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Thursday's Featured News Beyond NVIDIA: 5 Semiconductor Stocks Set to Dominate 2026Written by Thomas Hughes. Published 12/3/2025. 
Key Points - Semiconductor stocks are on track to advance in 2026 as a global supercycle gains momentum.
- NVIDIA is central to the story, but it is broadening, with leadership changes possible by mid-year.
- Industrial chip-makers are well-positioned for long-term strength, supported by AI and end-market demand.
As central as NVIDIA (NASDAQ: NVDA) is to the AI-driven semiconductor supercycle, it is not the only semiconductor stock poised to benefit. While AI, GPUs and data-center capabilities are at the core of the movement, they are touching many parts of the economy and are complemented by steady industrial demand. The industrial chip market has been under pressure for years because of supply imbalances stemming from the COVID-19 pandemic and the subsequent supply-chain disruptions. The story at the end of 2025 is that demand is improving and growing in critical markets — including telecom and automotive — with AI underpinning the long-term outlook. Advancing and evolving AI means the evolution of much of technology itself, a cycle that will play out over years, if not decades. A look at the Philadelphia Semiconductor Index (NASDAQ: SOXX) reveals a market in rally mode, poised to set new highs by the end of 2025. While the action is underpinned by NVIDIA's consensus analysts' forecast for a 45% upside as of early December, it is not the only stock driving the move. They wrote silver off as a "boring metal," but its move above $33 has forced analysts to reconsider what's really driving this market. With AI hardware, EVs, solar, and next-gen electronics all dependent on silver — while global supply continues to lag — this quiet setup is starting to look like one of the most overlooked opportunities in the commodities space.
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Broadcom and Advanced Micro Devices Are the Top 2 Semiconductor Stocks to Own in 2026 Unlike the S&P 500, NVIDIA is only the third-largest holding in SOXX, with Broadcom (NASDAQ: AVGO) and Advanced Micro Devices (NASDAQ: AMD) making up larger portions of the fund. This reflects broader strength across the semiconductor sector, where AI-driven demand is fueling growth for multiple companies — not just NVIDIA. Both AVGO and AMD are well-positioned in the race to dominate GPU technologies, which are central to AI, data-center expansion and advanced computing workloads. Broadcom's leadership in networking and custom silicon, paired with AMD's progress in GPU and CPU architecture, supports analyst expectations for significant market-share gains and revenue acceleration by 2026. While NVIDIA continues to draw headlines — including for its $2 billion investment in chip design innovation — AVGO and AMD also play foundational roles in building the infrastructure behind AI. Although AVGO and AMD currently lead the fund's allocations, other semiconductor stocks are strategically aligned with the same long-term demand drivers. Several are well-positioned to benefit from continued AI adoption, an industrial recovery, and expanding chip applications across telecom and automotive markets. 
Top-Three Micron Technology's Outlook Swells on Product Demand and Pricing Micron Technology (NASDAQ: MU) is critical to the AI industry because of its position in the HBM market. HBM, specifically HBM3 and the upcoming HBM4 architecture, is vital for AI and datacenter operations and is in high demand. Each GPU — from NVIDIA to AMD — uses multiple stacks of HBM chipsets, making that component market exceptionally tight. The takeaway in December is that demand is driving shortages that affect adjacent HBM markets, including automotive, telecom, and gaming/graphics, and prices are rising. The impact on Micron is accelerating growth and delivering explosive margins, as evidenced by the fiscal Q4 release. Revenue growth accelerated sequentially by nearly 1,000 basis points to 46% before the latest round of price increases took effect, and is expected to remain strong. Analysts have been raising their forecasts for calendar 2026 and now expect about 50% revenue growth and roughly 100% earnings growth. They have also pushed up their stock price targets, pointing to another 50% upside for the market. 
Fourth-Place Marvell Technology to Experience Material Strength for 2 Years Marvell Technology (NASDAQ: MRVL) reinforced its role in the AI ecosystem with its Q3 fiscal 2026 earnings report. The report beat expectations and was paired with robust guidance, prompting an upbeat analyst response. Results were underpinned by a 38% increase in the datacenter-specific business, while Networking and Communications businesses also posted strong gains. The key detail is the company's guidance, which anticipates robust growth to continue in the current quarter and the cash flow it will produce. Marvell puts its cash to good use, maintaining a fortress balance sheet, investing in growth, and returning capital to shareholders. Capital returns are meaningful: the company pays a modest dividend and reduces the share count through buybacks. Q3 activity shaved roughly 0.75% off the share count, and buybacks are expected to continue in coming quarters. Analysts are raising their price targets after the release and point to up to 30%–40% upside at the high end. 
Fifth-Place Analog Devices Growth Is Accelerating Analog Devices (NASDAQ: ADI) was among the first industrial semiconductor manufacturers to signal the industry's bottom, which occurred earlier in 2025 and has since accelerated. Revenue growth accelerated sequentially and year-over-year in fiscal Q4 2025, and the guidance for 2026 is strong. The company expects year-over-year growth to accelerate again in Q1 and appears to be conservative in its estimates. Other notable points include significant margin expansion, expectations for further improvement, and healthy cash flow that supports dividends and buybacks. Analog Devices' capital return is larger than Marvell's, although analyst-indicated upside is somewhat more modest. The dividend yields about 1.4% as of early December, and buyback activity reduced the share count by more than 1% for the quarter. 
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