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Management has gone quiet on the multi-billion-dollar China problem that once dominated its calls, and what they're talking about instead reveals a fundamental shift in where the company's growth must now come from.

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.

Broadcom stock now trades between its 50-day and 200-day moving averages. That could provide both support and resistance.

SpaceX stock fell below its IPO price, trading significantly lower than the levels seen following its public trading debut. The stock was down 1.3% at $134.30 around noon today, extending its double-digit decline since its mid-June IPO.

CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.

Apollo structured a record financing for Broadcom and Anthropic while keeping the debt off Broadcom's balance sheet.

A quiet admission that the company couldn't make its older chips fast enough revealed more than any grand AI promise.

Broadcom Inc. (NASDAQ:AVGO) is one of the Best Stocks to Buy Now for High Returns. Broadcom Inc. (NASDAQ:AVGO) maintains its upward trajectory with more than 7.8% gains over the past month. Recent gains have been driven by a multi-year partnership extension with Apple and surging AI semiconductor demand. Wall Street anticipates more than 30% upside […]

SK Hynix is the biggest manufacturer of high-bandwidth memory (HBM), a critical component used in AI data centers.

The Cloud Infrastructure Services Providers in Europe (CISPE) has joined forces with four other ‌trade groups to urge EU antitrust regulators to suspend some ‌business practices of U.S. chipmaker Broadcom, according to a joint letter seen by Reuters. CISPE , which ​has nearly 50 members across Europe and counts Microsoft and Amazon as associate members,  in March asked for an interim measure on its own after Broadcom last year revamped its VMware cloud service provider ecosystem, which ‌it acquired in 2023.

SNOW is expanding its AI platform and customer base, but Broadcom's faster AI growth, record bookings, and major partnerships make it the stronger buy.

The average of price targets set by Wall Street analysts indicates a potential upside of 32.8% in Broadcom Inc. (AVGO). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Here is how Marvell Technology convinced the market its already bright future was accelerating at a pace few saw coming.

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.

Broadcom Inc. (NASDAQ:AVGO) is one of the high-growth wide-moat stocks to buy. On July 6, Reuters reported that Broadcom expanded its partnership with Apple through 2031 to develop and supply custom chips. The agreement reinforces Broadcom’s role in providing complex radio-frequency, Wi-Fi, Bluetooth, and other networking components used in Apple products. Analysts cited by Reuters […]

Broadcom's AI revenue is compounding at a pace that has Wall Street running out of superlatives, but a retail investor putting $5,000 in today faces a valuation and customer-concentration risk that could just as easily flatline that bet as double it.

In a significant development for the AI chip sector, Arteris, Inc. has announced an expanded partnership with Arm to enhance semiconductor cybersecurity. This alliance builds on a five-year collaboration, utilizing Arteris' Cycuity Radix hardware security assurance product. By integrating Cycuity Radix into Arm's CPU design processes, the partnership aims to proactively address potential security vulnerabilities and strengthen the security assurance of processor cores. This strategic move...

This JPMorgan stock pick is an aggressive buy, and rising Wall Street targets back it, even as an insider quietly sells.

Meta Platforms, Inc. (NASDAQ:META) is one of the high-growth wide-moat stocks to buy. On July 9, Reuters reported that Meta plans to begin manufacturing its in-house AI chip, code-named Iris, in September. The company is working with Broadcom on design and Taiwan Semiconductor Manufacturing Company on production. Reuters also reported that Meta plans to deploy […]

This was partially due to a broad investor pivot away from software companies into hardware makers.

We recently published Ray Dalio Stock Portfolio: 10 Best Stocks to Buy. Broadcom Inc. (NASDAQ:AVGO) is one of Ray Dalio’s best stocks to buy. On July 8, Evercore ISI called the multiyear agreement with Broadcom Inc. (NASDAQ:AVGO) strategically positive and said the partnership with Broadcom helps Apple’s effort to strengthen AI compute silicon for future […]

The company's historic AI boom is undeniable, but it's also reshaping the business in ways that could challenge its premium valuation.

The chipmaker's recent strength is tempting, but its long-term behavior tends to magnify the market's moves, not counter them.

The market is offering an unusually high cash return to own this chip giant, forcing a hard look at whether its core business is stalling or simply reloading.

TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on ‌Tuesday said it has raised $43 million in early ‌funding to help companies build their own AI chips. The market for such AI ​chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips ‌talk to each ⁠other at high speed, and the only way to access that technology is to work with ⁠them to develop a custom chip.

Broadcom Inc. (NASDAQ:AVGO) is among the Best AI Stocks. On July 6, Reuters reported that Broadcom Inc. (NASDAQ:AVGO) expanded its partnership with Apple through 2031 to develop and supply custom chips. It extends a relationship that analysts estimate generates about 20% of Broadcom’s annual revenue. The report said the agreement eased investor concerns that Apple would replace […]

Today’s S&P 500 gains wouldn’t suggest it, but most of the index’s components are actually in the red. The S&P 500 is up 0.4% while the Equal Weight S&P 500 is moving in the other direction, down 0.3%. Nearly two-thirds of names in the S&P 500 were down despite session gains, signaling that stocks on the rise are doing the heavy lifting, offsetting the larger group of laggards and then some.

Broadcom dominated every AI headline in 2026 while retail investors kicked themselves for missing it. But the actual dollar returns tell a story that should make those investors feel a lot better about what they already owned.

Citi raised its Apple price target to $365, betting AI momentum and resilient demand will fuel further gains after earnings.

The chipmaker's headline numbers looked grim, but one corner of its business was already signaling the AI-fueled turnaround to come.