Semiconductor Ishares ETF (SOXX)

While Google grabs headlines with Gemini 3, this semiconductor giant is quietly becoming the real beneficiary of the AI wave.

Semiconductor stocks are on track to advance in 2026 as a global supercycle gains momentum. NVIDIA is still the leader but others are also well-positioned.

Broadcom's virtuous relationship with Google is leading to gains. AVGO is now directly attached to what many view as the best AI model family: Gemini 3.

Advanced Micro Devices has considerably outperformed the Semiconductor industry over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Applied Materials has significantly outperformed the broader semiconductor space over the past year, and analysts remain optimistic about the stock’s longer-term prospects.

One analyst is projecting a 36% increase in hyperscaler CapEx in 2026. Semiconductor leader Broadcom could be a significant beneficiary.

Analysts at Jefferies just told NVIDIA to step aside. The firm named Broadcom as its top semiconductor stock and expects its revenue to reach $100 billion in 2026.

As AMD teams up with the DOE on a $1 billion supercomputer project, let’s break down why this could be a smart time to bet on AMD stock.

Advanced Micro Devices has significantly outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Barclays just pushed AMD’s target to $300 after its OpenAI tie-up. Can the chipmaker really keep this pace?