In today's video, I discuss recent updates affecting Broadcom (NASDAQ: AVGO) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.

For the first time in several quarters, the broader semiconductor sector is showing early signs of recovery in terms of clearing inventory. Read more here.

However, billionaire David Tepper sold Nvidia in the third quarter and bought a shocking AI stock: electric utility Vistra ( VST -0.13%). That was a bad pun, but Tepper is a good case study for investors because his hedge fund Appaloosa more than doubled the return of the S&P 500 ( ^GSPC -0.00%) in the last three years.

Broadcom stock recorded a 13% surge supported by solid Q1 AI projections as well as on the back of strong fourth-quarter earnings performance.

These impressive figures were primarily driven by the company's AI-related offerings, with AI revenue skyrocketing by 220% to $12.2 billion

In the new era of semiconductor innovation, artificial intelligence is revolutionizing integrated circuit design through groundbreaking research by Srivatsan Nurani Subramanyam. His pioneering work on Design Rule Check routing convergence represents a major leap in chip manufacturing technology.

Semiconductor stocks face increasing risk in 2025 as tariffs and geopolitical risk rise. I analyze which semiconductors have the highest and lowest exposure to China.

According to Counter Point’s semiconductor revenue tracker, the revenue of semiconductors has risen 17% Year-over-Year (YOY) and has reached $158.2 billion in Q3 2024. The main reason for this growth is AI technologies,

Philippe Laffont's hedge fund trimmed its stake in Nvidia last quarter and swapped it for an under-the-radar AI chip opportunity.

The past two years have been absolutely stunning for semiconductor stocks, with the PHLX Semiconductor Sector index rising 81% during this period. Artificial intelligence (AI) played a central role in this remarkable surge.

The global semiconductor industry's Q3 2024 revenue rose 17 per cent YoY to reach $158.2 billion, largely fueled by demand for artificial intelligence (AI) technologies and a recovery in the memory sector.