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Broadcom (NasdaqGS:AVGO) shares were caught in a sector-wide pullback after AI leaders urged slower development of advanced models. Anthropic's CEO published a high-profile essay calling for a pause on rapidly scaling AI systems, citing safety and ethical risks. OpenAI's CEO echoed similar caution, which prompted investors to reassess longer term demand assumptions for AI chips and infrastructure suppliers. This call from Anthropic and OpenAI leadership to slow AI model development is...

Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.

Broadcom upgraded, Ultragenyx downgraded: Wall Street's top analyst calls

Investing.com -- Macquarie upgraded Broadcom to outperform in a note to clients on Thursday, arguing that the risk from Google bringing chip production in-house has largely played out and that the company is now the cleanest listed way to gain exposure to artificial intelligence developer Anthropic's compute buildout.

Two chip stocks are each up 3% Tuesday for reasons that have nothing to do with each other, and the gap between those catalysts reveals something important about what is actually moving semiconductor prices right now.

Nvidia initiated, Teradyne downgraded: Wall Street's top analyst calls

Credo Technology has turned into one of the wildest AI infrastructure trades of the year, but with the stock sitting near all-time highs and customer concentration severe enough to rattle any single hyperscaler pullback, the real question is whether the next leg up or a sharp reversal comes first.

Broadcom Inc. (AVGO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

AMD just added Microsoft to a customer roster that already includes OpenAI and Meta, and the stock is sitting 8% below its 52-week high with a Q2 guidance number that should make NVIDIA nervous.

Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth expectations.

MaxLinear's growth story spans AI optics, 1.6T upgrades, fiber, Wi-Fi 7 and DOCSIS, but execution timing will shape revenue and cash generation.

One analyst believes that all of the optimism around Broadcom is priced into AVGO stock.

Broadcom stock sinks as Erste Group downgrades it to “Hold.” Here’s why analyst Hans Engel recommends caution in playing AVGO shares at current levels.

Broadcom Faces Fresh Pressure After Analyst Cuts Rating to Hold

Erste Group cut Broadcom to Hold, citing valuation despite expected $29.4 billion quarterly revenue and AI strength.

Wall Street just picked a new favorite in the AI chip race, and it isn't the company most investors expect. According to Investing.com, Cantor Fitzgerald analyst C.J. Muse raised his price target on Advanced Micro Devices (AMD) to $700 from $500 on June 29, keeping his Overweight rating. That ...

Intel (NASDAQ:INTC) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target on the shares to $150 from $90 while keeping its rating at Neutral. That nuance matters. A supersized target without a rating change signals strong conviction in ... Wall Street Just Supersized Its Price Target on Intel. Is the Stock Still Too Cheap?

Broadcom Inc. (NASDAQ:AVGO) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 11, Timothy Arcuri of UBS was bullish on the company’s stock and maintained a “Buy” rating with a price objective of $485. That being said, the firm’s analyst opines that supply constraints might result in […]

Advanced Micro Devices (AMD) stock closed at $519.85 on June 23, down 5.76%. The stock was caught in the tech sector sell-off, as reported by Yahoo Finance. This drop is probably just a small hiccup, given how the stock has performed over the longer time frame and the bullish analyst consensus. The ...

The AI networking startup has now raised $500 million in under 18 months as investors bet the next infrastructure giant will emerge from the race to connect the world's AI chips.

On June 18, 2026, Marvell Technology drew investor attention with a price upgrade and renewed AI confidence.

Credo is riding the AI interconnect upgrade cycle as its copper, optical and scale-up networking portfolio targets key data-center bottlenecks.

Most people don't think about Oracle the way they think about Nvidia or Broadcom. It doesn't have the same flashy artificial intelligence (AI) narrative. It started as a CIA database project in 1977. For decades, it was the unglamorous but indispensable backbone of enterprise computing. Then the ...

When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best AI Stocks to Buy in June. On June 5, TheFly reported that the Erste Group upgraded its rating on Broadcom to Buy from Hold, noting that the company is growing much faster than its sectoral peers. The analyst expressed optimism for the stock, emphasizing that it […]

Sandisk has already delivered one of the most extraordinary stock rallies in the technology sector this year, up more than 550% in 2026 before last week's pullback. The memory company fell more than 15% over two sessions as the broader AI trade sold off on Broadcom earnings and profit-taking. Bank ...

Broadcom Inc. (NASDAQ:AVGO) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, HSBC analyst Frank Lee raised the price target on Broadcom Inc. (NASDAQ:AVGO) to $600.00 (from $450.00) while maintaining a Buy rating. The bullish case for Broadcom is based on its ASIC revenue growth, […]

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Investing.com -- Investment bank Macquarie has downgraded Broadcom from Outperform to Neutral, citing growing concerns that key customer Google is increasingly developing its own artificial intelligence (AI) chip capabilities and diversifying suppliers. The firm also cut its 12-month price target on Broadcom by 15% to $437 per share, down from $513.