Top Analyst Says It’s Not Too Late to Buy These 2 AI Chip Giants
It’s no secret that the AI boom of recent years has been a primary driver of market gains,…
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements…
Nvidia Tells Skeptical Investors AI Is Ready to Go Mainstream
(Bloomberg) — Nvidia Corp., facing more investor skepticism, used its latest quarterly report to tout progress in diversifying…
TSMC’s Strong Outlook Fires Up Hopes of Sustained AI Boom
Bloomberg, company filings (Bloomberg) — Taiwan Semiconductor Manufacturing Co. is earmarking as much as $56 billion in capital…
Mizuho Picks Nvidia, Broadcom, Lumentum as Top AI Chip Stocks for 2026
This article first appeared on GuruFocus. Mizuho Securities highlighted AI-driven demand as a key factor for semiconductor stocks…
Cambricon’s 500,000 Gamble to Replace Nvidia
This article first appeared on GuruFocus. China’s AI chip race is entering a new phase, and Cambricon is…