Qualcomm Incorporated (NASDAQ:QCOM) is among Goldman Sachs’ top semiconductor stock picks. On January 21, 2026, Qualcomm Incorporated (NASDAQ:QCOM) said it plans to release its first-quarter fiscal 2026 financial results on February 4, 2026. Qualcomm (QCOM) Faces Industry Headwinds as It Expands Beyond Smartphones Earlier on January 16, Qualcomm Incorporated announced a quarterly cash dividend of ...
Qualcomm Incorporated (NASDAQ:QCOM) is among Goldman Sachs’ top semiconductor stock picks. On January 21, 2026, Qualcomm Incorporated (NASDAQ:QCOM) said it plans to release its first-quarter fiscal 2026 financial results on February 4, 2026. Qualcomm (QCOM) Faces Industry Headwinds as It Expands Beyond Smartphones Earlier on January 16, Qualcomm Incorporated announced a quarterly cash dividend of $0.89 per share, to be paid on March 26 this year. All shareholders on record at the close of business March 5 will receive the payment. The new payment equates to an annualized payout of $3.56 per share. This is a dividend yield of roughly 2.2% based on the stock price at the time of the announcement. And the payment is the same amount Qualcomm has paid in recent quarters, including the September 2025 payout. Prior to 2025, Qualcomm’s dividend was $0.85 per share, and the increase to $0.89 was approved by the board in March 2025. In a different update, on January 14, RBC Capital started covering Qualcomm with a Neutral Sector Perform rating and a $180 price target. The firm noted that Qualcomm has experienced several struggles recently. It pointed out that the company’s stock has lagged behind the broader semiconductor index over the past year, and that it was hit by slow smartphone sales, Apple’s move to make its own modems, and no strong story yet in data center AI. As a result, RBC expects limited overall revenue growth for Qualcomm in the coming two years. The analysts pointed out that losses in market share at big clients like Apple and Samsung will likely cancel out strong progress in automotive chips, extended reality (XR) devices, and Internet of Things (IoT) products. Qualcomm Incorporated (NASDAQ:QCOM) is a semiconductor company. It develops and supplies wireless technology solutions, including system-on-chip products, modems, and processors used in smartphones, automotive, and IoT devices. While we acknowledge the potential of QCOM as an investment, we believe c...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is among Goldman Sachs’ top semiconductor stock picks. On January 21, Bernstein raised the price target for Advanced Micro Devices, Inc. (NASDAQ:AMD) to $225 from $200 and kept a Market Perform rating. Stacy Rasgon, the analyst on record, said that AMD is pushing ahead in AI, though she noted that OpenAI is currently the only big-name customer announced fo...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is among Goldman Sachs’ top semiconductor stock picks. On January 21, Bernstein raised the price target for Advanced Micro Devices, Inc. (NASDAQ:AMD) to $225 from $200 and kept a Market Perform rating. Stacy Rasgon, the analyst on record, said that AMD is pushing ahead in AI, though she noted that OpenAI is currently the only big-name customer announced for AMD’s Helios chips. How Advanced Micro Devices, Inc. (AMD) Is Positioning Itself for AI Growth and Server Demand Rasgon stated that with OpenAI’s rollout of these chips set to begin later in the year, she sees reduced short-term pressure on AMD’s AI goals. This breathing room, she said, allows the market to assess the full extent of AMD’s AI potential. It also creates a period where investors might focus more on positive developments in the company’s main operations. And amid the wait for broader AI adoption, Rasgon anticipates gains for AMD from robust server demand and increasing market share. This could serve as bright spots and help sustain investor interest in the near term, Rasgon noted. Separately, on the same day, January 21, KeyBanc Capital Markets doubled down on its positive view of AMD. The firm reaffirmed its Overweight rating on AMD stock and held a price target of $270, citing solid momentum in server CPUs and the latest Turin generation chips. KeyBanc stressed the strong push from big cloud providers, who are already locking in capacity for 2026. This leaves AMD’s server CPUs nearly sold out through the end of the year, the firm noted, and pointed out that this is a sign of lasting strength in this key area. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor company. It designs and produces central processing units, graphics processing units, and adaptive system-on-chip products used in personal computers, gaming consoles, data centers, and embedded systems. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks ...
