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Marvell Technology (NASDAQ: MRVL) AI Chip Opportunity Puts the Semiconductor Stock Back on Watchlists

Marvell Technology (Nasdaq: MRVL) has become one of the most closely watched semiconductor stocks of the AI era, and for good reason. The company sits at the center of the data-center buildout, supplying the custom silicon and high-speed connectivity chips that power artificial-intelligence infrastructure. …

Nitish Kishor | 05 June 2026

Qualcomm (NASDAQ: QCOM) AI Device Ambitions Put the Mobile Chip Giant Back on Wall Street’s Radar

Qualcomm (Nasdaq: QCOM) is the dominant force in mobile chip technology, and the stock is back onWall Street’s radar as the company pushes aggressively into on-device artificial intelligence, automotive, and the Internet of Things. Long known as the brains behind smartphones through its Snapdragon …

Nitish Kishor | 05 June 2026

KLA Corporation (NASDAQ: KLAC) Chip Equipment Power Keeps It at the Heart of the Semiconductor Boom

KLA Corporation (Nasdaq: KLAC) may not be a household name, but it is one of the most critical companies in the global semiconductorSupplychain, and the stock remains at the heart of the chip boom. KLA is the dominant supplier of process-control and inspection equipment—the …

Nitish Kishor | 05 June 2026

International Business Machines (NYSE:IBM): AI and Hybrid Cloud Push Puts the Tech Veteran Back in Focus

InternationalBusinessMachines (NYSE: IBM) is one of the oldest names in technology, and after years of transformation the stock is back in focus thanks to a sharpened strategy built around hybrid cloud and artificial intelligence. Once seen as a slow-growing legacy giant, IBM has reshaped …

Nitish Kishor | 05 June 2026

Dell (NYSE:DELL) AI Server Momentum Keeps Investors Focused on the Next Growth Catalyst

Dell Technologies (NYSE: DELL) has transformed from a company known primarily for personal computers into a major player in the AI infrastructure boom. As demand for artificial-intelligence computing surges, Dell has become one of the leading suppliers of the powerful servers that run AI …

Nitish Kishor | 05 June 2026

Broadcom (NASDAQ: AVGO) CEO Eyes $100B AI Revenue Target, Says Acquisitions Take a Back Seat

Broadcom (NASDAQ: AVGO) CEO Hock Tan has signalled a meaningful strategic pivot — and artificial intelligence is at the centre of it.

Nitish Kishor | 05 June 2026

Broadcom (AVGO), Micron (MU), AMD Drag Chip Stocks Lower for Second Straight Day as Semiconductor Rally Shows Cracks

The semiconductor sector's stunning 2026 run may be hitting a wall. Investors who hoped Thursday's brutal chip selloff was an isolated event were dealt a sobering reality check Friday morning as leading semiconductor names extended their declines in premarket trading, pointing to a second …

Nitish Kishor | 05 June 2026

Global Markets Are at Records But Microcap Commodity Stocks Are Still Cheap, Here's the Last Genuinely Undervalued Sector in America

As the S&P 500 reaches unprecedented levels, buoyed by exuberance surrounding AI stocks trading at 30-40 timesEarnings, a curious anomaly persists in the commodity sector. Microcap mining stocks, particularly those focused on gold and other essential minerals, remain stubbornly priced as if the commodity …

Nitish Kishor | 05 June 2026

NVIDIA Just Added $800 Billion in Market Cap, Wall Street Is Drawing the Most Dangerous Comparison in Tech History

NVIDIA's recent market cap increase is nothing short of extraordinary. The chipmaker's marketCapitalizationskyrocketed by $272 billion, marking the largest single-day gain ever recorded. This surge has positioned NVIDIA as the third most valuable U.S. company, trailing only behind tech giants Apple Inc. (Nasdaq: AAPL) …

Nitish Kishor | 05 June 2026

Pinterest Just Committed $4 Billion to Amazon's AI Chips, Here's Why This Deal Changes the Entire Cloud AI Landscape

Pinterest's $4 billion commitment to Amazon Web Services marks a pivotal moment in the cloud AI landscape. This agreement, stretching until 2031, is not merely a procurement of cloud infrastructure; it is a strategic alignment that underscores the increasing reliance of social media platforms …

Nitish Kishor | 05 June 2026
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