What The Chip Happened - Jose Najarro AI & Chip Stocks

Hosted by Jose Najarro

Business Technology

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Episodes

1076

Latest episode

Jul 2025

Language

EN-US

About the show

Join tech-investing researcher Jose Najarro as he demystifies the fast-moving world of semiconductors and artificial-intelligence stocks. Each episode delivers sharp, numbers-driven insights into the companies powering tomorrow’s data centers, devices, robotics, and more. Check Out my YouTube Channel: Jose Najarro Stocks DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.

Listen to episodes

60 recent

July 24, 202512 min

Google Q2 Earnings Is BULLISH FOR AI STOCK INVESTORS!

AI Semiconductor investors are closely watching Google's parent company ALPHABET STOCK following their earnings report. This ALPHABET STOCK EARNINGS report is closely tied to the performance of AI stocks. Don't forget to do your own research before investing in the STOCK MARKET. Bullish for Nvidia NVDA Stock and Broadcom AVGO Stock.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $GOOGLDISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 21, 202514 min

If You OWN AMD and INTEL Stock… GET READY!

This week's video focuses on the upcoming earnings report for Intel and what it means for AMD stock invesotrs, key players in the PC and computer hardware markets. Investors will be watching closely to see how these reports impact the stock market, especially concerning AMD's position. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $AMDDISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 17, 202513 min

TSMC DROPS MASSIVE News for Nvidia AMD AI Stock Investors (NVDA)

TSMC's earnings report indicates robust demand in high performance computing, which is welcome news for semiconductor investing lime AMD and Nvidia stock investors. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $AMD DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 17, 202511 min

Is The Market Wrong About ASML’s Drop?

Following ASML's earnings report and a subsequent stock drop Jose Najarro discuss whether the market is overreacting. They analyze forward PE ratio and net bookings to determine if this presents a buying opportunity in the semiconductor industry. Make sure to check out the link below for more stock analysis.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $AMD DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 15, 202513 min

Meta's AI Will Make These 3 AI CHIP Stocks EXPLODE!

Today's episode covers fresh news regarding Meta Platforms, highlighting Meta AI's developments and Mark Zuckerberg's announcements. We analyze how these updates affect the stock market, especially for NVDA stock, AMD Stock, and other related tech companies. Stay informed with these key finance and tech news updates.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $AMD DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 11, 20259 min

TSMC Reported Amazing Revenue Numbers, Nvidia Closes As 4T Company, Price Target Hikes for AMD

TSMC June 2025 Revenue Report, which still shows massive growth for AI stocks like AMD and Nvidia stock. Nvidia stock also closed at $4 Trillion dollars. Also News Tariffs from Trump to Canada and Jensen Huang met with the white house for dinner. Trump announces 35% tariffs on Canada starting Aug. 1A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $AMD DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 9, 202516 min

MOBILEYE: COULD BE THE NEXT MULTIBAGGER AI STOCK

This video discusses an AI company focused on building technology for robotaxi and the autonomous vehicle industry. The company also has partnerships with big names like Volkswagen, Uber, and Lyft. Despite a recent stock decline, the company just released impressive guidance that beat analyst expectations, sparking new interest in stocks.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $UBERDISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 8, 202510 min

AMD NVIDIA STOCK INVESTORS JUST GOT AMAZING PRICE TARGET HIKES!

This episode dives into the latest tech news, including updates on nvidia stock and AMD stock price target increase! We'll also cover new developments in artificial intelligence and how they might affect the stock market today. Don't miss out on these key highlights!A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $AMD NVIDIA GOOGL CRWVDISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 7, 202515 min

AI STOCKS WILL MAKE MILLIONAIRES

The AI market is seeing massive investments, and as a result, I've gotten more bullish on my AI investments! I'm going to take a closer look at some recent AI news, as big tech players are investing billions in this space. This video explores the intersection of artificial intelligence and the stock market.A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 872% as of 4/28/2025 and measured against the S&P 500 returns of 160% as of 4/28/2025. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $ORCL $GOOGL DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

July 4, 202515 min

CoreWeave JUST CHANGED the GAME for NVIDIA VERTIV STOCK INVESTORS

BREAKING: CoreWeave just switched on the world’s first NVIDIA GB300 NVL72 rack‑scale system in production. Dell is shipping the integrated cabinet, while Vertiv handles liquid-cooling & power.https://fiscal.ai/jose -- 15% OFF + 2 FREE WEEKS (NO CC NEEDED) | https://fool.com/jose | https://whatthechiphappened.comI have a position on $NVDA $CRWVDISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.Support the show

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What The Chip Happened - Jose Najarro AI &amp; Chip Stocks