Actualités

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 ...

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...

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.

Chip leader Broadcom is one of the top stocks to consider buying in this power trend that's largely been led by tech names.

Broadcom (NASDAQ:AVGO) and Microsoft (NASDAQ:MSFT) both delivered AI-fueled quarters revealing two different playbooks. Broadcom sells custom silicon and switches for hyperscaler data centers. Microsoft sells cloud, copilots, and the productivity layer on top. Comparing them shows how the AI buildout splits between picks-and-shovels suppliers and full-stack platform owners. Custom Silicon Surges While Azure Carries Microsoft ... Broadcom vs Microsoft. Both Are Winning the AI Race. Only One Is Pr

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

Markets don’t move in a straight line — and neither do the people running the country. Q1 2026 was a quarter defined by tariff headlines, rate uncertainty, and a broad S&P 500 pullback that rattled retail and institutional investors alike. Most people were paralyzed. Some panicked. And at least one person — or rather, one ... President Trump’s Stock Broker Was the Busiest Person in America in Q1

Quarterly results reveal contrasting revenue paths for Meta and Snap, with notable differences in margins and recent hardware partnerships shaping the landscape

UBS said the April rally in US equities was a 2.8 standard deviation event over the past 25 years, while its own crowding data shows mega-cap tech stocks remain heavily crowded long positions. The bank's quantitative research found that every one of the Magnificent Seven stocks, excluding...

Broadcom (AVGO) stock currently trades at $440, positioning it as a pivotal force in the global shift toward AI-driven infrastructure. At a 38.5x forward P/E based on 2026 earnings, the valuation appears rich compared to the average figure of 34.8x over recent quarters. However, shifting the lens to a three-year horizon through 2028 reveals a massive earnings power that the market is currently attempting to price in today.

Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

NU (NYSE:NU) executives said the digital banking company delivered another quarter of customer growth, revenue expansion and operating leverage, while emphasizing that higher credit provisions in the first quarter reflected seasonality, portfolio growth and product mix rather than deterioration in u

On May 14, 2026, Cisco’s earnings-fueled jump helped propel major U.S. benchmarks to fresh records amid a broader AI-driven rally.

US equity indexes rose as sector-topping technology shares pushed the S&P 500 and the Nasdaq to new

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

A basket of major chip stocks were all higher for the day on bets earnings momentum will keep tech companies flying high. Shares of Nvidia, the poster child of AI enthusiasm, rose 4.4%. Broadcom, Samsung Electronics, Taiwan Semiconductor, ASML, Texas Instruments, and AMD shares were all up, too.

We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor companies in the world. Its role in the AI market is defined through its ability to design custom […]

The Dow just hit 50,000 for the first time, and all three major indexes are up about 1% at midday. Here's what's driving the moves and what it means for your portfolio.

Investing.com -- President Donald Trump’s latest OGE Form 278-T disclosure reveals a significant paring of his larger technology holdings during the first quarter of 2026. Large-scale sales of Amazon.com Inc (NASDAQ:AMZN), Meta Platforms Inc (NASDAQ:META), and Microsoft Corporation (NASDAQ:MSFT) were recorded in the peak-valuation tier of $5 million to $25 million.

The semiconductor specialist got some love from Wall Street.

Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target on Broadcom (NASDAQ:AVGO) to $545 from $430 while maintaining an Overweight rating. The driver is a new “pluggable gigawatt-driven” framework that ties AI silicon demand to physical data center power capacity, implying AI semiconductor revenue is ... Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected

Citi raised its price target on Broadcom and is bullish on the company ahead of earnings on June 3.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.40%, and June E-mini Nasdaq futures...

CRDO's strong cash position and record growth are powering expansion through AEC scaling, optics bets and strategic acquisitions.