The AI Software Apocalypse Revolution: How to Value Cybersecurity Stocks in 2026
Are the hyperscalers including Alphabet the ultimate cybersecurity investment for 2026? While hyperscalers like Microsoft—boasting a projected $37 billion in fiscal 2025 revenue—Google, and Amazon are...
23 Mar 12min
Micron's Blowout Quarter -- Can It Continue in 2026?
Chip Stock Investor breaks down Micron’s Q2 fiscal 2026 earnings, highlighting nearly $24B in quarterly revenue (tripling year over year), surging AI data center demand, and standout Q3 guidance of $3...
21 Mar 10min
Can Nvidia Really Reach 1 Trillion In Revenue? NVDA and Groq Team Up
Nvidia’s GTC 2026 is finishing up and there is a lot of focus on AI inference. Remember that licensing deal with Groq? By pairing Groq 3 LPX compute with Vera Rubin systems, Nvidia is targeting a 10x ...
19 Mar 9min
Onto Innovation (ONTO) Breakdown: The Hidden AI Packaging Winner?
Onto Innovation is a critical "choke point" in the semiconductor supply chain, providing the essential metrology and inspection gear that makes advanced packaging and high-bandwidth memory (HBM) possi...
18 Mar 10min
TMDX Stock: Can Transmedics Maintain 30%+ Growth in 2026?
Transmedics (TMDX) finished a great fiscal year in2025, but the market is reacting to some interesting shifts in their 2026 guidance. In this video, we break down why this organ care leader is a small...
16 Mar 13min
Can Oracle Deliver On Their Revenue Promises?
We break down Oracle’s Q3 FY2026 earnings, highlighting 44% year-over-year cloud revenue growth to $8.9B, driven by IaaS at $4.9B up 84%, while legacy software growth remains slower. <br>We hash over ...
14 Mar 12min
Marvell Data Center Revenue is Going Ballistic! 🚀 Is It The Next Broadcom? MRVL Stock
In this analysis of Marvell Technology’s (MRVL) Q4 fiscal year 2026 earnings, Chip Stock Investor explores the company’s dramatic shift toward becoming an all-in AI data center infrastructure play as ...
12 Mar 12min
The SaaS Apocalypse: Why Cybersecurity Investing Changed in 2026
The cybersecurity landscape has shifted dramatically since our 2024 manual, especially following the SaaS Apocalypse. While pure-play leaders like CrowdStrike, Fortinet, Cloudflare, and our newest add...
10 Mar 17min
