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AMD’s earnings beat highlighted a deeper shift inside AI infrastructure. The company’s growing role in inference computing may matter more than investors currently appreciate.
Broadcom (AVGO) is up 6.9% over the last five trading days, helped by new VMware product launches and fund rotation back into AI infrastructure plays. Broadcom’s growing role in custom silicon also positions it well for the shift toward inference-focused AI workloads, reinforcing its importance in enterprise AI.
Numbers in earnings reports come and go. Every quarter brings a new beat, a new record, a new reason to pay attention. But occasionally, a single line in a guidance statement stops you cold. For Broadcom (AVGO), that line came from CEO Hock Tan on March 4, 2026, buried inside the company's ...
Advanced Packaging Has Become the Bottleneck Intel (INTC) is attempting to reposition itself in the semiconductor value chain by leveraging one of the few areas where it still holds a differentiated capability—advanced packaging. While Taiwan Semiconductor Manufacturing Company’s (TSM) (TSMC) Chip on Wafer on Substrate (CoWoS) platform has become the industry standard for high-performance AI ... AI Chip Packaging Constraints Create an Opening for Intel’s EMIB Technology
The tech giant is in a league of its own in its important industry.
QLYS tops Q1 estimates as channel mix shifts and ETM/CSAM gains, and lifts the 2026 revenue and profit outlook.
Jack Henry tops Q3 estimates as payments and cloud processing surge, notching 15 core wins and lifting the fiscal 2026 revenue and EPS outlook.
Recently, Zacks.com users have been paying close attention to Broadcom Inc. (AVGO). This makes it worthwhile to examine what the stock has in store.
If you are wondering whether Broadcom's current share price reflects its true worth, the recent performance gives plenty to think about. The stock closed at US$427.45, with returns of 6.9% over 7 days, 35.9% over 30 days, 23.0% year to date and 115.4% over the last year, which will naturally influence how you think about future upside and risk. Recent coverage has focused on Broadcom's role within the semiconductor sector and its position in AI and networking supply chains. This helps...
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
Anthropic has committed to spend $200 billion with Google Cloud over five years as part of a recent agreement, The Information reported on Tuesday, citing a person with knowledge of the matter. The commitment suggests the AI startup accounts for more than 40% of the revenue backlog Google disclosed to investors last week, according to the report. Google parent Alphabet shares were up about 2% in extended trading on Tuesday following the report.
The semiconductor and networking specialist is rising on strong results from another major AI player.
Dow Jones tech titan Apple, along with AI chipmaker Broadcom, are in buy zones amid strong advances in recent weeks.
The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) made a 160%-plus move in thirty days, and the fund added another 15% today to trade near $146. Returns like that show up when the most volatile sleeve of the market reverses sharply and a triple-leveraged ETF amplifies the bounce. The reason for the rip is simpler ... Up 160% in One Month, This AI ETF Can Still 5X
Broadcom Inc. (AVGO) could produce exceptional returns because of its solid growth attributes.
Markets price the obvious AI winners first.
Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026
NVIDIA's fiscal 2026 free cash flow hits $96.6B as AI demand surges. Will increasing AI inference spending and 75% gross margins push it even higher?
MU hits a 52-week high as AI/HPC memory demand surges. Strong quarterly results and a low P/E keep bulls buying.
May is full of excellent AI investing opportunities.
Celestica rides the AI data center boom, boosting guidance as earnings and revenue are set to more than double by 2027 amid surging hyperscaler demand.
In the closing of the recent trading day, Broadcom Inc. (AVGO) stood at $414.71, denoting a -1.56% move from the preceding trading day.
