MarketPulse

chip industry

3 articles
The Motley FoolThe Motley Fool··Jason Hall

Broadcom Positioned as Top Semiconductor Play for Decade-Long Investors

Analyst identifies $AVGO as premier chip stock for long-term investors, citing AI-driven growth despite fierce competition from $NVDA and $INTC.
NVDAAMDTSMAVGOINTC+2semiconductor stockslong-term investing
The Motley FoolThe Motley Fool··Catie Hogan

AMD and Broadcom Post Record 2025 Revenues Amid Divergent Growth Strategies

AMD and Broadcom hit record 2025 revenues. AMD focused on AI partnerships while Broadcom diversified across networking and software for resilience.
AMDAVGOvaluationsemiconductor
The Motley FoolThe Motley Fool··Dan Caplinger

Intel's Year-Long Rally Tests Investor Confidence in Turnaround Strategy

Intel's stock surged on AI chip demand and manufacturing investments, but structural challenges and competitive disadvantages in specialized AI processors raise sustainability questions about its turnaround.
NVDAAMDINTCsemiconductor stocksartificial intelligence