semiconductor

Intel gains pivotal endorsement from Elon Musk for AI foundry capabilities through Terafab partnership with SpaceX, Tesla, and xAI, targeting 1 terawatt annual compute production.

Micron and ASML emerge as top semiconductor picks amid AI boom. Head-to-head analysis reveals divergent risk-reward profiles for investors.

Intel stock rises 3.41% after partnering with SpaceX, Tesla, and xAI on the Terafab chip fabrication plant in Austin, Texas, validating the company's foundry strategy.

Arm Holdings surged 18% after unveiling the AGI CPU AI chip, projecting $25 billion annual revenue by 2031 versus $4.9 billion currently, with analysts citing 61% upside.

Broadcom secures five-year TPU deal with Google and compute access agreement with Anthropic, projecting AI chip revenue exceeding $100 billion by 2027.

Micron delivered stellar results, but stock pullback reflects concern about sustainability beyond the AI memory surge.

Three AI infrastructure stocks—Broadcom, Nvidia, and Nebius—positioned to capture $7 trillion in projected data center spending through 2030, trading at attractive valuations despite strong growth.

Google's TurboQuant algorithm sparks AI stock sell-off, but efficiency gains historically boost demand. Marvell Technology positioned to gain.

Texas Instruments stock down 8% now yields ~3%, with completed $30B fab and declining capex set to boost free cash flow and support 22-year dividend streak.

Marvell rallied 21% in March after beating earnings expectations and announcing a $2 billion Nvidia partnership to develop AI infrastructure and optical technologies.

Arm Holdings and AMD gained during March's tech sell-off, positioned to capitalize on agentic AI driving a projected $100 billion data center CPU market by 2031.

Magnificent Seven tech stocks face headwinds from AI revenue concerns. TSMC, Broadcom, and Nebius emerge as potential successors poised for growth.

Intel announces $14.2B Fab 34 stake repurchase, signaling strengthened financial position and renewed investor confidence in the chipmaker's recovery trajectory.

Micron stock dropped 18% in March despite reporting 196% revenue growth and 682% EPS growth, as Google's AI compression algorithm raised concerns about future memory chip demand.

STMicroelectronics announced Q1 2026 earnings release on April 23, 2026, with analyst conference call at 9:30 AM CET same day.

Analysts highlight $AMD and $AAPL as compelling buys during tech sell-off, citing strong AI earnings growth potential and untapped monetization opportunities.

POET Technologies' advanced photonic technology lacks commercial proof, with stock down 36% from highs amid minimal institutional interest and execution questions.

Texas Instruments trades at attractive valuations with a 3% dividend yield and 22 consecutive years of dividend increases, positioning it as a future Dividend King.

Nvidia and Broadcom lead AI chip market with contrasting strategies. Nvidia targets $1T Blackwell/Rubin sales by 2027; Broadcom eyes $100B custom AI chip revenue. Nvidia seen as better buy.

Global AI chip market projected to grow from $102.89B in 2025 to $1.35T by 2035, driven by rapid AI adoption and GPU dominance.