Processor stocks lead the market as Meta's Muse AI agent sparks a rally in CPU-focused names, with Arm, Intel, and AMD surging…
Nvidia targets 70% revenue growth for fiscal 2028 as the rollout of its Vera Rubin architecture promises to slash AI inference costs…
AMD leads the semiconductor sector with a 5% gain on speculation of Q4 price hikes, while NVIDIA and TSM see more modest…
Qualcomm shares face a pivotal test as the company shifts focus from mobile handsets to automotive and data center growth, targeting a…
AMD's 254% annual rally has pushed its valuation to a 211x P/E, prompting analysts to issue a hold rating with a $510.66…
Nvidia's fundamentals are outpacing its 20% stock gain this year, with analysts projecting significant earnings growth and a low forward P/E ratio…
Broadcom maintains its aggressive AI growth targets as Anthropic commits to massive custom chip deployments, providing a buffer against recent semiconductor sector…
With AI stocks trading at record multiples, Zcash and Solana offer alternative growth narratives driven by institutional adoption and on-chain utility.
Nvidia continues its strategy of funding AI infrastructure partners like Cohere, Nebius, and CoreWeave to secure long-term demand for its H100 chips…
MediaTek's new 2nm flagship chip launch signals a direct challenge to Qualcomm's premium Android market share, though analysts remain cautious about the…
Marvell shares hit a fresh high of $244.25, trading 27% above historical valuation averages as the market prioritizes long-term AI growth narratives…
Jim Cramer defends Broadcom as a bargain following a guidance-driven selloff, citing a record $179.2 billion backlog and aggressive AI revenue growth…