Intel Nova Lake CPUs Could Have Up to 52 Cores, Support DDR5 8000

Hardware leakers have released a torrent of new rumors about Intel's next-generation Nova Lake desktop processors, and they paint a very impressive picture of this future chip design. Reportedly, the flagship CPU will feature as many as 52 cores, spread across performance, efficiency, and low-power core architectures. They will also see a substantial upgrade in memory support, officially able to handle up to DDR5-8000 chips—though overclocking and XMP profiles should let installed memory perform even faster.
When they launch sometime next year, Nova Lake CPUs will probably be named Core Ultra 300, so these latest leaks detailing the various specs will probably start with a Core Ultra 9 385K. It allegedly sports 16 P cores, 32 E cores, and four LP cores, giving it an unprecedented 52 cores in total. That's more than three times the current top core count AMD alternative, and more than double Intel's 285K. It's not the only next-gen chip that blows past everything else out there right now, either.
The Core Ultra 7 model will have lots of cores too. It'll get 14 P cores, 24 E cores, and four LPE cores. Indeed, those four LPE cores extend throughout the entire stack. That should help improve multi-threaded performance, particularly for the very low-end chips, but will also dramatically improve energy efficiency at idle and in low-power modes for the entire lineup.
If these leaks prove accurate, this will be the first Core Ultra 5 (or Core i5) generation of Intel CPUs to offer eight P cores, though this time around the top Core Ultra 5 will also get 16 E cores, delivering potentially unheard-of levels of multi-threading performance from such modest chips.
Alongside the news of high core counts, VideoCardz also reports that the next-gen Nova Lake CPUs will have official support for DDR5 8000, a big upgrade over the 6400 MT/s memory the current-generation Arrow Lake CPUs support. Considering we already see some Intel motherboards supporting RAM in excess of 9,000 MT/s on Arrow Lake CPUs, it's possible we could see the first 10,000 MT/s or higher overclocking support on Nova Lake.
PCIe 5 will see a big uptick with this generation, too. Instead of the 20 PCIe 5 lanes that Arrow Lake has right now, Nova Lake could offer up to 36, as well as additional PCIe 4 lanes for more legacy device support. Your cooler should work just fine on Nova Lake, too.
All of this is mere rumor for now, but the details are starting to coalesce around a very intriguing generation of CPUs. If Intel can stick the landing, Nova Lake is shaping up to be very interesting competition for AMD's current CPU dominance, particularly in gaming.

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32 minutes ago

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Should You Buy the Dip on Apple Stock This Year?

Apple is still driven by iPhone sales, and it failed to successfully launch the Vision Pro headset. The services segment is growing steadily, but under risk from lawsuits. Apple's stock trades at a high earnings ratio today. 10 stocks we like better than Apple › After peaking at around $260 near the end of 2024, Apple's (NASDAQ: AAPL) stock price has entered a bear market. Even with the wide stock market indices approaching new all-time highs, shares of Apple are down 25%, making it one of the worst-performing large-cap technology stocks in 2025. Investors are worried about tariffs, slowing revenue growth, and antitrust lawsuits that may impact the smartphone maker's future earnings power. Is now the right time to buy the dip on Apple stock? Let's put the numbers to the test and show why Apple is a risky big tech stock to purchase today. The iPhone is still a blockbuster consumer product. Over the last six months alone, the segment has generated more than $100 billion in revenue for Apple, making it the most popular smartphone in the world by revenue. The problem for investors is the fact sales have stagnated for the last few years. Apple has been able to consistently raise the price of new iPhones, but upgrade cycles are proving longer and longer for consumers, meaning they are going more years before buying the latest device. This is a major headwind to revenue growth. In order to expand its ecosystems of devices, Apple has made inroads into wearables like the Apple Watch and AirPods. These are successful products, but will not move the needle for Apple's $400 billion in consolidated annual revenue. To do that, Apple made its largest hardware launch since the iPhone with the Vision Pro virtual reality headset. A device that costs $3,500, the headset was supposed to be Apple's next big computing paradigm, giving its users more advanced computing tools for work and pleasure. So far, it looks like the Vision Pro has been a flop. Estimates are that unit sales are