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Is Broadcom’s (AVGO) Next Big Bet Hidden in Plain Sight?
Insider Monkey2d agoneutral
Is Broadcom’s (AVGO) Next Big Bet Hidden in Plain Sight?

On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to the numbers coming out of Broadcom’s chip business, but it hints […]

Intel's huge rally is helping pay for its AI comeback
Yahoo Finance Video2d agobullishVIDEO
Intel's huge rally is helping pay for its AI comeback

In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre dives into Intel's (INTC) rally and how the chipmaker’s surging stock price saved the company millions as it prepares to issue $20 billion in new common stock.

This Is Where Nvidia Beats Broadcom
24/7 Wall St.2d agobullish
This Is Where Nvidia Beats Broadcom

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.

Broadcom Can Eat Nvidia’s Lunch Just Like This
24/7 Wall St.2d agoneutral
Broadcom Can Eat Nvidia’s Lunch Just Like This

NVIDIA posted the largest data center quarter in history, yet one rival is growing AI revenue faster and quietly locking up the customers who matter most. The custom silicon war is already underway, and the scoreboard looks nothing like the headlines.