Broadcom Inc. AVGO

AAPL, MSFT and AVGO benefit from AI, cloud and infrastructure demand, while supply, capacity and customer risks shape their outlooks.

Today, Sept. 30, 2026, the AI chip giant reinforced management confidence with an expanded repurchase program through 2028.

Marvell Technology (MRVL) stock returned 201% in the past year, against 17.7% for the S&P 500. Investors value it as an AI data center chip company at 85.6 times earnings, versus 22.1 for the S&P 500. Investors paying that multiple are counting on data center growth staying fast. Management used to tell a second growth story too, and it no longer leads with that story. So what did Marvell's management stop leading with.

SCHD's rulebook kicked out one of the market's hottest chip stocks before its biggest run, and the reason it happened reveals a hidden cost that no expense ratio will ever show you.

Anthropic just overtook OpenAI in quarterly revenue for the first time. The company reported preliminary Q2 2026 revenue of $11.6 billion, up from $787 million a year earlier – a 14-fold year-over-year surge driven by rapid enterprise adoption of Claude Code. OpenAI, by comparison, posted $6.7 billion, growing 18% from Q1's $5.7 billion. Anthropic's Q1 […]

Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast in August. Cerebras still reports a loss. Anyone buying the shares today is paying for growth still to come. So how much of that growth has Cerebras already signed.

Qualcomm (QCOM) stock is up 46% over six months. It still trades about 26% below its high of the past year. At 21 times earnings, about the market's level, the price appears to assume Qualcomm keeps growing as Apple sales shrink. Qualcomm plans to fill that gap with car and data center chips, and is raising prices as memory costs climb. Both plans are under way. So is there a case for waiting before you buy Qualcomm.

Bond yields have climbed to levels not seen since before the global financial crisis, and capital is getting picky about where it goes. That pushes attention toward the companies supplying the chips, tools and factories behind AI data centers, where spending plans are still grabbing headlines. For investors, that shift in focus could matter. This article breaks down three semiconductor supply chain stocks from the screener that may be worth a closer look. The three semiconductor supply chain...

Government borrowing costs are at their highest since just before the global financial crisis 19 years ago, and long bond yields now sit at multi decade highs. Expensive growth stories can struggle when the risk free rate offers more income on its own. That is why investors are hunting for chip related businesses with solid records and clear demand from AI. This article highlights three such stocks from our AI hardware supply chain screen. The three stocks covered below are just a sample, and...

Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the buy button.

Anthropic's planned initial public offering, which could potentially value the company at more than

ARK Invest unloaded another large block of AMD shares while putting more than $100 million into Nvidia and Broadcom.

Marvell Technology (MRVL) stock, at $263.27 a share (September 29, 2026 close) and a market value of about $231 billion, trades at 80 times its past twelve months of adjusted earnings per share. That is steep for one year of profit, but Marvell's sales are growing fast, so the next two years matter more. What, then, is the real price of Marvell stock once you count the profit expected in those years.

On August 4, 2026, Advanced Micro Devices (AMD) guided third-quarter revenue to about $13 billion, above its $11.2 billion second-quarter guide. AMD stock has gained 25.4% since the August 3 close, the day before that release, against 0.9% for the S&P 500. Many rallies have no new company numbers behind them, so one backed by a higher forecast is worth a look. Below we look at AMD's new guidance, its share price trend, and what could lift the stock further.