Marvell (NASDAQ:MRVL), and Broadcom (NASDAQ:AVGO) are strategically positioned to capitalize on the AI chip market surge.
We recently compiled a list of the 15 AI News That Should Not Be Ignored. In this article, we are going to take a look at ...
We recently published a list of UBS’ Top Quant Stocks In AI, IT, Healthcare & Other Sectors: Top 33 Stocks In All Sectors. In ...
OpenAI has been hiring many hardware engineers from the Google Tensor Processing Unit (TPU) team, its AI chip development arm ...
In its earnings recap, Citi highlighted that consensus earnings per share (EPS) estimates for semiconductor companies fell 11 ...
"We estimate global semi sales to be up another 9% YoY in 2025, following 17% YoY growth in 2024," wrote the analyst, who has ...
Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software ...
"Even with a decelerating growth rate on huge numbers, Nvidia's CY2025 PEG ratio stands at about 0.8x on our estimates. This ...
Macom Technology Solutions has joined the ranks of chipmakers that have gotten a lift from sales to AI data centers. MTSI ...
Despite Monday's pullback from record highs, analysts remain bullish on Nvidia's AI chip dominance, raising price targets to ...
China’s top three optical module assemblers have seen impressive growth in the secondary market this year, with shares of ...