Micron Technology, Inc. (NASDAQ:MU) is among Goldman Sachs’ top semiconductor stock picks. On January 27, Micron Technology, Inc. (NASDAQ:MU) broke ground on a new advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore. The project represents a planned investment of about $24 billion over 10 years. Wafer production is expected to begin in the second half of 202...
Micron Technology, Inc. (NASDAQ:MU) is among Goldman Sachs’ top semiconductor stock picks. On January 27, Micron Technology, Inc. (NASDAQ:MU) broke ground on a new advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore. The project represents a planned investment of about $24 billion over 10 years. Wafer production is expected to begin in the second half of 2028. The new fab is intended to support growing demand for NAND technology driven by AI and data-centric applications. Micron (MU) Expands Manufacturing Footprint as AI Drives Long-Term Memory Demand The double-story facility will become part of Micron’s NAND Center of Excellence in Singapore. It will support future technology transitions and long-term storage demand. The investment is expected to create around 1,600 jobs. It will also complement Micron’s nearby HBM advanced packaging facility, strengthening manufacturing synergies. The fab will follow Micron’s sustainability standards and support workforce development and innovation in Singapore. On January 22, Stifel initiated coverage on Micron Technology, Inc. with an Outperform rating. Stifel based this initiation on the belief that the memory sector is entering a multi-year upcycle driven by AI demand and supply constraints, and that memory is becoming a critical bottleneck in AI systems. The firm noted that as the second-largest memory supplier, Micron is positioned to benefit significantly. Stifel expects the company’s high-bandwidth memory (HBM) revenue to grow by 164% in fiscal 2026 and 40% in fiscal 2027. It also noted advantages for DDR and QLC NAND from AI trends. But Stifel identified several risks, the key one being that Samsung is emerging as a more formidable HBM competitor. Others include elevated capital expenditures shifting value to equipment suppliers, and potential loosening of dynamic random-access memory (DRAM) supply-demand balance. On valuation, the firm observed that Micron trades at approximately ...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is among Goldman Sachs’ top semiconductor stock picks. On January 21, Bernstein raised the price target for Advanced Micro Devices, Inc. (NASDAQ:AMD) to $225 from $200 and kept a Market Perform rating. Stacy Rasgon, the analyst on record, said that AMD is pushing ahead in AI, though she noted that OpenAI is currently the only big-name customer announced fo...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is among Goldman Sachs’ top semiconductor stock picks. On January 21, Bernstein raised the price target for Advanced Micro Devices, Inc. (NASDAQ:AMD) to $225 from $200 and kept a Market Perform rating. Stacy Rasgon, the analyst on record, said that AMD is pushing ahead in AI, though she noted that OpenAI is currently the only big-name customer announced for AMD’s Helios chips. How Advanced Micro Devices, Inc. (AMD) Is Positioning Itself for AI Growth and Server Demand Rasgon stated that with OpenAI’s rollout of these chips set to begin later in the year, she sees reduced short-term pressure on AMD’s AI goals. This breathing room, she said, allows the market to assess the full extent of AMD’s AI potential. It also creates a period where investors might focus more on positive developments in the company’s main operations. And amid the wait for broader AI adoption, Rasgon anticipates gains for AMD from robust server demand and increasing market share. This could serve as bright spots and help sustain investor interest in the near term, Rasgon noted. Separately, on the same day, January 21, KeyBanc Capital Markets doubled down on its positive view of AMD. The firm reaffirmed its Overweight rating on AMD stock and held a price target of $270, citing solid momentum in server CPUs and the latest Turin generation chips. KeyBanc stressed the strong push from big cloud providers, who are already locking in capacity for 2026. This leaves AMD’s server CPUs nearly sold out through the end of the year, the firm noted, and pointed out that this is a sign of lasting strength in this key area. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a semiconductor company. It designs and produces central processing units, graphics processing units, and adaptive system-on-chip products used in personal computers, gaming consoles, data centers, and embedded systems. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks ...
