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Marvell Technology (NASDAQ:MRVL) looks compelling because the market is only now pricing in a durable second act in custom AI silicon. The stock has nearly tripled year to date, but the fundamental picture keeps outrunning the multiple. Marvell designs the analog, mixed-signal, and photonic infrastructure that hyperscalers use to move data around AI clusters. Data ... Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.1% in the morning session after the company disclosed new multi-year agreements with Apple, extending their collaboration through 2031 for Broadcom to develop and supply a range of custom ASIC silicon for multiple generations of Apple products.

The pitch for the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) has quietly changed. For years BOTZ was sold as a niche automation bet, a fund for people who wanted factory-floor exposure without picking Japanese conglomerates one at a time. Now, with generative AI running out of party tricks, BOTZ has repositioned itself as ... AI’s Next Act Isn’t Chatbots. It’s Robots, and BOTZ Is the Bet

Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through July 6, but the fund just took its worst weekly hit of the year, dropping nearly 7% in the seven days ending July ... MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath

SK Hynix, the world’s second-largest memory-chip maker, is coming to the NASDAQ on Friday with the largest stock sale anyone has priced in years, and the chip complex is already pricing it in. CNBC’s Kristina Partsinevelos reported Monday that “SK Hynix plans to raise roughly $28 billion through an American depositary receipts, or ADR, on ... The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping

The VanEck Semiconductor ETF (NASDAQ:SMH) has ripped higher in 2026, gaining 64.47% year to date through July 2 and 111.24% over the trailing 12 months. Yet the fund fueling that run does not own a single share of Apple (NASDAQ:AAPL), arguably the most recognizable technology stock on the planet. The absence is structural, not tactical, ... VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Meta Platforms (NASDAQ:META) has spent the year getting punished for the exact strategy that may end up minting money. Meta runs the largest advertising machine outside of Google, powered by Facebook, Instagram, WhatsApp, Threads, and Messenger, and has quietly become one of the most aggressive infrastructure builders on the planet. Full-year 2025 capex hit $69.7 ... Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook

Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) shares ticked up just 0.8% on Monday, starkly trailing a 3.2% surge in the Philadelphia Semiconductor Index and lagging rivals Advanced Micro Devices Inc (NASDAQ:AMD), which gained 7.7%, and Broadcom Inc (NASDAQ:AVGO), which jumped 4.4%. The underperformance came as a broad rally for chipmakers collided with a boutique research report alleging significant delays in the AI giant’s next-generation server architectures. Supply chain research firm Se

Shares of several chipmakers and memory companies are higher Monday as the AI trade continues to bounce back from a recent sell-off.

AVGO's AI revenue outlook, margin pressure and customer concentration are raising valuation questions. What should investors do?

The First Trust Nasdaq Cybersecurity ETF pushed toward its first record close in over a month Monday — with CrowdStrike, JFrog, Palo Alto Networks, and Fortinet all notching intraday record highs.

Broadcom wins major Apple partnership expansion as investors eye AI upside

Broadcom (AVGO) will develop custom microchips for Apple's (AAPL) products under an expanded partner

Broadcom will supply Apple with custom application-specific integrated circuits, known as ASICs, through 2031, it said in a securities filing. Broadcom stock rose 4.1% to $375.13 on Monday. Apple has been one of Broadcom’s leading customers since 2010, notably buying hardware to assist with wireless connectivity.

It's a bullish start to the week for this tech powerhouse.

The Nasdaq Composite and S&P 500 Index were up in late-morning trading Monday, as tech stocks rose b

The chip sector has had a rough start to the second half of the year but it’s time to buy the dip, according to JPMorgan analysts.

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) has extended its chip partnership with Apple Inc (NASDAQ:AAPL, XETRA:APC) through 2031, expanding a long-running supply agreement covering custom semiconductor development and production. The expanded arrangement, disclosed by Broadcom in a regulatory...

Credo's retimer business hits an inflection point as demand for 100G and 200G per lane solutions grows, fueled by AI networking needs and design wins.

NVDA's 6.6% monthly drop reflects chip-sector weakness, but AI demand, cash flow and a lower forward P/E keep the stock worth holding.

Broadcom on Monday disclosed a five-year deal to supply custom processors to consumer electronics giant Apple.

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

The two companies signed new multi-year agreements for Broadcom to develop and supply custom ASIC chips across multiple generations of Apple products

Broadcom disclosed in an SEC filing that it will develop and supply the iPhone maker with a range of custom ASIC chips.

Multi-Year Agreement Strengthens Long-Term RelationshipBroadcom Inc. (NASDAQ:AVGO) shares gained 4% on Monday after the semiconductor company announced a long-term extension of its silicon supply partnership with Apple Inc.

Investing.com -- Broadcom Inc. (NASDAQ: AVGO) shares climbed 4% on Monday after the semiconductor company announced a significant extension of its chip supply agreement with Apple Inc. (NASDAQ: AAPL), securing a critical revenue stream for the remainder of the decade. The new agreement ensures that Broadcom will remain a cornerstone of Apple’s hardware supply chain for years to come. According to the company’s recent SEC filing, the two tech giants are officially deepening their ties: "Broadcom

Investors are assessing strong momentum for hardware companies in the first half of the year.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

NVIDIA’s fundamentals have never looked stronger, yet its stock is limping through 2026. NVIDIA (NASDAQ:NVDA) is up just 3.2% year to date, a striking laggard in a sector where money is flooding into almost everything else. That is the paradox: the company at the center of the AI buildout has become the black sheep of ... How Nvidia Became The Black Sheep Of The Chip Stock Rally