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Jim Cramer says one AI giant holds key to market’s next move
TheStreet35d agoneutral
Jim Cramer says one AI giant holds key to market’s next move

Yes, Jim Cramer has said a lot of things about a lot of stocks over the years. But when the "Mad Money" host identifies a single name as the market's directional signal, that is a different kind of call entirely. Cramer posted about it on X (formerly Twitter) on July 8. If there is going to be a ...

A Gigawatt Jolt for Meta Stock
Barrons.com35d agoneutral
A Gigawatt Jolt for Meta Stock

Meta also wants to double its overall computing capacity to 14 gigawatts in 2027, Reuters reports. It may signal a big new business line.

Broadcom’s (AVGO) AI Chip Momentum Keeps Wall Street Bullish
Insider Monkey35d agoneutral
Broadcom’s (AVGO) AI Chip Momentum Keeps Wall Street Bullish

Broadcom Inc. (NASDAQ:AVGO) is one of the top stocks to buy according to Whale Rock Capital Management. On June 30, Jefferies analyst Blayne Curtis reiterated his Buy rating and $550 price target on Broadcom Inc. (NASDAQ:AVGO). The analyst cited an improving outlook for the company’s AI chip business. A key pillar of Curtis’ thesis is […]

My Bold Prediction for This Stock Through 2030
24/7 Wall St.35d agoneutral
My Bold Prediction for This Stock Through 2030

Apple (NASDAQ:AAPL) just signed a $30 billion multiyear deal with Broadcom for U.S.-made custom silicon and is closing in on Nvidia for the largest market cap in the world. Shares are up 15.49% year to date and sit at $313.39. Can Apple ride its AI infrastructure pivot to $500 per share by 2030? Here is ... My Bold Prediction for This Stock Through 2030

Erste Group Moves Broadcom (AVGO) to Hold
Insider Monkey36d agoneutral
Erste Group Moves Broadcom (AVGO) to Hold

Broadcom Inc. (NASDAQ:AVGO) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 7, 2026, Erste Group analyst Hans Engel downgraded Broadcom Inc. (NASDAQ:AVGO) to Hold from Buy previously. Engel said both gross margin and operating margin are expected to remain stable at a high level, but Broadcom Inc. […]

Broadcom gets unexpected Wall Street call after major Apple victory
TheStreet36d agoneutral
Broadcom gets unexpected Wall Street call after major Apple victory

Broadcom (AVGO) got some cold water poured on it on July 7. Just one day after, the stock jumped on news that Apple (AAPL) had extended its chip supply agreement through 2031 in a deal expected to exceed $30 billion. Erste Group analyst Hans Engel, who ranks 1,995 out of 12,375 Wall Street Analysts ...

Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?
24/7 Wall St.36d agobullish
Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?

Shares of Marvell Technology (NASDAQ:MRVL) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce. The move stems from broad sector catalysts. Traders are responding ... Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?

Why AMD’s Stock Rise Is Worrying This Analyst
Barrons.com36d agoneutral
Why AMD’s Stock Rise Is Worrying This Analyst

Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.

AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity
24/7 Wall St.36d agobullish
AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 7% to $555.26 in early trading Thursday, leading a broad semiconductor rebound. Intel (NASDAQ:INTC) shares are up 5% to $116.14, and Broadcom (NASDAQ:AVGO) shares are up 2% to $396. The bounce reverses a rough stretch for chip names after several sessions of selling. The iShares Semiconductor ETF ... AMD Jumps 7%, Intel Climbs 5%, Broadcom Rises 2% as Tom Lee Calls the Chip Selloff a Buying Opportunity