Micron Technology, Inc. (NASDAQ:MU) is among Goldman Sachs’ top semiconductor stock picks. On January 27, Micron Technology, Inc. (NASDAQ:MU) broke ground on a new advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore. The project represents a planned investment of about $24 billion over 10 years. Wafer production is expected to begin in the second half of 202...
Micron Technology, Inc. (NASDAQ:MU) is among Goldman Sachs’ top semiconductor stock picks. On January 27, Micron Technology, Inc. (NASDAQ:MU) broke ground on a new advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore. The project represents a planned investment of about $24 billion over 10 years. Wafer production is expected to begin in the second half of 2028. The new fab is intended to support growing demand for NAND technology driven by AI and data-centric applications. Micron (MU) Expands Manufacturing Footprint as AI Drives Long-Term Memory Demand The double-story facility will become part of Micron’s NAND Center of Excellence in Singapore. It will support future technology transitions and long-term storage demand. The investment is expected to create around 1,600 jobs. It will also complement Micron’s nearby HBM advanced packaging facility, strengthening manufacturing synergies. The fab will follow Micron’s sustainability standards and support workforce development and innovation in Singapore. On January 22, Stifel initiated coverage on Micron Technology, Inc. with an Outperform rating. Stifel based this initiation on the belief that the memory sector is entering a multi-year upcycle driven by AI demand and supply constraints, and that memory is becoming a critical bottleneck in AI systems. The firm noted that as the second-largest memory supplier, Micron is positioned to benefit significantly. Stifel expects the company’s high-bandwidth memory (HBM) revenue to grow by 164% in fiscal 2026 and 40% in fiscal 2027. It also noted advantages for DDR and QLC NAND from AI trends. But Stifel identified several risks, the key one being that Samsung is emerging as a more formidable HBM competitor. Others include elevated capital expenditures shifting value to equipment suppliers, and potential loosening of dynamic random-access memory (DRAM) supply-demand balance. On valuation, the firm observed that Micron trades at approximately ...
Qualcomm Incorporated (NASDAQ:QCOM) is among Goldman Sachs’ top semiconductor stock picks. On January 21, 2026, Qualcomm Incorporated (NASDAQ:QCOM) said it plans to release its first-quarter fiscal 2026 financial results on February 4, 2026. Qualcomm (QCOM) Faces Industry Headwinds as It Expands Beyond Smartphones Earlier on January 16, Qualcomm Incorporated announced a quarterly cash dividend of ...
Qualcomm Incorporated (NASDAQ:QCOM) is among Goldman Sachs’ top semiconductor stock picks. On January 21, 2026, Qualcomm Incorporated (NASDAQ:QCOM) said it plans to release its first-quarter fiscal 2026 financial results on February 4, 2026. Qualcomm (QCOM) Faces Industry Headwinds as It Expands Beyond Smartphones Earlier on January 16, Qualcomm Incorporated announced a quarterly cash dividend of $0.89 per share, to be paid on March 26 this year. All shareholders on record at the close of business March 5 will receive the payment. The new payment equates to an annualized payout of $3.56 per share. This is a dividend yield of roughly 2.2% based on the stock price at the time of the announcement. And the payment is the same amount Qualcomm has paid in recent quarters, including the September 2025 payout. Prior to 2025, Qualcomm’s dividend was $0.85 per share, and the increase to $0.89 was approved by the board in March 2025. In a different update, on January 14, RBC Capital started covering Qualcomm with a Neutral Sector Perform rating and a $180 price target. The firm noted that Qualcomm has experienced several struggles recently. It pointed out that the company’s stock has lagged behind the broader semiconductor index over the past year, and that it was hit by slow smartphone sales, Apple’s move to make its own modems, and no strong story yet in data center AI. As a result, RBC expects limited overall revenue growth for Qualcomm in the coming two years. The analysts pointed out that losses in market share at big clients like Apple and Samsung will likely cancel out strong progress in automotive chips, extended reality (XR) devices, and Internet of Things (IoT) products. Qualcomm Incorporated (NASDAQ:QCOM) is a semiconductor company. It develops and supplies wireless technology solutions, including system-on-chip products, modems, and processors used in smartphones, automotive, and IoT devices. While we acknowledge the potential of QCOM as an investment, we believe c...