans.
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.
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.
AMD and GIGABYTE have significantly expanded their partnership to co-develop a new generation of AI-accelerated gaming laptops, motherboards, and monitors. This strategic move aims to bring powerful, on-device AI capabilities directly to consumers, potentially reshaping competitive dynamics in the PC gaming hardware market.
Amidst market volatility, a select group of Asian companies with significant insider ownership are drawing investor attention, signaling strong internal belief in their long-term growth trajectories.
Apple shattered earnings expectations in its fiscal first quarter, fueled by a remarkable resurgence in iPhone sales across Greater China. While navigating supply constraints, the tech giant is betting big on a new AI partnership with Google to power its next chapter.
