Financial News

The AI chip race has produced a handful of clear winners. Broadcom is one of them. But the question heading into its next earnings report is no longer about whether it is a top AI stock to own. The real debate now is: Can a company already pulling in billions from artificial intelligence keep ...

The billionaire tech investor continues to see upside in semiconductor stocks.

Arm Holdings' business model makes the stock a solid investment for those looking to capitalize on the growing demand for AI inference.

Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems.

For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. ... Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom

Applied Materials (NasdaqGS:AMAT) is joining Meta, Broadcom, GlobalFoundries, and Synopsys to fund a new US$125 million semiconductor research hub at UCLA. The hub is focused on next generation chip and AI technologies and is intended to support a more resilient U.S. semiconductor supply chain. This multi company partnership positions Applied Materials at the center of collaborative research across equipment, design, foundry, and end user segments. For you as an investor, this move...

Trillion dollar companies are typically profitable. SpaceX lost about $5 billion in 2025, according to its IPO registration statement.

The AI build-out is still just getting started, and these companies are positioned to capitalize.

AVGO's AI-driven semiconductor growth surges in Q1, with AI revenues more than doubling as hyperscale demand powers stronger Q2 forecasts.

Shares of Qualcomm (NASDAQ:QCOM) are up 11% at midday Friday, with Skyworks Solutions (NASDAQ:SWKS) higher by 9% and Qorvo (NASDAQ:QRVO) tacking on 7%. The mobile and RF (radio frequency) chip trade is rallying broadly, but the bid is concentrated in the smaller, more focused names in the group. Investors are picking pure-play winners while passing ... Qualcomm Surges 12%, Skyworks Rallies 9%, Qorvo Rises 7%: The Mobile Chip Trade Picks Smaller Winners

CSCO shares jump 33% in a month as AI networking orders surge and its hyperscaler AI outlook improves despite margin pressure.

Trillion dollar companies are typically profitable. SpaceX lost about $5 billion in 2025, according to its IPO registration statement.

What if the best semiconductor investment isn't an AI darling? This boring tech stock has compounded at 17% annually for 10 years.

Nvidia’s latest fiscal Q1 earnings were a telling tale of emerging upside to Lumentum Holdings’ growth and earnings profile. Click for this LITE stock update.

Marvell Technology heads into Q1 earnings results with AI-driven data center demand, booming custom silicon growth and rising competition in focus.

Broadcom's custom AI chip business is slated to take off this year.

Broadcom Inc. is downgraded to Hold as AI growth forecasts look aggressive and valuation is full. Click for this AVGO stock update.

Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The first quarter of 2026 was volatile due to market shifts, including increased geopolitical risk and inflation fears from rising energy prices. The S&P declined […]

Few mega-caps have ridden the AI infrastructure wave as cleanly as Broadcom (NASDAQ:AVGO). With AI semiconductor revenue compounding at triple-digit rates and CEO Hock Tan publicly targeting $100 billion in AI sales by 2027, the question is no longer whether the company can grow, but how much of that growth is already priced in. Our ... This Will be Broadcom’s Stock Price In 2030

LITE's AI networking push gains traction as hyperscaler demand drives record revenues and rapid growth in optical connectivity shipments.

Bank of America Corporation (NYSE:BAC) is one of the Most Undervalued US Stocks According to Hedge Funds. On May 8, Reuters reported that Bank of America Corporation (NYSE:BAC) has hired Richard Hardegree as Vice Chair of Mergers and Acquisitions. ​Hardegree is a seasoned investment banker at UBS and brings over 30 years of M&A experience […]

Broadcom, Meta, UCLA and other partners are launching a US$125 million AI semiconductor research and talent hub over five years. The company is also working with Applied Materials on next generation AI chip packaging technologies. Both efforts focus on energy efficient, high performance AI computing and closer ties between industry and academia. For investors watching NasdaqGS:AVGO at a share price of about US$414.57, these moves sit alongside a very strong multi year share price run, with...

Broadcom is locked in a clash of titans with rival artificial intelligence chip giant Nvidia but seems to be holding its own as the member of Investor's Business Daily's Sector Leaders list hovers just below a buy point. As it awaits its second-quarter results, due June 3, Broadcom ended trading Thursday just below a cup base's pivot of 414.61 after recently scoring an all-time high, according to chart analysis tools on IBD's MarketSurge. In April, Broadcom scored a partnership with Google parent Alphabet.

This semiconductor company remains deeply embedded in the AI supply chain.

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy according to Goldman Sachs’ Conviction List. Goldman added Broadcom to its U.S. Conviction List on January 5, alongside Dick’s Sporting Goods, while removing Capital One, Cadence Design Systems, and Houlihan Lokey. Goldman’s list is meant to highlight 20 to 25 differentiated Buy-rated U.S. ideas, […]

Five-year partnership aims to support next-generation semiconductor research.

Broadcom and Meta Trigger $125 Million AI Chip Race

When an AI agent responds to a query, it doesn’t simply crank out a bunch of computations; instead, it reasons through a problem, reaches across databases and coordinates with other agents.

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 4.9% in the afternoon session after the company announced a collaboration with Broadcom to accelerate the development of advanced chip packaging technologies for next-generation AI systems.

Vivek Arya, Bank of America Securities senior semiconductor analyst, joins 'Squawk Box' to discuss the state of the chips sector, Nvidia's quarterly results, and more.