(Bloomberg) -- Memory chip stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research that could allow more efficient use of the storage needed for artificial intelligence development. SK Hynix Inc. and Samsung Electronics Co., South Korean leaders in the market, fell more than 6% and about 5% in Seoul. In the US, Micron Technology Inc., Western Digital Corp. and Sandisk Corp. slid more than 2% in pre-market trading, after they all closed lower on Wednesday. Memory chip co ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the Top Wide Moat Stocks to Buy for Long Term Growth. On March 19, Raymond James lifted its price objective on the company’s stock to $323 from $291, while maintaining a “Strong Buy” rating. NVIDIA Corporation (NASDAQ:NVDA)’s Chief expects that the company’s flagship AI processors can help generate $1 trillion in sales through 2027. While highlighting the management’s views, the firm stated that this outlook can be conservative. Raymond James Raises PT on NVIDIA ...

Core Insights - Advanced Micro Devices Inc. (AMD) is strengthening its partnership with Samsung Electronics to enhance memory chip supplies for artificial intelligence infrastructure and is exploring a potential foundry partnership [1][5] Group 1: Strategic Partnership - The partnership focuses on the supply of Samsung's next-generation high-bandwidth memory for AMD's upcoming Instinct MI455X AI accelerators [2] - It also aims to optimize DDR5 memory for AMD's sixth-generation EPYC processors, emphasizing advancements in AI computing [2] Group 2: Market Position and Strategy - AMD CEO Lisa Su is currently in South Korea to secure critical supplies of high-bandwidth memory for AI chipsets, indicating the company's urgency to meet the rising demand for chips in data centers and AI systems [3] - The company is looking to establish long-term supply agreements as AI-driven workloads are transforming the semiconductor industry [3] Group 3: Company Overview - AMD is a leading global semiconductor company that designs and markets high-performance computing, graphics, and visualization technologies, with key products including CPUs, GPUs, AI accelerators, and embedded processors for various markets [4]

Image by Jacek Abramowicz from Pixabay At the GTC 2026 conference, Nvidia laid out a bold vision: Its flagship AI accelerators will help it generate $1 trillion in revenue from 2025 through 2027. That's a massive number for a product buried deep inside massive data centers, invisible to the average person. Yet, the market's muted reaction suggests that this hypergrowth is already "priced in" for Nvidia stock. For investors seeking the next alpha, the opportunity may no longer lie in the chips themselve ...

9 a. m. in Shanghai, Shenzhen, and here in Hong Kong you're watching the China show.I'm Yvonne Man with David Ingles. Good morning. We're counting down to the opening of markets in greater China.Our top stories today, president Trump calls out US allies for rejecting his appeal for help reopening the Strait of Hormuz, calling the decision a foolish mistake. Asian stocks rise and oil holds on to gains ahead of the flurry of rate decisions led by the Fed, followed by the central banks of Japan, the UK and the ...

Advanced Micro Devices (NASDAQ:AMD) is one of the 15 AI stocks that are quietly making investors rich. On March 9, Adeia (ADEA) entered into a multi-year license agreement with Advanced Micro Devices (NASDAQ:AMD) to access Adeia’s portfolio of semiconductor intellectual property. The agreement also settles all outstanding legal disputes between the companies. Photo by Jonas Svidras Unsplash The company is pleased to have entered into this agreement with Advanced Micro Devices (NASDAQ:AMD), which is a g ...

Core Viewpoint - The market is currently focused on geopolitical headlines, but investment opportunities are being identified in companies like Netflix, Target, and Broadcom ahead of a significant Nvidia event that is expected to positively influence AI sentiment [2][3]. Company Summaries - **Nvidia**: CEO Jensen Huang is anticipated to emphasize agentic AI and Blackwell chips during the GTC keynote, with prediction markets indicating a high probability of these topics being discussed [4]. This event is expected to create a favorable environment for AI infrastructure companies [8]. - **Broadcom**: The company reported Q1 FY2026 AI revenue of $8.4 billion, reflecting a 106% year-over-year increase, and has guided Q2 AI semiconductor revenue to $10.7 billion. Broadcom aims to exceed $100 billion in AI sales by 2027 [7][8]. The stock is currently down about 7% year-to-date, presenting a buying opportunity [7]. - **Netflix**: The company doubled its ad revenue in 2025 to over $1.5 billion and expects it to roughly double again in 2026, with revenue guidance for 2026 set between $50.7 billion and $51.7 billion [8]. - **Target**: The company exceeded Q4 adjusted EPS expectations with a reported $2.44 compared to a consensus of $2.16, and it reported positive sales growth in February, indicating a potential undervaluation in the current market [8].