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), or TSMC, is among Goldman Sachs’ top semiconductor stock picks. On January 16, Morgan Stanley lifted its price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$2,088, a 5% increase. The investment bank also reiterated the stock as a top pick after the company reported strong quarterly results. Taiwan Semico...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), or TSMC, is among Goldman Sachs’ top semiconductor stock picks. On January 16, Morgan Stanley lifted its price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$2,088, a 5% increase. The investment bank also reiterated the stock as a top pick after the company reported strong quarterly results. Taiwan Semiconductor Manufacturing Company Limited (TSM) Widens Its Lead as AI Fuels Margin Expansion Morgan Stanley stated that its decision was driven by upside to gross margins and stronger earnings visibility. In other words, the analysts see continued profitability improvements and clearer future earnings prospects compared with previous expectations. TSMC released its Q4 2025 earnings on January 15, where it posted a quarterly gross margin of 62.3%, significantly above both the company’s guidance and general market expectations. And for Q1 2026, the company guided gross margins of 63-65%. In light of this, Morgan Stanley noted that TSMC’s current margins already run well above the prior 53% level. And as such, the company’s guidance suggests structural improvements in profitability supported by pricing actions, productivity gains, and a higher share of AI-related revenue. Meanwhile, Bernstein SocGen Group reiterated its Outperform rating on TSMC on January 16. The lead analyst Mark Li, also kept the price target at $330. Li cited TSMC’s Q4 2025 results, which he described as a strong beat against already high market hopes. And key to his optimism about TSMC is the company’s updated growth forecasts. Specifically, TSMC lifted its AI revenue CAGR to mid-to-high 50% for the 2024-2029 period. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest semiconductor foundry. It manufactures integrated circuits for global chip designers, producing advanced nodes used in applications such as artificial intelligence, cloud computing, mobile devices, and automotive...
Broadcom Inc. (NASDAQ:AVGO) is among Goldman Sachs’ top semiconductor stock picks. On January 26, JPMorgan’s analysts released their monthly list of top technology stock picks, highlighting opportunities across growth, income, and value strategies, with semiconductors and infrastructure software among the focus areas. Broadcom Inc. (NASDAQ:AVGO) was featured for its diverse portfolio spanning wire...
Broadcom Inc. (NASDAQ:AVGO) is among Goldman Sachs’ top semiconductor stock picks. On January 26, JPMorgan’s analysts released their monthly list of top technology stock picks, highlighting opportunities across growth, income, and value strategies, with semiconductors and infrastructure software among the focus areas. Broadcom Inc. (NASDAQ:AVGO) was featured for its diverse portfolio spanning wireless, broadband, networking, and storage, while Wells Fargo upgraded the stock to Overweight and the company issued $4.5 billion in senior notes. Broadcom (AVGO) Strengthens Position in AI Compute and Infrastructure Ecosystem On January 20, Goldman Sachs reiterated its preference for Broadcom Inc. (NASDAQ:AVGO) as one of the leading companies in the compute ecosystem alongside Nvidia. The bank said this decision is based on the view that Broadcom is positioned to benefit from ongoing capital spending tied to artificial intelligence infrastructure and from networking technology trends valued in AI compute. In its research, Goldman constructed an inference cost curve to compare AI compute solutions from various chipmakers and how their relative costs evolve. The bank said it created the curve to help address investor questions about competition between traditional GPU-based solutions and custom ASIC designs. And its analysis found that Google and Broadcom’s tensor processing unit (TPU) implementations are narrowing the cost gap with Nvidia’s GPU solutions when judged by compute cost efficiency. The bank also noted that the latest TPU version, TPU v7, reduced inference cost per token by about 70% compared with the prior TPU v6. And this change placed TPU v7 on par or slightly better than Nvidia’s GB200 NVL72 in absolute cost terms. Goldman’s report also compared Broadcom/Google TPU performance with other competitors. The results were that Amazon’s Trainium and AMD’s accelerators showed only around 30% cost reductions. As such, the bank concluded that these alternatives are fur...
