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Nvidia Left Out, But These Chip Stocks Make The Cut As Barclays Preferred Picks: There Isn t A Ton Of Low-Hanging Fruit At These Levels - iShares Semiconductor ETF (NASDAQ:SOXX)

Chip stocks are overvalued due to their 2023 outperformance but a few stand to gain due to "2nd wave of AI," says Barclays.

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Nvidia On Track To Topple Samsung, Intel As Biggest Chipmaker By Revenue; Will The Momentum Continue In 2024? - NVIDIA (NASDAQ:NVDA)

Nvidia is on track to topple Intel and Samsung as the leader in terms of semiconductor revenue in the current fiscal.

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Nvidia On Verge Of Losing $5B China Revenue In 2024 As US Stricter Export Ban Returns To Haunt The AI Stalwart - NVIDIA (NASDAQ:NVDA)

A recent report noted some of China's biggest AI and cloud-computing companies, such as Alibaba, and ByteDance, had placed orders for delivery of AI chips worth more than $5 billion in 2024.

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Can AMD Top Muted Expectations And Lend Support To Tech Rally: Q3 Earnings Preview - Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:AMD), iShares Semiconductor ETF (NASDAQ:SOXX)

AMD is scheduled to report its Q3 results, and analysts hint at a likely in-line performance but remained cautious about the Q4 outlook.

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AMD Stock Slips As Investors Shrug Off Q3 Beat And Fret Over Lukewarm Guidance; CEO Lisa Su Talks Up AI Chip Ram-up - Intel (NASDAQ:INTC), Advanced Micro Devices (NASDAQ:AMD), iShares Semiconductor ETF (NASDAQ:SOXX)

AMD shares fell in Tuesday's after-hours session after the company reported better-than-expected third-quarter results but guided Q3 roughly in line with the consensus.

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