cumulatively less than 1 million, with many purchasers reportedly stopping using the device after a trial period. Apple remains a hardware provider tethered to iPhone sales, a product category that has matured. Expect more struggles to grow revenue on the hardware side of things in the years ahead unless Apple can come up with a breakthrough new computing device. The golden goose of Apple's business in the last few years has been its software and services segment. Including App Store revenue, licensing deals, and revenue from its first-party apps such as Apple Music, services revenue has grown from $13 billion in 2012 to $102 billion over the last 12 months. Services revenue comes with high profit margins, too. Services gross profit was $76 billion over the past 12 months, which is closing in on the $110 billion in gross profit the company gets from hardware products. Apple has one problem: Its services cash cow is under attack. First, the App Store monopoly on Apple devices has been broken due to a court ruling. Apple charges a 30% take rate on some transactions performed on an iPhone for application developers, and previously did not allow third-party payment methods unless users went to a mobile browser. The court ruling states that developers are allowed to now market directly to consumers to use cheaper payment methods, which could mean circumvention of Apple's payment ecosystem. Estimates vary, but App Store revenue is projected to be at least $10 billion a year in high-margin revenue for Apple. This is not the only antitrust lawsuit putting Apple's profits at risk. There is an antitrust court case that partially covers the large payment Alphabet's Google Search makes to be the default engine on Apple devices, with estimates that the payment is more than $20 billion a year in pure profit. This could greatly impact Apple's services gross profit, as well as its consolidated bottom-line earnings. Add both together, and it is clear that Apple's services division is under threat, and it's the only bright spot in the business over the last few years. Apple stock has gotten cheaper to start 2025, but that does not mean it is cheap. It currently has a price-to-earnings ratio (P/E) of about 30.5, which is higher than some of its technology peers that are growing much faster. Stocks with P/E ratios above 30 are typically reserved for companies with earnings growing at a quick pace, with strong future growth prospects. Apple's net income has not grown since 2022, making it one of the slowest-growing stocks with a high P/E ratio on the market today. That is a dangerous combination. We cannot forget to talk about tariffs. Apple is at the heart of the trade war between the United States and China, where most Apple devices are assembled. In the past, Apple has been able to negotiate its way out of high tariffs put on its devices, but this time may not go so well. High tariffs on imports to the United States would be brutal for Apple, as it is virtually stuck assembling most of its devices in China for the time being. Plus, moving to new markets or the United States comes with added expenses. There is not much to like about Apple stock today. Its key product is seeing slowing growth, the profitable services segment is under fire, and it trades at an expensive valuation. Add tariff risk, and there is no good reason to buy the dip on Apple stock today. Before you buy stock in Apple, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Apple wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Brett Schafer has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet and Apple. The Motley Fool has a disclosure policy. Should You Buy the Dip on Apple Stock This Year? was originally published by The Motley Fool Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

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35 minutes ago

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I Changed Just 10 Essential iOS 18.5 Settings and Transformed How I Use My iPhone

Apple's Worldwide Developers Conference has given us a glimpse into how iOS 26 will change how we use our iPhones -- but what about the here and now? In iOS 18.5, there are several settings that can streamline the way you interact with your iPhone. Some are obvious, others definitely fly under the radar. But all of them can make a big difference. From saving battery life to boosting performance, these changes helped me fine-tune my phone and avoid unnecessary headaches. Here are the 10 iPhone settings I recommend changing in iOS 18.5. Now Playing: 11 Hidden Features in iOS 18 06:44 For more on what's new in iOS 18, learn about improvements to the overhauled Calculator app and the Mail app. And don't forget to consult our iOS 18 upgrade checklist, which includes making sure you have a proper backup before upgrading. Turn off categories in the Mail app