Markets

Insider Trading

Hedge Funds

Retirement

Opinion

10 Best Semiconductor Stocks To Buy For The AI Boom

In this article, we will be taking a look at the 10 best semiconductor stocks to buy for the AI boom. To skip our detailed analysis of the semiconductor industry and the impact of AI on the sector, you can go directly to see the 5 Best Semiconductor Stocks To Buy For The AI Boom.

The Impact Of Artificial Intelligence

The artificial intelligence (AI) boom has revolutionized almost every industry and sector in the market today, and the technology sector is perhaps the most heavily impacted by this frenzy. Semiconductor companies, in particular, are well-positioned to benefit from the AI boom, with many companies reporting higher sales and revenue forecasts directly correlated with the developments being seen in this space today. One example is NVIDIA Corporation (NASDAQ:NVDA), which forecasted its second-quarter revenue to come in at $11 billion, going above analyst estimates. Jensen Huang, the founder, and CEO of the company, noted that they will be increasing the supply of their family of products to meet the rising demand for them.

On May 24, Needham & Co.’s Global Semiconductor Analyst, Rajvindra Gill, was invited on CNBC to share his insights on NVIDIA Corporation’s (NASDAQ:NVDA) first-quarter earnings report. Here’s what he had to say:

“If you look at their guide for July, it’s $11 billion. That’s $4 billion over the Street. I thought it was a typo when I first looked at it – it’s a massive guide up. Some of that might be higher pricing for their H-100.”

According to Gill, the “massive guide up” may have to do a lot with the increasing demand for NVIDIA Corporation’s (NASDAQ:NVDA) H-100, a demand he considers to be genuine and highly beneficial for the company. All in all, the company seems to have paved for itself a path for success in the rapidly transforming AI space at present and in the future. In an interview on CNBC Overtime this May, CEO Huang had the following to say on the future of AI:

“We have reinvented computing for the first time since the IBM system 360 60 years ago. There’s a trillion dollars worth of data center infrastructure based on the old method of doing computation. Now we have accelerated computing and we have the killer app for computing called generative AI.”

According to Huang, NVIDIA Corporation’s (NASDAQ:NVDA) recent partnership with ServiceNow, Inc. (NYSE:NOW) is also “a fantastic growth opportunity” for both these companies in relation to their AI endeavors. The latter company is now offering the former access to immense amounts of data and “the engine for transforming all of that data and domain expertise into generative AI models.”

Considering the immense benefits to be gained from active involvement in the AI space, many semiconductor companies are throwing in their cap with NVIDIA Corporation (NASDAQ:NVDA). For example, Lisa Su, the CEO of Advanced Micro Devices, Inc. (NASDAQ:AMD), mentioned in her June interview with CNBC that her company will be working on producing its own next-generation AI chip by the end of 2023. The next-generation GPU is aimed to pave the way for Advanced Micro Devices, Inc. (NASDAQ:AMD) to rival other semiconductor companies working on AI products today. Here are some comments from Su’s interview:

“Everybody’s talking about AI. We’ve been working on this roadmap for many, many years. M1-300 is our newest generation chip and frankly, it’s incredible. I mean, the amount of technology we have on this, a hundred and fifty-three billion transistors. Everybody’s talking about ChatGPT and Large Language Models, and M1-300 is actually designed exactly for this use case.”

Rising Demand For AI Chips

According to the interview, Advanced Micro Devices, Inc. (NASDAQ:AMD) expects to sample its new chip by the third quarter and be in production by the end of 2023. Su’s comments also signal that the company is focusing on making AI, particularly generative AI, its priority as it produces its new chips to meet the demand for AI chips. Here’s what Su noted on this matter:

“What we see is that there’s a tremendous demand for GPUs in AI space, for both training and inference. We work with all of the largest cloud manufacturers as well as many of the largest enterprise guys. And so, you know, the key is ‘let’s get these products to market as fast as possible.'”

According to Su, the Total Addressable Market (TAM) for chips like these is $30 billion in 2023, which her company plans to grow to over $150 billion. This highlights how not just the two companies mentioned here but others like QUALCOMM, Incorporated (NASDAQ:QCOM) and more will also have their eyes set on the prize in this space. Consequently, several semiconductor companies today are aiming to produce semiconductors and chips for AI to leave their mark and satisfy their customers. As this continues, these companies may soon become some of the best AI stocks or AI chip makers in the market. We have thus compiled a list of the companies we think are the best ones to play the AI boom.

Our Methodology

We used a stock screener to get our list of the top semiconductors stocks in the market today and then ranked them using Insider Monkey’s hedge fund data for the first quarter when 943 hedge funds were tracked. These stocks are well-positioned to benefit from the AI boom considering their operations in the AI industry, mentioned for each company in their paragraphs below. The stocks are ranked based on the number of hedge funds holding stakes in them, from the lowest to the highest number.

