MarketPulse

semiconductor stocks

25 articles
The Motley FoolThe Motley Fool··Robert Izquierdo

Nvidia's February Earnings Offer Clarity Amid AI Sector Uncertainty

Nvidia reports Q4 earnings February 25 with $65B in guided sales amid AI sector scrutiny. Results expected to clarify AI spending trends and market sentiment.
NVDAINTCsemiconductor stocksNvidia earnings
The Motley FoolThe Motley Fool··Adam Spatacco

Chip Suppliers Poised to Capitalize on $700B AI Infrastructure Buildout

Tech giants plan $700B AI infrastructure spending. Chip suppliers like Broadcom and Micron positioned to benefit from demand for networking and memory components.
NVDAAMDMUAVGOsemiconductor stockscapital expenditures
The Motley FoolThe Motley Fool··Keithen Drury

Analyst Projects Semiconductor Leaders to Reach $500+ Valuations by 2030

Analyst projects Nvidia, TSMC, and Broadcom to reach $500+ stock prices by 2030, driven by accelerating AI infrastructure and data center spending.
NVDATSMAVGOsemiconductor stocksAI infrastructure spending
The Motley FoolThe Motley Fool··Geoffrey Seiler

Semiconductor Leaders Poised to Capture AI Infrastructure Growth Through 2030

Semiconductor leaders including Nvidia, Broadcom, Micron, and TSMC are positioned to capture significant growth from $1.4 trillion in AI infrastructure investments through 2030.
NVDAMUTSMAVGOdata center buildoutsemiconductor stocks
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