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Morgan Staneley Expects Strong Ramp In Broadcom (AVGO)’s Networking And ASICs Segments; Raises PT To $485
Insider Monkey71d agoneutral
Morgan Staneley Expects Strong Ramp In Broadcom (AVGO)’s Networking And ASICs Segments; Raises PT To $485

With strong hedge fund and Wall Street support, Broadcom Inc. (NASDAQ:AVGO) ranks among the best AI infrastructure stocks and has 8.6% upside potential. Broadcom Inc. (NASDAQ:AVGO) heads into its quarterly report with analysts expecting the company’s AI-driven growth to remain firmly intact. On June 1, 2026, Morgan Stanley analyst Joseph Moore raised the firm’s price […]

Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI Rival
24/7 Wall St.71d agoneutral
Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI Rival

Artificial intelligence has turned semiconductor stocks into the market’s biggest winners. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and other chipmakers have captured investors’ attention as demand for AI infrastructure continues to climb. But what if one of the fastest-growing chip businesses isn’t actually a semiconductor company at all? That’s the question investors should ... Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI R

📃Money Quote: Tech Selloff an ‘Overreaction’
The Wall Street Journal71d agobearish
📃Money Quote: Tech Selloff an ‘Overreaction’

📣 “There's nothing to support the fact that all these companies should be dumped, just because Broadcom’s got a problem...Today’s tech sell-off is an overreaction to Broadcom’s results because there’s no evidence to suggest that the AI trade is weakening.

Broadcom stock sinks. Are AI earnings expectations 'insatiable'?
Yahoo Finance Video71d agoneutralVIDEO
Broadcom stock sinks. Are AI earnings expectations 'insatiable'?

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

Investing.com71d agobearish
Broadcom downgraded as Google moves to reduce reliance on chip supplier

Investing.com -- Investment bank Macquarie has downgraded Broadcom from Outperform to Neutral, citing growing concerns that key customer Google is increasingly developing its own artificial intelligence (AI) chip capabilities and diversifying suppliers. The firm also cut its 12-month price target on Broadcom by 15% to $437 per share, down from $513.

The Telegraph71d agoneutral
Chip giants plunge in AI sell-off

Hundreds of billions of dollars are set to be wiped off the value of US microchip giants amid fears that the AI boom is running out of steam.

Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel
24/7 Wall St.71d agobullish
Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel

Shares of Broadcom (NASDAQ:AVGO) are down 14% in Thursday morning trading, sinking to around $410 after closing Wednesday at $479.23. The reversal follows the company’s fiscal Q2 2026 earnings release after the close on June 3. The pain is spreading. Advanced Micro Devices (NASDAQ:AMD) is off 4% to around $521, and Intel (NASDAQ:INTC) is down ... Broadcom Sinks 14% on Soft AI Chip Outlook Despite Earnings Beat, Dragging Down AMD and Intel