NVIDIA Corporation (NASDAQ:NVDA) is among Goldman Sachs’ top semiconductor stock picks. On January 26, NVIDIA Corporation (NASDAQ:NVDA) and CoreWeave expanded their long-standing collaboration with a new agreement to accelerate the build-out of more than 5 gigawatts of AI data centers, or AI factories, by 2030. This move, NVIDIA said, will support the growing demand for AI infrastructure. NVIDIA (...
NVIDIA Corporation (NASDAQ:NVDA) is among Goldman Sachs’ top semiconductor stock picks. On January 26, NVIDIA Corporation (NASDAQ:NVDA) and CoreWeave expanded their long-standing collaboration with a new agreement to accelerate the build-out of more than 5 gigawatts of AI data centers, or AI factories, by 2030. This move, NVIDIA said, will support the growing demand for AI infrastructure. NVIDIA (NVDA) Invests $2B in CoreWeave, Expands AI Data Center Partnership As part of this expanded collaboration, NVIDIA invested $2 billion in CoreWeave Class A common stock at $87.20 per share. And, the companies said they will deepen their alignment across infrastructure, software, and platform development to support large-scale AI deployments and enterprise needs. On its part, CoreWeave will build and operate AI factories using NVIDIA’s accelerated computing platform technology to meet customer demand for AI compute and data center capacity. This move comes only weeks after NVIDIA unveiled a new generation of AI chips on January 5. The Wall Street Journal and other major publications noted that this release was earlier than the company’s typical release cadence. As such, they see this as NVIDIA accelerating its product roadmap in response to surging demand for computing power used in AI workloads. Specifically, NVIDIA CEO Jensen Huang announced the Rubin platform at the Consumer Electronics Show in Las Vegas. The platform is named after astronomer Vera Rubin, and the company is positioning it as the successor to the Blackwell architecture. Huang said that this new platform is designed for large-scale AI training and inference in data centers. It features six new chips aimed at advancing AI capabilities. NVIDIA Corporation (NASDAQ:NVDA) is a semiconductor company. It designs and manufactures graphics processing units and accelerated computing platforms used in gaming, data centers, automotive, and professional visualization. The company’s primary offerings include its GeForce G...
Bristol-Myers Squibb Company (NYSE:BMY) is one of the best inexpensive stocks to buy now. On January 20, Bristol Myers Squibb announced a partnership with Microsoft (NASDAQ:MSFT) to enhance the early detection of lung cancer. The collaboration centers on integrating Bristol Myers’ oncology expertise with Microsoft’s advanced AI-enabled radiology platform. By using these digital tools, the companie...
Bristol-Myers Squibb Company (NYSE:BMY) is one of the best inexpensive stocks to buy now. On January 20, Bristol Myers Squibb announced a partnership with Microsoft (NASDAQ:MSFT) to enhance the early detection of lung cancer. The collaboration centers on integrating Bristol Myers’ oncology expertise with Microsoft’s advanced AI-enabled radiology platform. By using these digital tools, the companies aim to streamline the identification of non-small cell lung cancer, ensuring patients are guided toward optimal care pathways and precision therapies more efficiently. The initiative will deploy FDA-cleared radiology AI algorithms through the Microsoft Precision Imaging Network. This network is currently used by hospitals across the US to analyze X-ray and CT images. These specific algorithms are designed to assist clinicians in spotting hard-to-detect lung nodules, which is critical for identifying the disease at its earliest, most treatable stages. Bristol Myers Squibb (BMY), Microsoft (MSFT) Partner to Enhance Early Lung Cancer Detection Through AI A primary objective of this partnership is to bridge the gap in healthcare equity by expanding access to early detection in medically underserved communities. The rollout will specifically target rural hospitals and community clinics across the US, where advanced diagnostic resources may be limited. This unique AI-enabled workflow combines scalable tech with drug delivery expertise to improve patient outcomes. Bristol-Myers Squibb Company (NYSE:BMY) discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. While we acknowledge the potential of BMY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks...
