半导体行业表现 - 半导体股票成为金融讨论焦点 因投资者和分析师持续关注人工智能领域 [1] - 2024年表现最佳的4只半导体股票被列出 旨在提供快速回报机会 [1] 英伟达(NVDA) - 公司是获取人工智能快速增长敞口的首选标的 2024年以来股价已接近翻倍 [2] - 杰富瑞分析师维持"买入"评级 目标价看至1200美元/股 [2] - 第四季度收入同比增长超两倍至220亿美元 预计本季度收入将进一步增至240亿美元 [2] 高通(QCOM) - 第二季度净利润同比增长37% 当前季度业绩指引大幅超越市场预期 [3][4] - 提供1.75%股息收益率 公司持有超过110亿美元现金等价物 股息支付稳定性有保障 [4] - 2024年以来股价涨幅超40% [4] Arm控股(ARM) - 技术支撑全球绝大多数智能手机 被列为2024年5月优选半导体股 [5] - 股价较2月年内高点回落约25% 估值吸引力提升 [5] - 第四季度收入实现47%同比增长 并给出超预期的第一季度指引 [5] - 计划2025年推出自研AI芯片 [5] 台积电(TSM) - 被分析师认为"所有AI路径必经之地" 因与苹果、英伟达等巨头保持合作关系 [6] - 管理层预计2024年收入将反弹23% EPS增长19% [6] - 提供1.60%股息收益率 4月销售额同比增长60%至2360亿新台币 [6]

Shares of the CPU architecture specialist pulled back following its latest earnings report. Is it a buying opportunity?Arm Holdings (ARM -0.49%) has only been public for eight months, but the semiconductor stock is already making waves in the stock market.Arm attracted a ton of attention in February when the stock skyrocketed on its fiscal third-quarter results after the company made it clear that it would play a significant role in the artificial intelligence (AI) boom.Shares nearly doubled in just three s ...

Arm Holdings may be preparing to enter the AI Chip market.In today's video, I discuss recent updates impacting Arm Holdings (ARM -0.55%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of May 13, 2024. The video was published on May 13, 2024. ...

Wall Street's finest are bullish on two supercharged chip stocks not named Nvidia.Let's address the elephant in the room: When it comes to artificial intelligence (AI), no one's going to forget Nvidia (NVDA 0.58%). I know I certainly won't. The company is the standard bearer for the accelerating adoption of AI thanks to its gold standard AI chips and has thus far been the one undisputed beneficiary of the AI revolution. The stock price has gained more than 200% over the past year alone, led by triple-digit ...

Arm is finally finding its way into the data center, but the stock is priced for perfection.Arm Holdings' (ARM 7.71%) earnings report last week was a bit of a mixed bag. While Arm beat analyst expectations for both revenue and earnings, the chip company's outlook for fiscal 2025 fell a bit short of the consensus estimate. Arm expects to generate revenue of $3.95 billion for the full year, plus or minus $150 million, a hair below the $3.99 billion analysts anticipated.Arm stock initially tumbled following th ...

Buying these beaten-down chip stocks could help you profit from the AI revolution.Artificial intelligence (AI) is changing the world at an incredible pace, and its earthshaking impacts are still just beginning to unfold. The rapid evolution of this new category of software is poised to influence nearly every industry imaginable, and is being made possible by advanced semiconductors.Most notably, the rise of AI has powered incredible stock gains for Nvidia -- the leading designer of graphics processing units ...

Apple (NASDAQ:AAPL) is best known for its consumer electronic products that develop a cult-like following. In fact, the tech stock is a formidable chipmaker. The very first in-house chip appeared in the iPhone 4 way back in 2010. Yet today, all Apple computers run on their own processors.Apple’s chips are for its own consumption though. They don’t sell them to others. And because it relies upon its own designs, it is no longer beholden to other chipmakers for supply. Now Apple isn’t a foundry. It doesn’t ph ...

Wall Street newbie Arm Holdings PLC (NASDAQ:ARM) is 2.8% higher to trade at $111.91 at last glance, after Nikkei Asia reported the semiconductor name hopes to launch its first artificial intelligence (AI) chip next year.With all the hype surrounding AI chips, it's no surprise that bullish options traders were quick to respond to ARM's update. Already today, 53,000 calls have exchanged hands, or double the intraday average volume.  The most active contract by far is the May 120-strike call, followed by the 1 ...

Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Key TakeawaysArm stock will be in focus on Monday after a report surfaced Sunday that the British chip designer plans to launch artificial intelligence chips in 2025.The company reportedly plans to establish a new AI chip unit and build a porotype by spring next year before turning to contract manufacturers to have the chips mass produced by fall 2025.Arm shares currently trade within a rising wedge, with a breakdown leading to a possible test of $79, while a breakout could see the price climb up to resista ...