AMD reported strong AI-driven revenue growth with its Instinct GPUs and EPYC CPUs, doubling its Data Center revenue in 2026 and expecting further growth in 2027. However, Broadcom poses a significant threat by co-designing custom AI chips with major hyperscalers like Google and Meta, potentially shrinking AMD's market share despite its momentum. Broadcom's AI semiconductor revenue grew 221% year-over-year, with a much higher operating margin and secured supply for future growth. Investors should watch if AMD's new Helios chips meet expectations and how Broadcom's custom silicon strategy impacts the AI accelerator market in 2027 and beyond.
VanEck Fabless Semiconductor ETF (SMHX) is rated a Buy due to its top holdings' strong positions across AI infrastructure, supporting robust revenue and free cash flow growth. The ETF's concentrated portfolio, with over 45% in NVIDIA, Broadcom, and A...
Nvidia's latest AI chips deliver significantly higher performance than China's best, Huawei's Ascend 910C, which is less than half as powerful as Nvidia's three-year-old H200 chip. Nvidia has since advanced through multiple chip generations, with its...
The August jobs report showed stronger-than-expected job growth with 162,000 jobs added and unemployment steady at 4.1%, easing concerns about labor market weakness. This shifts the Federal Open Market Committee's (FOMC) attention fully to inflation ...
A TradingView analysis warns that AMD stock might face a severe correction of up to 90% by early December 2029, based on a long-term historical trading pattern. This bearish scenario compares AMD's current position in its ascending trading channel to...
Intel shares climbed 4% and other chip stocks like NVIDIA and AMD also rose, defying expectations that a strong jobs report and increased odds of a September Federal Reserve rate hike would hurt high-multiple tech stocks. The semiconductor sector out...