Bristol-Myers Squibb Company (NYSE:BMY) is one of the best inexpensive stocks to buy now. On January 20, Bristol Myers Squibb announced a partnership with Microsoft (NASDAQ:MSFT) to enhance the early detection of lung cancer. The collaboration centers on integrating Bristol Myers’ oncology expertise with Microsoft’s advanced AI-enabled radiology platform. By using these digital tools, the companie...
Bristol-Myers Squibb Company (NYSE:BMY) is one of the best inexpensive stocks to buy now. On January 20, Bristol Myers Squibb announced a partnership with Microsoft (NASDAQ:MSFT) to enhance the early detection of lung cancer. The collaboration centers on integrating Bristol Myers’ oncology expertise with Microsoft’s advanced AI-enabled radiology platform. By using these digital tools, the companies aim to streamline the identification of non-small cell lung cancer, ensuring patients are guided toward optimal care pathways and precision therapies more efficiently. The initiative will deploy FDA-cleared radiology AI algorithms through the Microsoft Precision Imaging Network. This network is currently used by hospitals across the US to analyze X-ray and CT images. These specific algorithms are designed to assist clinicians in spotting hard-to-detect lung nodules, which is critical for identifying the disease at its earliest, most treatable stages. Bristol Myers Squibb (BMY), Microsoft (MSFT) Partner to Enhance Early Lung Cancer Detection Through AI A primary objective of this partnership is to bridge the gap in healthcare equity by expanding access to early detection in medically underserved communities. The rollout will specifically target rural hospitals and community clinics across the US, where advanced diagnostic resources may be limited. This unique AI-enabled workflow combines scalable tech with drug delivery expertise to improve patient outcomes. Bristol-Myers Squibb Company (NYSE:BMY) discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. While we acknowledge the potential of BMY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks...
NVIDIA Corporation (NASDAQ:NVDA) is among Goldman Sachs’ top semiconductor stock picks. On January 26, NVIDIA Corporation (NASDAQ:NVDA) and CoreWeave expanded their long-standing collaboration with a new agreement to accelerate the build-out of more than 5 gigawatts of AI data centers, or AI factories, by 2030. This move, NVIDIA said, will support the growing demand for AI infrastructure. NVIDIA (...
NVIDIA Corporation (NASDAQ:NVDA) is among Goldman Sachs’ top semiconductor stock picks. On January 26, NVIDIA Corporation (NASDAQ:NVDA) and CoreWeave expanded their long-standing collaboration with a new agreement to accelerate the build-out of more than 5 gigawatts of AI data centers, or AI factories, by 2030. This move, NVIDIA said, will support the growing demand for AI infrastructure. NVIDIA (NVDA) Invests $2B in CoreWeave, Expands AI Data Center Partnership As part of this expanded collaboration, NVIDIA invested $2 billion in CoreWeave Class A common stock at $87.20 per share. And, the companies said they will deepen their alignment across infrastructure, software, and platform development to support large-scale AI deployments and enterprise needs. On its part, CoreWeave will build and operate AI factories using NVIDIA’s accelerated computing platform technology to meet customer demand for AI compute and data center capacity. This move comes only weeks after NVIDIA unveiled a new generation of AI chips on January 5. The Wall Street Journal and other major publications noted that this release was earlier than the company’s typical release cadence. As such, they see this as NVIDIA accelerating its product roadmap in response to surging demand for computing power used in AI workloads. Specifically, NVIDIA CEO Jensen Huang announced the Rubin platform at the Consumer Electronics Show in Las Vegas. The platform is named after astronomer Vera Rubin, and the company is positioning it as the successor to the Blackwell architecture. Huang said that this new platform is designed for large-scale AI training and inference in data centers. It features six new chips aimed at advancing AI capabilities. NVIDIA Corporation (NASDAQ:NVDA) is a semiconductor company. It designs and manufactures graphics processing units and accelerated computing platforms used in gaming, data centers, automotive, and professional visualization. The company’s primary offerings include its GeForce G...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), or TSMC, is among Goldman Sachs’ top semiconductor stock picks. On January 16, Morgan Stanley lifted its price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$2,088, a 5% increase. The investment bank also reiterated the stock as a top pick after the company reported strong quarterly results. Taiwan Semico...