When it comes to something like email, everyone has their own way of dealing with the influx of messages. Traditionally, the Mail app has kept a chronological list, but that can get unwieldy if you also get scores of promotions, receipts and other types of email. The new categories feature creates virtual buckets for Primary, Transactions, Updates and Promotions, and guesses how your messages should be sorted. If that approach doesn't work for you, here are two things to try. • In the event that categories are somewhat useful, but you still want a chronological view of your Inbox, swipe all the way to the right of the categories and tap All Mail. • To turn off categories altogether, tap the three-dot menu (…) in the top-right corner, and then tap List View. Turn off Mail Categories from within the Inbox. (iOS 18.5 beta shown here.) Screenshots by Jeff Carlson/CNET Change the default buttons on the lock screen In real estate, location is everything, and the bottom corners of the iPhone lock screen are the prime spots, each an easy thumb press away when your device is still locked. Before iOS 18, those posts were held by the flashlight and camera buttons, with no way to change them. In iOS 18, you can finally replace them with other buttons -- or remove them entirely, a balm for folks who unknowingly activate the flashlight (believe me, there's a better way to turn it on). You can add buttons to recognize music via Shazam, enable Dark Mode, set an alarm/timer, enable Airplane Mode, open your Wallet, send money via Tap to Cash and more. Here's how: 1. On the iPhone's lock screen, touch and hold anywhere on the display until you see the Customize button. You'll need to unlock the phone using Face ID, Touch ID or your passcode. If it opens the home screen, swipe down from the center-top of the screen (not the right edge, which brings up Control Center. 2. Tap Customize and then choose Lock Screen. 3. Remove one of the buttons by tapping the – (minus) button on the icon. 4. To replace the button with another function, tap its space (now with a + icon) and then choose the one you want on the next screen. (You can also opt to leave that space empty with no button.) 5. Repeat those steps for the other button if you want to change it. 6. Tap Done when you're finished. 7. Tap the lock screen again to exit the customize mode. Remove a lock screen button by tapping the – (minus) button, and then choose a new control to replace it. Screenshots by Jeff Carlson/CNET Get important alerts using Prioritize Notifications For iPhone models that can run Apple Intelligence, a new option in iOS 18.4 is fast becoming one of my favorite AI features. Go to Settings > Notifications, and under Apple Intelligence, tap Prioritize Notifications. As new alerts come in -- and some days feel like they arrive in floods -- Apple Intelligence determines which ones are more likely to be important to you. For example, texts from people in your contacts could be flagged in favor of random scam messages. On that settings screen, you can enable or disable priority notifications for individual apps. In iOS 18.4, Apple Intelligence can prioritize notifications to grab your attention. Screenshots by Jeff Carlson/CNET Set up some of the new tasks available on the Action button The Action button on the iPhone 15 Pro, iPhone 16, iPhone 16E and iPhone 16 Pro replaced the dedicated mute switch found on every earlier iPhone model with a configurable control. By default, it serves the same purpose -- hold it to turn Silent Mode on or off -- but you can configure it for other actions like opening the Camera app, performing multiple actions at once or even ordering coffee. The iOS 18.4 update adds Visual Intelligence as an option for the Action button. That makes the AI technology available on the iPhone 16E, which does not include the novel new Camera Control but is now an option for any iPhone with an Action button. In iOS 18, the Action button gets new capabilities. You can bypass Control Center and choose a control of your choice, such as opening the Remote interface for navigating Apple TV or using Shazam to identify a song. To choose a different action for the Action button, go to Settings > Action Button. Swipe sideways to select and activate one of the available actions. For the Controls, Shortcut and Accessibility options, tap the Choose button to pick which specific action to run. iOS 18 now lets you program the Action Button with your favorite Control Center control. Screenshots by Jeff Carlson/CNET Give your home screen a radical new look You wouldn't think that putting icons where you want is a radical new feature, but that's because iOS has always had a locked arrangement. Apps get added from top to bottom, left to right. You could rearrange the order in which icons appear and move them to other screens, but that was about it. In iOS 