"Even with a decelerating growth rate on huge numbers, Nvidia's CY2025 PEG ratio stands at about 0.8x on our estimates. This ...

"We estimate global semi sales to be up another 9% YoY in 2025, following 17% YoY growth in 2024," wrote the analyst, who has ...

We recently compiled a list of the 15 AI News That Should Not Be Ignored. In this article, we are going to take a look at ...

Marvell (NASDAQ:MRVL), and Broadcom (NASDAQ:AVGO) are strategically positioned to capitalize on the AI chip market surge.

Its Buy-rated names are Analog Devices (ADI), AMD (AMD), Broadcom (AVGO), Microchip, Micron (MU), Texas Instruments (TXN), Nvidia (NVDA) and KLA Corp. (KLAC). Published first on TheFly – the ultimate ...

Despite Monday's pullback from record highs, analysts remain bullish on Nvidia's AI chip dominance, raising price targets to ...

We recently published a list of UBS’ Top Quant Stocks In AI, IT, Healthcare & Other Sectors: Top 33 Stocks In All Sectors. In ...

In its earnings recap, Citi highlighted that consensus earnings per share (EPS) estimates for semiconductor companies fell 11 ...

The Taiwan-based megacorp, the largest semiconductor contract manufacturer worldwide, is said to have notified AI/GPU chip ...