#AI chips

Oracle wants to own AI cloud capacity. Broadcom wants to tax custom silicon. Here is the ORCL vs AVGO setup before June earnings.

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.

Broadcom stock faces a Tuesday open test after the holiday. AVGO must prove it still beats Nvidia, Marvell and other AI alternatives.

Nvidia reports Q1 FY2027 today. The real test is not only revenue, but AI demand, bottlenecks, financing and customer ROI.

Broadcom stock faces a new 2026 test: whether AVGO's gigawatt AI deals deserve software-like valuation or a hardware-cycle discount.

Cerebras priced CBRS at $185, opened at $350, then cooled. Here is the real AI-chip bull case, the risks, and what investors should watch next.

Intel's 18A ramp is now an economic test: Foundry revenue is rising, losses remain heavy, and external customers still need proof.

Nvidia fell on 4 of its last 5 earnings beats. The May 20 Q1 FY27 print won't move the stock — only a Q2 guide above $86B will. Here's the math.

Micron tops the trending stock charts on May 11, 2026, ahead of Nvidia and AMD. HBM4 ramp, surging DRAM contracts, and a structural shortage explain why.

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

Intel's Apple chip rally is really a foundry credibility test. Here is what the reported deal means for INTC stock, Apple, TSMC and investors.

AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.

Broadcom stock analysis after Google, Anthropic and Meta AI chip deals. Q1 revenue $19.3B, AI revenue $8.4B, Q2 guide $22B, and the June 3 earnings test.

The share price of Nvidia has not endured immense negative pressure. It was the Trump administration that pulled out a whole suite of regulations that

SK Group chairman Chey Tae-won says global chip wafer shortages may persist until 2030 due to rising AI demand, as SK Hynix explores strategies to stabilize memory prices.

China’s second-largest chipmaker Hua Hong is preparing to launch 7 nm chip production in Shanghai, marking a significant step in the country’s effort to strengthen domestic semiconductor manufacturing.

Shares of Micron Technology rose 5.08% on March 13, 2026, as opposed to wider market fall. As rising oil prices put pressure on stocks, the S&P 500

Broadcom wins in the competition of AI compared to Nvidia. Stocks of companies dealing with AI infrastructure still enjoy the interest of investors

The KLA Corporation, a leading center in the semiconductor fabrication industry, has launched a $7billion share buyback program, signaling uncertainty

There is a notable influx of AI projects underway today at Broadcom which has drawn substantial interest in the semiconductor industry. After the

The share price of Nvidia dropped by approximately 5 % in 2026, but the company still has an operating high capacity business, and so it is up to the

Marvell Stocks Surge massively after Analyst upgrade. Marvell Technology (NASDAQ: MRVL) was recently given the rating of Buy with a price target of $130

Nvidia has stopped H200 AI chip exports to China and redirected its TSMC production capacity to next-gen Vera Rubin processors, signaling a major strategic pivot amid escalating U.S.-China tech tensions in 2026.

Malaysia's semiconductor ambitions face a major setback as the MACC probes a $279M deal with Arm Holdings over allegations of fraud and abuse of power.