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MT Newswires7d agoneutral

US Semiconductor Sector Set for AI-Driven Acceleration, BofA Says

US semiconductor companies are on track for faster AI-driven sales growth and stronger returns this

24/7 Wall St.7d agoneutral

Which of These 5 Companies Benefits Most From Easing China Tariffs?

Washington is signaling renewed engagement with Beijing, and investors are trying to figure out which stocks would benefit if tariffs ease, export controls loosen, and Chinese consumer demand stabilizes. Prediction markets currently put the odds of a tariff reduction announcement at 53% and AI export restriction relief at roughly 51%. Here we look at five ... Which of These 5 Companies Benefits Most From Easing China Tariffs?

Trefis7d agoneutral

Nokia (NOK) Reset: Is the Infrastructure Giant Still Undervalued At $13?

For years, Nokia stock was dismissed as a legacy hardware player trapped in a low-margin 5G cycle. But in early 2026, the narrative has fundamentally shifted. While the market remained fixated on software giants, Nokia quietly engineered a structural breakout into the $11 to $13 range, fueled by an "AI super-cycle" that is rapidly transforming the telecommunications sector.

ANET AVGO CIEN NOK

Zacks7d agoneutral

Semiconductor Stocks Are Booming and It's Not Just AI

ON Semiconductor, Analog Devices and Texas Instrument are semiconductor companies, but not the standard AI players, yet their stocks and earnings are booming. What's happening here?

ADI AMD AVGO ON TXN

Barrons.com7d agobullish

Micron Stock Rises Amid Fears Samsung Strike Will Damage Memory-Chip Supply

FEATURE Micron Technology stock was gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 3.1% in early trading. Talks between Samsung and its labor union to avert a walkout collapsed on Wednesday.

AAPL AVGO GOOG GOOGL LLY META MSFT MU+5

24/7 Wall St.7d agobullish

One Reason I Can’t Stop Buying Broadcom Stock

I keep hitting the buy button on Broadcom (NASDAQ:AVGO) because I have never watched a company sit this squarely on the single biggest capital cycle of my lifetime while acting like a cash-return machine for shareholders. Custom AI silicon for the handful of companies building frontier models, paired with a software business that prints money, ... One Reason I Can’t Stop Buying Broadcom Stock

AVGO GOOG GOOGL META

Zacks7d agoneutral

Here's How Much a $1000 Investment in Broadcom Inc. Made 10 Years Ago Would Be Worth Today

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

AVGO

Barchart7d agoneutral

Is Wall Street Bullish or Bearish on Broadcom Stock?

Broadcom has dramatically outperformed the S&P 500 over the past year, fueled by surging AI-related demand, while Wall Street analysts continue to maintain a highly bullish outlook on the stock’s growth trajectory.

AVGO

Insider Monkey7d agoneutral

Why Broadcom (AVGO) Is Becoming a Bigger Force in Custom AI Silicon

Broadcom Inc. (NASDAQ:AVGO) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 11, when SDxCentral reported that Blackstone and Apollo Global Management were in talks with Broadcom Inc. (NASDAQ:AVGO) over a financing deal of about $35 billion to support the company’s AI chipmaking buildout. The […]

AVGO GOOG GOOGL META

GuruFocus.com7d agoneutral

The S&P 500 May Not Be Diversified Anymore

Apollo warns mega cap dominance is reshaping the market

AAPL AMZN AVGO GOOG GOOGL META MSFT TSLA+1

Barrons.com7d agobullish

How to Beat the S&P 500 With a Dividend ETF: Give Up the Dividend.

First Trust Rising Dividend Achievers has returned an annual 15.8% over the past 10 years. But don’t look too closely at its dividend.

AAPL AMAT AVGO LRCX

Simply Wall St.7d agoneutral

Blackstone’s May Portfolio Shuffle Reshapes Risk And Future Fee Potential

In May 2026, Blackstone (NYSE:BX) announced the sale of Recognition Music Group to Sony Music and a lender-led restructuring of Medallia. The firm also agreed to acquire a majority stake in Greek e-commerce platform Skroutz and arranged a financing package with Broadcom tied to AI chip development. Additional moves included a large life sciences investment in Anagram Therapeutics and the launch of a real estate lending platform focused on affordable housing projects. Blackstone is putting...

AVGO BX

Zacks8d agoneutral

Broadcom Inc. (AVGO) Dips More Than Broader Market: What You Should Know

Broadcom Inc. (AVGO) reached $419.3 at the closing of the latest trading day, reflecting a -2.13% change compared to its last close.

