NVIDIA Corp (NVDA)

The company announced a splashy new AI cloud contract with an unnamed client.

Applied Materials held steady for most of two years before accelerating, while Nvidia's revenue nearly tripled over the same span.

Picking winners and losers in the artificial intelligence industry hasn't been easy.

Today, Oct. 6, 2026, the chipmaker lifted near- and long-term targets at Investor Day, signaling stronger AI infrastructure demand ahead.

A basket of these five semiconductor stocks should produce strong returns in the coming years.

Marvell Technology (NASDAQ:MRVL) outlined an expanded long-term growth plan at its 2026 Investor Day, raising its fiscal 2028 revenue outlook and projecting a path to $70 billion to $90 billion in annual revenue by fiscal 2031 as artificial intelligence infrastructure drives demand for connectivity,

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XLK's lower fees and higher dividend yield appeal to cost-conscious investors, while IYW's broader portfolio of 149 holdings offers diversification across the Russell 1000 landscape.

As the tech company's AI data center product sales start to heat up, it looks like a candidate to outperform the S&P 500.

These cloud giants recently locked in hundreds of billions in contracted AI spending, and it's starting to look like more than just hype.

As with other stock categories, you can find buys, holds, and sells among mega-caps.

The chipmaker's investor day presentation included ambitious growth targets.

Amazon, CoreWeave, and Equinix will all profit from the AI boom.

What can the Oracle of Omaha teach us about this market?

Amazon's cloud growth should lead to massive profit expansion.

Nvidia generated $96.6 billion in free cash flow last fiscal year on a 55.6% net margin, more than double Applied Materials' 24.7%.

Nvidia stock has risen nearly tenfold since the start of the artificial intelligence (AI) revolution.

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SpaceX took a big step toward putting data center satellites in Earth orbit, but that doesn't mean you should sell neocloud stocks.

Nvidia and Micron are frequently named in headlines featuring AI chip stocks, but another company may be the better long-term buy.

onsemi revised its Synaptics acquisition to an all-cash deal worth $5.7 billion, avoiding dilution, gaining immediate earnings accretion, and advancing its push into physical AI systems.

The future revenue opportunity could be big.