A sell-off in semiconductor stocks deepened on Tuesday.
ASML, Sandisk, Micron, and other AI stocks struggle as investors fret over rising costs and competition from China.
One profitable and growing, the other still burning cash but expanding fast, their risk profiles and valuations tell very different stories.
US equity futures were mostly tracking in the red on Tuesday amid a selloff in chip stocks over conc
At $196.51, NVIDIA (NVDA) looks set up for roughly 56% upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue
Nvidia's net margin tops 55%, but Marvell's revenue growth rate nearly matches its GPU rival, revealing a valuation gap that favors one over the other.
Micron, Nvidia, and other AI stocks struggle as investors fret about rising costs and competition from China.
Maintain a Sell rating on iShares Semiconductor ETF amid rising Chinese semiconductor competition and slowing AI capex risk. Click for this SOXX update.
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