Wall Street sees nearly 40% upside for one AI chip giant

Live updates

1. 6d ago

   AMD shares rise as CFO projects AI chip market growth toward $3 trillion

   AMD shares rose 3% after the company CFO increased the AI chip market forecast toward $3 trillion. This growth comes as AMD and NVIDIA pursue differing strategies for the AI economy. While Broadcom previously saw shares fall despite AI revenue surges and positive long-term demand, the broader sector remains volatile. Other players are seeing divergent paths, with Micron shares increasing 256% in 2026 and Apple leveraging 2.5 billion active devices to position itself as a stable AI investment.

   Why it matters

   The AI hardware sector is shifting from initial infrastructure buildouts to a phase of strategic differentiation. Investors are weighing the long-term viability of different chip architectures and memory pricing. This volatility reflects a struggle to price the actual economic win of the AI transition.

   Still unconfirmed

   • AMD and NVIDIA are betting on opposite visions of how the AI economy will be won.
   • Micron shares have increased 256% in 2026.
   • Apple has 2.5 billion active devices.
   • EU regulators are questioning Oracle's cloud licensing.
   • The AI chip market forecast has been lifted toward $3 trillion by AMD's CFO.

   What to watch next

   • Micron's upcoming earnings report regarding contract pricing.
   • Oracle's first-quarter results.
   • Further clarity on the differing AI visions of AMD and NVIDIA.
   Sources used for this update (6)

   1. 247wallst.com — AMD Is Behind The AI Chip Shift Nobody Is Talking About
   2. 247wallst.com — Micron Has Skyrocketed 256% in 2026. What Would It Take to Get MU Stock Up to $1,250?
   3. 247wallst.com — Why Apple May Be the Safest AI Stock Nobody Calls an AI Stock
   4. au.finance.yahoo.com — EU regulators send early warning to Oracle ahead of earnings
   5. www.cnbc.com — Meta shares are still cheap and worth buying. Here's why
   6. 247wallst.com — AMD Rises 3% as CFO Lifts AI Chip Market Forecast Toward $3 Trillion; Intel Ticks Up
   confidence 80%
2. 10d ago

   Broadcom Shares Slide Despite Surge in Artificial Intelligence Demand

   Broadcom shares fell following the release of its latest sales outlook and earnings results, dropping despite posting a revenue surge in artificial intelligence operations and reporting higher forecasts. While the company predicts strong growth in artificial intelligence chip sales over the next two years and Big Tech continues spending heavily on the sector, soft guidance weighed heavily on market sentiment. Wall Street currently sees nearly 40 percent upside for the artificial intelligence chip giant, and analysts point to strong long-term demand extending through the end of the decade.

   Why it matters

   Market reactions to artificial intelligence infrastructure reports have grown increasingly volatile as investors scrutinize forward-looking guidance from major chipmakers. Broadcom experienced a significant share selloff despite crushing earnings expectations and pointing to massive demand signals from artificial intelligence labs. Observers and analysts are divided over whether the post-earnings dip reflects temporary caution or deeper market concerns.

   What is confirmed

   • Broadcom predicted a surge in artificial intelligence chip sales over the next two years and raised its artificial intelligence chip forecast.
   • Broadcom shares fell following the release of its latest earnings and guidance.
   • Wall Street sees nearly 40 percent upside for the artificial intelligence chip giant.

   Still unconfirmed

   • Jim Cramer stated that someone must know something about the post-earnings share dip.
   • Morningstar sees artificial intelligence demand getting stronger through 2030 despite a 27 percent stock selloff.

   What to watch next

   • Further institutional investor disclosures regarding Broadcom shares
   • Updated quarterly sales performance from major artificial intelligence chip competitors including Nvidia and AMD
   Sources used for this update (14)

   1. CNBC — Broadcom delivers strong earnings view as CEO touts growth with AI labs
   2. Bloomberg.com — Broadcom Predicts Surge in AI Chip Sales Over Next Two Years
   3. Reuters — Broadcom raises AI chip forecast as Big Tech keeps writing bigger checks
   4. Morningstar — Broadcom Earnings: Bullish 2028 Outlook
   5. Investopedia — Broadcom’s Latest Sales Outlook Is Dragging on the Stock
   6. thestreet.com — Wall Street sees nearly 40% upside for one AI chip giant
   7. Yahoo Finance — Broadcom Falls 6% as Soft Guidance Overshadows 221% AI Revenue Surge; NVIDIA Inches Higher, AMD Slips
   8. Seeking Alpha — Broadcom Is Cheaper Than It Looks At 19x 2027 (NASDAQ:AVGO)
   9. Yahoo Finance — Jim Cramer Says “Someone Must Know Something” About Broadcom Inc. (NASDAQ:AVGO)’s Post-Earnings Share Dip
   10. Barchart.com — Broadcom Crushed Earnings and the Stock Fell Anyway. Investors Are Ignoring a $230 Billion Signal.
   11. Yahoo Finance — AVGO Stock’s 27% Selloff Is Sending A Signal – But Morningstar Sees AI Demand Getting Stronger Through 2030
   12. Seeking Alpha — Broadcom: The Market Has It Wrong
   confidence 90%