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Artificial Intelligence Chips
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Piper Sandler initiated coverage on Broadcom (AVGO) with an Overweight rating and a $460 price target, estimating AI chip demand is double the available supply.
The firm believes Broadcom leads the ASIC chip market, holding a 75% share for AI inference. Piper Sandler forecasts Broadcom's AI demand to reach 12 gigawatts in fiscal 2027 and 38 gigawatts by fisca
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Yahoo Finance Analysis: 'September Effect' Not a Crash for AI Chip Stocks, Strong Earnings and AI Demand Overpowered Historical Pattern in Past Two Years
Yahoo Finance analysis indicates that while the 'September Effect' historically shows negative average returns for the S&P 500 and Dow Jones Industrial Average, it does not reliably signal a crash or
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Broadcom's stock has outperformed the market in 12 of the past 13 years, with analysts suggesting it could do so again in 2026 amid strong AI chip growth
Broadcom's CEO previously stated that the company's AI chip revenue could exceed $100 billion next year. The company's revenue also grew 48% in its most recent quarter, driven by partnerships with hyp
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Japan's self-driving startup Tier IV plans to design open-source AI chips to reduce automakers' reliance on foreign technology.
Japan's self-driving startup Tier IV plans to design open-source AI chips to reduce automakers' reliance on foreign technology.
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Intel and AMD Soar 13%, Taiwan Semiconductor Rallies 7% as AI-Chip Stocks Bounce Hard
Intel and AMD stocks surged 13% each, while Taiwan Semiconductor (TSM) rallied 7%. The iShares Semiconductor ETF (SOXX) also jumped 8%. These gains in AI-chip stocks occurred as the NASDAQ 100 climbed
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South Korean Stocks Fall for Third Day Amid New ETF Curbs, Despite Samsung's Strong Earnings
South Korean stocks fell for a third consecutive day. This occurred despite Samsung Electronics Co. reporting better-than-expected second-quarter operating profits, driven by strong demand for AI chip
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Samsung Electronics' Q2 operating profit beats estimates on strong AI chip demand
Samsung Electronics reported second-quarter operating profit that exceeded analysts' estimates, driven by robust demand for artificial intelligence (AI) chips which continued to fuel growth in its mem
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OpenAI and Broadcom (AVGO.O) Jointly Unveil an AI Chip
Svmuu News: OpenAI and Broadcom (AVGO.O) have jointly released an AI chip designed to run models faster and more cost-effectively. (Jin Shi)
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Amazon (AMZN.O) is in talks to sell its custom AI chips to other companies' data centers
Svmuu News: Amazon (AMZN.O) is in talks to sell its custom AI chips to other companies’ data centers, a key expansion move in its efforts to challenge NVIDIA (NVDA.O)’s market dominance. (Jin Shi)
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Piper Sandler initiated coverage on Broadcom (AVGO) with an Overweight rating and a $460 price target, estimating AI chip demand is double the available supply.
The firm believes Broadcom leads the ASIC chip market, holding a 75% share for AI inference. Piper Sandler forecasts Broadcom's AI demand to reach 12 gigawatts in fiscal 2027 and 38 gigawatts by fisca
-
Yahoo Finance Analysis: 'September Effect' Not a Crash for AI Chip Stocks, Strong Earnings and AI Demand Overpowered Historical Pattern in Past Two Years
Yahoo Finance analysis indicates that while the 'September Effect' historically shows negative average returns for the S&P 500 and Dow Jones Industrial Average, it does not reliably signal a crash or
-
Broadcom's stock has outperformed the market in 12 of the past 13 years, with analysts suggesting it could do so again in 2026 amid strong AI chip growth
Broadcom's CEO previously stated that the company's AI chip revenue could exceed $100 billion next year. The company's revenue also grew 48% in its most recent quarter, driven by partnerships with hyp
-
Japan's self-driving startup Tier IV plans to design open-source AI chips to reduce automakers' reliance on foreign technology.
Japan's self-driving startup Tier IV plans to design open-source AI chips to reduce automakers' reliance on foreign technology.
-
Intel and AMD Soar 13%, Taiwan Semiconductor Rallies 7% as AI-Chip Stocks Bounce Hard
Intel and AMD stocks surged 13% each, while Taiwan Semiconductor (TSM) rallied 7%. The iShares Semiconductor ETF (SOXX) also jumped 8%. These gains in AI-chip stocks occurred as the NASDAQ 100 climbed
-
South Korean Stocks Fall for Third Day Amid New ETF Curbs, Despite Samsung's Strong Earnings
South Korean stocks fell for a third consecutive day. This occurred despite Samsung Electronics Co. reporting better-than-expected second-quarter operating profits, driven by strong demand for AI chip
-
Samsung Electronics' Q2 operating profit beats estimates on strong AI chip demand
Samsung Electronics reported second-quarter operating profit that exceeded analysts' estimates, driven by robust demand for artificial intelligence (AI) chips which continued to fuel growth in its mem
-
OpenAI and Broadcom (AVGO.O) Jointly Unveil an AI Chip
Svmuu News: OpenAI and Broadcom (AVGO.O) have jointly released an AI chip designed to run models faster and more cost-effectively. (Jin Shi)
-
Amazon (AMZN.O) is in talks to sell its custom AI chips to other companies' data centers
Svmuu News: Amazon (AMZN.O) is in talks to sell its custom AI chips to other companies’ data centers, a key expansion move in its efforts to challenge NVIDIA (NVDA.O)’s market dominance. (Jin Shi)
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Artificial Intelligence Chips
24H Trending
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SoftBank Group's record $6.45 billion retail bond sale on Thursday will boost its share of Japan's corporate retail bond market to nearly 50%
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New Zealand's sovereign wealth fund has achieved a 14.2% annual return, ranking first globally, but its CEO warns that high returns in US equities are unsustainable.
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Posco International acquires US shale gas asset for $550 million
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Samsung's Rainbow Robotics halts US robot shipments due to new American restrictions, plans to seek approval and US production
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Ethereum founder Vitalik Buterin tweeted a comment on the ancient Chinese philosopher Mozi, calling his thought "proto d/acc."
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AI boom tightens MLCC supply, giving Samsung Electro-Mechanics pricing power as it begins raising prices
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Ethereum founder Vitalik Buterin: Qwen 3.8 Flash model's performance is impressive, local models are expected to handle a large number of tasks
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Bitcoin corporate treasuries bought just 5.9K BTC in three months as holdings remained at unrealized loss
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The 2026 Cryptocurrency Market: How to Identify High-Risk Altcoin Trading Platforms
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