Broadcom is set to lead AI server compute ASIC design with 60% share by 2027 as hyperscalers scale TPUs/Trainium/Maia.

Semiconductor stocks look poised for further gains as investment in artificial intelligence (AI) infrastructure accelerates.

Amazon, Microsoft and Apple are rapidly expanding custom AI chips to power data centers, with shipments expected to triple by 2027 as demand for faster, more efficient AI grows.

Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components ...

Tuesday, January 27, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Broadcom ...

Trillion-dollar companies with artificial intelligence (AI) ties have the undivided attention of Coatue Management's ...

Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Watching. On January 21, Susquehanna analyst Christopher ...

Nvidia's ( NVDA) stock may be cheap headed into its Feb. 25 earnings report. "This is the cheapest [valuation-wise] Nvidia ...

The optimistic case is straightforward: If AI drives productivity improvements that show up as revenue-per-employee gains, operating leverage and margin expansion, and if hyperscaler capex converts ...

Broadcom (AVGO) reported in its most recent quarter that AI contributed more than half of its semiconductor revenues, with the company securing over $10 billion in AI rack orders. That kind of ...

Strive U.S. Semiconductor ETF gets a buy rating for concentrated Nvidia/Broadcom-led semiconductor growth and AI tailwinds. Learn more about SHOC ETF here.

Jeff Bezos became the world’s third-richest person again on Tuesday while reclaiming the spot from Google cofounder Sergey ...