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Cathie Wood, head of Ark Investment Management, often makes moves in some of her favorite tech stocks around earnings season. That's exactly what she's doing with Broadcom (AVGO), adding shares of the chipmaker ahead of its upcoming earnings report. Last year, the flagship Ark Innovation ETF gained ...
Watching the AI rally from the sidelines felt responsible when retirement loomed, but playing it safe has a price tag too. Three ETFs now offer a way to get back in the game without handing your future to a single stock.
AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.
Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math completely.
Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.
Nvidia and Broadcom both posted staggering AI revenue this quarter, but one strategy bets on a handful of hyperscalers while the other bets on every model builder alive. The divergence between those bets reveals a quiet but widening competitive gap.
Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
TSMC Sales Soar to $14.5 Billion as AI Spending Keeps Accelerating
The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.
These supporting stocks often get ignored in favor of higher-profile names.
The tech sector is chock-full of companies with high-quality earnings growth.
Cash yields look attractive right now, but retirees who park everything there risk watching inflation quietly erode their purchasing power for decades. These five dividend ETFs offer a different path, though each one comes with a hidden trade-off most investors overlook.
World shares were mixed Friday after a modest retreat on Wall Street, while the price of Brent crude gained more than 1%. In early European trading, Germany's DAX rose 0.4% to 26,253.77, while the CAC 40 in Paris edged 0.2% higher to 8,715.47. Selling of computer chipmakers and other stocks linked to the boom in artificial intelligence appeared to taper off a bit as Tokyo's Nikkei 225 lost 0.1% to 65,606.71.
JEPI's fat monthly yield has made it a retiree favorite, but a smaller rival running a completely different options playbook has quietly compounded far more wealth over the same period without sacrificing the monthly income routine investors depend on.
Broadcom stock looks like a screaming deal at these prices.
Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in the stock has become another buying opportunity.
QRVO beat earnings estimates as stronger margins and cost discipline offset weaker smartphone demand, highlighting a profitability story driven by execution.
QRVO is improving profitability through stronger execution and diversification, but smartphone exposure and transaction uncertainty still cloud the outlook.
Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.
Intel Stock Roars Back 10% as Investors Rush Into Chip Stocks
Chip stocks are surging across the board, but the biggest winner today may be the one that fell 24% last month and still has no trailing earnings to justify the bounce. Here is what is actually driving the move.
CRDO's 52% YTD surge reflects AI connectivity growth, but premium valuation, customer concentration and execution risks favor patience.
This successful hedge fund manager seems to have had a snack craving in Q1.
AMD heads into Q2 earnings with robust EPYC, Instinct and Ryzen AI demand, but a lofty valuation and fierce competition temper its growth outlook.
Arista is a profitable AI infrastructure supplier, while BigBear.ai is positioning to win more government contracts.
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