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ai

Everything tagged "ai" across research, earnings, and macro.

24 articles

Taiwan Semiconductor Manufacturing (TSM): AI Foundry Leader With Pricing Power

TSM remains a premier way to own AI infrastructure buildout, with 74% of wafer revenue from 7nm and below and HPC now 61% of sales. The stock looks attractive on durability and growth, though valuation and geopolitical risk keep it from being a no-brainer.

Apr 22, 2026·24 min read

Technology Semiconductors AI

Research ReportTEL

TE Connectivity (TEL): AI, EV and Grid Growth Compounder

TE Connectivity is compounding on the back of AI infrastructure, vehicle electrification, and grid modernization. Record orders, expanding margins, and strong free cash flow support a Buy-on-pullbacks setup.

Apr 22, 2026·28 min read

Technology Electronic Components AI

Research ReportBKNG

Booking Holdings (BKNG): Quality Compounder, Not Cheap

Booking Holdings delivered another year of resilient growth, with revenue up 13% to $26.9B and free cash flow of $9.7B. The report argues BKNG is a high-quality travel compounder with strong execution, but valuation and travel cyclicality keep the stock from being a clear bargain.

Apr 22, 2026·28 min read

Consumer Cyclical Travel Services Travel

Research ReportMU

Micron Technology (MU): AI Memory Boom Drives Earnings

Micron’s AI-driven memory demand, tight supply, and sharp margin expansion have pushed results well beyond a normal cyclical recovery. The report argues the stock still merits a Buy despite its run, thanks to strong execution and rising earnings power.

Apr 22, 2026·28 min read

Technology Semiconductors AI

Research ReportXNDU

Xanadu Quantum Technologies (XNDU): Speculative Quantum Upside

Xanadu is a high-upside quantum computing story with real technical progress, strong software traction, and fresh public-market capital. But with just $4.617M of revenue and a stretched valuation, it remains a speculative bet rather than a core holding.

Apr 22, 2026·24 min read

Technology Software - Infrastructure Quantum Computing

Research ReportALAB

Astera Labs (ALAB): AI Connectivity Leader, But Pricey

Astera Labs has surged on 115% revenue growth, strong margins, and real hyperscaler traction in AI infrastructure connectivity. The business looks excellent, but the stock trades at a premium that demands sustained execution.

Apr 21, 2026·27 min read

Technology Semiconductors AI

Research ReportVICR

Vicor (VICR): AI Power Upside, But Richly Valued

Vicor is gaining traction in AI infrastructure and high-density computing, with revenue re-accelerating and royalty income rising. But the stock already prices in a lot of success, making this a Hold despite improving fundamentals.

Apr 21, 2026·26 min read

Technology Electronic Components AI

Research ReportCRWD

CrowdStrike (CRWD): Premium Growth, Premium Price

CrowdStrike remains a top-tier cybersecurity growth story with strong ARR expansion, broadening platform adoption, and real free cash flow. The stock looks compelling on quality, but valuation leaves little room for disappointment.

Apr 21, 2026·25 min read

Technology Software - Infrastructure Cybersecurity

Research ReportARM

Arm Holdings (ARM): AI Royalty Growth vs. Rich Valuation

Arm Holdings is emerging as a key AI and data center royalty platform, with revenue up 26.3% and data center royalties growing more than 100% year over year. The business is excellent, but the stock’s premium valuation makes the setup best suited to disciplined buyers.

Apr 20, 2026·23 min read

Technology Semiconductors Semiconductors

Research ReportGFS

GlobalFoundries (GFS): Specialty Foundry Growth vs. Rich Valuation

GlobalFoundries is a balanced Hold with real upside from specialty semiconductors, automotive, and silicon photonics. The stock’s premium valuation leaves less room for error as near-term revenue guidance softens.

Apr 20, 2026·27 min read

Technology Semiconductors Semiconductors

Research ReportMRVL

Marvell Technology (MRVL): AI Infrastructure Growth With Valuation Risk

Marvell is emerging as a key AI infrastructure supplier, with fiscal 2026 revenue up 42% and data center sales topping $6B. The upside is real, but the stock already prices in a lot of success at 36.4x forward earnings.

Apr 20, 2026·24 min read

Technology Semiconductors AI

Research ReportSTM

STMicroelectronics (STM): Cyclical Recovery With Margin Upside

STMicroelectronics looks like a trough-year recovery story: 2025 results were weak, but a strong balance sheet, improving inventory visibility, and growth in automotive, industrial, and optical connectivity support a medium-term rebound.

Apr 17, 2026·25 min read

Technology Semiconductors Semiconductors

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