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), or TSMC, is among Goldman Sachs’ top semiconductor stock picks. On January 16, Morgan Stanley lifted its price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$2,088, a 5% increase. The investment bank also reiterated the stock as a top pick after the company reported strong quarterly results. Taiwan Semiconductor Manufacturing Company Limited (TSM) Widens Its Lead as AI Fuels Margin Expansion Morgan Stanley stated that its decision was driven by upside to gross margins and stronger earnings visibility. In other words, the analysts see continued profitability improvements and clearer future earnings prospects compared with previous expectations. TSMC released its Q4 2025 earnings on January 15, where it posted a quarterly gross margin of 62.3%, significantly above both the company’s guidance and general market expectations. And for Q1 2026, the company guided gross margins of 63-65%. In light of this, Morgan Stanley noted that TSMC’s current margins already run well above the prior 53% level. And as such, the company’s guidance suggests structural improvements in profitability supported by pricing actions, productivity gains, and a higher share of AI-related revenue. Meanwhile, Bernstein SocGen Group reiterated its Outperform rating on TSMC on January 16. The lead analyst Mark Li, also kept the price target at $330. Li cited TSMC’s Q4 2025 results, which he described as a strong beat against already high market hopes. And key to his optimism about TSMC is the company’s updated growth forecasts. Specifically, TSMC lifted its AI revenue CAGR to mid-to-high 50% for the 2024-2029 period. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest semiconductor foundry. It manufactures integrated circuits for global chip designers, producing advanced nodes used in applications such as artificial intelligence, cloud computing, mobile devices, and automotive...
Broadcom Inc. (NASDAQ:AVGO) is among Goldman Sachs’ top semiconductor stock picks. On January 26, JPMorgan’s analysts released their monthly list of top technology stock picks, highlighting opportunities across growth, income, and value strategies, with semiconductors and infrastructure software among the focus areas. Broadcom Inc. (NASDAQ:AVGO) was featured for its diverse portfolio spanning wire...
Broadcom Inc. (NASDAQ:AVGO) is among Goldman Sachs’ top semiconductor stock picks. On January 26, JPMorgan’s analysts released their monthly list of top technology stock picks, highlighting opportunities across growth, income, and value strategies, with semiconductors and infrastructure software among the focus areas. Broadcom Inc. (NASDAQ:AVGO) was featured for its diverse portfolio spanning wireless, broadband, networking, and storage, while Wells Fargo upgraded the stock to Overweight and the company issued $4.5 billion in senior notes. Broadcom (AVGO) Strengthens Position in AI Compute and Infrastructure Ecosystem On January 20, Goldman Sachs reiterated its preference for Broadcom Inc. (NASDAQ:AVGO) as one of the leading companies in the compute ecosystem alongside Nvidia. The bank said this decision is based on the view that Broadcom is positioned to benefit from ongoing capital spending tied to artificial intelligence infrastructure and from networking technology trends valued in AI compute. In its research, Goldman constructed an inference cost curve to compare AI compute solutions from various chipmakers and how their relative costs evolve. The bank said it created the curve to help address investor questions about competition between traditional GPU-based solutions and custom ASIC designs. And its analysis found that Google and Broadcom’s tensor processing unit (TPU) implementations are narrowing the cost gap with Nvidia’s GPU solutions when judged by compute cost efficiency. The bank also noted that the latest TPU version, TPU v7, reduced inference cost per token by about 70% compared with the prior TPU v6. And this change placed TPU v7 on par or slightly better than Nvidia’s GB200 NVL72 in absolute cost terms. Goldman’s report also compared Broadcom/Google TPU performance with other competitors. The results were that Amazon’s Trainium and AMD’s accelerators showed only around 30% cost reductions. As such, the bank concluded that these alternatives are fur...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), or TSMC, is among Goldman Sachs’ top semiconductor stock picks. On January 16, Morgan Stanley lifted its price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$2,088, a 5% increase. The investment bank also reiterated the stock as a top pick after the company reported strong quarterly results. Taiwan Semico...
