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The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding the AI build-out.
Broadcom, Apollo and Blackstone have launched the AI XPV Platform to support over 20 gigawatts of AI compute capacity through 2028. The initiative includes an initial $35b tranche focused on large scale deployment of Anthropic’s compute infrastructure. The platform is built around Broadcom’s XPUs and networking products, targeting hyperscale AI data centers. For investors tracking NasdaqGS:AVGO, this move adds a fresh operational layer to the Broadcom story that goes beyond recent share...
AMEN Properties raised its quarterly dividend by 25% to $12.50 per share, pushing the annualized payout to $50.00 and offering investors a yield of around 10%.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 2.9% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the processors and graphics chips industry, including Broadcom (NASDAQ:AVGO) and its peers.
SanDisk is cashing in as evolving data center demands elevate memory storage’s role, giving the company fresh momentum.
Broadcom Inc. (NASDAQ:AVGO) is one of the fastest-growing high-bandwidth memory stocks to buy. The stronger topic fit occurred on June 9, 2026, when Broadcom, Apollo, and Blackstone launched the AI XPV Platform to support more than 20 gigawatts of AI compute capacity, leveraging Broadcom’s XPUs and networking solutions through 2028. The platform starts with a […]
Its share price has plunged about 21% since second-quarter earnings were released on June 3.
Advanced Micro Devices has transformed into a data center powerhouse, but with the stock trading at the top of its range, investors must weigh a large growth opportunity against an equally large valuation.
A brutal two-day sell-off shouldn't scare you from buying a rare opportunity in one of the AI infrastructure sector's most important companies.
The run the company has enjoyed in recent years may not be over.
Nvidia stock was sliding amid a widespread chip-sector selloff but it was holding up better than some of its peers.
Netlist stock surged after widening its patent dispute with Samsung and adding several major AI and server companies to a new ITC complaint.
Nvidia stock was sliding amid a widespread chip-sector selloff but it was holding up better than some of its peers.
This stock is proof that past performance isn't a reliable indicator of future results.
Asian equities fluctuated Tuesday following a tech-led sell-off on Wall Street as investors again questioned a long-running AI-fuelled boom, while crude largely held losses that came on the back of positive US-Iran talks.Tech firms -- the main driver of a surge across world markets as investors pile into all things AI -- took a hit in Asia.
Accelerating AI chip demand may give this top chip stock a second wind.
I keep clicking buy on Broadcom (NASDAQ:AVGO) because the math is too good to walk away from, even with a $39 trillion national debt clock ticking and new Fed Chairman Kevin Warsh signaling that borrowing costs are not coming back down on anyone’s preferred schedule. My friends ask why I am adding to the same ... The Market Is Panicking on Broadcom. This Is Why I Keep Buying The Stock
Micron Technology said on Monday it has signed an agreement with Anthropic that includes supply of memory and storage products, and a strategic investment in the IPO-bound AI company's latest funding round. AI developers are racing to secure critical components for increasingly expensive data-center buildouts, while memory makers look to tap into the soaring demand for high-bandwidth memory and storage used in training and running advanced AI models. "Our compute strategy depends on getting every layer of the stack right, and memory and storage are central to how efficiently we can train and serve Claude," said Tom Brown, Anthropic's co-founder and chief compute officer.
Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and Arm Holdings (NASDAQ:ARM). The billionaire who built Duquesne by reading macro tea leaves, and who famously sidestepped the dot-com unwind in 2000, dumped the highest-multiple AI software ... The Billionaire Who Called the 2008 Bubble Just Dumped Google to Bu
Broadcom (NASDAQ:AVGO) posted record revenue of $22.19 billion on June 3, 2026, beat consensus on the top and bottom line, raised guidance, and lost roughly a fifth of its market value over the following week. The stock went from $495 at the filing to $385.73 one day later. The broader chip complex dropped alongside it. ... JPMorgan Says Be an ‘Aggressive Buyer’ of This Beaten-Down AI Stock
Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM). Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names. Stanley ... Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
A recent appearance by Fiona Fung, who manages the Claude Code and Cowork teams at Anthropic, on Lenny Rachitsky’s Podcast offered a window into how one of the world’s most prominent AI labs approaches software engineering when its engineers are AI-native. Her headline claim is that today, “Coding is no longer the bottleneck.” Fung referenced ... Anthropic Technical Expert: ‘Coding Is No Longer the Bottleneck’ as Engineers Ship 8x More Code Per Quarter
AVGO's AI chip and networking demand fuel record semiconductor sales, with strong bookings and customer commitments supporting further growth.
The market has gotten a bit irrational with Broadcom's stock.
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