Is AVGO a good stock to buy? We came across a bullish thesis on Broadcom Inc. on Investomine’s Substack. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.'s share was trading at $345.75 as of March 9th. AVGO’s trailing and forward P/E were 67.40 and 32.36 respectively according to Yahoo Finance. electronics-6055226_1280 Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. AVGO closed fiscal year 2025 w ...

Core Viewpoint - Micron Technology is emerging as a significant player in the AI sector, particularly in high-bandwidth memory (HBM), which is essential for advanced AI applications, and is positioned for substantial growth as demand for HBM increases [3][4][12] Group 1: Company Overview - Micron Technology is a leader in high-bandwidth memory (HBM), which provides high data throughput while minimizing latency and power consumption, crucial for AI applications [3] - Micron is the only American company among the three producers of HBM, with competitors being South Korea's Samsung and SK Hynix, making it a unique investment opportunity for U.S. investors [4] Group 2: Financial Performance - In the first quarter of fiscal 2026, Micron reported revenue of $13.6 billion, a 56% year-over-year increase, surpassing the 49% growth in fiscal 2025 [8][9] - The net income for the same quarter exceeded $5.2 billion, significantly higher than the $1.9 billion from the previous year, indicating strong financial performance despite slower growth in costs [9] Group 3: Market Position and Valuation - Analysts project a 109% revenue growth rate for Micron in fiscal 2026, yet the stock remains undervalued, possibly due to investor caution stemming from past downturns in the semiconductor industry [10][12] - The current price-to-earnings (P/E) ratio is 39, which is considered reasonable given the rapid profit growth, and a forward P/E of 12 suggests potential for further stock price increases [11] Group 4: Investment Considerations - Micron's critical role in AI advancement through HBM memory provides a competitive edge, reducing the likelihood of a severe stock sell-off in the near future [13] - Despite historical vulnerabilities to industry downturns, the combination of rapid growth and low valuation makes Micron an attractive investment opportunity [12][13]

Core Insights - The article compares Taiwan Semiconductor Manufacturing Company (TSMC) and Advanced Micro Devices (AMD) in terms of investment potential, particularly in the context of the AI revolution and semiconductor market dynamics [1][2] Company Overview - TSMC manufactures approximately two-thirds of the global foundry market and is crucial for advanced process nodes that power AI accelerators from major companies like Nvidia, AMD, Apple, and Intel [1] - AMD designs AI accelerators and data-center chips, boasting a projected 77% return in 2025, but has narrower exposure compared to TSMC [1] Financial Metrics - TSMC trades at a lower earnings multiple in the mid-20s, while AMD has a higher valuation with a price-earnings ratio exceeding 30 [1] - TSMC is expected to achieve a 60% compound annual growth rate (CAGR) in AI-linked revenue over the next several years, driven by increasing demand for AI chips [1][2] Business Models - TSMC's business model allows it to diversify its AI exposure across various sectors, including data centers, smartphones, PCs, and automotive, providing a more resilient earnings base [2] - AMD's success is more dependent on the pace of data center AI adoption and its ability to execute on its accelerator roadmap, which presents certain risks [2] Investment Outlook - For long-term investors, TSMC is viewed as a potentially better investment due to its disciplined capital allocation, broad customer base, and reasonable valuation [2] - The article suggests that TSMC's role as a central player in the semiconductor supply chain positions it favorably to benefit from the ongoing AI infrastructure spending [2]