AVGO

Insider Monkey8d agoneutral

Broadcom (AVGO) Is The Biggest Holding in Elon Musk’s Grok AI Chatbot Latest Portfolio

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Broadcom (NASDAQ:AVGO) ranks #4 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 202 Broadcom (NASDAQ:AVGO) is the biggest position in the Grok portfolio at 8.58%. Grok believes the bull […]

AMZN AVGO GOOG GOOGL META MSFT

Insider Monkey8d agobullish

Citi Says Broadcom (AVGO) Could Beat April Quarter Estimates on AI Strength

With a 5-year average dividend growth rate of 12.60%, Broadcom Inc. (NASDAQ:AVGO) is included among the 14 Best Dividend Stocks to Buy for Steady Growth. On May 12, Citi analyst Atif Malik raised the firm’s price target on Broadcom Inc. (NASDAQ:AVGO) to $500 from $475 and maintained a Buy rating on the shares as part of an […]

AVGO

Barchart8d agoneutral

Stocks Settle Mixed on Tech Weakness and Inflation Pressures

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

ADBE AMAT AMD ARM ASML ASTS AVGO CI+28

Barrons.com8d agoneutral

Dow Nearly Flat as Market Perks Up

The stock market is perking up a little in afternoon trading. The S&P 500 was down 0.6%; it had marked a loss as large as a percent earlier. The tech-heavy Nasdaq was extending its losses, down 1.4%. The Dow was flat.

ADSK AVGO MSFT NVDA ^DJI ^GSPC ^IXIC

Motley Fool8d agobullish

Up Nearly 40% Since April Began, Is Broadcom Stock Still a Buy?

Broadcom investors should look at 2027's projections to assess the business.

AVGO

The Wall Street Journal8d agoneutral

Tech Stocks Nurse a Post-Earnings Hangover

It’s been a rough day for tech names with Micron and Intel down around 10% and Qualcomm down 15%. There was always going to be a comedown after a few weeks of breathless quarterly reports, said Jay Hatfield, chief executive officer at Infrastructure Capital Advisors.

AVGO MU QCOM

Motley Fool8d agoneutral

Are Memory Specialists a Better Way to Play the AI Boom Than AI Chipmakers?

If you missed out on the AI chip boom, the memory space could be a second chance to profit.

AVGO INTC

Zacks8d agobullish

Will Broadcom Inc. (AVGO) Beat Estimates Again in Its Next Earnings Report?

Broadcom Inc. (AVGO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

AVGO

24/7 Wall St.8d agoneutral

Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

Broadcom stock picked up a fresh price target raise from Citi on Tuesday, with analyst Atif Malik lifting his target to $500 from $475 while maintaining a Buy rating. Broadcom (NASDAQ:AVGO) was framed in Citi’s note as an earnings preview call, with the firm pointing to stronger AI demand driving the April quarter modestly above ... Citi Raises Broadcom Price Target to $500: AI Demand Sets Up Another Big April Quarter

AVGO GOOG GOOGL META

Investor's Business Daily8d agoneutral

AI Stocks Nvidia, AMD, Broadcom Nab Price-Target Hikes

Several Wall Street analysts raised their price targets on highflying AI stocks, including Nvidia, AMD and Broadcom.

AMD AVGO DELL INTC NVDA

Simply Wall St.8d agoneutral

Broadcom Tax Free Cloud Options Test VMware Pricing Power And Stickiness

Arcfra and RackWare have launched cloud disaster recovery and migration services marketed as "Broadcom tax free" alternatives following Broadcom's VMware acquisition. The new offerings target enterprise customers seeking options that avoid Broadcom's updated VMware pricing and platform structure. The move reflects growing interest among enterprises and partners in independent, agentless solutions for disaster recovery and workload migration. For investors watching NasdaqGS:AVGO, this...

AVGO

Trefis8d agobullish

Is the Arista Rally Over? The Path to $111

Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend

AMD ANET AVGO CSCO DELL

Barrons.com8d agoneutral

Nvidia Defies the Decline in Chip Stocks

Stocks of most chip companies were getting hit, besides Nvidia. Texas Instruments, Samsung Electronics, ASML stocks were all down more than 2%, while shares of Taiwan Semiconductor Manufacturing were down 1.

AMD ASML AVGO SOXX SSNLF TSM TXN

Trefis8d agobullish

Get Paid 12% To Buy AVGO At A 30% Discount - Here's How

Do you think AVGO stock is a good long-term bet at current levels? What about at a 30% discount at about $300 per share? If you think that is a steal and have some cash ready to go, here is a trade.

AVGO GOOG GOOGL

Motley Fool8d agobullish

The Next Phase of the AI Chip Supercycle Is Here. 1 Growth Stock Buy Before It Is Too Late (Hint: It Isn't Intel or Broadcom)

Arm Holdings anticipates a significant surge in revenue and earnings over the next five years.

AVGO INTC

Investing.com8d agobullish

Broadcom stock target raised at Citi ahead of expected earnings beat

Investing.com -- Citi raised its price target on Broadcom to $500 per share in a note on Tuesday, reiterating a Buy rating on the chipmaker and calling it its top semiconductor pick for 2026, ahead of the company's fiscal second-quarter earnings due June 3.

AVGO