18, apps can be positioned nearly anywhere. You no longer need to deal with a wallpaper image of your kids or pets being obscured by icons. They still adhere to a grid -- Apple isn't about to sanction anarchy -- but can be placed freely. Also, Dark mode finally applies to all of the iPhone's home screen, with options for coloring icons and affecting the brightness of the wallpaper image. Here's how to customize the looks. Arrange apps: Touch and hold the home screen to enter "jiggle mode," and then drag the icons to new positions. It will still slide them around to fill spaces, but with patience, you can move them into the spots you want. Position app icons where you want so this very good girl isn't covered. Screenshots by Jeff Carlson/CNET You can also quickly turn compatible apps into widgets that display more information. Maps, for instance, can be a map of your current location with shortcut buttons to search for places or bring up a list of nearby places (such as dinner spots). Touch and hold the app icon and look for a row of resize buttons in the menu that appears. Once expanded beyond the standard icon size, you can drag the handle in the bottom-right corner of the new icon. To get it back to its single icon size you need to touch and hold again and choose the single-icon button Some apps can be expanded into larger icons that act like widgets. Screenshots by Jeff Carlson/CNET Set Dark mode: If you've ever subjected yourself to the retina blast of black text on a white background late at night in a darkened room, you will appreciate the new Dark mode option for the home and lock screens. iOS has previously included a Dark mode, where light backgrounds switch to black or dark gray, text switches to white or light gray and other interface elements are dimmed to coexist in a dark environment. That's never been applied to the home and lock screens in any significant way -- only the dock and some widgets -- until iOS 18. First, touch and hold the home screen to enter jiggle mode. Tap the Edit button in the top-left corner and choose Customize from the menu. At the bottom of the screen, choose a mode for the icons and background: Automatic, Dark or Light (I'll get to Tinted in a moment). In Dark mode, the icons gain black backgrounds, and folders and the Dock become dark gray. (Developers have the option of making Dark mode icons for their apps. In the meantime, apps not yet optimized get a generally darker appearance.) In the home screen's Dark mode, icons and the background are given a darker treatment. Screenshots by Jeff Carlson/CNET In Dark mode, the background image also changes. Apple's default iOS 18 wallpaper dynamically changes from light to dark as the day progresses, or you can choose colors that offer a light and dark option. If you use a photo, its overall exposure is reduced to dim the light output. If you want dark icons but aren't a fan of the dimmed photo treatment, tap the sun icon in the corner of the options sheet at the bottom of the screen to toggle back to Light mode just for the background. Tinted icons: A new and different option is to tint all of the app icons so they share the same color. In the Customize options at the bottom of the screen, choose Tinted as the icon style. You can then adjust the Hue (the slider with the color spectrum) and Luminosity (the slider with the dark to light range) to choose the color tint you prefer. Apply a universal tint to all app icons, with controls for adjusting the hue and luminosity. Screenshots by Jeff Carlson/CNET What if you want to match a color from a background image? Tap the eyedropper button and then drag the reticle to pinpoint the color you want -- the border indicates the selected color. The tint is applied not only to icons but to widgets as well. For a widget such as Photos, the images it displays show up as duotones to match the theme. Large icons: Do the labels below each app icon seem redundant to you? Now you can remove the labels and increase the size of the icons with one setting. Open the Customize options as described above and tap the Large button. Make the home screen icons larger and hide the app labels. Screenshots by Jeff Carlson/CNET After making any of these changes, tap anywhere on the screen to apply them and exit the Customize interface. Change up how the Control Center looks Control Center was once a convenient place to quickly access controls such as playback volume and Airplane mode but under iOS 18 it's a configurable playground. You can position controls where you want, resize many to reveal more information and add new controls on multiple screens. Swipe down from the top-right corner to reveal the Control Center (or swipe up from the bottom on the iPhone SE). To enter edit mode, touch and hold or press the + button at the top-left corner. Just as with moving apps, drag a control to another slot