Q1 Earnings Recap: Lattice Semiconductor (NASDAQ:LSCC) Tops Processors and Graphics Chips Stocks
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the processors and graphics chips…
Semiconductor stocks trim losses as investors buy the dip
What happened: Semiconductor stocks trimmed losses on Friday as investors bought the dip. However, for the week, the PHLX…
Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model
What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks…
Morgan Stanley Warns of “Chipflation” as Hyperscalers Invest More in Compute Capacity: 2 No-Brainer Artificial Intelligence (AI) Chip Stocks to Buy Right Now
The artificial intelligence (AI) revolution has delivered outsized gains to a concentrated set of market participants over the…
AI Can’t Thrive Without This Stock (Hint: It’s Not Nvidia)
Whether you use large language models like OpenAI’s ChatGPT or you’re familiar with artificial intelligence (AI) tools like…
JPMorgan says AI chip rally could slow as hyperscalers close the performance gap
AI chip ©Asih Wahyuni Semiconductor leadership may become harder to sustain The strong outperformance of artificial intelligence semiconductor…
AI Demand Begins to Justify Massive Cost of Data-Center Buildout
(Bloomberg) — Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of…
This Billionaire Dumped Cloud Stocks for These New AI Stocks. Should Investors Follow Suit?
Billionaire portfolio manager Philippe Laffont of Coatue Management had a busy first quarter. The technology-focused investor significantly cut…
Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. Melius Research…
Fund Beating 99% of Peers Sees Few Software Firms Surviving AI
Photographer: Gabby Jones/Bloomberg (Bloomberg) — Selling software stocks before the crowd paid off for Nick Evans, a Polar…
Nvidia Shares Slide on Rumors of Next-Year GPU Price Jumps
This article first appeared on GuruFocus. Shares of Nvidia (NASDAQ:NVDA) slipped on Monday after reports said multiple semiconductor…
Nvidia and AMD Brace for Surging AI Demand in 2026
This article first appeared on GuruFocus. A broad group of semiconductor companies remain optimistic about supply and demand…