Chips picks

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• CNBC AI cloud provider Nscale files to go public Nscale is the latest artificial intelligence neocloud to turn to public markets.
• TechCrunch A new kind of AI model from a ChatGPT inventor is thrilling developers Jev, a new kind of AI model, is showing developers a cheaper and faster path to software…
• CNBC Snowflake spikes 22% on healthy results and AI coding momentum Snowflake business is growing quickly, in part thanks to adoption of an artificial intelligence a…

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• CNBC JPMorgan, Citigroup CEOs attending Trump's state dinner for China's Xi: Sources Dimon and Fraser join OpenAI CEO Sam Altman, Nvidia chief Jensen Huang and other…
• CNBC Nvidia adds more than $400 billion in value after blowout earnings boost AI confidence Nvidia shares rose on Thursday after the chip giant's revenue guidance re…
• CNBC Nvidia wows Wall Street with a strong quarter and an eye-popping sales forecast Nvidia CEO Jensen Huang did it again.

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• Nasdaq Is Micron's 9% Dip a Warning Sign or Buying Opportunity? Key PointsShares of Micron are still up approximately 485% in the past year.
• Nasdaq Better Artificial Intelligence (AI) Stock Pick for 2027: Nvidia versus Micron Key PointsMicron may hold the short-term advantage, but Nvidia is better over the…
• Yahoo Finance Is Micron's 9% Dip a Warning Sign or Buying Opportunity?

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• Investing.com AMD Is Winning Big AI Customers, but Is Nvidia Still the Better Stock to Buy?
• Nasdaq Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis? Key PointsCathie Wood's Ark Innovation ET…
• Yahoo Finance Better Artificial Intelligence Stock: Advanced Micro Devices vs. SK Hynix

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• CNBC Broadcom guides to big numbers but investors wanted more. Why we're OK to hold for now We recently reduced our position size, which allows us to be more patient…
• CNBC Broadcom delivers strong earnings view as CEO touts growth with AI labs Broadcom gave a disappointing revenue forecast for the current quarter but provided robu…
• Yahoo Finance Applied Materials vs. Broadcom: Comparing Sales Growth Trajectories for These Artificial Intelligence Companies

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• Yahoo Finance Marvell Technology Fell Hard Over 3 Months: It Has Momentum and a Wall Street Pro’s Confidence That 78% Gains are Coming
• Nasdaq Can Investing in Marvell Technology Stock Double Your Money? Key PointsMarvell's stock has nearly tripled this year due to strong results and praise from Jensen…
• Yahoo Finance Marvell Technology Stock Price Targets Are Rising - What's the Best MRVL Play?

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• Yahoo Finance Astera Labs vs. Qualcomm: Which Semiconductor Stock Is a Better Buy in 2026?
• Nasdaq Astera Labs vs. Qualcomm: Which Semiconductor Stock Is a Better Buy in 2026? Key PointsAstera Labs is a fast-growing connectivity specialist focused on the arti…
• TechCrunch Qualcomm launches two new smartphone chips with emphasis on AI Qualcomm said that its new top chip can run 30B mixture-of-expert model locally.

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• Nasdaq Massive Update for Applied Materials Stock Investors! Revenue growth is accelerating, with the good times forecasted to last several years.
• Nasdaq Applied Materials vs. Nvidia: Which Tech Stock Is a Better Buy in 2026? Key PointsApplied Materials is a leading provider of engineering solutions for the globa…
• Yahoo Finance Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence Companies

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• Nasdaq Analog Chips Are the Silent Winners of the AI Trade. These 3 Growth Stocks Are Capitalizing on the Opportunity. Key PointsTexas Instruments is delivering higher…
• Nasdaq Massive Update for Texas Instruments Stock Investors This has been one of my better stock picks of 2026.
• trefis.com Did The Market Read Texas Instruments Stock Right? Shares of Texas Instruments (TXN) rose 60.4% in the twelve months to October 19, 2026, against 16.8% for the…

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• Nasdaq Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research Key PointsLam Research and Applied Materials manufacture semiconductor manufacturing eq…
• Nasdaq Meet the Low-Cost Vanguard ETF With 32.4% Invested in Nvidia, Broadcom, Micron, AMD, Intel, and Lam Research, While VOO Has Just 14.8%. Key PointsArtificial int…
• Yahoo Finance The Zacks Analyst Blog Highlights Lam, Taiwan, Marathon, NVIDIA, Micron and Alphabet Lam Research, TSMC and Marathon Petroleum stand out ahead of Q3 earnings as…

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• Yahoo Finance Teradyne (TER) Surpasses Market Returns: Some Facts Worth Knowing Teradyne (TER) closed the most recent trading day at $398.32, moving +2.74% from the previous…
• Investing.com Teradyne launches memory test system for advanced chips
• Yahoo Finance Teradyne (TER) Registers a Bigger Fall Than the Market: Important Facts to Note Teradyne (TER) closed the most recent trading day at $308.75, moving 10.63% from…

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• Nasdaq Onsemi Revises Synaptics $5.7 Bln Merger Agreement At $123/shr (RTTNews) - ON Semiconductor Corp. (ON), a semiconductor company, and Synaptics (SYNA), a semicon…
• trefis.com What Was KLA Telling You Before Its Stock Ran? KLA (KLAC) stock returned 73.6% over the twelve months to October 7, 2026, easily outpacing the 17.1% gain for th…
• Investing.com On Semiconductor group president Sudhir Gopalswamy sells $1.25m in shares

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• Yahoo Finance Analog Devices (ADI): Buy, Sell, or Hold Post Q2 Earnings? Since October 2021, the S&P 500 has delivered a total return of 76.6%. But one standout stock has dou…
• Investing.com Vivek Jain, Analog Devices officer, sells $2.16m in shares
• Investing.com Analog devices director Ray Stata sells $1.17 million in shares

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• Yahoo Finance Better Artificial Intelligence Stock: Aehr Test Systems vs. KLA Corporation
• Yahoo Finance KLA Corporation’s (KLAC) Critical Role in Zero-Tolerance Defect Environments Baillie Gifford & Co, an independent investment management firm, released its third…
• Nasdaq KLA Corporation Q1 Income Climbs (RTTNews) - KLA Corporation (KLAC) released a profit for its first quarter that Increases, from the same period last year

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• Yahoo Finance NXP Semiconductors (NXPI) Stock Sinks As Market Gains: What You Should Know NXP Semiconductors (NXPI) closed at $227.52 in the latest trading session, marking a…
• Yahoo Finance How Investors May Respond To NXP Stock Ahead Of Earnings Growth Expectations NXP Semiconductors recently saw its stock outperform the S&P 500 and investors are…

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• investorshub.advfn.com First Solar Shares Rise After KeyBanc Removes Underweight Rating First Solar (NASDAQ:FSLR) shares rose 0. 8% in pre-market trading after KeyBanc upgraded the so…
• 247wallst.com Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, Te…

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• Yahoo Finance Semiconductors Are Becoming More Complex. This Spinoff Provides an Easy Way to Profit. Qnity Electronics stock could gain 40% as investors improve their underst…

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• Yahoo Finance Intel, Microchip Technology, Marvell Technology, onsemi, and Seagate stocks trade up, what you need to know A number of stocks jumped in the afternoon session a…

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• Nasdaq Monolithic Power Systems Now #181 Largest Company, Surpassing United Rentals In the latest look at the underlying components of the S&P 500 ordered by large…

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• Investing.com RBC Capital raises Skyworks Solutions price target on deal approval