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Wall Street's AI trade may be expanding beyond graphics processors, with investor Gary Black arguing that custom chipmakers Broadcom, Inc. (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) are emerging as some of the biggest beneficiaries of rising demand for specialized AI infrastructure. Gary Black Says Wall Street Is Rewarding Custom AI Chip Leaders On Tuesday, Black said Broadcom and Marvell "seem to be the big winners in Wall Street's new appreciation for custom AI chips," pointing to grow

Marvell Technology, Broadcom, and Hewlett Packard Enterprise all soared on Tuesday, gaining from the ongoing AI rally.

U.S. President Donald Trump said in a post on Truth Social on Tuesday that the U.S. and Iran deal negotiations are ongoing, dismissing reports of strained relations between the two countries.

Broadcom's returns have outpaced Nvidia's in recent months.

Broader developments in the field of artificial intelligence (AI) gave the semiconductor and data center specialist a boost.

Samsung Electronics announced new collaborations with Cadence Design Systems and Synopsys on second and third generation 2nm process technology for advanced AI chips. The company is working with Broadcom on what it describes as the industry's first unified Wi-Fi 8 and 5G fixed wireless access platform for broadband equipment. Samsung also introduced the Galaxy Book6 Enterprise Edition, a laptop aimed at secure, AI-focused productivity for corporate users. For investors watching...

Asking for a Trend Host Josh Lipton shares the top stories for Wednesday, June 3, including from Macy's (M), Five Below (FIVE), Petco (WOOF), and Broadcom (AVGO) CrowdStrike (CRWD), as well as ADP's May employment estimate.

$1.75 trillion That is the valuation being considered by SpaceX in its blockbuster initial public offering planned for next week. That number could change a lot in coming days, but if it holds it would make Elon Musk’s rocket maker the seventh-largest U.

Broadcom (AVGO) heads into June 3 earnings carrying a seemingly contradictory note that’s worth a closer look. A notable Wall Street analyst just raised his price target on the company. However, in the same note, he lowered how much AI revenue he expects Broadcom to bring in this year. And that ...

(Bloomberg) -- Broadcom Inc.’s promise to backstop the largest portion of a record-setting microchip financing deal for Anthropic is keeping yields for the deal in check, according to people familiar with the matter. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Trump to Get Audit Immunity as $1.8 Billion Fund in DoubtAndrew Left Found Guilty in Case That Spooked Short SellersAlphabet to Raise

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 5.2% in the afternoon session as investors positioned ahead of its fiscal Q2 FY2026 earnings report due after the close on June 3, amplified by independent AI catalysts as Anthropic confidentially filed to go public.

Broadcom shares climbed to a fresh high Tuesday, ahead of its earnings Wednesday.

Broadcom Faces High-Stakes Earnings Test. Oppenheimer Says AI Could Deliver Another Beat

Two AI chip giants, one retirement portfolio slot, and a clear question: Should income-focused investors own NVIDIA (NASDAQ:NVDA) or Broadcom (NASDAQ:AVGO) right now? Both ride the same secular wave: hyperscaler CapEx pouring into AI infrastructure. But they monetize it very differently, and that difference matters more for retirees than the headline growth numbers suggest. Here ... NVIDIA vs. Broadcom: Which Is the Better Long-Term AI Chip Bet?

The semiconductor industry has been the driving force behind the tech sector's sustained outperformance.

Celestica, leader of the contract manufacturing group, rallied 10% after Monday's 11% jaunt. The stock topped an alternative buy point.

Fabless chip and software maker Broadcom (NASDAQ:AVGO) will be reporting earnings this Wednesday after the bell. Here’s what investors should know.

Broadcom's fiscal Q2 earnings results are expected to highlight soaring AI chip demand and VMware-led software growth, while lower-margin XPUs pressure margins.

Shares are up over 30% year-to-date and are outperforming the major indexes.

The artificial intelligence boom has survived just about everything investors have thrown at it. Concerns over China, export restrictions, sky-high valuations, and even recession fears have failed to derail a rally that has added trillions of dollars in market value to companies like Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Broadcom (NASDAQ:AVGO), and Meta Platforms (NASDAQ:META). Yet there ... Only One Man Can Kill the AI Boom: Fed Chair Kevin Warsh

Broadcom reports fiscal second-quarter earnings on June 3. The bar is high. The stock is up 80% over the past year and trades at 37 times forward earnings. One of the most respected semiconductor analysts on Wall Street just looked at all of that and said the company is likely to clear it anyway. ...

AI Optimism Sends Broadcom Stock Higher Ahead of Key Results

This is a year of extreme acceleration for Broadcom. The company's engine is its deep, multi-year collaboration to build custom AI chips for just six strategic customers.

Shares of Broadcom (NASDAQ:AVGO) are up 6% in Tuesday’s premarket session, trading near $486 after closing Monday at $459.97. Marvell Technology (NASDAQ:MRVL) stock is up 17% to around $257, marking one of the sharpest single-session moves of the year for the custom-chip merchant. The double pop is being driven by two separate but reinforcing catalysts ... Broadcom Jumps 6% on Alphabet $80B AI Raise, Marvell Soars 18% on Jensen Huang’s $1T Endorsement

Stock Market Today: The Dow Jones index dropped Tuesday with U.S.-Iran talks ongoing. AI name Marvell stock soared 19%.

At $459.97, Broadcom (NASDAQ:AVGO) looks attractively positioned for investors with a 12-month horizon. The stock just touched a 52-week high of $465.99 and sits on the doorstep of an earnings report that prediction markets are pricing as a near-certain beat, which makes the next 90 days a real test of the bull thesis. Broadcom designs ... Buy, Sell or Hold Broadcom Before Earnings Tomorrow?

MXL teams up with Edgecore Networks to advance AI-driven edge networking, combining open infrastructure and 10Gbps connectivity solutions.

Wall Street's main stocks are expected to open generally lower on Tuesday, despite oil prices and bond market pressure easing after President Trump said Hezbollah and Israel had agreed to "stop shooting" at each other. Dow Jones futures were down 214 points or 0.4%, while S&P 500 and...

DriveNets raised $410 million to expand AI networking infrastructure.

FEATURE The rebound in software stocks looked set to fizzle out as Wall Street pivoted back toward the chip and server makers that have helped power the market to all-time highs in recent months. Oracle fell 5%, ServiceNow dropped 5.