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Broadcom sits at a tollbooth on the AI buildout, and one look at its order book raises a question worth asking: why are so many chip investors still looking elsewhere?

Training a frontier AI model is a one-time event, but running it in production is a recurring bill that never stops, and one chipmaker is quietly positioning itself to own that side of the ledger.

A mix of high expectations, profit-taking, and a slight dip in valuations has sent S&P 500 stocks sputtering even after solid earnings reports.

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Here is a way to collect an attractive income stream on an AI chip powerhouse now, which you keep no matter what, while lining up a chance to buy the stock at a serious discount if it ever stumbles.

The acquisition adds specialized AI inference technology to AMD’s roadmap as the chipmaker expands its full-stack AI platform beyond GPUs.

Twenty years ago, Advanced Micro Devices Inc. (AMD) spent the better part of a decade selling processors into a market Intel dominated, waiting for the moment Intel could not keep pace with demand on its own. That moment eventually arrived, and AMD converted patience into real share of the server ...

Advanced Micro Devices said on Thursday it would buy chip startup Taalas for an undisclosed amount, ‌strengthening its technology as it taps into the rapidly growing ‌market for AI inference workloads. Toronto-based Taalas develops specialized silicon designed to reduce computing ​and memory bottlenecks in AI inference, the process of running trained AI models to generate responses or predictions. Specialized inference chips have become a critical focus for semiconductor makers as AI shifts from training to real-time, ‌high-volume deployment, and companies ⁠race to cut computing costs.

Nvidia Corporation (NASDAQ:NVDA) already sells the chips that train and run the world’s AI models. On July 26, the company made a case for owning a lot more of the design process too, expanding NVIDIA Agent Toolkit for engineering with the PhysicsNeMo and CUDA-X libraries that let software agents run physics simulations, solvers, and even […]

Sandisk's revenue has accelerated sharply in recent quarters, while AMD has grown more steadily—a divergence that narrows the historical gap between these chip-sector heavyweights.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is poised to benefit from the next phase of the AI infrastructure boom. This comes as chip demand expands beyond graphics processing units (GPUs) into central processing units (CPUs) and other data center products. According to a Reuters report on July 23, AMD and Intel Corp (NASDAQ:INTC) are negotiating longer-term […]

The handset chip business still supplies most of Qualcomm's revenue, and it is now shrinking year over year on the Android side and stepping down on the Apple side at the same time.

The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.

Jefferies and Truist raised their price targets despite a 7% post-earnings decline.

The contracts that put a floor under its record margins also cap what rising memory prices can add.

Sandisk Triggers AI Chip Selloff With Weak Outlook

The earnings multiple looks ordinary, but the sales multiple is where the real bet on margins sits.

Intel stock has dropped harder than the index in past shocks, and the spending it carries into the next one is rising rather than easing.

LSCC is riding AI infrastructure demand and a broader software portfolio after the AMI acquisition, but investors must weigh growth against a premium valuation.

LSCC's AMI acquisition broadens its AI infrastructure reach with firmware and software, but investors will watch integration as earnings-driven growth unfolds.

Advanced Micro Devices has delivered a very strong run over the past five years, yet its current share price and valuation checks are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to upside while market multiples suggest the stock screens expensive. Over the last five years, AMD has returned about 352.6%, which puts extra focus on whether today’s price still leaves enough room for future cash flows to justify that gain. Expectations...

(Corrects to remove detailed Microsoft information as story published July 31 included Q3 data.)

Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most investors would consider impossible at this stage of the rally.

Nvidia's earnings are compounding at triple-digit rates while its forward multiple sits in the low 20s, a mismatch that rarely lasts long. Here is what the numbers reveal about whether the current price represents a window or a warning.

During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.

AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of them fits every type of investor.

AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same volatility becomes a weapon. The question is whether the current entry point captures the upside before the next catalyst or hands you a painful lesson in timing.

A fresh breakout into buy range is just one reason to watch Dell stock. Robust demand and alliances with Nvidia, AMD and Microsoft fuel more.

SpaceX stock closed down 14% after Musk said the company will build AI infrastructure exclusively on Nvidia chips.

Google shakes up AI leadership, IonQ’s revenue nearly quadruples, Berkshire’s earnings report is near, and more news to start your day.