Samsung’s $73b AI Bet With AMD And What It Means For Valuation
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors…
US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales
(Bloomberg) — Nvidia Corp. has long been the world’s AI kingmaker. Now, the Trump administration is considering taking…
Wall Street Says This Artificial Intelligence (AI) Stock Is a Bargain Hiding in Plain Sight
Arista Networks (NYSE: ANET) may not be the most sought-after artificial intelligence (AI) stock. But Wall Street’s consensus…
Samsung Claims Lead in Race to Ship AI Chips to Nvidia
Bloomberg (Bloomberg) — Samsung Electronics Co. claimed an early lead in the race to supply advanced memory for…
Samsung ships latest HBM4 chips to catch-up in AI race
By Hyunjoo Jin SEOUL, Feb 12 (Reuters) – Samsung Electronics said on Thursday it had started shipping its…
Micron’s AI Memory Ambition Tested By Samsung HBM4 And Nvidia Choice
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Broadcom’s Wi‑Fi 8 Launch And Hyperscaler AI Builds Might Change The Case For Investing In AVGO
In early February 2026, Broadcom announced the industry’s first enterprise Wi‑Fi 8 access point and switch platform, built…
This AI Stock Could Be Your Best Shot at Life-Changing Gains
Buying and holding a top artificial intelligence (AI) stock for the long run can indeed be a life-changing…
Samsung’s Chip Profit Soars in Strong Signal for Global AI Rush
Bloomberg (Bloomberg) — Samsung Electronics Co.’s chip unit beat expectations with a more than five-fold gain in profit,…
The World’s Most Important Chipmaker Just Confirmed the AI Megatrend Is Real
TSMC tends to be conservative, and the AI industry has been frustrated by its slow expansion. After talking…
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…