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Browsing Tag

custom silicon

15 posts
AArtificial intelligence
Morgan Stanley Warns of "Chipflation" as Hyperscalers Invest More in Compute Capacity: 2 No-Brainer Artificial Intelligence (AI) Chip Stocks to Buy Right Now
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Morgan Stanley Warns of “Chipflation” as Hyperscalers Invest More in Compute Capacity: 2 No-Brainer Artificial Intelligence (AI) Chip Stocks to Buy Right Now

  • July 12, 2026
The artificial intelligence (AI) revolution has delivered outsized gains to a concentrated set of market participants over the…
AArtificial intelligence
Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half
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Chip Stocks Are Buys on Weakness — A Top Name That Pros Expect Big Things From in the Second Half

  • July 9, 2026
Quick Read JPMorgan sees chip weakness as a buying opportunity while Morgan Stanley flags a rotation, and both…
AArtificial intelligence
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
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Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

  • July 6, 2026
Quick Read Marvell’s data center revenue hit 76% of total sales, with 50+ custom AI design wins targeting…
AArtificial intelligence
This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)
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This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel)

  • July 5, 2026
Ever since OpenAI released ChatGPT in November 2022, the AI industry has been characterized by ever-growing demand for…
AArtificial intelligence
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
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Custom AI Chips Are Coming for Nvidia’s Crown. Here Are 2 Companies Quietly Cashing In.

  • June 17, 2026
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the…
AArtificial intelligence
Prediction: This Will Be the Next $1 Trillion Artificial Intelligence (AI) Chip Stock, According to Jensen Huang
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Prediction: This Will Be the Next $1 Trillion Artificial Intelligence (AI) Chip Stock, According to Jensen Huang

  • June 14, 2026
In the race to build ever-larger artificial intelligence (AI) systems, connectivity is quietly emerging as the next critical…
AArtificial intelligence
Nvidia Started the AI Boom. These 2 Stocks Could Power the Next Phase.
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Nvidia Started the AI Boom. These 2 Stocks Could Power the Next Phase.

  • June 8, 2026
For three years, the artificial intelligence (AI) trade was simple: Buy Nvidia, collect the upside, repeat. The graphics…
BBusiness
The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030
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The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030

  • May 25, 2026
Nvidia (NASDAQ: NVDA) has been a leading artificial intelligence (AI) stock for years now, with its share price…
AArtificial intelligence
Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom
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Why Billionaire Stanley Druckenmiller Dumped Nvidia but Loaded Up on These 3 AI Infrastructure Stocks for the Next Boom

  • May 24, 2026
Stanley Druckenmiller’s moves have been particularly telling throughout the artificial intelligence (AI) revolution. After initiating a position in…
AArtificial intelligence
Intel Foundry Talks With Nvidia And Apple Raise Long Term Questions
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Google Broadcom Chip Deal Puts Intel AI Foundry Goals Under Scrutiny

  • April 21, 2026
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million…
AArtificial intelligence
Why Broadcom Stock Is a Better Long-Term AI Stock to Buy Than Nvidia
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Why Broadcom Stock Is a Better Long-Term AI Stock to Buy Than Nvidia

  • April 11, 2026
When investors think about the artificial intelligence (AI) infrastructure build-out, Nvidia (NASDAQ: NVDA) is usually the first name…
AArtificial intelligence
How Broadcom’s AI‑Ready Wi‑Fi 8 Launch And $6.75 Billion Debt Raise At Broadcom (AVGO) Has Changed Its Investment Story
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Broadcom’s Google And Anthropic AI Deals Deepen Custom Chip Reliance

  • April 7, 2026
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million…
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