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Browsing Tag

semiconductor companies

10 posts
AArtificial intelligence
Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model
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Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model

  • July 17, 2026
What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks…
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
AI Can't Thrive Without This Stock (Hint: It's Not Nvidia)
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AI Can’t Thrive Without This Stock (Hint: It’s Not Nvidia)

  • July 4, 2026
Whether you use large language models like OpenAI’s ChatGPT or you’re familiar with artificial intelligence (AI) tools like…
AArtificial intelligence
Apple to ’modestly’ raise iPhone prices for the first time in 7 years: MS
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AI Demand Begins to Justify Massive Cost of Data-Center Buildout

  • June 25, 2026
(Bloomberg) — Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of…
AArtificial intelligence
This Billionaire Dumped Cloud Stocks for These New AI Stocks. Should Investors Follow Suit?
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This Billionaire Dumped Cloud Stocks for These New AI Stocks. Should Investors Follow Suit?

  • May 25, 2026
Billionaire portfolio manager Philippe Laffont of Coatue Management had a busy first quarter. The technology-focused investor significantly cut…
AArtificial intelligence
Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks
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Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks

  • May 22, 2026
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. Melius Research…
AArtificial intelligence
Fund Beating 99% of Peers Sees Few Software Firms Surviving AI
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Fund Beating 99% of Peers Sees Few Software Firms Surviving AI

  • February 16, 2026
(Bloomberg) — Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager.…
AArtificial intelligence
Nvidia, AMD, and Micron Technology Could Help This Unstoppable ETF Turn $250,000 Into $1 Million in 10 Years
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Nvidia, AMD, and Micron Technology Could Help This Unstoppable ETF Turn $250,000 Into $1 Million in 10 Years

  • December 30, 2025
The artificial intelligence (AI) revolution would be at a standstill without advanced chips and components. Nvidia, Advanced Micro…
TTechnology
CoreWeave Strikes Deal With Runway to Power Video AI Models
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Nvidia Shares Slide on Rumors of Next-Year GPU Price Jumps

  • December 30, 2025
This article first appeared on GuruFocus. Shares of Nvidia (NASDAQ:NVDA) slipped on Monday after reports said multiple semiconductor…
AArtificial intelligence
Analyst Says Broadcom (AVGO) Among the Best AI Semiconductor Stocks to Benefit from Bull Run Until 2030
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Analyst Says Broadcom (AVGO) Among the Best AI Semiconductor Stocks to Benefit from Bull Run Until 2030

  • November 2, 2025
We recently published Top 9 AI and Non-Tech Stocks to Watch Amid Latest Earnings Season. Broadcom Inc (NASDAQ:AVGO)…
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