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

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 ...

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 ...

The question for investors is no longer whether AI is transformative. The question is whether the largest capital-spending cycle in modern tech history is starting to produce measurable returns before ...

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 ...

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

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

Wall Street expects Broadcom to go even higher in 2026. The average price target for the stock is roughly 38% higher than the ...

So while all three companies are trying to increase their penetration of the data center market, we shouldn't assume Nvidia ...

JPMorgan analyst says Broadcom's lead in AI chips will boost its ASIC outlook. Google is the main driver. Price target: $475.

Bill Gates has warned that the AI industry will be "hypercompetitive" and that many highly valued tech stocks won't profit.