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 ...

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.

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.

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 ...

Yahoo Finance Markets and Data Editor Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma take a look at some of ...