AI semiconductors

GlobalFoundries announces first-ever $0.12 quarterly dividend and commits to returning up to 50% of trailing free cash flow to shareholders while pursuing AI-centric expansion.

Marvell stock surged 67% in April 2026 on Nvidia partnership, Google AI talks, and Polariton acquisition, positioning it as key AI infrastructure player.

Marvell Technology emerges as a compelling AI chip opportunity, with Nvidia's $2B investment and data center networking expertise positioning it to outperform larger rivals.

Senator Chris Coons demands clarification from Commerce Secretary Lutnick over conflicting statements about Nvidia H200 chip exports to China, citing national security concerns.

TSMC emerges as the ultimate AI infrastructure play, controlling 72% foundry market share with 40%+ earnings growth expected through 2026.

AMD could reach $868B market cap by 2028, surpassing Palantir and Micron combined, driven by OpenAI and Meta data center GPU deals.

Broadcom, Palantir, and Credo Technology project 50%+ revenue and EPS growth, underscoring robust AI infrastructure demand and enterprise adoption momentum ahead of earnings season.

Solstice Advanced Materials, spun from Honeywell, surges 50% on nuclear and AI chip tailwinds but faces valuation concerns with only 3-4% revenue growth.

Broadcom's AI chip business surged 106% YoY in Q1 with $100B+ projected 2027 revenue, positioning the company to potentially reach $3 trillion valuation within two years.

Nvidia's exceptional 73% revenue growth and $1 trillion revenue forecast haven't lifted stalled shares over six months as investors worry about margin compression from custom AI chips by major tech companies.

ASML stock dropped 3.3% despite Goldman Sachs upgrade and strong earnings from major customers Micron and Nvidia, suggesting valuation concerns override positive fundamentals.

Broadcom's exceptional Q1 FY2026 results—$19.3B revenue, 106% AI chip growth—suggest significant undervaluation versus $431-$470 analyst targets.

Broadcom projects 80% upside to $614 by 2027 on $100B AI chip revenue and $17.54 EPS, offering leveraged exposure to AI infrastructure spending growth.

Broadcom reports record Q1 FY2026 revenue of $19.3B, up 29% YoY, with AI revenue surging 106%. Company projects continued acceleration with Q2 guidance of $22B.

Broadcom stock surged 60% amid AI boom with 96% buy ratings from Wall Street, though it's pulled back 23% from peak. Earnings due March 4.

Micron stock rises 2.15% ahead of joint earnings announcement with Nvidia on March 18, as investors anticipate strong AI-driven memory demand results.

Alphabet's diversified revenue streams, including Google Cloud and AI services, outpace Meta's reliance on advertising for 98% of revenue, reducing long-term risk exposure.

Micron's stock surged 290% in a year, raising stock split speculation. A split could boost retail accessibility and liquidity, similar to Nvidia and Broadcom's moves.

Three tech stocks—Broadcom, SanDisk, and Nebius—positioned for growth in AI infrastructure through semiconductors, storage, and data centers respectively.

AMD targets 60% annual data center growth, showing AI momentum with 39% Q4 revenue increase, but faces investor skepticism about sustaining growth against Nvidia's dominance.