AI hardware

Three specialized chipmakers—Cirrus Logic, Qorvo, and Knowles—offer overlooked AI exposure with 44.5%, 14%, and 55.3% YTD gains respectively and 5-20% analyst upside potential.

Poet Technologies stock plunged 47% after Marvell canceled orders through Celestial AI due to confidentiality breaches, erasing prior week's 108% gain.

Alphabet emerges as the only Magnificent Seven AI stock worth buying after corrections, with Google Gemini tripling enterprise market share to 21% while facing 15% revenue and 34% EPS growth.

Google's memory compression tech initially spooked investors, but Micron, SanDisk, and Seagate could benefit from accelerated AI deployment demand at attractive valuations.

Apple's stock fell 5% over foldable iPhone delays to 2027 amid durability issues, but record Services revenue and AI-driven Mac demand cushion the blow.

Google's data-compression tech triggered semiconductor selloff based on misconception that efficiency reduces hardware demand. Analysts argue efficiency gains historically drive larger AI models requiring more powerful chips.

Major AI firms abandon Nvidia GPUs for custom chips. Broadcom and TSMC positioned to capture $1 trillion opportunity as industry adopts specialized silicon.

ASML secures $7.97B order from SK Hynix for EUV lithography through 2027, validating long-term AI infrastructure demand and the company's dominant market position.

OpenAI partners with Broadcom on custom AI chips, signaling defection from Nvidia. Broadcom projects $8.2B AI revenue by 2026, validating shift toward proprietary semiconductor solutions.

Arm Holdings stock rises 3% ahead of March 24 product event as Morgan Stanley predicts AI chiplet announcement targeting cloud computing customers.

Nano Labs shares fell 5.76% in premarket trading despite launching AI hardware product, hitting 52-week low of $2.75, down 46.85% annually.

Cerebras, valued at $23 billion, secures $100+ billion OpenAI deal and plans April 2026 IPO, challenging Nvidia's AI hardware dominance with specialized processors.

Global data center spending hits $650B in 2024, up 32% YoY, driven by AI infrastructure demand. TSMC poised to benefit with dominant 72% foundry market share.

Taiwan surpasses China as top U.S. supplier, driven by AI hardware demand and semiconductor needs. Chinese exports fell 44% in December as tariff exemptions favor Taiwan's tech sector.

David Tepper's Appaloosa triples Micron stake to $428M while trimming mega-cap tech exposure like Amazon and Nvidia, rotating toward semiconductor infrastructure.

Tech giants Nvidia, Amazon, and Alphabet show strong growth despite market volatility. Nvidia leads with 62% revenue growth, while Amazon and Alphabet report solid gains in cloud and AI sectors.