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semiconductor: Archive

Anirudha Bhagat

Texas Instruments Stock Up 69% in Six Months: Should You Invest More?

TXN stock surges 69% in six months, fueled by analog/embedded chip demand, AI-linked infrastructure growth and strong cash returns.

QCOMPositive Net Change TXNPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Rimmi Singhi

NVTS Stock Soars on NVIDIA Collaboration: Is More Upside Ahead?

NVTS jumps 19% after NVIDIA spotlights its GaNFast AI power board at Computex 2026. After a 330% YTD run, can Navitas keep climbing?

STMPositive Net Change NVDAPositive Net Change ONPositive Net Change NVTSPositive Net Change

Rimmi Singhi

MRVL and NVTS Get NVIDIA Boost: Which Stock Has the Stronger Case?

NVIDIA's backing sends MRVL and NVTS soaring. But when it comes to AI exposure, financial strength and valuation, which stock has the stronger case?

NVDAPositive Net Change MRVLPositive Net Change NVTSPositive Net Change

Zacks Equity Research

MRVL Stock Soars as Investors Embrace Its AI Growth Story

Marvell's rally gained steam after NVIDIA CEO praise, but record bookings, AI data-center demand and accelerating growth are driving the story.

MRVLPositive Net Change AMKRPositive Net Change GFSPositive Net Change

Zacks Equity Research

Broadcom Q2 Earnings Call Spotlights AI Demand Surge

AVGO's Q2 call says AI demand is accelerating, with $10.8B AI semi sales and a Q3 guide that lifts expectations into 2027.

AVGOPositive Net Change

Shaun Pruitt

Will Marvell Technology (MRVL) Really Become the Next Trillion-Dollar Stock?

Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".

MRVLPositive Net Change MUPositive Net Change NVDAPositive Net Change

Mark Vickery

Top Stock Reports for Broadcom, Cisco & Alibaba

Broadcom, Cisco and Alibaba headline new research reports, with AI, networking and cloud growth emerging as key themes shaping outlooks.

ALNYPositive Net Change BCSPositive Net Change CSCOPositive Net Change IMOPositive Net Change AVGOPositive Net Change BABANegative Net Change IDTNegative Net Change HBBPositive Net Change

Tirthankar Chakraborty

Micron vs. Marvell: Only One AI Semiconductor Stock Is a Buy This June

MU and MRVL have soared on AI demand, but Micron's stronger margins, lower debt and cheaper valuation may give it the edge this June.

MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change

Aritra Chatterjee

Intel Surges 192.5% Year to Date: Should You Bet on the Stock?

INTC's AI infrastructure push, new Xeon 6+ chips and major partnerships are fueling strong gains, but can it overcome foundry losses and rivalry?

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Aniruddha Ganguly

AMD Trades Close to 52-Week High: Buy, Sell or Hold the Stock?

AMD nears its 52-week high as data center EPYC and Instinct demand surges, but competition and a rich valuation cap near-term upside.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change