This player says AI revenue is going strong.Nvidia (NVDA 3.13%) has been a pretty sure bet for investors over the past few years. The artificial intelligence (AI) chip giant has delivered triple-digit gains in earnings quarter after quarter, and that has prompted the stock to skyrocket. Nvidia shares have climbed more than 2,500% over the past five years and are heading for an increase of more than 160% in 2024.All of this sounds great, but you may be wondering if this AI star will continue to rocket higher ...

Temperatures are cooling -- and so is enthusiasm for AI stocks for some inside the Beltway. With election season in full swing, politicians are focused on their election campaigns, stumping for other candidates, legislative duties, and other responsibilities. This doesn't mean they're ignoring their investment portfolios, though. In fact, the same enthusiasm for artificial intelligence (AI) that is sweeping through the market is also visible among those in Congress. But not everyone is bullish on AI stocks. ...

These leading AI players all pay dividends to their shareholders. Many companies retain all their profit to finance their expansion. However, some are so profitable that they have more money than they need to grow their businesses. That enables them to return some cash to their investors, which they can do by repurchasing shares and paying dividends. Despite investing billions of dollars into artificial intelligence (AI), leaders such as Broadcom (AVGO -2.27%), Microsoft (MSFT 0.11%), and Meta Platforms (ME ...

Nvidia and AI Market Overview - Nvidia has been a dominant player in the AI chip market, with its stock surging 539% over the past three years and trading at 62 times earnings [1] - However, Nvidia faces increasing competition as major customers develop their own in-house AI accelerators, potentially impacting its market position [1] Broadcom's Role in AI - Broadcom is a key player in the AI chip market, providing essential technologies for custom AI ASICs used by major cloud providers and tech companies like Meta Platforms [2] - Broadcom's custom ASIC revenue grew more than 3.5 times (350%) year over year last quarter, indicating strong demand for its AI-related technologies [3] - The company is also expanding its AI-focused empire through acquisitions and has a growing 1.2% dividend, making it a solid value in the AI space [4] Lam Research's Position in AI Chip Manufacturing - Lam Research is a leading semiconductor equipment company, specializing in etch and deposition machines crucial for producing next-generation AI chips and memory [5] - The company's machines are essential for producing vertical through-silicon vias (TSV) in high bandwidth memory (HBM) for AI applications, which is expected to drive increased capital spending [6] - Lam Research anticipates an extra $1 billion in revenue from gate-all-around transistors this year, with strong growth expected in its AI-focused segments and NAND flash business [7]

These stocks have doubled over the last year and can hit new highs in 2025 and beyond. Investors can find monster winners in the stock market by focusing on the rate of a company's growth. It's no secret that artificial intelligence (AI) is fueling strong returns for some companies. SoundHound AI (SOUN 4.54%) and Broadcom (AVGO -0.14%) are two stocks that have soared over the last year based on rapid growth for AI-related products. The good news is that Wall Street analysts still see some upside for these g ...

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These companies both generated more than 45% revenue growth in their most recent quarters.Buying top growth stocks can be an excellent way to raise your portfolio's value over time. Investors often flock to businesses that are generating strong and impressive financial results. Dividend stocks might offer some more stability and plenty of recurring revenue, but the biggest gains often come from companies that are focused on long-term growth.Two of the best growth stocks you could have owned over the past fi ...

Chip stocks have taken the market by storm over the past several years, racking up huge returns in many cases. However, many of these high-flying stocks are not returning value to their shareholders in the form of dividend income. Thankfully, there are companies in this industry that can be looked at to provide dividends. Below, I'll detail three of these firms. Get Broadcom alerts: Everything's Bigger (Including Dividends) in Texas First up is Texas Instruments NASDAQ: TXN. The integrated device manufactur ...

Core Viewpoint - Stock-split stocks tend to outperform the broader market, with an average stock price gain of 25% in the year following the announcement, compared to 12% for the S&P 500 [1] Group 1: Broadcom - Broadcom reported a 47% year-over-year revenue increase to $13 billion in its fiscal third quarter, with adjusted EPS rising 18% to $1.24 [2] - The company raised its full-year revenue guidance to $51.5 billion, indicating nearly 44% growth [2] - A 10-for-1 stock split occurred in July, and the stock has more than tripled since the start of 2023, with a potential upside of 36% according to analyst Hans Mosesmann, who has a price target of $240 [3][4] Group 2: Nvidia - Nvidia's fiscal 2025 second quarter revenue surged 122% year-over-year to $30 billion, with diluted EPS increasing 168% to $0.67 [5] - The data center segment, which includes AI chips, saw a revenue increase of 154% to $26.3 billion [5] - Nvidia's stock has risen 754% since the start of 2023, and analysts predict a potential upside of 85%, with a price target of $200 [6][7] Group 3: Super Micro Computer - Super Micro Computer achieved record revenue of $5.3 billion in its fiscal 2024 fourth quarter, a 143% increase, with adjusted EPS rising 78% to $6.25 [8][9] - The company completed a 10-for-1 stock split recently, and despite facing scrutiny from a short report, analyst Hans Mosesmann maintains a buy rating with a price target of $130, representing a potential upside of 215% [10][11] - Supermicro controls 70% to 80% of the direct liquid cooling market, which is crucial for AI applications [8]

Core Insights - The demand for AI infrastructure is driving significant growth in revenue and earnings for tech companies, particularly in data center chips and server solutions [1][2] - Capital expenditures for hyperscale cloud companies are expected to increase by 41% in 2024 and 15% in 2025, with potential for even higher spending on GPUs and custom AI chips [1][2] Group 1: Broadcom - Broadcom specializes in application-specific integrated circuits (ASICs), which are projected to dominate AI workloads by 2030 due to their energy efficiency and performance advantages over GPUs [3][4] - The ASIC market is estimated to be worth $20 billion to $30 billion, with a long-term growth rate exceeding 20% [3] - Broadcom holds a dominant market share of 55% to 60% in ASICs and expects to generate $12 billion in revenue from AI-related products in the current fiscal year, a significant increase from $4.2 billion last year [4][5] - AI revenue is projected to account for 23% of Broadcom's total revenue in fiscal year 2024, up from 14% the previous year, with networking revenue increasing by 43% year over year [4][5] - Analysts anticipate Broadcom's earnings to grow at an annual rate of 20% over the next five years, with potential for growth to exceed current expectations [5][6] Group 2: Dell Technologies - Dell Technologies has benefited from increased spending on AI infrastructure, particularly in its infrastructure solutions group (ISG), which saw a 38% revenue growth to $11.6 billion [7][8] - The company shipped $3.1 billion worth of AI servers last quarter and received $3.2 billion in new orders, indicating strong demand from cloud service providers [8] - The AI server market is expected to grow at an annual rate of 18% through 2032, potentially reaching $183 billion in annual revenue [8] - Dell's fiscal 2025 revenue guidance of $97 billion represents a 10% improvement from the previous year, marking a turnaround from a 14% decline in fiscal 2024 [9] - Earnings are expected to grow at an annual rate of almost 11% over the next five years, a significant improvement from the previous five years of earnings erosion [9][10]