Brian Colello, CPA

Amid robust demand for semis, watch for any impact of in-house built chips and whether the supply chain is on track.

We still think Intel stock is a bit overvalued.

We raise our fair value estimate for Intel stock.

We think Nvidia stock is undervalued.

We think Nvidia stock is moderately undervalued.

We’ve raised our fair value estimate of AMD stock on the news.

From AI infrastructure spending to international sales, here’s what we’re looking for in Nvidia’s upcoming earnings report.

Fears of an AI bubble are sparking tech selloffs. That’s changing the calculus for once-pricy semiconductor stocks, Morningstar analysts say.

We maintain our fair value estimate for AMD stock.

Overvalued by 33%, this tech stock has benefited from the AI trade.

We raise our fair value estimate for Intel stock.

We think Nvidia stock is moderately undervalued.

Plus, two affordable AI stocks and what investors need to know before 2026.

We maintain our fair value estimate for Nvidia stock.

Our update on select stocks from the Semiconductors industry.

We think Nvidia stock is moderately undervalued.

With outstanding long-term estimates, here’s what we think of Nvidia stock.

We think Nvidia stock is fairly valued.

We think Intel stock is moderately overvalued.

Agreements like the ones involving Nvidia and AMD are worth watching, but for now, they’re not alarming.

We think Advanced Micro Devices stock is fairly valued.

The letter of intent is one of several we like to see to support bullish industrywide growth expectations for AI.

The deal doesn’t alter our thesis that AMD will carve out a piece of the AI pie over time.

We’ve raised our fair value estimate of Nvidia stock.

We doubt the $5 billion is meaningful enough to force Nvidia to use Intel, either for core products or even for the chips in collaboration.