on the screen to reposition it. Many of the controls also include a bottom-right handle that can resize the control -- in most cases, it reveals the name of the control and its current status (such as Flashlight Off). Rearrange the controls in Control Center and, for some, expand them to reveal more information (or just make the button a larger target for pressing). Screenshots by Jeff Carlson/CNET Control Center also now spans multiple screens. Swipe up to view controls for media currently playing, Home controls for smart lights and appliances and a page dedicated to the communication options that appear when you long-press the Connectivity block containing Airplane Mode, Wi-Fi, Bluetooth, Cellular and others. Look closely and you'll see that those screens are actually individual controls expanded to occupy the entire Control Center area. You can rearrange the order of those screens by moving their controls. Suppose you want Home controls to be the first swipe instead of Now Playing: In the editing mode, drag the large Home control up to the previous screen (Now Playing will shift to the right to make room). Some controls get their own screens, such as Home. Normally it's on the third screen, but here it's been moved to the second screen. Screenshots by Jeff Carlson/CNET To remove controls, tap the – (minus) button that appears. You can also add other controls: Tap Add a Control and scroll through the available options ranging from starting a Screen Recording to a host of accessibility options. Read more: All the new controls you can add to Control Center Lock or hide any of your sensitive apps Our phones carry some of our most sensitive data and yet it's not uncommon to hand a phone to a friend to view photos or look up something online. That doesn't mean they're going to snoop but it doesn't not mean they might be more curious than you're comfortable with. For data you want to ensure stays out of sight or to add a layer of protection in front of sensitive information, iOS 18 adds the ability to lock and hide apps. For example, let's say you keep an ongoing set of lists of gift ideas for family members in the Notes app. You can lock individual notes, but that requires a separate step. Maybe a few ideas were made as individual quick notes or drawings. Instead of micromanaging access, you can lock the entire Notes app by doing the following: Touch and hold the app icon you want to lock and choose Require Face ID or Require Touch ID (or Require Passcode if Face ID or Touch ID are not enabled) from the menu that appears. Confirm your choice by tapping Require Face ID (or similar) in the next dialog. Lock individual apps. Screenshots by Jeff Carlson/CNET To remove the authentication step, touch and hold the app and choose Don't Require Face ID (or similar). Nothing outwardly indicates that an app is locked -- you'll find out when you try to open it. There's one more level of app security available, which is to hide apps in a special locked folder. Touch and hold the app and choose Require Face ID and then tap Hide and Require Face ID in the dialog. Confirm the action by tapping Hide App on the next screen. The app disappears from the home screen and gets slotted into a Hidden folder at the bottom of the App Library (swipe left beyond your last home screen to view the App Library). To access apps there, tap the Hidden folder and authenticate with Face ID. When you choose Hide and Require Face ID to protect an app, it gets put into the Hidden folder in App Library (top). Tap the folder and authenticate to access the app (bottom). Screenshots by Jeff Carlson/CNET iOS 18 imposes some limitations on hidden apps. Some, such as many of the built-in ones like Notes or Reminders, can only be locked and cannot be hidden at all. Also, the Hidden folder locks itself when you launch an app or swipe away from the App Library. Turn off Loop Videos in the Photos app Many apps have implemented a small but annoying (to me) feature, and now Photos under iOS 18.2 has it too: Videos automatically replay when you watch them until you tap the Pause button. That can be fun once or twice, or when viewing short clips. I'm not a fan of having to take action to make them stop each time. Now I can take action once. Go to Settings > Photos, scroll down until you see Loop Videos and turn the option off. A video will play on its own but then stop at the end as it should. Turn off Loop Videos to stop every video from replaying automatically. Screenshots by Jeff Carlson/CNET If you'd rather the video didn't play at all until you tap the Play button, also turn off Auto-Play Motion in the same Settings screen. Adjust the view of your calendar Big new features like locking and hiding apps are great additions but so are the tiny changes that you encounter every day. The Calendar app includes two new ways to view your schedule. In iOS 