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 ...

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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 ...

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

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 ...

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

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 ...

Unless you’ve been living under a rock, you’re already aware that power demand is expected to explode as more and more data centers come online. But exactly which names are the so-called “smart money” ...

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

Credo Technology remains a strong buy despite recent volatility, with fundamentals robust and share price declines considered ...