MarketPulse

semiconductors

52 articles
BenzingaBenzinga··Erica Kollmann

Wood's ARK Redefines Defense Investing: Space, Chips, Drones Over Tanks

ARK Invest argues modern defense should prioritize space, semiconductors, drones, and AI over traditional contractors, repositioning defense sector investing around technology rather than capex-heavy platforms.
RKLBAMDKTOSACHRACHR.WS+4space infrastructureautonomous systems
The Motley FoolThe Motley Fool··Keithen Drury

Nvidia vs. TSMC: Which AI Chipmaker Offers Better Returns in March?

Nvidia offers higher AI growth potential but greater risk; TSMC provides safer, diversified exposure to $650B hyperscaler AI spending by 2026.
NVDATSMhyperscalersdata centers
The Motley FoolThe Motley Fool··Howard Smith

Nvidia Surges on Enterprise AI Software Ambitions Beyond Hardware

Nvidia rallied 1.13% to $184.72 as investors embrace its expanding enterprise AI software platform, including anticipated NemoClaw agents platform at GTC 2026.
NVDAAMDINTCenterprise softwareAI agents
The Motley FoolThe Motley Fool··James Hires

Three Hidden Gems Positioned for Explosive Growth Through 2036

Ferrari, TSMC, and BWX Technologies emerge as potential multi-baggers through 2036, leveraging luxury pricing power, semiconductor dominance, and nuclear growth.
TMNVDATSMBWXTGM+2profitabilityAI
The Motley FoolThe Motley Fool··James Hires

Prediction Markets Boom, But $TSM Offers Better AI Chip Play

Prediction markets gain traction, yet private platforms limit access. $TSM dominates semiconductor foundry market, positioning it as superior AI trend investment vehicle.
NVDADKNGTSMQCOMIBKR+1AI chipsprediction markets
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Broadcom Surges 5.9% on Record AI Revenue and Bold $100B 2027 Guidance

$AVGO stock rallied after Q1 results showed $19.3B revenue, 29% YoY growth, with AI revenue hitting record $8.4B. Company guides Q2 at $22B.
AVGOdata centerrevenue growth
The Motley FoolThe Motley Fool··David Dierking

Semiconductor Rally Hits Valuation Wall: Is $SMH Still a Buy After 49% Surge?

Semiconductor ETF $SMH surged 49% in 2025 on AI demand, but now trades at 45x P/E with valuation concerns limiting future gains.
NVDATSMSMHAI demandvaluation concerns
The Motley FoolThe Motley Fool··James Hires

Data Center Capex Boom Reaches $650B as AI Demand Accelerates

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.
NVDAAMDAAPLTSMAVGO+3data center spendingsemiconductors
The Motley FoolThe Motley Fool··Keithen Drury

Tech Sector Volatility Creates Entry Points for Growth-Focused Investors

Tech stock pullbacks have created buying opportunities in companies like TSMC, Nvidia, and Microsoft, which maintain strong fundamentals despite recent price declines.
NVDAMSFTAMZNTSMAVGOAI chipsvaluation
BenzingaBenzinga··Surbhi Jain

Taiwan Displaces China as Top U.S. Supplier Amid AI Hardware Demand Surge

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.
NVDAAMDTSMAVGOSMH+1supply chaintariffs
The Motley FoolThe Motley Fool··Danny Vena, Cpa

TSMC's Path to $3 Trillion Valuation Draws Investor Attention

TSMC, valued at $1.9 trillion, could join the $3 trillion club by 2029 on strong semiconductor demand and AI-driven growth projections.
NVDAAMDGOOGGOOGLAAPL+2data centersrevenue growth
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC Leverages AI Dominance to Drive Growth as Foundry Market Consolidates

TSMC controls 99% of advanced AI chip foundry market, achieving 36% revenue growth in 2025 with valuations suggesting upside potential as AI infrastructure demand accelerates.
NVDAGOOGGOOGLTSMAI chipsearnings growth