Financial News

Broadcom sees AI revenue surging 140% in Q2 2026 as VMware integration and networking demand fuel growth momentum.

Stocks, especially the AI chip sellers, got a dose of reality on Monday, losing value for a second straight day after an incredible rally this year. The Nasdaq finished down 0.5% but pared steeper losses.

​Broadcom Inc. (NASDAQ:AVGO) is one of the Best Stocks to Invest in For 5 Years According to Billionaires. On May 15, TD Cowen raised its price target on Broadcom Inc. (NASDAQ:AVGO) from $405 to $500 and maintained a Buy rating on the shares. ​The firm highlighted an important shift in AI infrastructure dynamics. TD Cowen […]

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.3% in the afternoon session after it received a flurry of bullish analyst ratings, with several firms significantly raising their price targets on optimism surrounding its role in the Artificial Intelligence (AI) boom.

It isn’t time to bail on the Magnificent Seven yet. But there are momentum winners in staples and healthcare, too.

Both the S&P 500 and Nasdaq Composite closed lower for their second sessions in a row on Monday.

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

Broadcom’s fair value estimate has shifted slightly from US$475.49 to US$476.78, reflecting only a modest adjustment to where analysts see the stock’s long term potential. This small move sits against a backdrop of rising and trimmed price targets, as bullish analysts lean into AI related semiconductor demand, while more cautious voices question valuations and competitive positioning. As you read on, you will see how these conflicting calls shape the evolving narrative and what to watch as...

Astera Lab's Scorpio and UALink momentum are driving AI infrastructure growth, but Broadcom's surging AI revenue gives AVGO the edge now.

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

Musk's loss to OpenAI and Microsoft removes an AI-sector overhang, bringing ETFs tied to Microsoft, Nvidia, and AI infrastructure back into focus.

Credo Technology is rated Sell due to excessive valuation despite strong recent execution and AI-driven growth tailwinds. Read more on CRDO stock here.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...

UBS analyst Timothy Arcuri maintains Broadcom (NASDAQ:AVGO) with a Buy and raises the price target from $475 to $490.

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 14, 2026, Wells Fargo raised the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) to $545 from $430 while maintaining an Overweight rating on the shares. The firm raised its fiscal 2027 and fiscal 2028 revenue estimates by […]

Daniel Loeb's Third Point added Meta, Alphabet, Broadcom, and semiconductor names while sharply cutting Nvidia and Microsoft positions in Q1.

We recently published Jim Cramer Discussed A Mysterious Yellow Light & These 9 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor design companies in the world. Its shares are up by 85% over the past year and by 22% year-to-date. Citi discussed […]

Memory is going to play a central role in AI inference workloads, and that's great news for Micron Technology and Sandisk investors.

My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... “The Scene of the Bloody Car Crash, Minutes Before It Happens”: Burry’s NVIDIA-Era Warning, and Why I’m Not Selling Yet.

NVIDIA heads into earnings with strong AI-driven demand, while Intel, AMD and Broadcom continue rallying in semiconductors.

Zacks.com users have recently been watching Broadcom Inc. (AVGO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Wells Fargo analyst Aaron Rakers turned more bullish on Broadcom Inc, arguing that Wall Street may still be underestimating the scale of AI infrastructure demand tied to hyperscaler data center expansion. Wells Fargo Raises Broadcom Forecast To $545 Rakers maintained...

US stocks battled higher on Monday morning, reversing some of the declines from the end of last week, even though investors continued to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. The Dow Jones opened 0.2% higher at 49,608, while...

Cerebras (CBRS) analysis: $24.6bn RPO backlog and OpenAI partnership vs. 18x FY28E sales and high customer concentration risk. Read the full analysis here.

Leopold Aschenbrenner's AI fund just bet $8.5B against Nvidia (NVDA) and the chip complex two days before earnings.

Stanley Druckenmiller cut Amazon, exited Alphabet while increasing bets on Argentina, commodities, semiconductors, biotech stocks during Q1.

'Big Short' investor Steve Eisman says the meltup feels bubbly, flagging Nvidia's size, 4.5% yields and hotter PPI. Polymarket traders aren't worried yet.

Tech sector momentum turns negative as breadth narrows and bond yields rise.

Something rare just happened beneath the surface of the U.S. equity market, and almost nobody is talking about it.