18, when you're in the Month view in portrait orientation, pinch with two fingers to view more or fewer details. As you "zoom in," individual events appear as colored bars and then as labeled events with times, all while keeping the monthly grid of days and weeks. In the Calendar app's Month view, pinch to zoom in and see more details. Screenshots by Jeff Carlson/CNET The Day view, which breaks down your day hour by hour, now has a new Multi Day view that shows two consecutive days to give you context for what's coming without turning the phone into landscape orientation and viewing the Week view. Tap the View button at the top of the Single Day view and choose Multi Day from the popup menu. The new Multi Day view in the Calendar shows two days at once (right). Screenshots by Jeff Carlson/CNET Improve movie and TV show dialogue in the TV app Trouble hearing dialogue in movies and television shows isn't a new problem -- for example, the Apple TV has had a feature for a while where you can ask Siri, "What did she say?" and it will automatically back up a few seconds, turn on subtitles and replay that section of the video. You can even buy soundbars that can overcome muffled TV speech. There are a lot of reasons it's harder to hear dialogue but the TV app in iOS 18 includes a high-tech workaround to make dialog easier to discern. While you're watching a video in the TV app, tap the More (…) button and then expand the Audio heading in the menu that appears; if the phone is in horizontal orientation, tap the Audio Adjustments button. Tap Enhance Dialogue and choose Enhance or Boost. They each dampen background noise and raise the dialogue's audio. Turn on Enhance Dialogue in the TV app to discern characters' speech better in noisy scenes. Screenshot by Jeff Carlson/CNET These are just a few new features and changes in iOS 18. Check out our broader coverage of Apple Intelligence, more impressions of the system after using it for months and how these all work together with the iPhone 16 models.

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37 minutes ago

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Undervalued and Profitable: 2 Artificial Intelligence (AI) Stocks for Long-Term Portfolios

These companies supply critical components required in AI data centers and chips. These chipmakers are growing fast, and their remarkably cheap valuations make them worth buying right now. Both companies should keep growing at healthy rates long term, thanks to the AI-focused markets they serve. 10 stocks we like better than Micron Technology › A tried and tested way of making money in the stock market is by buying great companies that are tapping into a growing trend that also trade at attractive valuations and holding them for the long run. This strategy allows investors to benefit from secular growth opportunities and disruptive trends, as well as take advantage of the power of compounding. Artificial intelligence (AI) is turning out to be one such secular and disruptive trend that has the ability to supercharge the growth of many companies in the long run because of its ability to contribute trillions of dollars to the global economy. There are two companies benefiting big-time from the proliferation of AI. They also happen to be profitable and undervalued when we consider their impressive growth rates. They are Marvell Technology (NASDAQ: MRVL) and Micron Technology (NASDAQ: MU). Let's see why buying and holding these two names for the long run could turn out to be a smart move. AI has brought about a major turnaround in Marvell Technology's fortunes. The company, which manufactures application-specific integrated circuits (ASICs) and networking chips, finished fiscal 2025 (which ended on Feb. 1) with revenue growth of just 5% to $5.77 billion. Its generally accepted accounting principles (GAAP) net loss for the year stood at $1.02 per share. The company's tepid performance last year was the result of weakness in multiple end markets such as enterprise networking, carrier infrastructure, and consumer devices. However, the story has changed remarkably in the first quarter of fiscal 2026. Marvell's revenue for fiscal Q1 (which ended on May 3) shot up a remarkable 63% year over year to $1.89 billion. The company reported a GAAP net income of $0.20 per share as compared to a loss of $0.25 per share in the year-ago period. AI played a central role in driving this terrific turnaround as the demand for Marvell's custom AI processors increased dramatically, leading to a 76% year-over-year increase in its data center revenue to $1.44 billion. CEO Matt Murphy remarked on Marvell's May earnings conference call, "These strong results, along with our second-quarter guidance, are being driven by the rapid scaling of our custom AI silicon programs to high-volume production, along with robust shipments of our