Why AMD's Supply Crunch Could Be Good News for Its Stock What does it mean for shareholders when a chipmaker can't make processors fast enough?
What Is Physical AI? Nvidia Is the Stock I'd Buy to Own It. A rival chipmaker agreed last month to pay $8.2 billion in shares to push further into this area of AI.
Prediction: This Will Be AMD's Stock Price in 1 Year The No. 2 data center GPU maker is trading at an incredibly high premium after its latest rally.
Arista Networks Plugs Into All-Time Highs Arista Networks hit an all-time high after launching an open Ethernet rack-scale portfolio with AMD, Broadcom, Meta and Microsoft, as revenue and margins grow amid rising hyperscaler demand.
Prediction: 2 Stocks That Will Be Worth More Than Broadcom 5 Years From Now Broadcom is worth $1.7 trillion today, but I think these two faster-growing AI stocks will catch up within five years.
Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Chip Stocks Instead? Nvidia's stock remains a top option, but AMD and Cerebras could outperform it over the next decade.
Advanced Micro Devices vs. ASML: Which Semiconductor Stock Is a Better Buy in 2026? Both are essential to the AI chip build-out, but they carry very different risk profiles depending on where they sit in the supply chain.
AMD vs. Intel: Which Chip Stock Has More Upside From Here? They are both profiting from the AI boom, but one of them looks more attractive right now.
Prediction: These 2 Stocks Will Be Worth More Than Palantir 5 Years From Now Under-the-radar AI suppliers Celestica and Marvell are posting explosive growth, and their valuations still have plenty of room to run.
Riot Platforms Shouldn't Be Worth More Than Cipher Digital These two companies shouldn't be so close in market cap, given Cipher Digital's advantages.
1 Cash-Heavy Stock to Keep an Eye On and 2 Facing Challenges A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face c...
AMD Has a Credible Path to Challenge Its Biggest Competitor But There's a Catch AMD's AI opportunity is getting bigger, but the real test is whether customer commitments become repeat deployments, stronger cash flow, and lasting platform economics.
Advanced Micro Devices vs. Broadcom: Which Semiconductor Stock Is a Better Buy in 2026? AMD trades at an 83x forward P/E versus Broadcom's 30x, but one company's profitability and free cash flow tell a starkly different story.
Why Intel Rallied in September Advances in AI agents spurred optimism for CPU stocks.
The 3 Top Quantum Computing ETFs to Buy Now These ETFs take the guesswork out of finding the best quantum computing stock.
