#ai-semiconductor

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Tech industry
from24/7 Wall St.
23 hours ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Artificial intelligence
from24/7 Wall St.
3 weeks ago

Jim Cramer's Call on Marvell: '$1 Billion More in Sales Than Anyone Thought'

Marvell Technology beat earnings expectations with $2.22 billion in Q4 revenue and strong forward guidance, but investors must understand its concentration risk in data center custom silicon before treating it as a simple data center play.
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