Brian Colello, CPA

We think Nvidia’s backstop agreements will let it sell more AI gear and encourage more AI usage.

Even as competition looks likely to build, the company remains a leading wide-moat business securely at the center of the AI ecosystem.

We remain impressed with Nvidia’s ability to elbow out into adjacent opportunities.

We raise our fair value estimate for wide-moat Nvidia.

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 think Advanced Micro Devices stock is fairly valued.

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.