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Should You Buy AMD Stock Ahead of Q2 Earnings? Here's What to Know
31.07.2026 15:21
AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.
Intel Stock's Operating Margin Turned Positive While Its Foundry Kept Losing Money
31.07.2026 13:50
Intel swung from an operating loss to an operating profit with the costly part of its turnaround still running, and that swing is what the spending debate keeps drowning out.
Arista Networks vs. BigBear.ai: Which Tech Stock Is a Better Buy in 2026?
31.07.2026 13:10
Arista is a profitable AI infrastructure supplier, while BigBear.ai is positioning to win more government contracts.
Is Broadcom (AVGO) Stock Below Fair Value After Its AI Deals?
30.07.2026 01:09
Broadcom stock has pulled back recently after a very strong multi year run, yet on current checks it still screens as undervalued based on both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples. Broadcom has delivered a very large 5 year return of about 7x, which means anyone looking at the shares today is assessing value after a powerful compounding period. Recent long term supply and partnership announcements tied to AI infrastructure can support optimism about...
What You're Really Paying For Broadcom Stock
28.07.2026 14:37
The chipmaker looks expensive on today's numbers, but a steep discount emerges once you account for the growth analysts see coming.
Why I Keep Buying NVIDIA Confidently
28.07.2026 13:59
Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus keeps pulling capital toward a single name.
Micron, SK Hynix stocks sink as AI chip sell-off deepens
28.07.2026 12:56
A sell-off in semiconductor stocks deepened on Tuesday.
Micron, SK Hynix stocks fall as chip sell-off deepens
28.07.2026 12:56
A sell-off in semiconductor stocks deepened on Tuesday.
The Zacks Analyst Blog Highlights MaxLinear, Marvell Technology and Broadcom
28.07.2026 12:46
MXL is riding AI infrastructure demand with surging optical networking growth, but faces fierce competition from MRVL and AVGO.
I’m Buying Broadcom This Week For One Powerful Reason
28.07.2026 12:12
Every hyperscaler building AI infrastructure eventually needs a partner that can do something NVIDIA simply will not, and one company quietly collects every time that phone rings.
Broadcom (AVGO) Lands $200 Billion Samsung AI Chip Deal Through 2030
28.07.2026 10:08
Samsung and Broadcom (NasdaqGS:AVGO) agreed a more than US$200b AI semiconductor deal running through 2030. The agreement focuses on next generation AI infrastructure, advanced memory and high performance computing chips. The multi year supply and co development deal deepens Broadcom's role in core AI hardware across data centers and related infrastructure. Broadcom sits at the intersection of networking, custom silicon and specialized chips that support data centers and cloud...
Competition Is Growing, but Is Nvidia Really in Trouble? This Numbers Suggests It Isn't
28.07.2026 10:05
Nvidia's chips remain the go-to options for big tech companies.
Marvell Technology Priced Beyond Perfection
28.07.2026 08:38
Marvell (MRVL) gets a Sell rating as valuation looks stretched and ASIC share risks rise despite optics/interconnect strengths.
Broadcom: Why The Google Share Panic Misses What Broadcom's Moat Actually Is
28.07.2026 04:57
Broadcom (AVGO) buy thesis: durable AI networking moat, strong EPS and margin expansion, and 2027 revenue outlook despite valuation. See more.
Why is Bernstein bullish on memory stocks after Samsung, Nvidia deals?
27.07.2026 09:51
Investing.com -- Bernstein has reiterated its bullish stance on memory chipmakers following a wave of multibillion-dollar partnerships announced at an AI Summit hosted by the South Korean government in San Francisco on Friday, where Samsung, SK Hynix, Nvidia and Broadcom unveiled new agreements spanning memory, foundry and AI data centers.
SK Hynix, Samsung Ink $950 Billion AI Chip Deals, But Stocks Still Slide
27.07.2026 03:36
SK Hynix and Samsung signed $950 billion in AI chip deals with Nvidia and Broadcom, yet both stocks fell Monday as investors booked profits.
Samsung and SK Hynix unveil $950 billion US chip supply partnerships
25.07.2026 07:48
Investing.com -- Samsung Electronics and SK Hynix will pursue memory-chip supply partnerships with major U.S. technology companies valued at a combined $950 billion, Reuters reported, citing South Korean presidential adviser Kim Yong-beom.
U.S. Memory Stock Pullback May Offer Investors a Fresh Buying Opportunity
24.07.2026 13:00
Morgan Stanley believes the recent decline in U. S.
The Zacks Analyst Blog Highlights Credo Technology, Broadcom, Marvell Technology and Astera Labs
24.07.2026 11:09
CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.
Broadcom (AVGO) Lands At The Center Of A $35 Billion AI Financing Trade
24.07.2026 07:16
Wall Street banks have begun trading pieces of a $35b financing package tied to Broadcom and Anthropic's AI chip and infrastructure build out. The transactions involve buying and selling segments of the funding that supports Anthropic's custom chip orders with Broadcom. This activity signals fresh interest in financing structures linked to large scale AI hardware projects. For investors tracking Broadcom (NasdaqGS:AVGO), this financing package trading activity comes as the stock changes...