{"id":625392,"date":"2026-09-23T23:22:17","date_gmt":"2026-09-23T23:22:17","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/625392\/"},"modified":"2026-09-23T23:22:17","modified_gmt":"2026-09-23T23:22:17","slug":"wall-street-picks-3-chip-stock-winners-for-the-ai-boom","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/625392\/","title":{"rendered":"Wall Street Picks 3 Chip Stock Winners for the AI Boom"},"content":{"rendered":"\n

This article first appeared on GuruFocus<\/a>. <\/p>\n

Seaport Research has initiated coverage of Marvell Technology, Onsemi and Semtech with Buy ratings, citing opportunities tied to AI data-center infrastructure. The firm set price targets of $270 for Marvell, $100 for Onsemi and $200 for Semtech. <\/p>\n

Marvell Technology (NASDAQ:MRVL<\/a>) is the largest <\/a>of the three calls, with Seaport pointing to demand for custom silicon and data-center connectivity. Data-center activity accounts for about three-quarters of the company’s revenue, while Marvell has also expanded manufacturing capacity with GlobalFoundries for AI-related optical connectivity. <\/p>\n

\"Wall<\/a> MRVL GF Value chart<\/a> <\/p>\n

For Onsemi (NASDAQ:ON<\/a>), the research firm sees potential from 800-volt power systems being adopted in data-center projects expected during 2027 and 2028. The company could also benefit from improving demand across industrial and automotive markets. <\/p>\n

Semtech (NASDAQ:SMTC<\/a>) is being positioned around optical links used in next-generation data centers. Seaport expects AI-related optical demand to provide an additional growth driver in 2027 and 2028, while Semtech has recently expanded its portfolio of AI networking products. <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Seaport Research has initiated coverage of Marvell Technology, Onsemi and Semtech with…\n","protected":false},"author":2,"featured_media":625393,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,6737,85,46,64178,73253,282754,125],"class_list":["post-625392","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-data-center","tag-il","tag-israel","tag-marvell-technology","tag-onsemi","tag-semtech","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/625392","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=625392"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/625392\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/625393"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=625392"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=625392"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=625392"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}