On Friday, analyst Blayne Curtis said Broadcom, Nvidia, and Marvell Technology are among his favorite chip stock ideas for 2026. He has Buy ratings on all three companies. “AVGO [Broadcom] remains our Top Pick but NVDA [Nvidia] looks cheap,” he wrote.

Taiwan Semiconductor Manufacturing Co. reported quarterly results that topped analysts' estimates on growing AI demand.

The rule is likely to kickstart shipments of the tech giant’s second most powerful AI chip despite concerns that it would help China catch up in the strategically sensitive industry.

Taiwan Semiconductor Manufacturing will spend up to $56 billion on capital expenditures this year. It was taken as a vote of confidence in AI but it could be influenced by a U.S.-Taiwan trade deal.

The agreement with the start-up Cerebras is the latest in a series intended to expand the A.I. company’s computing power.

Once the dominant player in chips, Intel has struggled to keep pace with rivals over the past decade. An executive discussed the company’s AI strategy and future direction, driven by the launch of its new Core Ultra 3 chips.

A chip that produces microscopic “earthquakes” could change smartphone design, allowing manufacturers to shrink internal components while boosting signal handling and data speeds using surface acoustic wave technology.

Nvidia’s stock is lagging semiconductor peers in the wake of TSM earnings — underscoring both its well-trodden narrative and the self-reinforcing outperformance of memory stocks.