electro-optics products for AI and cloud applications." Importantly, Marvell expects its robust data center momentum to continue in the current and the next fiscal year, as well as in the long run. The company points out that it is deeply engaged with its AI customers for developing custom chips, and the good part is that they are working with Marvell to develop the next generation of custom AI processors as well. This explains why the company is confident it can sustain its AI-powered growth in the long run. Moreover, Marvell's focus on pushing the envelope on the product development front is expected to help it land a bigger share of the fast-growing custom AI processor market. The company pointed out last year that its AI-focused addressable market could grow to $75 billion in 2028 from $21 billion in 2023. It controlled 10% of this market at the end of 2023, according to its own estimates. However, third-party estimates suggest that Marvell's share of custom AI chips increased to 15% last year. Looking ahead, the company is aiming to capture more than 20% of this market. That could bring its AI revenue to more than $7.5 billion in the next three fiscal years (based on the $75 billion end-market estimate), which would be a major improvement over its fiscal 2025 AI revenue of over $1.5 billion. So, AI is set to move the needle in a big way for Marvell Technology going forward, allowing it to maintain healthy earnings growth levels. Marvell stock trades at just 22 times earnings right now. It makes sense to buy this semiconductor stock hand over fist since it is available at a solid discount to the tech-laden Nasdaq-100 index's earnings multiple of 31. The long-term opportunity in the custom AI chip market could help the chipmaker maintain elevated growth levels for a long time to come. Micron Technology made its name by supplying compute and storage memory chips that are used in computers and smartphones. The company got a serious boost recently from the deployment of some of its products in AI data centers. The high-bandwidth memory (HBM) manufactured by Micron plays a key role in AI accelerators such as graphics processing units (GPUs) and custom processors as it can transfer data at high speeds while keeping power consumption in check when compared to traditional memory. HBM ensures that a lot of data can be transferred quickly at low latency so that AI workloads can run smoothly. Not surprisingly, the size of the HBM that's being packed by AI chip designers into their accelerators is increasing. AMD, for instance, has increased the HBM capacity of its latest MI350 series of AI accelerators to 288 gigabytes (GB) from 256 GB on the previous MI325 series processors. The company plans to equip its next generation of MI400 accelerators with a whopping 432 GB of HBM next year. Even custom AI chip manufacturers such as Marvell and Broadcom are equipping their chips with HBM to speed up AI workloads and improve power efficiency. Not surprisingly, the HBM market's revenue is expected to soar to $86 billion in 2030 from just $1.8 billion in 2023, clocking a compound annual growth rate (CAGR) of 68%. Meanwhile, the adoption of AI in the smartphone and PC markets is going to be another tailwind for Micron, driving both volume and unit growth for the company. That's because AI-capable smartphones and PCs are equipped with more compute and storage memories, which should expand Micron's addressable market at a nice pace in the future. The good part is that the AI-driven growth of the memory market has already supercharged Micron's growth. Its revenue in the first six months of the current fiscal year has increased by 59% from the year-ago period. Moreover, Micron has swung to a GAAP profit of $3.08 per share in the first half of the fiscal year from a loss of $0.40 per share in the year-ago period. Consensus estimates expect Micron to deliver an impressive 439% jump in adjusted earnings this year to $7 per share, followed by a 58% increase next year. Micron stock trades at just 11 times forward earnings right now. So, buying this AI stock looks like a no-brainer as the bright prospects of the memory market could help it sustain healthy earnings growth levels in the long run as well, paving the way for more upside. Before you buy stock in Micron Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Micron Technology wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $659,171!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $891,722!* Now, it's worth noting Stock Advisor's total average return is 995% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices. The Motley Fool recommends Broadcom and Marvell Technology. The Motley Fool has a disclosure policy. Undervalued and Profitable: 2 Artificial Intelligence (AI) Stocks for Long-Term Portfolios was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data