2 Chip Stocks to Buy Instead of Nvidia Right Now

Nvidia's leadership is in question, but demand for Broadcom’s custom AI chips and Micron's memory isn't. Both stocks trade at low multiples of forward earnings.

The Motley Fool·18h ago

Applied Materials Rallies 8% Ahead of Earnings as Chip Stocks Rebound; Lam Research Jumps 9%, KLA Climbs 7%

24/7 Wall St.·1d ago

[Japanese Stocks Nov 11] Nikkei Average up 789 yen! Recovers to the 61,000 yen level, AI and semiconductor stocks lead for the 3rd consecutive day! Will the bull market continue?

Nikkei Average rises for the 3rd consecutive day, recovering to the 61,000 yen level!The Tokyo stock market on Wednesday, November 11, 2026, saw both the Nikkei Stock Average and TOPIX rise.The...

note·1d ago

Is the Sharp Drop in Semiconductor Stocks Just Profit-Taking? Tracking the Future of AI Money Through Anthropic's IPO

IntroductionSemiconductor stocks continue to decline.Semiconductor-related stocks, which had been rising on the back of expectations for AI, have seen significant selling in the U.S., including the...

note·3d ago

Korean semiconductor stocks plunge on AI data center delays

The stock market, built on AI (artificial intelligence), is shaking significantly due to regulatory fears stemming from AI data centers. Following the U.S. midterm elections held on the 3rd (local ...

The Chosun Ilbo on MSN·4d ago

AI Stocks Rebound After Global Sell-Off

AI stocks bounced back Friday and recovered some of their sell-off from the last two days. The rest of the US stock market was mixed, though, following a whirlwind few days of Wall Street trying to...

Newser·6d ago

Global AI stocks sink as Nvidia CEO's exit deepens sector concerns

By Shashwat Chauhan Nov 12 (Reuters) - Global AI-linked stocks tumbled on Thursday as Nvidia CEO Jensen Huang resigned following a deepening scandal around his affairs, upending the chipmaker's ...

Reuters on MSN·19h ago

Teradyne stock surges on fresh buy rating, called AI play

Teradyne stock jumped Wednesday after a Wall Street analyst initiated coverage of the semiconductor equipment firm with a bullish report.

Investor's Business Daily on MSN·1d ago

Is 'Memory' the Next Protagonist of the AI Revolution?

Is 'Memory' the Next Protagonist of the AI Revolution?'AI Memory Revolution! 3 Japanese Semiconductor-Related Companies That Will Move the World by 2035'If you only look at GPUs, you won't see the ...

note·2d ago

[11/9] AI Bubble Concerns and Severe Memory Shortages Erupt Simultaneously—TSMC '3D DRAM' Entry Reports and Stock Market Plunge

This week in the tech industry was a week where both 'AI bubble concerns' and 'memory shortages' erupted simultaneously. While semiconductor stocks recorded historic declines the day after the U.S.

note·3d ago

3 US Chip Stocks for AI Exposure With Lower China Risk

Nvidia’s internal probe into CEO Jensen Huang and possible foreign intelligence targeting has put governance and national security risk in the spotlight, and that ripple hits anything tied to the AI...

Yahoo Finance·4d ago

AI stocks halt worldwide sell-off as Wall Street trims its loss for the week

AI stocks bounced back and recovered some of their sell-off from earlier in the week ...

Los Angeles Times on MSN·6d ago

Teradyne Stock Falls 21% in a Week as Applied Materials Drops 15%. Is the Chip-Equipment Selloff Overdone?

Key TakeawaysTeradyne (TER) fell approximately 21% during the week ended November 6, while Applied Materials (AMAT) declined nearly 15% as concerns about AI regulation and slowing data-center...

Yahoo Finance·20h ago

Post-Memory Sell-Off, Hewlett Packard Enterprise Is More Compelling Than Dell

Hewlett Packard Enterprise is a Buy whereas Dell is a Hold. Favoring HPE for its higher-margin networking business and diversification. Read the full analysis here.

Seeking Alpha·1d ago

Kioxia stock gains a new AI-memory milestone at Kitakami

Kioxia stock gains a new product milestone as next-generation NAND samples ship from Kitakami. AI demand remains central to the outlook. Kioxia has begun shipping samples of tenth-generation BiCS ...

Ad Hoc News·3d ago

AI Chip Stocks to Watch After TSMC and Nvidia Lift Sentiment

AI hardware and semiconductor stocks just swung from political worry to renewed excitement, as TSMC, Nvidia and their peers helped pull Asian markets off the mat and lent support to U.S. futures. For...

Yahoo Finance·4d ago

AI stocks halt their brutal, worldwide sell-off as Wall Street trims its loss for the week

NEW YORK (AP) — AI stocks bounced back Friday and recovered some of their sell-off from the last two days. The rest of the U.S. stock market was mixed, though, following a whirlwind few days of Wall...

Chicago Tribune·6d ago

AI stocks set for rebound after $2.5 trillion wipe out

An AI-driven stock sell-off that wiped roughly $2.5 trillion in market value off Wall Street appeared to be easing on Friday, but only after hitting Asian and European markets hard.

CNN on MSN·6d ago