Best Semiconductor Stocks To Buy For The AI Boom

10. Texas Instruments Incorporated (NASDAQ:TXN)

Number of Hedge Fund Holders: 52

Texas Instruments Incorporated (NASDAQ:TXN) is a semiconductor company well-positioned to benefit from the AI boom since it is introducing new Arm-based vision processors for use in processing visual images for AI. The company is based in Dallas, Texas.

We saw 52 hedge funds long Texas Instruments Incorporated (NASDAQ:TXN) in the first quarter, with a total stake value of $2.9 billion.

Susquehanna analyst Christopher Rolland reiterated a Positive rating on Texas Instruments Incorporated (NASDAQ:TXN) shares on June 13, alongside a $205 price target.

Holding 4.3 million shares in the company, Generation Investment Management was the largest shareholder in Texas Instruments Incorporated (NASDAQ:TXN) at the end of the first quarter.

9. Marvell Technology Inc. (NASDAQ: MRVL)

Number of Hedge Fund Holders: 62

John Vinh, an analyst at Keybanc, maintains an Overweight rating on Marvell Technology Inc. (NASDAQ: MRVL) shares, alongside an $80 price target, as of July 11.

Marvell Technology Inc. (NASDAQ: MRVL) offers data infrastructure semiconductor solutions and is based in Wilmington, Delaware. The company’s CEO, Matt Murphy, sees its fiscal 2024 AI revenue at least doubling compared to the previous year.

Marvell Technology Inc. (NASDAQ: MRVL) was spotted in the 13F holdings of 62 hedge funds during the first quarter. Their total stake value was $1.1 billion.

Like QUALCOMM, Incorporated (NASDAQ:QCOM), Advanced Micro Devices, Inc. (NASDAQ:AMD), and NVIDIA Corporation (NASDAQ:NVDA), Marvell Technology Inc. (NASDAQ: MRVL) is a highly popular semiconductor stock involved in the AI space today.

8. Intel Corporation (NASDAQ:INTC)

Number of Hedge Fund Holders: 68

There were 68 hedge funds long Intel Corporation (NASDAQ:INTC) in the first quarter, with a total stake value of $3.7 billion.

As of June 22, Cody Acree, an analyst at Benchmark, holds a Buy rating on Intel Corporation (NASDAQ:INTC) shares, alongside a price target of $39.

Intel Corporation (NASDAQ:INTC) is another semiconductor company working its way into the AI space, forecasting that it will be introducing its own AI computing chips in 2025. The company is based in Santa Clara, California.

Citadel Investment Group was the most prominent shareholder in Intel Corporation (NASDAQ:INTC) at the end of the first quarter, holding 17.2 million shares in the company.

7. QUALCOMM, Incorporated (NASDAQ:QCOM)

Number of Hedge Fund Holders: 69

QUALCOMM, Incorporated (NASDAQ:QCOM) is a leading semiconductor company offering chips that provide stellar AI processing and performance. It is based in San Diego, California.

Vijay Rakesh at Mizuho holds a Buy rating on QUALCOMM, Incorporated (NASDAQ:QCOM) shares as of June 22. The analyst also maintains a $140 price target on the stock.

QUALCOMM, Incorporated (NASDAQ:QCOM) had 69 hedge funds long its stock at the end of the first quarter, with a total stake value of $1.7 billion.

Like Advanced Micro Devices, Inc. (NASDAQ:AMD) and NVIDIA Corporation (NASDAQ:NVDA), QUALCOMM, Incorporated (NASDAQ:QCOM) is a stock that is joining the AI frenzy today.

6. Broadcom Inc. (NASDAQ:AVGO)

Number of Hedge Fund Holders: 72

Beech Hill Partners was the largest shareholder in Broadcom Inc. (NASDAQ:AVGO) at the end of the first quarter, holding 6,950 shares.

Broadcom Inc. (NASDAQ:AVGO) is considered to be an undervalued giant in the AI space today since the company’s chips are essential for generative AI networking infrastructure. It is based in San Jose, California.

In total, 72 hedge funds held stakes in Broadcom Inc. (NASDAQ:AVGO) in the first quarter. Their total stake value was $3.5 billion.

A Buy rating was reiterated on Broadcom Inc. (NASDAQ:AVGO) shares on July 14 by William Stein, an analyst at Truist Securities. The analyst also raised his price target on the stock from $890 to $942.

Click to continue reading and see the 5 Best Semiconductor Stocks To Buy For The AI Boom.

Suggested articles:

Disclosure: None. 10 Best Semiconductor Stocks To Buy For The AI Boom is originally published on Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

• Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential.

• 11 New Issues of Our Premium Readership Newsletter: You will also receive 11 new issues and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.

• One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149

• Bonus Reports: Premium access to members-only fund manager video interviews

• Ad-Free Browsing: Enjoy a year of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.

• 30-Day Money-Back Guarantee:  If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99 a month.

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!