Analyst Ives Calls Memory the AI Golden Child in 15-to-1 Gap
A top tech analyst argues memory chips are the AI backbone, with a widening 15-to-1 demand-to-supply gap shaping mark...
AI Chips
On this AI Chips tag page you'll find four articles analyzing AI chip stocks, earnings previews, and market trends to help you make smarter financial decisions.
156 articles
Alphabet vs Broadcom: Rotate AVGO Into GOOG Chips Ahead
Alphabet is shifting from relying on Broadcom to building its own AI chips, aiming to feed GOOG’s hyperscale cloud wh...
Broadcom Marvell Bigger Threats to Nvidia, Analysts
Nvidia remains the AI chip leader, but Broadcom and Marvell are gaining ground as hyperscalers push for lower costs t...
Wall Street Bullish These Chip Stocks: Intel vs Marvell Showdown
Wall Street is split on two big AI chips players: Intel and Marvell. One stock is riding optimism about data-center d...
Buy, Hold, or Sell: Everyone Misreads Amazon's Bet
Amazon faces a cash-heavy growth cycle as cloud demand and custom chips drive revenue. The market clamps down on near...
Bloomberg’s Daybreak Desk Says SK Hynix Debut Signals AI Boom
SK Hynix’s record Nasdaq debut raises $26.5 billion, underscoring persistent AI memory demand as markets grapple with...
Memory Market Expert: SK Hynix Nears NVIDIA on Nasdaq Debut
SK Hynix rode a Nasdaq debut to a turning point in AI hardware, with a $26.5 billion raise and 58% HBM market share. ...
Chip Stocks Sell-Off Continues: 3 AI Chips to Buy Today
The chip market has cooled as investors weigh AI infrastructure costs. This piece highlights three AI chip stocks to ...
MediaTek Ghost Story Just Unveils World’s Top Custom Silicon
MediaTek launches its most powerful custom AI accelerator to date, tying a 25% discount to early commitments and sign...
Cook’s Final Move Apple: Largest U.S. Manufacturing Deal
Apple announces a record onshore manufacturing pact with Broadcom, locking in billions of US-made chips and expanding...
Broadcom Stock Dipped Into: What Moves AVGO Today
A downgrade and AI chip headlines pushed Broadcom stock lower today. Here’s what happened, what it could mean, and pr...
2031 Apple Extension Changes Broadcom Outlook for Stocks
Apple extends Broadcom’s supply agreement through 2031, anchoring cash flow and accelerating AI chip growth. Here’s w...