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), or TSMC, is among Goldman Sachs’ top semiconductor stock picks. On January 16, Morgan Stanley lifted its price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to NT$2,088, a 5% increase. The investment bank also reiterated the stock as a top pick after the company reported strong quarterly results. Taiwan Semiconductor Manufacturing Company Limited (TSM) Widens Its Lead as AI Fuels Margin Expansion Morgan Stanley stated that its decision was driven by upside to gross margins and stronger earnings visibility. In other words, the analysts see continued profitability improvements and clearer future earnings prospects compared with previous expectations. TSMC released its Q4 2025 earnings on January 15, where it posted a quarterly gross margin of 62.3%, significantly above both the company’s guidance and general market expectations. And for Q1 2026, the company guided gross margins of 63-65%. In light of this, Morgan Stanley noted that TSMC’s current margins already run well above the prior 53% level. And as such, the company’s guidance suggests structural improvements in profitability supported by pricing actions, productivity gains, and a higher share of AI-related revenue. Meanwhile, Bernstein SocGen Group reiterated its Outperform rating on TSMC on January 16. The lead analyst Mark Li, also kept the price target at $330. Li cited TSMC’s Q4 2025 results, which he described as a strong beat against already high market hopes. And key to his optimism about TSMC is the company’s updated growth forecasts. Specifically, TSMC lifted its AI revenue CAGR to mid-to-high 50% for the 2024-2029 period. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s largest semiconductor foundry. It manufactures integrated circuits for global chip designers, producing advanced nodes used in applications such as artificial intelligence, cloud computing, mobile devices, and automotive...
NVIDIA Corporation (NASDAQ:NVDA) is among Goldman Sachs’ top semiconductor stock picks. On January 26, NVIDIA Corporation (NASDAQ:NVDA) and CoreWeave expanded their long-standing collaboration with a new agreement to accelerate the build-out of more than 5 gigawatts of AI data centers, or AI factories, by 2030. This move, NVIDIA said, will support the growing demand for AI infrastructure. NVIDIA (...
NVIDIA Corporation (NASDAQ:NVDA) is among Goldman Sachs’ top semiconductor stock picks. On January 26, NVIDIA Corporation (NASDAQ:NVDA) and CoreWeave expanded their long-standing collaboration with a new agreement to accelerate the build-out of more than 5 gigawatts of AI data centers, or AI factories, by 2030. This move, NVIDIA said, will support the growing demand for AI infrastructure. NVIDIA (NVDA) Invests $2B in CoreWeave, Expands AI Data Center Partnership As part of this expanded collaboration, NVIDIA invested $2 billion in CoreWeave Class A common stock at $87.20 per share. And, the companies said they will deepen their alignment across infrastructure, software, and platform development to support large-scale AI deployments and enterprise needs. On its part, CoreWeave will build and operate AI factories using NVIDIA’s accelerated computing platform technology to meet customer demand for AI compute and data center capacity. This move comes only weeks after NVIDIA unveiled a new generation of AI chips on January 5. The Wall Street Journal and other major publications noted that this release was earlier than the company’s typical release cadence. As such, they see this as NVIDIA accelerating its product roadmap in response to surging demand for computing power used in AI workloads. Specifically, NVIDIA CEO Jensen Huang announced the Rubin platform at the Consumer Electronics Show in Las Vegas. The platform is named after astronomer Vera Rubin, and the company is positioning it as the successor to the Blackwell architecture. Huang said that this new platform is designed for large-scale AI training and inference in data centers. It features six new chips aimed at advancing AI capabilities. NVIDIA Corporation (NASDAQ:NVDA) is a semiconductor company. It designs and manufactures graphics processing units and accelerated computing platforms used in gaming, data centers, automotive, and professional visualization. The company’s primary offerings include its GeForce G...