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The Nasdaq rally has not stopped some tech stocks from showing warning signs. The article notes that no stock rally is perfect, as seen this week in the tech-heavy Nasdaq Composite.

Taiwan Semiconductor’s A14 process is gaining strong customer traction, with tape‑outs ahead of schedule. Volume production is targeted for 2028.

The piece claims Nvidia CEO Jensen Huang was wrong about Marvell becoming the next trillion‑dollar chip company. It also mentions Marvell and two other stocks playing the AI data‑center boom.

Seaport Global analyst Jay Goldberg initiates coverage on ON Semiconductor with a Buy rating. The article states a price target of $100.

ON Semiconductor closed the recent trading session at $73.6, up 2.62% from the prior day’s close.

Vicor (VICR) stock has more than quadrupled over the past year, yet at about $224 it sits roughly 41% below its 52-week high. The opportunity is plain: demand for its power modules, from AI data centers to defense, is filling its first chip fab. The catch is that the growth you would pay for depends on new fabs whose sites Vicor only bought in September.

Higher rates and a 5% 10‑year Treasury have shifted money away from easy‑money stocks, but capital still flows into AI infrastructure and data‑center buildouts. The article examines three stocks that may warrant closer review now.

Microchip has risen 17% year‑to‑date as demand, inventory normalization and data‑center growth improve. Supply, debt and valuation risks remain.