3 Semiconductor Stocks to Buy Before the Next AI Earnings Wave in August
NVIDIA (Aug 26, 2026), Marvell (Aug 27, 2026) and Broadcom (Sep 2, 2026) are set to report as AI infrastructure demand is expected to accelerate, according to prior-quarter guidance. The article cites NVIDIA Q1 revenue $81.615B (+85.23% YoY) and Q2 revenue guidance $91.0B. It also cites Broadcom Q1 revenue $22.19B (+47.9%) and Marvell Q1 revenue $2.418B (+27.6%).
How this was made
The 30-second read
Why it matters
It emphasizes that prior-quarter guidance pointed to sequential acceleration and that investors will focus on whether each company’s next-quarter guidance resets the AI capex narrative for the back half of 2026.
Market read
Traders may use the three earnings dates as a catalyst window for AI infrastructure sentiment, but the article does not introduce a new, verifiable disclosure beyond the preview framing.
What to watch
Execution risks are underweighted: customer in-sourcing (Marvell), hyperscaler concentration and balance-sheet leverage (Broadcom), and policy-driven China compute assumptions (NVIDIA).
Background
The piece frames late-August and early-September as the next earnings wave for major AI infrastructure semis: NVIDIA (Aug 26), Marvell (Aug 27), and Broadcom (Sep 2).
Ticker impact
Article flags NVIDIA earnings on Aug 26 and cites specific data center growth, margin, and $91B revenue guidance expectations.
Bias to upside if guidance clears the cited $91B revenue and gross margin band; downside if China compute exposure or H20 shipments assumptions break.
The text provides concrete, time-bound expectations and a named swing risk tied to China compute revenue and H20 shipments.
Article highlights Marvell earnings on Aug 27 and points to raised revenue outlook plus Q2 guidance of $2.70B revenue and $0.93 EPS.
Upside if results and guidance support the raised fiscal 2027 and 2028 revenue outlook; downside if bookings or hyperscaler demand durability disappoint.
The article includes specific Q2 midpoint guidance and a management quote about raising outlook, plus a clear risk around hyperscaler in-sourcing.
Article schedules Broadcom earnings for Sep 2 and cites Q3 AI semiconductor revenue expectations of $16.0B and $29.4B total revenue.
Positive reaction likely if AI semiconductor revenue meets or exceeds the $16B target; negative if customer concentration or VMware leverage concerns weigh on guidance.
The text provides explicit management expectations for AI revenue and total revenue, with risks that could affect forward guidance.
Market effects
Reinforces a near-term read-through trade across AI infrastructure semis, where guidance durability matters more than headline beats.
NVIDIA’s China compute exposure is explicitly flagged as a swing factor, implying potential regional policy sensitivity for the group.
If these three guide to accelerating AI capex, it supports broader global data center buildout expectations into Q3/Q4.
Counterpoint
The article is largely a bullish earnings preview using already-known guidance and market-implied probabilities, so the marginal trade may be limited unless actual prints deviate materially.
Key entities
- public_companyNVIDIA
AI infrastructure leader scheduled to report Aug 26, with data center growth and margin/revenue expectations highlighted.
- public_companyMarvell Technology
AI-related networking and custom silicon supplier scheduled to report Aug 27, with raised outlook and specific Q2 guidance cited.
- public_companyBroadcom
Custom silicon and AI semiconductor growth story scheduled to report Sep 2, with Q3 AI revenue expectations cited.
