Key Points Artificial intelligence (AI) stocks have led the S&P 500‘s gains throughout this bull market. And chip designers, key players in the AI story, have been among the biggest winners. These companies, such as Nvidia (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), and Advanced Micro Devices, power tasks that are crucial for the development of AI…
Key Points Quantum computing isn’t as far away as it seems. Every month, there seems to be a new breakthrough with the technology, and it makes the possibility of commercially viable quantum computing inch closer and closer. Most of the money in the quantum computing space will be made years before it becomes widely available,…
Key Points Advanced Micro Devices (NASDAQ: AMD), better known as just AMD, is one of the largest tech companies that’s not in the trillion-dollar club right now. Currently, its valuation sits at around $800 billion. In just the past 12 months, its shares have skyrocketed more than 300% as its growth rate has improved and…
Key Points Cloud computing giants increasingly prefer to use custom-designed application-specific integrated circuits to handle some of their AI workloads. Marvell’s data center chip business is growing at breakneck speed. Broadcom benefits from selling both AI chips and networking equipment. 10 stocks we like better than Marvell Technology › Nvidia (NASDAQ: NVDA) has been the…
Key Points New language in SpaceX’s amended S-1 filing suggests the company could be mulling some meaningful acquisitions. Prediction market participants are betting that a merger of SpaceX and Tesla will be announced by December. Given both companies’ ambitions in artificial intelligence, combining them could make sense. These 10 stocks could mint the next wave…
Key Points Broadcom’s revenue growth recently accelerated, and AI semiconductor revenue now accounts for nearly half of its total sales. Marvell’s surge over the past week followed a high-profile endorsement from Nvidia’s CEO. One of these stocks trades at a far cheaper valuation than the other. 10 stocks we like better than Broadcom › The…
Key Points Nvidia (NASDAQ: NVDA) CEO Jensen Huang isn’t afraid to praise other companies and call out their potential, and he did just that recently on stage at the Computex event in Taipei. He applauded Marvell Technology (NASDAQ: MRVL), saying it could be set to become the “next trillion-dollar company.” Huang’s comments sent shares of…
Key Points Few technologies have captured the attention of investors quite like artificial intelligence (AI) has in the past few years. It makes sense given that few technologies have had the potential to transform society as much as AI. The company at the center of this AI boom, Nvidia (NASDAQ: NVDA), has seen its stock…
Key Points Shares of Marvell Technology (NASDAQ: MRVL) rallied 24.1% in May, according to data from S&P Global Market Intelligence. Marvell had a busy month, reporting first-quarter earnings toward the end of May. Additionally, Marvell received a small investment from Advanced Micro Devices (NASDAQ: AMD), which is interesting because AMD is both a customer and,…
Key Points Durable profit gains drove this stock to crush the overall market in the past decade. The valuation multiple has expanded by 246% since June 2016, leaving prospective investors with no margin of safety. 10 stocks we like better than Apple › Besides its wholly owned operating businesses, Berkshire Hathaway is known for its…