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Apple plans to spend more than $30 billion as part ‌of a chip-supply agreement reached earlier this ‌week with Broadcom that will also see the chipmaker expand a ​factory in Colorado, the companies said on Wednesday. Broadcom disclosed on Monday it had secured a long-term supply deal through 2031 with the iPhone maker. On Wednesday, Apple said ‌the deal will ⁠involve a radiofrequency chip called FBAR filters that will help Apple devices communicate wirelessly and ⁠which Apple has been working with Broadcom to develop since at least 2023.

Apple said Wednesday it expects to spend over $30 billion in its expanded partnership with Broadcom that will lead to more than 15 billion chips being made in the U.S.

Apple is ramping up its investment in U.S.-made chips, with plans to spend more than $30 billion with Broadcom in the next five years. The investment is the largest Apple has specified as part of its pledge to invest $600 billion in the U.S. over four years, a pledge that helped the company secure an exemption from proposed Trump administration tariffs. Apple said the investment will enable Broadcom to expand a manufacturing facility in Fort Collins, Colo.

Apple announced a $30 billion deal with Broadcom.

🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU), Marvell Technology (MRVL), Intel (INTC), Advanced Micro Devices (AMD): The chip stocks fell in premarket trading, on course to extend a slide sparked by guidance from Samsung Electronics (KR:005930) yesterday that failed to meet lofty expectations.

July 8 (Reuters) - U.S. stock index futures slid sharply on Wednesday, with Nasdaq futures touching a four-week low after President Donald Trump said a memorandum of understanding aimed at ending the

Broadcom Inc. (AVGO) just extended its chip supply agreement with Apple through 2031, according to a regulatory filing reported by Bloomberg. This partnership is not a new development. Apple and Broadcom have a long-standing supply relationship and previously made headlines back in 2023 when Apple ...

Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix‘s $29 billion U.S. listing later this week. Gerber Calls Chip Stocks ‘Least Expensive’ In The Market “People selling chip stocks seem to be captured by very short term thinking,” Gerber said in a post on X. The Gerber Kawasaki CEO called semiconductor companies “some of the least expensive

An analyst downgraded his recommendation on the chipmaker's equity.

A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed ... A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

Broadcom stock sinks as Erste Group downgrades it to “Hold.” Here’s why analyst Hans Engel recommends caution in playing AVGO shares at current levels.

AI stocks are soaring, but so did tech in 2000. Here's what the dot-com crash, Cisco, and today's concentration risk reveal about whether the AI bubble is real, and what it means for your money.

A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a textbook "sell-the-news" reaction, compounded by a Reuters report that China's DeepSeek is developing its own AI inference chip.

A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a textbook "sell-the-news" reaction, compounded by a Reuters report that China's DeepSeek is developing its own AI inference chip.

Reuters says DeepSeek is developing an inference AI chip as major AI companies expand custom silicon efforts.

Broadcom Faces Fresh Pressure After Analyst Cuts Rating to Hold

Bank of America Securities Senior Semiconductor Analyst Vivek Arya believes the AI-driven semiconductor boom is still in its early stages. In a recent CNBC interview, he argued that demand for AI infrastructure continues to accelerate as artificial intelligence becomes an essential part of enterprise software. “AI is going from being just kind of a proof of ... Bank of America Analyst: AI Is Becoming “Deeply Embedded in Enterprise Workflows” as AI Spending Could Reach $1.5 Trillion

I keep hitting the buy button on Broadcom (NASDAQ:AVGO), and the pullback to $373.90 from the 52-week high of $494.18 gave me another window to add. This is a compounding machine that just had its floor cemented in concrete, and I want to explain why I have stopped waiting for a “better” entry. The trigger, ... The 2031 Apple Extension Changes Everything: Why Broadcom’s Newly De-Risked Cash Machine Is a Strong Buy

Erste Group cut Broadcom to Hold, citing valuation despite expected $29.4 billion quarterly revenue and AI strength.

The Dow is down 200 points, or 0.4%, following the Nasdaq and S&P 500 deeper into the red. Caterpillar stock was the worst-performing Dow component, down 5.6%. The construction equipment company, which has become an AI infrastructure play, dropped after announcing its acquisition of mining solutions company, Skycatch.

U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully invested in the idea that this bull market can continue for some time, that’s great news. However, there are obvious concerns that are starting to bleed through to lower valuations from some of the highest-flying ... U.S. Stocks Rallied Over 15% In Q2 2026 — These 3 AI Stocks Still Have A Long Way to Run

Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...

AI has pushed Texas Instruments (TXN) stock to near all-time highs, with shares surging roughly 70% year to date.

Lumentum is expanding its CPO portfolio as AI infrastructure demand rises, with commercial deployments expected to support revenue and earnings growth.

Chip stocks fell Tuesday despite a second-quarter earnings beat by semiconductor and consumer electronics manufacturer Samsung Electronics.

Broadcom Inc. (NASDAQ:AVGO) is one of the top 10 AI stocks that will skyrocket. On June 24, Broadcom Inc. (NASDAQ:AVGO) extended its strategic collaboration with Nationwide Building Society (LSE:NBS.L) to facilitate the continued technology transformation and the evolution of Nationwide’s hybrid cloud approach. Key to this phase is the implementation of VMware Cloud Foundation (VCF), […]

The company says its roadmap remains intact as investors weigh a report of manufacturing problems.

(Updates with stock and oil price moves, and additional details from sixth paragraph onward.) US

A semiconductor giant is on a historic run fueled by the artificial intelligence boom, forcing investors to decide if its high-flying stock price has outpaced its powerful business engine.

SpaceX trading on Tuesday won’t have much to do with space or AI fundamentals. Elon Musk’s AI and space company is now in the one of the best-known large-cap growth indexes that tracks the largest nonfinancial companies listed on Nasdaq. Being fast-tracked into the index reflects just how important privately held frontier AI companies, including OpenAI, Anthropic, and SpaceX before its June IPO, have become to the entire stock market.