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Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.3% in the afternoon session after it received a flurry of bullish analyst ratings, with several firms significantly raising their price targets on optimism surrounding its role in the Artificial Intelligence (AI) boom.

It isn’t time to bail on the Magnificent Seven yet. But there are momentum winners in staples and healthcare, too.

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

Broadcom’s fair value estimate has shifted slightly from US$475.49 to US$476.78, reflecting only a modest adjustment to where analysts see the stock’s long term potential. This small move sits against a backdrop of rising and trimmed price targets, as bullish analysts lean into AI related semiconductor demand, while more cautious voices question valuations and competitive positioning. As you read on, you will see how these conflicting calls shape the evolving narrative and what to watch as...

Astera Lab's Scorpio and UALink momentum are driving AI infrastructure growth, but Broadcom's surging AI revenue gives AVGO the edge now.

President Trump’s trading activity surged in the first quarter, totaling more than 3,700 transactions, according to recent financial disclosures. The disclosures, published by the U.S. Office of Government Ethics late last week, include millions of dollars in transactions relating to companies such as Nvidia, Alphabet and Amazon.

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 14, 2026, Wells Fargo raised the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) to $545 from $430 while maintaining an Overweight rating on the shares. The firm raised its fiscal 2027 and fiscal 2028 revenue estimates by […]

We recently published Jim Cramer Discussed A Mysterious Yellow Light & These 9 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor design companies in the world. Its shares are up by 85% over the past year and by 22% year-to-date. Citi discussed […]

Memory is going to play a central role in AI inference workloads, and that's great news for Micron Technology and Sandisk investors.

My children often tell me that “today” is the best or worst day ever. Sometimes both land on the same day. Apparently it is possible to have the worst day ever multiple times a week. Unrelated. The benchmark S&P 500 keeps tagging fresh records and the tech-heavy Nasdaq Composite refuses to roll over. And yet ... Michael Burry Says Today’s Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

NVIDIA heads into earnings with strong AI-driven demand, while Intel, AMD and Broadcom continue rallying in semiconductors.

Zacks.com users have recently been watching Broadcom Inc. (AVGO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Wells Fargo analyst Aaron Rakers turned more bullish on Broadcom Inc, arguing that Wall Street may still be underestimating the scale of AI infrastructure demand tied to hyperscaler data center expansion. Wells Fargo Raises Broadcom Forecast To $545 Rakers maintained...

US stocks have been predicted to start Monday trading in the red, as they ended last week, with investors continuing to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. Dow Jones futures were down around 262 points or 0.4%, while S&P 500...

Stanley Druckenmiller is one of the most-watched money managers on Wall Street, and his Duquesne Family Office Q1 2026 13F filing just landed. The headline number is brutal for Alphabet bulls. Duquesne sold all 385,000 shares of Alphabet (GOOGL) Class A stock during the quarter. That same stake had ...

On a recent TBPN segment, host John Coogan walked listeners through what he framed as the most consequential industrial policy intervention in semiconductors since the CHIPS Act, namely Commerce Secretary Howard Lutnick meeting repeatedly with Tim Cook, Elon Musk, and Jensen Huang to push them to partner with Intel, with President Trump personally advocating for ... Trump Personally Brokered the Apple-Intel Deal That Sent Intel from $20 to $125

The stock market is near highs but oil prices and yields are headwinds with Trump issuing new Iran threats. Nvidia and Walmart earnings loom.

Dell Technologies is set to report fiscal Q1 2027 earnings toward month's end, coming off record revenue of $33.4 billion. Investors will be watching.

Broadcom is surging, and now, private credit behemoths are reportedly in talks to extend funding. See the potential implications of a massive debt deal.

These dividend stocks are anything but boring.

The types of chips that will keep AI's momentum up are different from those that trained it, creating an opening for rivals to Nvidia.

Broadcom's stock has delivered a huge rally since 2025 began.

Nvidia (NVDA) stock closed the May 15 trading session 4.42% down at $225.32, according to Yahoo Finance. Micron closed 6.62% lower at $724.66Intel closed 6.18% lower at $108.77AMD closed 5.69% lower at $424.1Broadcom closed 3.32% lower at $425.19Marvell closed 3.12% lower at $176.89 Intel gained ...

Broadcom (AVGO) stock has gained about 36% since the April 6 closing price of $314.43, trading at $428.61 according to Yahoo Finance at the time of writing, Friday afternoon, May 15. Meanwhile, the SPDR S&P 500 index (SPY) is up about 12.5% in the same period. Why has Broadcom outpaced the ...

There's a lot of enthusiasm about this Nvidia competitor. What exactly is drawing investors?

Earlier this month, Broadcom announced VMware Cloud Foundation 9.1, an AI- and Kubernetes-native private cloud platform aimed at running secure, cost-efficient production AI workloads across mixed CPU and GPU hardware. The launch responds directly to enterprises’ rising concerns over AI infrastructure cost, security, and data sovereignty, positioning VCF 9.1 as a unified alternative to fragmented public cloud stacks for scaling inference and agentic AI. With this in mind, we’ll now examine...

Broadcom leads five stocks to watch near buy points. Several companies serve AI data centers and their appetite for chips, power and more.

Jim Cramer went on Mad Money Friday with a counterintuitive pitch: “You buy NVIDIA not for China, not because of the Cerebras IPO, but because it’s actually a cheap stock, cheaper than Intel, cheaper than AMD, cheaper than Broadcom.” That is a bold claim about a company worth $5.7 trillion, and the numbers back the ... Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.